Skip to content
ONE VIEWLaunchpad

Everything the work needs, in the order you need it.

Ten parts of one workspace. What you record once counts everywhere: evidence completes readiness items, your profile fills your capability statement, and your readiness decides what comes next.

Plan

Know where you stand and what to do next.
01

Readiness roadmap

What it does
Turns your profile and assessment into ten stages of ordered tasks, from business foundation to business development.
Why it matters
Government contracting has an order: registrations depend on your legal identity, set-asides depend on your codes. Doing things out of order costs weeks.
What you get
  • A roadmap built for your business
  • Why, what, where and evidence on every task
  • Owners and due dates for your team
Readiness and roadmap

Stage 02

Registration

3 of 6 done

  • Get your Unique Entity ID (UEI) at SAM.govAbout 30 min
  • Register your entity in SAM.govAbout 2 hr
  • Confirm your CAGE codeAbout 5 min
  • Choose your NAICS codes and a primary code
    Why it matters
    NAICS codes decide which set-asides you can compete for and which size standard applies to you.
    What you need
    Your list of services and the census.gov NAICS search.
    Evidence to keep
    Your NAICS list with a one-line reason for each code.

    About 30 minUp to 3 points in Registration

  • Complete your SBA small business profileAbout 45 min
  • Set a SAM.gov renewal reminderAbout 10 min

Illustrative preview with a fictional sample company.

02

Readiness tracking

What it does
Scores your readiness across ten weighted categories from what you have actually recorded, and keeps a history as it changes.
Why it matters
You can see which categories are ready and where the next points are, so the hours you have go to the work that counts most.
What you get
  • One score, every point explained
  • Next actions ranked by what they add
  • A thirty-day trend on your overview
How the score works
The overview in the app: roadmap, evidence, opportunities and relationship tiles, then the readiness ring at 67% beside the ten category bars.
The overview in the app, with a fictional sample company. The score is not a government qualification.

Build

Registrations, certifications, documents and financials, in order.
03

SAM.gov preparation

What it does
Walks you through the UEI, the full entity registration, your CAGE code and NAICS codes, and keeps each identifier on your profile.
Why it matters
An active SAM.gov registration is required to receive most federal contracts, and it lapses if it is not renewed every year.
What you get
  • Step-by-step registration tasks
  • Your IDs and expiry date in one profile
  • A task to plan the yearly renewal
The UEI and SAM.gov guide

Government IDs

Company profile, read by every registration task

Unique Entity ID
DEMO12345678
Recorded
SAM.gov registration
All awards
Active
CAGE code
Assigned after activation
To record
Primary NAICS
541512
Recorded

Registration expires in 11 months. Your roadmap includes a task to set a renewal reminder.

Illustrative preview with a fictional sample company.

04

Certifications

What it does
Explains the SBA programs (8(a), WOSB and EDWOSB, HUBZone, VOSB and SDVOSB) and tracks your preparation for the ones that apply.
Why it matters
Certifications open set-aside and sole-source competitions, but each has its own rules, evidence and application.
What you get
  • Each program in plain language
  • A preparation checklist and evidence list
  • Your status per program
Capabilities and evidence

Certifications

1 preparing, 1 worth a look, 6 not applicable

  • Women-Owned Small Business (WOSB)

    Run by SBA

    Preparing
    2 of 5 steps done
  • 8(a) Business Development

    Run by SBA

    Potentially relevant
    0 of 6 steps done
  • HUBZone

    Run by SBA

    Not applicable
  • Service-Disabled Veteran-Owned (SDVOSB)

    Run by SBA

    Not applicable

ONE VIEW tracks your preparation. Only the program office decides eligibility.

Illustrative preview with a fictional sample company.

05

Business documents

What it does
A private vault for the evidence behind every claim: formation papers, insurance, policies, statements, with categories and folders.
Why it matters
Buyers and program offices ask for proof. Evidence that expires unnoticed can cost you an award.
What you get
  • Expiration dates and reminders
  • Versions you can restore
  • Share links that expire
The document vault
The documents vault in the app: categories on the left, and a table of documents with their category, status, expiry date and owner.
The document vault in the app, with a fictional sample company.
06

Financial readiness

What it does
Scores the financial basics a contracting officer checks: a separate account, an accounting system, current statements, cost readiness.
Why it matters
Contracting officers assess financial responsibility before award (FAR 9.104-1). A small business has to show it can carry the work until invoices are paid.
What you get
  • The financial items, one by one
  • A snapshot per fiscal year
  • Statements kept in the vault
The readiness categories

Financial

10% of your readiness score

75%

12 of 16 points

  • Use a separate business bank account3 pts
  • Use an accounting system3 pts
  • Record a financial snapshot for the current or previous fiscal year3 pts
  • Prepare compiled or better financial statements2 pts
  • Adopt cost-type-ready accounting2 pts
  • Understand your indirect rates2 pts

Illustrative preview with a fictional sample company.

Prove

Show a buyer what you do and that you have done it before.
07

Capability statement

What it does
Builds your capability statement from your profile: you write the overview and competencies, and codes, past performance and contacts fill in.
Why it matters
It is the first document a contracting officer or prime asks for, and it has to be accurate the day you send it.
What you get
  • A statement per audience
  • Published versions you can freeze
  • PDF, Word and print export
The capability statement builder

General capabilities statement

Draft, version 3

  1. Company Overview
  2. Core Competencies
  3. Differentiators
  4. Past Performancefrom profile
  5. Key Personnelfrom profile
  6. Certificationsfrom profile
  7. NAICSfrom profile
  8. PSCfrom profile
  9. UEIfrom profile
  10. CAGEfrom profile
  11. Contract Vehiclesfrom profile
  12. Contact Informationfrom profile

Illustrative preview

Illustrative preview with a fictional sample company.

08

Contract references

What it does
Records your past performance: the project, customer, value, period, codes and a reference contact, once, for every statement and response.
Why it matters
Evaluators weigh relevant past work. Commercial and subcontract work counts too, if it is documented.
What you get
  • References ready to cite
  • Reused on statements automatically
  • Confidential work shown without the customer or value
Capabilities and evidence

Past performance

3 references, reused on capability statements

  • Statewide IT help desk

    Example State Transportation Agency

    2023 to 2026NAICS 541519Reference: Sam Lee

    $1.26M

  • Patient records cloud migration

    Fictional County Health Dept

    2024 to 2025NAICS 541512Reference: Alex Morgan

    $480K

  • Data platform subcontract

    Sample Prime Contractor Inc.

    2025, ongoingNAICS 541511Reference: Taylor Kim

    $310K

Illustrative preview with a fictional sample company.

Win

Find the buyers and partners that fit, and pursue the work.
09

Target agencies

What it does
Guided market research into who buys what you sell, and a CRM record for each agency you pursue, with its contacts and activity.
Why it matters
Agencies buy on their own schedules through their own offices. Knowing who they are is what turns readiness into opportunities.
What you get
  • Guided research by NAICS and PSC
  • Agency records with contacts
  • Every touchpoint logged
Research and opportunities

Agencies

4 agencies, 8 contacts

  • FBRFictional Bureau of RecordsPreserves and serves public records.
  • FDEFictional Department of ExamplesRuns example programs.
  • ESTAExample State Transportation AgencyOperates the state transportation network.
  • FCHDFictional County Health DeptProvides county public health services.

Illustrative preview with a fictional sample company.

10

Prime contacts

What it does
Tracks the prime contractors you work with or court, where each relationship stands, and the pursuits you share in a pipeline.
Why it matters
Many small businesses win their first federal work as a subcontractor. Those relationships take time and follow-up.
What you get
  • Primes and partners in one CRM
  • Relationship status and follow-ups
  • A pipeline from target to award
CRM and capture

Prime contractors

Relationships you could support as a subcontractor

  • Sample Prime Contractor Inc.Last touch 31 days agoSubcontracting
  • Example Federal Systems LLCLast touch 34 days agoEngaged
  • Demo Integrators GroupLast touch 38 days agoContacted
ContactsActivitiesPipeline

Illustrative preview with a fictional sample company.