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Start my roadmap

Prepare before you pursue.

Research the market, understand each opportunity before you act, turn solicitations into a clear action plan, and keep business development organized from first target to award.

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  • 8guided research areas
  • 9pipeline stages, from target to award
  • 13sections in a capture plan
The ONE VIEW CRM pipeline board cropped to the Target, Research, Relationship and Opportunity columns, each showing agency, value and probability.
The CRM pipeline in the app. The company, agency and pursuits are fictional sample data.

Market research, guided.

Eight research areas, each a guided form with prompts, links to the official data sources, and space to record findings and sources. Saved research sits beside your roadmap, and you can compose it into a report.
  • AgenciesWhich departments and offices buy what you sell.
  • IndustriesHow your market is defined and where demand concentrates.
  • NAICSThe codes buyers assign and the size standards they carry.
  • PSCHow the government itself describes what it purchases.
  • Prime contractorsWho holds the work today and subcontracts to small businesses.
  • Potential partnersBusinesses whose capabilities or certifications complement yours.
  • Contract historyPast awards: sizes, vehicles, set-asides and timing.
  • Government buyersSmall business specialists and program contacts to reach.

Chase the work that fits.

Opportunities are scored against your own profile, and the ones you pursue move through one pipeline with the people and tasks behind them.
A facilities company owner at a whiteboard schedule, talking with a colleague

Understand opportunities before you act.

Add opportunities by hand or import them from CSV or JSON. See them as a list, a board or a calendar of deadlines. Fit is calculated from your NAICS, PSC, set-aside and location, and every point of fit comes with its reason.
KeywordNAICSPSCAgencyStateSet-asideDeadlineSavedMine

Facilities operations support

Fictional opportunity for illustration

Fit 78
Agency
Example civilian agency, regional office
Solicitation number
EX-2026-R-0142
NAICS
561210
PSC
S216
Set-aside
Total small business
Place of performance
Denver, CO
Response deadline
In 18 days
Contract type
Firm-fixed-price

Why it fits

  • NAICS 561210 is your primary code
  • Total small business set-aside, and you are small for this code
  • Place of performance is within your service area
  • Save
  • Assign
  • Add to pipeline
  • Analyze solicitation

Illustrative preview. The opportunity, agency and numbers are fictional.

Turn complex solicitations into a clear action plan.

Upload a solicitation as PDF or DOCX. The analyzer extracts summary and scope, eligibility, certifications, experience and staffing, technical requirements, deadlines, submission instructions, evaluation criteria, required documents, and seeds an editable compliance matrix. You verify and edit everything the AI extracts.
Example compliance matrix
RequirementSourceMandatoryEvidenceStatusOwnerNotes

Offeror shall hold general liability insurance at the stated minimum.

Verified by you

H.7YesCertificate of insuranceCompliantOperations leadRenewal due before award

Provide three past performance references of similar scope.

AI-extracted, unverified

L.4.2YesTwo completion lettersGapBusiness developmentAsk the prime for a reference

Technical volume shall not exceed 15 pages.

AI-extracted, unverified

L.3.1YesProposal outlineIn progressProposal writer

Illustrative preview. Requirements are examples, not from a real solicitation.

Keep your business development organized.

A CRM for the agencies, buyers, primes and partners you work with, and a pipeline of pursuits in nine stages. When a pursuit gets serious, open a capture workspace for it.
  • ContactsBuyers, specialists and partners, with every touchpoint logged.
  • AgenciesThe offices you target, with their contacts and history.
  • Prime contractorsIncumbents and primes you could support as a subcontractor.
  • PartnersTeaming partners and the capabilities they bring.
  • ActivitiesCalls, meetings and emails, linked to the records they concern.
  • CaptureA workspace per pursuit: win themes, competitors, tasks.
  1. 1Target
  2. 2Research
  3. 3Relationship
  4. 4Opportunity
  5. 5Capture
  6. 6Proposal
  7. 7Submitted
  8. 8Awarded
  9. 9Closed

A capture plan for every serious pursuit.

The capture workspace walks through the opportunity, customer, team, partners, requirements, competition, differentiators, win themes, questions, risks, tasks, timeline and documents, and shows how complete your plan is before you make a bid decision.
A capture workspace with thirteen numbered sections on the left and the Opportunity section open, showing summary, buying agency, solicitation number, NAICS, set-aside and estimated value.
A capture workspace in the app, with fictional sample data.

Next: Readiness and roadmap

A transparent readiness score across ten categories and a roadmap of the work that raises it.
Readiness and roadmapA transparent readiness score across ten categories and a roadmap of the work that raises it.

Related reading

Start with where you stand.

Create your company profile, take the readiness assessment and get a roadmap built around your business.

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