Business Memory
Your business, remembered.
Notes get lost and dashboards only show numbers. Business Memory keeps what you decided, why, and whether it worked.
What's recorded
Meetings
Every monthly review: the agenda, the notes and who was there.
Decisions
What you decided, why, and what you expected to happen.
Assumptions
What each decision depends on, and whether it still holds.
Goals
Where you want the business to be, and by when.
Tasks
Who does what by when, linked to the decision behind it.
Outcomes
What actually happened, checked on each decision's review date.
Observations
What your advisor spots in the numbers, like a margin that's slipping.
Documents
Statements, contracts and files, linked to the month or decision they belong to.
How it connects
- AssumptionFewer than 5% of plan members cancel.
- TaskSend the price notice to plan members
- Outcome · Jun 122% of plan members cancelled, against the 5% assumed. Worked.
- Numbers · October 2026Revenue $548k (▲ 4% vs Sep), gross margin 41.2%
Sample business
The “review on” date
Every decision gets a date to check back. Your advisor brings it to that month's review, so nothing is decided and forgotten.
Hire a second install tech · review on Nov 13
Who can see it
You and your advisor. Nobody else, unless you choose to share it.
Later: share a verified view with a lender, buyer or new manager, on your terms.