Team

Run a complete strategic cycle with your core team

Everything an organization needs to move through Learn, Focus, Align, and Execute — guided by AI at every step.

Strategic Planning

Full Strategic Learning framework (Learn, Focus, Align, Execute)
AI strategic advisor with Socratic guidance
Workbook auto-population from your organization data
Phase readiness validation and auto-advancement
5 industry example scenarios for onboarding

Organization Intelligence

Org chart, products, competitors, customers, and processes
Financial statement upload and auto-parsing
AI-powered data sufficiency checks

Collaboration

Up to 10 team members
Role-based access (owner, admin, member, observer)
Contributions, comments, and reactions
In-app inbox and content sharing
Weekly strategic summary emails

Execution

Priority tracking with KPIs and milestones
Action item management with deadlines
Gap closure tracking (structure, people, culture, measures)
Risk register and mitigation tracking
Export and share plans

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Full Platform

Enterprise

Autonomous AI agents, deep analytics, and scale

For organizations that want AI doing the heavy lifting — from drafting execution plans to detecting strategy drift and surfacing blind spots.

Everything in Team, plus:

AI Agents & Automation

End-to-end agent pipeline (Analyze → Synthesize → Choose → Plan)
9 department execution workers (marketing, sales, ops, finance, HR, product, CS, IT, PM)
Auto-assign priority owners by skills and capacity
Milestone auto-scheduling and forecasting
Worker output → action items, auto-applied

Insight Engine

Insight quality scoring and lineage tracking
Assumption identification and validation workflows
Competitive advantage sustainability assessment
Pattern discovery across industry intelligence
Structured debates with AI synthesis
Semantic de-duplication of insights

Monitoring & Intelligence

Threshold alerts (health drops, KPI anomalies, overdue milestones)
Strategy drift detection and recovery plans
Risk auto-escalation with email notifications
KPI anomaly detection (z-score + direction reversal)
External signal → insight surfacing
Quarterly strategy review automation

Scale & Reporting

Unlimited team members
Consultant role with scoped permissions
Semantic search across all strategic data
Board-ready PDF report generation
Lead generation and nurture sequences
SSO, advanced security, and API access
Dedicated onboarding and priority support

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Compare

See what's included

	Team	Enterprise
Strategic Planning
Strategic Learning framework (4 phases)	✓	✓
AI strategic advisor	✓	✓
Workbook auto-population	✓	✓
End-to-end agent pipeline	—	✓
Execution
Priority & KPI tracking	✓	✓
Milestones & action items	✓	✓
Gap closure & risk tracking	✓	✓
Department execution workers (9)	—	✓
Auto-assign owners & schedule milestones	—	✓
Milestone forecasting	—	✓
Intelligence
Organization data (customers, competitors, financials)	✓	✓
Insight engine & quality scoring	—	✓
Assumption testing & structured debates	—	✓
Competitive advantage assessment	—	✓
Semantic search (vector embeddings)	—	✓
Strategy drift detection	—	✓
KPI anomaly detection	—	✓
Collaboration & Scale
Team members	Up to 10	Unlimited
Roles	Owner, Admin, Member, Observer	+ Consultant
Weekly summary emails	✓	✓
Threshold & risk alerts	—	✓
Board report generation (PDF)	—	✓
Lead generation & nurture sequences	—	✓
SSO & API access	—	✓
Dedicated onboarding & support	—	✓

FAQ

Frequently asked questions

How do I get started?

Schedule a demo and we'll walk you through the platform, answer your questions, and help you choose the right plan for your organization. Onboarding is fast — most teams are running their first strategic cycle within a week.

What is the Strategic Learning framework?

Strategic Learning is a four-phase process developed at Columbia Business School. It moves organizations through situation analysis (Learn), strategic choices (Focus), business system alignment (Align), and implementation (Execute) — then cycles continuously. The Living Company guides you through every phase with AI.

What are AI execution workers?

Execution workers are specialized AI agents for nine departments — marketing, sales, operations, finance, HR, product, customer success, IT, and project management. Each worker takes your strategic priorities and generates department-specific action plans, KPIs, and implementation steps.

How does the insight engine work?

The insight engine automatically scores insight quality, identifies hidden assumptions, detects duplicate findings, and tracks how insights connect to priorities and actions. It also discovers industry-specific patterns and runs structured debates to stress-test strategic thinking.

Can I upgrade from Team to Enterprise?

Absolutely. Contact us and we'll migrate your account with all your data, plans, and history intact. No disruption to your team.

Is my data secure?

Yes. All data is encrypted in transit and at rest. Strategic plans and conversations are scoped to your organization — no data is shared across accounts. Enterprise plans add SSO, role-based access controls, and custom data retention policies.

Strategy is too important for spreadsheets

See what's included

Frequently asked questions

Ready to transform how you think strategically?