Board · 3 experts
Sell only if your annual recurring revenue is under $480,000; above $800,000 the offer is cheap and you should counter or keep building.
What decides it for you: Your annual recurring revenue per account
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A demo, from real runs. A founder asks whether to sell the company to a bigger competitor, with its term sheet attached. She starts a page for the matter beside the others, with what she gathered and each fact’s source. Three experts take it at once, each with a different job, and the board’s answer lands. After the founder leaves: her note on Home, a WhatsApp nudge, a reply the expert noticed in Gmail with the next step drafted, and the founder’s AI app reading the decision.
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An answer
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and the work behind it.
Most questions get a plain answer. The work shows up when the question has numbers, papers or a deadline.
I have to decide whether to keep Dan, our VP of Sales. After two quarters the pipeline is at 31% of plan, and his one-year cliff vests in January. Keep him, or let him go?
The Sales LeaderMy read: let Dan go, unless this week's breakdown shows the miss came from things he didn't control and he raised it early. Don't let the January cliff make the call for you.
What 31% actually tells you
At 31% of plan you don't have a VP who's a bit behind. You have a business running at under a third of what you planned.
- If The plan was built on assumptions that broke (product, budget, headcount) and Dan raised it early with a plan then Keep him, but on a written 60-day plan with pipeline targets by source and a hard check-in
- If The plan was reasonable and the pipeline sources he owns (outbound, his reps) are the weak ones then Let him go this month
What decides it for you: Whether the miss sits in parts of the funnel Dan controls, and whether he saw it coming
Chief of Staff · Kept from what you said
- Dan — our VP of Sales
- After two quarters the pipeline is at 31% of plan
- one-year cliff vests in January
Every matter, its own room
Everything you’re deciding,
each in its own room.
Every matter, its own room. The company sale, the hire, your mom’s care: each keeps its own facts, papers and experts. When something new comes up, she starts its page and shows you what she gathered, with Undo.
I started a page for Halcyon acquisition offer with what you told me — 14 things so far.
Halcyon acquisition offerNew
- Lumen Analytics — my company
- $2.4M offer from Halcyon
- 140 paying accounts
- revenue is up 40% this year
Still missing: Lumen's current ARR
RenameUndoOpen
Halcyon acquisition offer for Lumen Analytics
70% cash at closing (US$1,680,000)
The Investor $2.4M is a good exit if ARR is under $480k and cheap if ARR is over $800k
Decision on VP of Sales Dan's future
After two quarters the pipeline is at 31% of plan
The Sales Leader Don't let the January cliff make the call for you.
Decide about Dan · Thu, Nov 5
Care arrangements for mom after hip surgeryPrivate
Her insurance covers 20 hours a week
Chief of Staff Go through an agency first, at least for the first few weeks.
It knows your world
Your numbers and papers,
each with where it came from.
It knows your world. Your numbers, your papers and what you decided, each with where it came from and when. Your experts read it before they answer. Correct it or delete it any time.
Papers
Lumen-Q3-board-update.pdf1 page · read
Still missing Lumen's current ARR
What it knows
- offer lapses if not countersigned by 14 November 2026From Halcyon-term-sheet.pdf
- 30% (US$720,000) as an earn-out, paid 12 months after closing if the Company's customers retain at least 90% of annual recurring revenueFrom Halcyon-term-sheet.pdf
- 45 days from signatureFrom Halcyon-term-sheet.pdf
- 140 paying accountsYou said
- 14 months of runwayYou said
A board for the hard ones
Several experts at once,
each with a different job.
A board for the hard ones. Several experts at once, each with a different job: one runs your numbers, one plays the buyer, one reads the fine print. Where two find the same thing, you see both names.
Papers in, work out. Send a term sheet, a lease, an offer. The expert reads it, tells you what to push back on, and its dates and terms go into that matter’s file.
Halcyon-term-sheet.pdf“A bigger competitor, Halcyon, offered $2.4M for my company, Lumen Analytics. Their term sheet is attached. We have 140 paying accounts, revenue is up 40% this year, and we have 14 months of runway. Sell, or keep building? Bring a few experts on this at once.”
The InvestorClaudeValues the $2.4M offer against your growth trajectory and runway
$2.4M is a good exit if ARR is under $480k and cheap if ARR is over $800k
The LawyerGPTFinds the clauses in their term sheet that would hurt you
$720,000 of the headline price is contingent, so the real value can fall below $2.4M.
The StrategistGrokPlays Halcyon: why they want you and what they'll do next
Halcyon targets Lumen now due to your high growth rate making you an urgent competitive threat
What the board says
Sell only if your annual recurring revenue is under $480,000; above $800,000 the offer is cheap and you should counter or keep building.
- If ARR is under $480,000 then Sell, but negotiate the terms hard
- If ARR is $480,000 to $800,000 then Counter or walk
- If ARR is over $800,000 then Keep building or demand a much higher price
What decides it for you: Your annual recurring revenue per account
After you leave
The chat ends.
The work doesn’t.
They come back on their own. On a matter you keep following, she brings you what’s due and what changed: on Home, by email, or on WhatsApp if you turn it on. Only when it’s worth your time.
They notice the reply. Waiting on a buyer or a landlord? The expert watches your Gmail or Outlook for their reply, reads it, and drafts your next step. Nothing is sent: you send it.
Her note on Home
Your decision about Dan is due Nov 5.
On WhatsApp
SynthBoard
SynthBoard here 👋 You asked me to remind you today: “Decide about Dan”. Done? If not yet, just write “not yet”.
Open itThe reply, noticed
The InvestorHalcyon's board approved a bump to $2.8M with 80% cash upfront ($2.24M at close, $560K held back), 30-day exclusivity, and a decision deadline of November 14.
Next: Pull your current ARR number and your per-account cohort retention curve for the last 90 days.
Re: Halcyon term sheet
Thanks for moving it to the board. The $2.8M with 80% cash is closer. Before we commit, I need to clarify three things:
Saved in your Gmail Drafts. Nothing was sent.
Day one, and later
The same question,
answered for your company.
Asked on day one, with nothing on file, and again once it knew the company: the same expert, the same words.
With an empty file
“Can we afford to hire a second engineer this quarter?”
The CFOI can't tell yet. Nothing on file shows your cash or burn. The test is simple, though: you can afford the second engineer if your runway after the hire is still at least 12 months, and closer to 18 if you'll need to raise money before revenue covers payroll.
With what it knows
“Can we afford to hire a second engineer this quarter?”
The CFONot yet, and not before 14 November. On money alone, your 14 months of runway can absorb a second engineer only if their fully loaded cost is under about a sixth of your current monthly burn. The bigger issue is that the Halcyon term sheet (their "Halcyon-term-sheet.pdf", p. 1) expires that day if you don't countersign, and that decision changes the answer.
- 14 months of runway
- Halcyon-term-sheet.pdf
Your AI apps plug in
Claude, ChatGPT and Cursor,
on the same file.
Your AI apps plug in. Claude, ChatGPT and Cursor can read the contexts you allow, ask your experts, and log a decision on the matter’s record, within what you allow each day.
Your AI app reads
synthboard.context.readHalcyon acquisition offer
- Lumen-Q3-board-update.pdf
- Lumen Analytics Ltd. Q3 2026 board update presents key metrics as of 30 September 2026
Only the contexts you allow
And logs a decision
synthboard.decision.captureCounter Halcyon at $3.1M with 90% cash at closing, and drop the 24-month employment lock.
On the matter’s record · how it went, still to come
How we’re different
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