The C-Suite Operating System.
Stop managing a Series B company with fragmented tools. Aeion Executive is a unified intelligence suite that replaces Diligent, Intralinks, Klue, and Everbridge. It integrates a Live KPI Engine, Virtual Data Room, Board Portal, and Crisis Command Center directly into your operational database.
Total Organizational Governance
Live KPI Engine
Stop waiting for Monday morning spreadsheet refreshes. KPIs connect natively to Finance (MRR, ARR, burn, runway, gross margin, cash), CRM (pipeline, win rate, active deals), and Helpdesk (CSAT, open tickets, SLA compliance). 60-second cache TTL with 90-point rolling history per metric. Green / yellow / red health status auto-computed; revenue reflects every payment the moment it posts.
OKR + Initiative Health
Multi-level OKR tree with automatic rollup from owner-task → initiative → objective → company-OKR. At-risk detection flags initiatives whose health score drops below threshold, surfacing them on the next Oracle briefing automatically.
Risk Heat Map
Live 5×5 risk matrix scoring likelihood × impact. Mitigation steps tracked per risk with assigned owners and due dates. Risk profile feeds the Oracle briefing and the Board Portal's quarterly review pack.
Virtual Data Room (Vault)
Enterprise M&A due diligence built into the same platform as your ledger and CRM — no separate $30K-per-deal VDR vendor. Per-document NDA enforcement, immutable forensic access logs, and SHA-256-based PDF watermarking mean you always know exactly who viewed what, and bidder-segregated rooms with timed access windows keep competing bidders from ever seeing each other's data.
Canary Traps
Next-level leak detection. When canary mode is enabled, each recipient receives a unique copy fingerprinted with a 64-hex token, instantly identifying the source of any leaked document downstream.
Board Portal
Complete board governance lifecycle — committee rosters, agenda building, legally binding resolution voting with signature tracking, immutable vote tallies, and formal resolution IDs (`RES-YYYY-NNN`). Quorum validated on every vote.
War Room 3.0 — 5-Level DEFCON
DEFCON 5 → 4 (enhanced audit) → 3 (module lock) → 2 (stakeholder blast + vault lock) → 1 (Kill Switch revokes every active API token in the tenant). Every level transition written to an immutable forensic ledger. Dual-control required to drop to DEFCON 1.
Competitive Intelligence
Battlecards auto-sync as new market intel lands. Competitor pricing, positioning shifts, and product-launch signals normalize into a single record the Oracle can cite during briefings or Q&A.
Cap Table & Investor Relations
Live ownership calculation with liquidation-waterfall math. Pro-rata allocation handled automatically on round close. AI-driven generator drafts your quarterly investor updates from the live KPI store + initiative status.
Spatial Boardroom & Oracle AI
Spatial WebXR Board Decks
Directors wearing a Vision Pro or Meta Quest step inside the quarterly review in a live WebXR scene (powered by the Aeion Spatial engine), generated from the board deck. Richer in-scene 3D data nodes — financial health and risk matrices laid out as interactive objects — are rolling out.
The Oracle Daily Briefing
At 7 AM, the AI synthesizes your KPIs, at-risk initiatives, and market intelligence into a structured summary with insights, risks, opportunities, and owner-assigned actions. (A podcast-style audio narration of the briefing is generated automatically when a TTS voice provider is configured.)
Strategic Scenario Simulator
Run interactive "What-If" forecasts. Ask the Oracle, "What if supply chain costs increase by 15%?" and watch the AI simulate the cascading effects across all connected modules.
How the Oracle Works
Oracle is an LLM-backed executive advisor — but unlike a generic chat assistant, every response is grounded in your live operational data. Each query assembles a real-time business context from KPIs, risks, initiatives, market intel, and upcoming meetings before the model sees the question.
Daily Briefing (auto-generated 7 AM, 4-hour cache):
Every briefing includes a one-sentence headline, up to 5 insights on what changed since yesterday, up to 3 risks to watch this week, up to 3 opportunities, and up to 5 owner-assigned actions with due dates — plus a confidence score so you know how much to trust it. A podcast-style audio narration is generated automatically when a TTS voice provider is configured.
Multi-Turn Q&A with citation: Ask follow-up questions; Oracle preserves conversation history and cites the underlying source for every claim, along with a confidence score and any caveats it isn't sure about — surfaced honestly rather than glossed over.
For example: "Why is win-rate down this month?" — Oracle pulls Helpdesk SLA breaches, CRM lost-deal reasons, and sales rep tenure, then responds: "Win rate dropped 8 points in May; 14 of 17 lost deals cite 'pricing too high.' Three of those were from a rep who joined in March, and her lost-deal pattern matches the 'commercial-tier objection' pattern." The answer cites its underlying data sources and flags that the lost-deal reason field is optional, so a few deals had no reason logged.
Strategic Scenario Simulator: Ask "what if supply chain costs increase 15%?" or "what happens to runway if we hire 5 engineers next quarter?" Oracle pulls the current KPI baseline, applies the scenario, and projects the cascading effect across Finance + SCM + Helpdesk forecasts. Results are scenario-snapshotted to a versioned record so the board can review the assumptions later.
Board Portal — Formal Governance, Not Just Document Sharing
Most "board portals" are document-sharing tools dressed up with avatars. Aeion's Board Portal models the actual governance process:
- Resolutions get formal IDs. Every passed motion gets a permanent identifier in the format
RES-YYYY-NNN. The vote tally, director-by-director, is immutable. Cite resolution IDs in legal filings. - Quorum is validated on every vote. The system knows each director's role, voting weight, and conflict-of-interest declarations. A vote where quorum isn't met can't be locked.
- Committees compose. Audit committee, comp committee, nominating committee — each is its own roster with its own resolution history. Roll up to the main board for final ratification.
- Pre-meeting briefing pack auto-generates. Oracle assembles the financial snapshot, initiative health, risk register, and prior-meeting follow-up status into a printable PDF 24 hours before the meeting. Reads like a Diligent deck without the $40K/yr.
- Director signatures tracked per resolution. Electronic signature blocks tied to each director's identity. Suitable for state filings that require signed board-resolution copies.
Frequently Asked Questions
Three things. (1) **Live grounding** — every prompt pulls KPIs, risks, initiatives, market intel, and meetings *at query time* from your operational DB, not a stale upload. (2) **Citation-by-default** — Oracle returns `sources` so you can verify any claim against the underlying metric. (3) **Same RBAC** — Oracle can only access data the asking user is already authorized to see, so junior reports can ask strategic questions without leaking confidential numbers.
DEFCON 5 = normal operations. DEFCON 4 = enhanced audit logging across all modules. DEFCON 3 = selective module lockdown (configurable per tenant — typically billing, HR, customer data). DEFCON 2 = stakeholder blast notification + Vault lock (all data-room access frozen). DEFCON 1 = Kill Switch — every active API token in the tenant revoked (status flipped to revoked with a forensic reason), immutable forensic ledger entries written. Dropping to DEFCON 1 requires dual-control approval; one operator can't trigger it solo.
Yes. When canary mode is enabled on a document, each recipient downloads a copy with their own 64-hex token watermarked into the PDF (visible and SHA-256-anchored in the access log). If that exact document surfaces externally, the token identifies which bidder / counsel / advisor leaked it. Suitable for evidence in NDA-violation proceedings.
For most state jurisdictions, yes — the resolution signature block is e-signature compliant (ESIGN Act, UETA in US states; eIDAS-compatible signatures available for EU tenants). Check with your corporate counsel for your jurisdiction's specifics. For sensitive resolutions that require notarization, export the signed PDF and notarize externally.
Yes. Beyond the built-in Finance / CRM / Helpdesk connectors, you can register a custom KPI with a SQL query, a refresh interval, and target ranges. The same 60-second cache + 90-point history applies. Custom KPIs appear in Oracle briefings and the Board Portal pack alongside built-in ones.
Aeion's cap table is a live extension of your Finance module — when you record a SAFE conversion, equity grant, or new round close in Finance, the cap table updates automatically. No double-entry. Liquidation-waterfall math runs against the live ledger. For external counsel reporting, export to standard formats (Carta-compatible CSV, ContractZen, etc.).
That's what Singularity is for — 103 connectors covering Salesforce, HubSpot, NetSuite, QuickBooks, Workday, and the rest of the typical enterprise stack. Import historical data once, then keep continuous syncs running while you transition. KPIs work against the migrated data the moment it lands.