Your business, out of your head.
Upload your documents once. OwnerCompass picks out the key details, reminds you before the dates that matter, and guides you through an emergency plan for someone you trust, so the business can carry on without you in the room.
They insure the building, not the person.
63%
of owners say the biggest risk to their business is losing an owner
52%
say the business stops trading within a year of losing a key person
73%
of sole traders say it would happen within six months
Source: Legal & General, State of the Nation's SMEs
Upload once. It keeps working for you.
Every document you add helps with the dates you can't afford to miss, the plan someone else would need, and, if you ever sell, a buyer-ready pack.
Extracted Information
Key details pulled out automatically — you confirm them before saving
1Upload once
Add a document. We pull out what matters.
Contracts, leases, insurance policies, even badly scanned PDFs and photos. OwnerCompass reads each one, picks out the key details and files it in one secure place.
- Parties, values, key dates and notice periods picked out for you
- Contacts added to your directory automatically
- You check every detail before it's saved
Coming Up
All dated documents →Next 90 days, from the dates in your documents
Last day to give notice if you don't want it to renew
Insurance · check it renews, or arrange cover
Last day to give notice if you don't want it to renew
Renews: check you're happy for it to continue
A notice deadline is coming up
Kestrelwave Communications Ltd
Give notice by 5 July 2026 (30 days left)
2Never miss a deadline
See what's coming up, before it's too late.
The dates in your documents become one simple list: notice deadlines, renewals and end dates for the next 90 days, soonest first. And you don't have to remember to look.
- Reminder emails 60, 30 and 7 days before a notice deadline
- Reminders 30 and 7 days before a renewal or end date
- A short statement each month: what's coming up and what to do next
Based on the dates we can find in the documents you add. You can add or correct any date yourself.
Emergency Plan
Designate trusted people who can access your business information in an emergency
3Be ready if you can't be there
Help the business carry on without you in the room.
Choose someone you trust and give them their own secure login. They'll see your critical actions, key contacts and documents, and what's coming up for the business.
- Step-by-step critical actions your Trusted Person can follow
- Key contacts in one place: accountant, solicitor, bank, key clients
- Their own secure login, with the access you choose
- A quick check every six months keeps the plan up to date
ABC Limited — Valuation Report
Completed 14 April 2026 · Accounts to 29 December 2025
4Know what it's worthBusiness Valuation plan
See what your business is worth, and what drives it.
A valuation every quarter, prepared for you from your accounts, so you always know where you stand.
- Worked out three ways, not just one
- See how the value changes, quarter by quarter
- Know what's adding value, and what's holding it back
- A report you can share with your accountant or adviser
Generate Data Room
Package your documents into a professional, organised archive — ready to share with buyers, lenders or advisors
5Planning to sell?Business Valuation plan
A buyer-ready data pack, whenever you need it.
Turn the documents you've already added into a professional data pack for buyers, investors or lenders, organised and ready to share.
- Ready in minutes, from documents you've already added
- Neatly organised, with a cover page and index
- One secure download to share with a buyer, investor or lender
Choose Your Plan
- Intelligent document organisation & extraction
- Warnings before contracts renew — including the last day to give notice
- Secure access for a Trusted Person
- Business contact management
- Progress tracking dashboard
14-day free trial of Business Continuity features — valuations unlock when you subscribe
- Everything in Tier 1
- Quarterly business valuations
- Buyer-ready data room
- Valuation history and trend analysis
- Priority support
14-day free trial
No card required