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Products

Products Built for Real Business Problems

Three Summit Labs products are live in production, each one solving a real operational problem we kept seeing across consulting engagements. Plus three more in active development.

Shipped

Live products.

Flagship

Summit Signal

Operational diagnostic for growing small and mid-sized businesses.

The problem

Most growing small and mid-sized businesses can tell something is leaking — margin, time, capacity — but they can't pinpoint where without a structured diagnostic.

The solution

A controlled operational diagnostic delivered as a productized service. Five modules, deterministic metrics, AI-assisted narrative, human-reviewed findings, and a designed PDF report a CFO will forward.

Key features

  • Margin leakage detection — pricing inconsistency, discount drift, cost-vs-quote variance
  • Quote-to-cash analysis — completion-to-invoice lag, customer-specific payment delay, cycle bottlenecks
  • Customer profitability — service-load scoring without naming and shaming
  • Process friction mapping — automation candidates with effort-vs-impact scoring
  • Operational controls review — documentation, approval, audit-readiness gaps

Built for

Growing SMBs (10–100 employees) in packaging / manufacturing, contractors, and local B2B service firms — businesses scaling beyond the spreadsheet.

Client Check

Contractor intelligence and operations platform.

The problem

Contractors take on bad clients because vetting is gut-call. The tool stack is fragmented, payments slip, and disputes age out into write-offs.

The solution

A combined platform: client intelligence and pre-contract scoring built from reviews, public records, permit history, and lien data — paired with full job management, team coordination, invoicing, and Stripe-powered payments.

Key features

  • Client intelligence — scores, reviews, public-record signals, risk alerts, pre-contract checklists
  • Job management — scheduling, daily logs, change orders, resources, team coordination
  • Invoicing, estimates, Stripe-powered payments, settlement portal for disputes
  • Built-in business assistant, dashboards, weekly summaries, network insights

Built for

General contractors, construction trades, and service businesses that need to qualify clients and run jobs end-to-end in one place.

Funder IQ

Grant diligence platform for foundations and grant-making teams.

The problem

Foundations and grant-making teams run diligence with a patchwork — IRS lookups, ProPublica, BMF data, and spreadsheets. Slow, inconsistent, hard to defend.

The solution

One workspace where a program officer pulls a first-pass dossier in minutes: standing, governance, financial narrative, risk synthesis, peer benchmarking. Every conclusion is source-traceable.

Key features

  • Auto-generated dossiers with executive summaries and financial narratives
  • Risk synthesis, forensic analysis, peer benchmarking
  • 990 parsing, document analysis, source-traceable evidence
  • Full grant workflow — review, decisions, awards, grantee portal, optional fund accounting

Built for

Private foundations, corporate philanthropy teams, donor-advised fund operators, and grant-makers running formal diligence.

Coming soon

What we're building next.

Three products in active development — each surfaced from a problem we've seen repeatedly across consulting engagements and existing product workflows.

  • In Development

    SERA

    Voice-first executive assistant.

    • Voice-First
    • Morning Briefings
    • Email Triage
    • Delegation
    • Persistent Memory
  • In Development

    SubCheck

    Subcontractor risk and compliance.

    • Prequal & Compliance
    • COI Tracking
    • Payment Readiness
    • Risk Scoring
    • Lien Waivers
  • In Development · Launching Spring 2026

    Polk Sponsor Exchange

    Verified Polk County nonprofit-sponsor marketplace.

    • 200+ Verified Nonprofits
    • Semantic Search
    • AI Matching
    • Polk County
    • Free for Both Sides

Interested in early access? Get in touch →

See what these tools can do for your business.

Summit Guide AI

Ask our AI assistant anything about Summit Labs, Summit Signal, Funder IQ, Client Check, pricing, features, or how we can help your business.