Flatten the curve.
Compound the value.
Built for CEOs scaling $5M–$100M and the advisors who guide them. One connected workspace that promotes and measures your enterprise value growth.
Bring your own advisor, run it yourself, or get matched with an approved advisory firm. See how →
Why ProfitShapers
Two gaps every growth-stage company hits — and how we close them
Most CEOs can't filter the firehose of competing input from a dozen voices, and most advisory engagements never tie back to measurable enterprise value growth. ProfitShapers exists to close both gaps — with one platform that runs the operating cadence and proves it created value.
One Operating Cadence
Profit Shapers Value Plan, Annual Direction outcomes, Quarterly Initiatives, KPI reviews, leadership rhythm, core values, and advisor sessions — all run in one connected workspace, not across spreadsheets, slide decks, and meeting notes.
One Source of Truth
One identity, one bill, one org chart, one canonical company profile. Every app reads from the same place, so the org chart you edited this morning shows up in every app this afternoon.
Tied to Enterprise Value
Quarterly Initiatives anchor to the Value Plan and to the company's Value Drivers — so the work the team commits to each quarter is traceable to what makes the business worth more.
AI That Cuts Through Noise
TerraSage AI is an advisory assistant grounded in your own org context — built to demystify variables and surface what matters most. AI informs judgment. Leadership decides.
App Ecosystem
Eight purpose-built apps. One connected workspace. Zero reconciliation work
Eight purpose-built apps sharing one identity, one bill, one org structure, and one canonical view of the business — so your data flows where it needs to flow without the manual reconciliation work generic stacks demand. Read the thinking behind each app →
TerraSage AI
A built-in advisory assistant grounded in your own org context — not a forecasting engine. TerraSage cuts through the noise and demystifies variables. AI informs judgment. Leadership decides.
ClientHub
One platform for your entire growth ecosystem
One identity, one bill, one source of truth for the org. Every app in the ecosystem signs in here, reads from here, and stays in sync — no reconciliation work.
QIM
Quarterly Initiatives that move enterprise value
Leadership evaluates, selects, plans, and manages 90-day Quarterly Initiatives that trace to the Profit Shapers Value Plan and the company's Value Drivers.
PlaybookPro
Build the playbooks. Rehearse them until they win
Playbooks live in the system, not in one veteran's head — and the rehearsal layer is the differentiator. A playbook nobody has practiced is a document, not a capability.
Engage
Run your operating cadence with your advisor
The cockpit for the operating cadence — the Profit Shapers Value Plan, Annual Direction outcomes, Blockers & Decisions, leadership rhythm, core values, and advisor sessions. The advisor and the client work in the same system, in real time.
TheFORGE
Forge your next generation of high-capacity leaders
An emerging-leader development platform built for the forging of leadership capacity — not the completion of courses. The deeper the leader leans in, the more they're developed.
Performance
Workforce design and accountability — from org chart to live KPI Dashboard
Design the right team structure, put the right people in the right roles, and hold every role accountable to measurable results. Role-level KPI ownership, a live weekly KPI Dashboard, and capacity diagnostics — all in one place.
BizVal
The enterprise value baseline — and the proof your work grew it
BizVal benchmarks enterprise value against same-industry peers, scores the Value Drivers underneath the multiple, and surfaces the gaps holding the number back. Gaps become candidate Quarterly Initiatives. Re-benchmarking becomes the proof.
Scout
Run your advisory pipeline end-to-end
The advisor's pipeline tool for new advisory engagements. When a prospect converts, one action promotes them into ClientHub as a real client contact — no re-keying, no broken handoff.
Platform Features
What you get out of the box, on the platform layer
ClientHub is the platform layer every satellite app reads from. These are the capabilities every customer gets the moment they sign in — before they enroll a single satellite app.
Unified Identity & Access
One sign-on across every app in the ecosystem. Mandatory two-factor authentication, an 8-level role hierarchy with granular permissions, and account-recovery tooling that doesn't bypass the audit trail.
Advisory Firm Branding
A three-tier model (Platform → Advisory Firm → Client Organization) lets advisory firms operate their full client portfolio under one login, with the firm's branding cascading to client-facing surfaces.
Org Structure & Teams
Drag-and-drop org chart builder with CSV import/export, departments, teams, locations, and role assignments — kept in sync with every satellite app that depends on it.
Assessments That Ground the People Layer
Organizational baseline, leadership, talent, and psychometric assessments with anonymous fill-out links and automated reminder cadences — feeding the talent grid and team-health view leadership actually uses.
Defensible Security Posture
Mandatory multi-factor authentication through the Hub — no user reaches any app without it — role-based multi-tenant permissions adjusted in one place, self-healing code with 24/7 ecosystem-wide monitoring, and multi-layered backup with point-in-time recovery.
TerraSage AI
A built-in advisory assistant with selectable personas grounded in your own org context — designed to cut through information overload and surface what matters most, not to forecast or replace human judgment.
Billing, Plans & App Marketplace
Stripe-backed billing, company-size-banded bundles with a 30-day free trial, an in-app marketplace for browsing and enrolling additional apps, and per-app entitlements.
Integrations
Works with the tools you already run on
Your data flows where you need it — scores arrive on their own, your existing books and contacts come across cleanly, and nothing asks your team to abandon the tools that already work.
Zapier
Connect the tools your teams already use and push KPI scores into Performance automatically — no weekly manual entry.
Make
Build automated scenarios that feed your live KPI Dashboard from the systems where the numbers already live.
Direct API
Push KPI results straight from your own systems with secure, per-integration API keys.
Gmail
Send tracked emails from any contact, deal, or pipeline card in Scout through your own Gmail account — with templates, signatures, and merge fields.
Excel & CSV
Bring your history with you — KPI scores into Performance, financial records into ClientHub, and your whole contact book into Scout, with ready-made templates for Salesforce, HubSpot, and Pipedrive exports.
PDF Financials
Import financial statements as PDFs — AI-assisted extraction with a human review step before anything is saved.
Outlook, Google & Apple Calendar
Meetings scheduled in Scout come with one-click add-to-calendar for the calendar each person actually uses.
AI Meeting Recorder Capture
Recorded conversations captured through the platform land on the right prospect's timeline automatically — no filing, no copy-paste.
And more on the way.
Priced by company size. Not by every role you fill.
ProfitShapers is built to run the whole business — it should cost the same whether you have 32 people or 38. Bundles are scoped by what your team actually needs to run the cadence, not by how many roles you fill.
- Priced by company size — five bands from 1–25 to 1,000+
- Three bundles (Essential, Growth, Transformation) — Transformation includes all 8 client-facing apps
- Bring your own advisor — or get matched with a vetted one