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Day one + first 90 days FAQ
Common questions
Quick answers to what we hear most from operators evaluating the Business Growth OS.
What actually happens on day one?
You pick a persona (Founder, CFO, Operator, Board) and an industry template, connect billing, CRM, finance and ads via the connector library, and land on the Operator Home with ARR, NRR, payback, pipeline coverage and the data integrity panel already live. The sidebar is searchable, pinnable and reorderable, and every module shows the active template chip.
How long until the metric layer is trustworthy?
Most teams reconcile ARR, pipeline and spend in the first 1–2 weeks. Data-lineage tooltips on every KPI show the source, the data integrity panel flags stale or drifting metrics, and live sector benchmarks from OpenView, SaaS Capital and Bessemer turn on once reconciliation completes.
What gets rolled out across the 90-day plan?
Week 1–2 connect and reconcile. Week 3–6 light up Signals (severity, date, sort, pagination), workflows with success/failure status and failure alerts, and the impact simulator for experiments. Week 6–10 model hiring and debt in the Planner, compare scenarios with version diffs and sensitivity heatmaps, and ship board / lender / exec / grant packs. Week 10–13 activate compliance, board-pack automation, governance dashboards and the expanded Data Room — then retire the old stack.
Do I have to retire my existing tools immediately?
No. OakcapitaX is read-only by default and runs alongside your current stack. Most teams retire analytics, attribution, BI, planning, update and GRC tools after the 90-day plan, once leadership is taking decisions off the OS instead of the old dashboards.