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ImpactQuadrantCompanion marketplace

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Marketplace catalog

44 visible products and 66 visible plans from the Whop account, plus three quote-only kits. 3 hidden products and 10 hidden plans stay off this page.

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Listed products

Cubiczan DeltaFin
Cubiczan

Variance analysis against your investor model

By Cubiczan. Compares actuals to your investor model, explains the variances and drafts investor briefs. Demo on request.

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Cubiczan Capex & Draw Tracker
Cubiczan

CIP, loan draws and depreciation from invoices

By Cubiczan. Tracks construction in progress and loan draw schedules and produces depreciation journals from procurement invoices. Demo on request.

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Cubiczan Covenant Compliance Tracker
Cubiczan

Loan covenant headroom from your trial balance

By Cubiczan. Pulls the Xero trial balance, computes DSCR, current ratio, leverage and liquidity headroom, and drafts lender compliance certificates. Demo on request.

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Cubiczan RunwayPilot
Cubiczan

13-week cash forecast with an AI CFO memo

By Cubiczan. 13-week cash forecast showing runway, lowest balance and cash floor, with recommended CFO actions and a written memo. Live demo: https://runwaypilot-phi.vercel.app

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Cubiczan ERP Readiness Scorecard Report
Cubiczan

How ready is your ERP data for AI and reporting?

By Cubiczan. A detailed ERP data readiness report built from the ERP Readiness Scorecard, with scores by area and a prioritized fix list. Scorecard: https://cubiczan-erp-scorecard.vercel.app

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Cubiczan LedgerGate
Cubiczan

Release gate for finance code

By Cubiczan. Reviews code changes for float money math, hard-coded FX rates and leaked keys before they ship. Live demo: https://ledgergate-nu.vercel.app

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Cubiczan Stripe to QuickBooks Reconciler
Cubiczan

Stripe payouts matched to QuickBooks deposits

By Cubiczan. Splits Stripe payouts into gross sales, fees and refunds, matches them to bank deposits in QuickBooks Online and queues exceptions. Demo on request.

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Cubiczan Close Automation Bot
Cubiczan

Procurement-to-Xero reconciliation and accruals

By Cubiczan. Reconciles Precoro procurement data to Xero and produces the month-end accrual journal for review. Demo on request.

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Cubiczan CloseCall
Cubiczan

Voice-first month-end close agent

By Cubiczan. Ask about close blockers, variances and accruals by voice; the agent answers from your books and proposes accruals under a spend policy. Demo on request.

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Cubiczan JobProof
Cubiczan

Before/after proof-of-work PDFs for contractors

By Cubiczan. Contractors capture before and after photos and send a proof-of-work PDF with the invoice, so customers pay faster. Live demo: https://jobproof-sage.vercel.app

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Cubiczan RenewalGuard
Cubiczan

Catch SaaS renewals and price hikes before they bill

By Cubiczan. Watches software trials and renewals, flags price increases and queues cancellations for your approval. Demo on request.

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Cubiczan DockGate
Cubiczan

Pay suppliers on proof of delivery

By Cubiczan. PO proof-of-delivery receipts with supplier payment held until delivery is confirmed and released under a CFO cap. Disputes freeze funds.

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Cubiczan Open Rails AP-Check
Cubiczan

Invoice control checks: approve, review or hold

By Cubiczan. Checks each invoice for line-math errors, duplicates and other control failures and returns APPROVE, REVIEW or HOLD. Plans include a monthly number of checks.

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Cubiczan Haunted Ledger
Cubiczan

AP payment firewall for ghost vendors and bank changes

By Cubiczan. Flags ghost vendors, duplicate invoices and changed bank details before a payment goes out, with a hash-chained ledger of every decision. Demo on request.

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Cubiczan Stigmergy
Cubiczan

Multi-agent coordination through shared signals

By Cubiczan. Agents coordinate through decaying shared signals instead of chat, so stale work fades on its own and no tokens are spent on coordination. Demo on request.

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Cubiczan Agent Spend & Mandate Plane
Cubiczan

Spending mandates and a human second key for agents

By Cubiczan. Every agent purchase needs a mandate; anything over the cap needs a human second key. Runs on Stripe. Demo on request.

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Cubiczan Governed MCP Gateway
Cubiczan

One governed gateway for every agent tool

By Cubiczan. A central MCP gateway with per-team policies, risk scoring for tool calls, approvals and audit trails for finance and operations agents.

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Cubiczan MCP Server Firewall
Cubiczan

Capability-scoped proxy for MCP servers

By Cubiczan. Sits between agents and MCP servers: tool allowlists, credential brokering and a full audit log. Demo on request.

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Cubiczan Blast Radius Guard
Cubiczan

Stop irreversible agent actions before they run

By Cubiczan. Pre-execution policy gate that scores each agent tool call for irreversibility and blast radius, blocks risky ones, scopes credentials and keeps an audit log. Demo on request.

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Cubiczan Tripwire Sandbox
Cubiczan

Run AP agents in a network-less sandbox

By Cubiczan. An accounts-payable reconciliation agent runs its own code inside a network-isolated Docker sandbox, and a human approves every payment.

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Cubiczan Aegis
Cubiczan

Guardrail firewall for AI agents that touch money

By Cubiczan. Policy rules, secret and PII redaction, and tool and amount limits for AI agents. Includes an accounts-payable agent that blocks fraudulent payments. Live demo: https://aegis-muse-spark.vercel.app

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Trade Business Sale-Readiness Score Report
Listed with ImpactQuadrant

HVAC, plumbing and electrical: score the factors buyers check before an offer

One-time service for HVAC, plumbing, electrical and other trade-business owners. After checkout, send the last 2-3 years of P&L with revenue by type (service agreements, service/repair, install, new construction), your active service-agreement count, top 10 customers as a % of revenue, headcount with technicians hired and departed in the last 12 months, who handles sales, estimating and dispatch, and your license holders with expiry dates. Within 3 business days of receiving complete data, you get a written report that: - bands 7 readiness factors (Red flag / Watch / Healthy / Strong): service-agreement revenue %, adjusted EBITDA margin, customer concentration, technician retention, owner dependence, financial records quality and licensing depth - shows the exact band thresholds used - lists red flags and the fixes to start first - adds published home-services industry ranges for context How to submit: fill in the checkout fields, then email your files from your order email to sam@cubiczan.com. Important: this is a readiness screen against the grader's bands only. It is NOT a valuation, a price or multiple estimate, an appraisal, a quality-of-earnings review, an audit, or legal, tax or financial advice. Results depend entirely on the data you submit.

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Small-Business Cash-Flow Health Score Report
Listed with ImpactQuadrant

Cash cycle, runway, liquidity and DSCR scored against lender-style bands

One-time service for small-business owners. After checkout, send your last 2 fiscal years of P&L plus the trailing 12 months, your current balance sheet, AR and AP aging reports, 12 months of bank balances and outflows, your debt schedule, and your customer payment terms. Within 3 business days of receiving complete data, you get a written report from Cubiczan that: - bands each metric (Red flag / Watch / Healthy / Strong): cash conversion cycle, DSO vs. terms, cash buffer days, current ratio, quick ratio, DSCR and EBITDA margin trend - shows the exact band thresholds used - lists qualifiers (seasonality, owner add-backs, one-offs) and red flags - adds published small-business and SBA-lender reference points for context How to submit: fill in the checkout fields, then email your files from your order email to sam@cubiczan.com. Important: this is a ratio screen against the grader's bands only. It is NOT an audit, a valuation, a credit decision or loan approval, or tax, accounting or financial advice. Results depend entirely on the data you submit.

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Distribution Inventory Efficiency Score Report
Listed with ImpactQuadrant

Turns, fill rate, OTIF, dead stock and GMROI scored against distributor bands

One-time service for wholesale distributors. After checkout, send your trailing-12-month revenue and COGS, inventory values (start, end and monthly average), order and line fill counts, on-time-in-full counts, a SKU list with last-sale date and on-hand value, and gross margin by your top product lines. Within 3 business days of receiving complete data, you get a written report that: - bands each metric (Red flag / Watch / Healthy / Strong): inventory turns, days on hand, fill rate, OTIF, dead stock %, GMROI and gross margin - shows the exact band thresholds used - lists qualifiers to confirm (seasonality, drop-ship, consignment) and red flags - adds published distributor benchmark ranges for context How to submit: fill in the checkout fields, then email your data (CSV or spreadsheet) from your order email to sam@cubiczan.com. Important: this report screens your submitted figures against the grader's bands only. It is NOT an audit, inventory count, valuation, or financial advice. Results depend entirely on the data you submit.

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Mine Grade Score Report
Listed with ImpactQuadrant

Your assay and drill grades scored against mine-grade bands, plus USGS context

One-time service for mine and claim owners. After checkout, send your property data: location (lat/lon), jurisdiction, commodity, mining method (open pit / underground / unknown), and each sample's grade, unit, sample type (drill, channel or grab) and width. Within 3 business days of receiving complete data you get a written report that: - bands your grade (Below band / Low / Moderate / High / Very High) against fixed grade bands for gold, copper, silver, VMS, antimony, rare earths, lithium, nickel and cobalt, for each applicable mining method - shows the exact band thresholds used - lists qualifiers to confirm (width, continuity) and red flags - lists nearby USGS MRDS mineral-site records for context How to submit: fill in the checkout fields, then email the full sample table (CSV/spreadsheet) with your order email to sam@cubiczan.com. Important: this is a grade screen against the grader's bands only. It is NOT an NI 43-101, JORC or S-K 1300 resource estimate, a valuation, or investment advice. Results depend entirely on the data you submit, and grab or selected samples usually overstate grade.

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ImpactQuadrant Blind Teaser: Property Management Business, TX (B)
ImpactQuadrant

Off-market, founder-owned property management business in Texas

ImpactQuadrant blind teaser. Founder-owned, off-market property management business in Texas. Seller identity is confidential and released only after NDA and proof of funds. Owner verification is in progress. Buyers are vetted personally by ImpactQuadrant.

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ImpactQuadrant Blind Teaser: Wealth Management Firm, MA
ImpactQuadrant

Off-market, founder-owned wealth management firm in Massachusetts

ImpactQuadrant blind teaser. Founder-owned, off-market wealth management business in Massachusetts. Seller identity is confidential and released only after NDA and proof of funds. Owner verification is in progress. Buyers are vetted personally by ImpactQuadrant.

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ImpactQuadrant Blind Teaser: Property Management Business, TX (A)
ImpactQuadrant

Off-market, founder-owned property management business in Texas

ImpactQuadrant blind teaser. Founder-owned, off-market property management business in Texas. Seller identity is confidential and released only after NDA and proof of funds. Owner verification is in progress. Buyers are vetted personally by ImpactQuadrant.

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ImpactQuadrant Blind Teaser: Wealth Management Firm, TX
ImpactQuadrant

Off-market, founder-owned wealth management firm in Texas

ImpactQuadrant blind teaser. Founder-owned, off-market wealth management business in Texas. Seller identity is confidential and released only after NDA and proof of funds. Owner verification is in progress. Buyers are vetted personally by ImpactQuadrant.

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ImpactQuadrant Blind Teaser: Wealth Management Firm, MO
ImpactQuadrant

Off-market, founder-owned wealth management firm in Missouri

ImpactQuadrant blind teaser. Founder-owned, off-market wealth management business in Missouri. Seller identity is confidential and released only after NDA and proof of funds. Owner verification is in progress. Buyers are vetted personally by ImpactQuadrant.

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ImpactQuadrant Deal Room
ImpactQuadrant

Valuation reports, deal teardowns and a members-only deal room

ImpactQuadrant Deal Room membership unlocks valuation reports, deal teardowns and a members-only deal room discussion space. Access unlocks automatically after payment.

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ImpactQuadrant Deal Access
ImpactQuadrant

First look at new owner-verified seller deals

ImpactQuadrant Deal Access is a monthly membership for buyers. Members get a first look at new small and medium manufacturing and distribution businesses before they are shared more widely, a weekly deal digest, and matched deal shortlists. The members-only Deal Room forums are part of the separate Deal Room membership. Seller details are shared only after an NDA. Cancel anytime.

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ImpactQuadrant Valuation Snapshot
ImpactQuadrant

A quick valuation range for your manufacturing or distribution business

ImpactQuadrant Valuation Snapshot: a fast, indicative valuation range for small and medium manufacturing and distribution businesses, based on the revenue, margin and industry details you share. Delivered by email within 2 business days. Indicative only; not a formal appraisal.

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Custom Legacy ERP Implementation
Listed with ImpactQuadrant

Start with a $1,000 scoping deposit, credited toward your project

By ImpactQuadrant. Custom implementation and renovation of legacy ERP systems: data migration, integrations, workflow modernization, and reporting for operating businesses. How it works: a $1,000 scoping deposit secures your scoping engagement. We assess your current ERP, data, and processes, then send a fixed implementation quote. The deposit is credited in full toward the implementation. Final scope and pricing are quoted after the assessment. Questions: sam@cubiczan.com

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  • Scoping DepositOne-time

    $1,000.00 one-time scoping deposit. This is not the full implementation price.

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Full Legacy ERP Data Assessment (3 phases)
Listed with ImpactQuadrant

Full read-only data assessment of your legacy ERP, $7,500 total in 3 phases of $2,500. Phase 1: data access & inventory. Phase 2: tie-out & data quality. Phase 3: dashboards & roadmap. Your ERP does not change; your controller approves anything agents propose. By ImpactQuadrant.

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  • Phase 2: Tie-Out & QualityOne-time

    $2,500.00 one-time for Phase 2: Tie-Out & Quality only. The three phases are $2,500.00 each. Taking all three is $7,500.00, not $2,500.00 in total.

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  • Phase 1: Access & InventoryOne-time

    $2,500.00 one-time for Phase 1: Access & Inventory only. The three phases are $2,500.00 each. Taking all three is $7,500.00, not $2,500.00 in total.

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  • Phase 3: Dashboards & RoadmapOne-time

    $2,500.00 one-time for Phase 3: Dashboards & Roadmap only. The three phases are $2,500.00 each. Taking all three is $7,500.00, not $2,500.00 in total.

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Legacy ERP Mini-Assessment
Listed with ImpactQuadrant

A 1-2 week, read-only look at your legacy ERP (Prophet 21, SYSPRO, MAS 90, JD Edwards World, IBM i/AS400, Pronto, MYOB Exo, Dynamics GP, Sage): current-state map, one report tied out to the cent, top 3 burning problems and a short roadmap. Your ERP does not change; your controller approves anything agents propose. By ImpactQuadrant.

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IQ Quality-of-Earnings Lite
ImpactQuadrant

Impact Quadrant Precision Sale Process. Lighter-weight quality-of-earnings review: revenue and margin trends, add-back support, customer concentration and working capital. Not an audit or a full QoE. Flat fee. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Estimates for planning only; not legal, tax, accounting or financial advice.

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IQ Confidential Teaser + CIM
ImpactQuadrant

Impact Quadrant Precision Sale Process. A blind one-page teaser and a full Confidential Information Memorandum prepared from your financials, ready for qualified buyers under NDA. Flat fee. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Estimates for planning only; not legal, tax, accounting or financial advice.

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IQ Buyer Landscape Report
ImpactQuadrant

Impact Quadrant Precision Sale Process. Which PE platforms and strategic buyers acquire in your vertical and region, and what they typically pay. Built from public signals; no confidential partner names. Flat fee. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Estimates for planning only; not legal, tax, accounting or financial advice.

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IQ Sale-Readiness Audit
ImpactQuadrant

Impact Quadrant Precision Sale Process. P&L normalization, documented add-backs, risk flags and a 90-day fix list to get your business ready to sell. Flat fee. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Estimates for planning only; not legal, tax, accounting or financial advice.

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IQ Business Valuation Report
ImpactQuadrant

Impact Quadrant Precision Sale Process. Earnings-multiple valuation of your business with comparable transactions and a value range, delivered in 48 hours. Flat fee. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Estimates for planning only; not legal, tax, accounting or financial advice.

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ImpactQuadrant Deal Teardown
ImpactQuadrant

AI teardown of one business you are considering: value range, red flags, questions to ask. One-time. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Not available elsewhere yet.

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ImpactQuadrant Off-Market Deal Drop
ImpactQuadrant

Weekly off-market small manufacturing and distribution businesses for individual buyers, with value range and down-payment estimate. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Not available elsewhere yet.

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ImpactQuadrant PE Deal Flow
ImpactQuadrant

Weekly proprietary manufacturing and distribution add-on deal flow for PE platforms: scored blind teasers matched to your buy-box. Available in 24 US states + 6 countries (AL, CT, DC, DE, IA, IN, KS, MA, MD, MO, MS, MT, NC, ND, NJ, NM, OK, PA, SC, TN, TX, VA, VT, WV; Brazil, Switzerland, Germany, Spain, Japan, Mexico). Not available elsewhere yet.

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Quote-only kits

These three kits are specifications. Data sourcing is required. Illustrative examples are not inventory, and no price is listed.

AP Exception & Resolution Evaluation Pack

A specification for scored evaluation tasks over consented accounts-payable records: exception category, cited evidence, a recommended action, or an abstain. Historical posted outcomes stay separate from an expert-validated resolution.

Task and answer files, a rubric, and a datasheet once a consented archive and an AP reviewer exist. They are not included now.

Data sourcing required. Custom engagement. Price: request a specification.

Request specification
Verifiable Workflow Trace Pack

A specification for ordered workflow steps with source ids, honest timestamps, and recorded outcomes. Human actions recovered from logs stay labelled as human. They are not relabelled as agent traces.

Trace and step files once consented multi-system exports and outcome records exist. They are not included now.

Data sourcing required. Custom engagement. Price: request a specification.

Request specification
Cross-System Linkage & Outcome Audit

A specification for measuring join coverage, orphans, duplicate keys, temporal violations, and outcome completeness on a consented sample. Coverage is not accuracy. No pass mark is set.

An audit report with explicit denominators once a hashed key manifest and a link-truth sample exist. They are not included now.

Data sourcing required. Custom engagement. Price: request a specification.

Request specification

Synthetic demo fixtures

These records are local fixtures for the matching desk. They are not the Whop catalog and they are not datasets for sale. Checking the matching desk…