Grow or start your business like an elite investor—without the decades of training. Every business has a path, find yours today.
Every dollar you spend planning should unlock at least 100x in annual cash flow. That bar required three non-negotiables — and they shape every screen of Occam's Model.
Elite consulting frameworks — without the retainer.
Investment banking, private equity, and tax structuring methodologies power every insight. The same approaches that drive billion-dollar decisions, applied to your business to surface the highest-value moves first.
Frameworks from a decade of Wall St experience.
Every number makes sense on the first read.
No jargon, no 80-page decks. Plain-language explanations, guided workflows, and beginner-friendly steps — so you act on insights instead of deciphering them. Built for people who run businesses, not spreadsheets.
Zero finance background required.
Purpose-built tools backed by AI with your data.
Structured financial models, scenario builders, and diagnostic tools — each informed by a decade of expert context and fed your actual numbers. Self-service, at your own pace, with the depth of a senior consultant.
Expert-grade insights, self-service delivery.
Running a business today or testing an idea for tomorrow — both workflows draw on the same Wall St-caliber engine.
Walk your numbers, get a percentile-ranked scorecard, then run custom plays that lift cash flow.
Find the income that buys your freedom — then model the months and dollars it'd take to get there.
I finally feel like I have the business side figured out for my coaching program. The AI agents caught and forecasted things I'd forgotten and helped price my services. Having a plan and timeline I understand gave me the confidence to start after years of waiting.
On the financial model side of things, I'm in a great spot. I've been working on getting the business operational and landing a client. I used the last few weeks to meet with industry people to validate some of my assumptions, and it looks like everything is full go-ahead.
Just went through and got my Freedom Number. Love the design and ease of everything. It makes it super easy to understand and takes a ton of stress off to have it all in front of you like that, rather than having it all in spreadsheets.
I got hit with a way bigger tax bill than I expected, and my finances were spread across QuickBooks and Google Sheets. And I never knew what to focus on — cost savings? A new product? Double down on something? So I just took work as it came. Playbook broke down my taxes and ranked everything by cash flow impact, so I finally know what to do.
I had a spreadsheet of expenses but no real plan. I was trying to figure out how to monetize, whether to seek funding, how to grow — all at once. Playbook gave me a full cash flow walk, not just a list of costs, which became the basis to run Plays that actually assess those options.
Both solutions are free to start. No card required. Free tiers are the ones most owners and founders need — premium adds depth.
Diagnose and optimize the business you already run.
Vet the idea you haven't started yet.