Estorios

The approach

Three people in the room. One platform.

The same product is bought three different ways, because three different people sit across the table, and each of them fears something different. The platform does not change. The first ninety seconds does.

The owner

“You should be able to see what you own, what you owe, and what is about to happen, without asking anyone.”
What they fear
That the answer lives in one person’s head, and that person is on holiday.
The screen that lands
Net worth over the ownership map, then the board book: frozen, approved, and the figure quoted in the meeting stays the figure it was built from.
The word that matters
Compilation

The CFO

“Show me the month you close, and we will show you where the days go.”
What they fear
A number they cannot trace, and software that quietly overwrites a judgement they made in March.
The screen that lands
Reconciliation running to zero with last month’s decisions carried forward, then the trail behind one tax figure, line by line.
The word that matters
Accuracy

The operator

“Bring the messiest lease you have. We will read it in front of you, amendments and all.”
What they fear
Another system to feed. They have been sold software that made the re-keying worse.
The screen that lands
Drop a scanned lease in, watch the rent schedule build itself, correct one field, and watch the correction hold.
The word that matters
Efficiency

The treatment

  1. 01

    We start from your paper, never ours.

    Whoever is in the room, the first conversation runs on the family’s own documents. The demonstration is the onboarding.

  2. 02

    We sit above what you run. We do not ask you to replace it.

    The accounting system keeps the books. The banks keep the accounts. The custodians keep the positions. Estorios compiles what they produce.

  3. 03

    We would rather show a gap than paper over it.

    What the platform estimates, it labels. What it does not do, we say before you find it. A claim we cannot demonstrate does not leave the building.

  4. 04

    The office reviews instead of transcribing.

    Efficiency is not faster typing. It is the paper read, the figures drawn, and a person spending their time on judgement.

One deck, three openings. The demonstration runs on your paper, never on ours.

The mindset