Storm Eye

Every relationship your company has, in one place

Customers, investors and partners are all people and companies you have a history with, so Storm Eye keeps one record for each of them, lets that record hold more than one role at once, and connects the deal, the proposal and the private room to the relationship they belong to.

The core of Storm OS, included on every plan.

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One record, many roles

A contact can be a customer, an investor and a partner at once

In a real startup they often are, so each role carries its own engagement level and its own history on the same record, and the intro an investor made last month stays visible from the deal it turned into.

Roles are added to the record you already have, so nobody maintains a second copy of the same person
Sub-types for each role: angel, seed fund, strategic, channel-sourced, whatever fits how you work
The Context Agent writes the overview at the top from everything on the record, and leaves your fields alone
Custom fields, layouts and saved views, all configured with clicks

The record for Ava Chen, with Customer and Investor role chips, a fit score of 100 and an activity score of 87, both high, her title at Meridian Labs, contact details, and the overview tab beside them — Ava Chen is a customer and an investor on the same record, each role with its own engagement level and sub-type. Fit is 100 and activity is 87, both high, which is the pairing you want on a customer who has also invested.

Pipelines

Three pipelines on day one, each built for a different game

Sales, fundraising and partnerships move through different stages, and forcing them onto one board is how the real version ends up in a spreadsheet. Each pipeline here has its own stages, its own colors and its own math, and you can add as many more as you like.

Board or funnel view, weighted forecasting, and totals that update as cards move
Stage colors you choose, so the board reads at a glance
Stakeholders on every deal, so you always know who has to say yes
Unlimited custom pipelines beyond the three that come ready

The Sales Pipeline board with its first four stage columns in frame, New / Prospecting, Qualified, Discovery / Demo and Proposal Sent, each column totaled above its cards and each card showing its amount, health, close date and weighted value — The Sales Pipeline board with its first four stages in frame, each column totaled and weighted above its cards. Three deals sit in New / Prospecting, with the Northwind rollout at $80.9k weighted to $8.1k, and two proposals are out for $82.3k, weighted to $51.1k.

Inside a deal

A deal carries its numbers, its people and its paperwork

Open any card and you get the full picture: the amount, the weighted value, the close date, where it sits in the pipeline, and who is involved. The billing structure lives here too, so retainers, milestones and one-time charges are described once and reused everywhere the money matters.

Weighted forecasting from the stage probability, adjustable per deal
Retainers, milestone payments and one-time charges on the same deal
A next step and a date, so nothing drifts quietly
Win a deal and start the delivery project from it in one step, with the account and stakeholders carried across

The Coastal ops licenses deal under its Overview tab: a Deal card with the pipeline, the owner, Coastal Analytics as the organization, Ethan Brooks as the person, a next step with its date, the terms and a twelve-month term, then a Where this stands card with a Summarize button, the description, and a Stakeholders card listing Ethan Brooks, Isabel Moreau, Simone Laurent, Kenji Watanabe and Coastal Analytics itself with their roles, influence and support — The Coastal ops licenses deal: the next step is a demo for the ops team on September 8, the terms say Net 30 with the annual plan billed at signature, and the description records that the budget is approved if the demo lands. The Stakeholders card names who has to say yes, from Ethan Brooks as champion to Isabel Moreau as the decision maker, each with their influence and where they stand.

Proposals

The proposal builds itself from the deal it belongs to

Write the proposal right on the deal, and the pricing table fills from the line items you already entered. Send it as a tracked link, watch it get read, and collect the signature on the same page your client opened.

Drag-and-drop blocks: cover, scope, pricing, terms, signatures
The investment table and payment schedule come straight from the deal
A tracked link shows you when it was opened and what was read
E-signature on the page, plus PDF and Word downloads when somebody asks

A proposal titled Pilot program in the builder, prepared by Ninebark for Nadia Haddad at Corvane Freight and dated September 5, 2026, with the sections What we heard, What we propose and Investment, a pricing table listing a Team Plan billed annually and a Training Day at 20.0% off for a total contract value of $14,000.00, and a Pricing inspector on the right with Show quantities, Show discounts off list and Show totals checked — A proposal for a sixty day pilot at Corvane Freight, in the builder, with What we heard and What we propose written for this customer. The Investment table prices a Team Plan and a Training Day at a total contract value of $14,000, with the training day at twenty percent off list. The Pricing inspector beside it says those prices come straight from the deal and freeze the moment the proposal is sent.

Lightning Vault

Your client signs with their actual signature, in three steps

Lightning Vault is how a proposal becomes an agreement. Your client draws their signature with a finger, types it in a real handwriting style, or uploads a picture of the one they already use, and a one-time code sent to their own inbox ties that signature to them. It takes about a minute and there is nothing for them to install or sign up for.

They choose how to sign. Drawing is the default because it is the one that feels like signing, and the three styles under Type are real handwriting faces rather than an italic.

Then who they are, as it should read on the agreement. Two fields, because a contract needs a name and a title and nothing else about them.

Last, the part that makes it hold up: a one-time code sent to the address the proposal went to. The signature is a picture until this step ties it to a person.

And then it is done

The agreement comes back carrying both signatures

Your client sees the signed document on the same page they opened, and can download it as a PDF or a Word file. You get the same copy, with your countersignature beside theirs once you add it.

Draw, type or upload, on a phone as easily as a laptop
A one-time emailed code proves the signer is the person you sent it to
The signature lands on the document itself, where the terms it agrees to are
Storm keeps a sealed copy of exactly what was signed, down to the character
You countersign from your side and both signatures appear side by side

Paperwork

Agreements that name people rather than price a deal

A mutual NDA before the first real conversation, an MSA, a statement of work. Paperwork starts from your own template or from a Word contract you already have, names both sides properly, and files itself on the person, the company and the deal it belongs to.

Start from a template, or bring a contract you already use and keep its wording
Both sides named from your records and your registered legal identity
The dates an agreement states about itself: issued, expected back, expires
One press sends it and emails the link, with your name on the message
They sign, you countersign, and the executed copy goes back to both of you
Withdraw one you have sent, with the trail of what happened left intact

The Paperwork list on its Everything tab: proposals, mutual NDAs, statements of work and a reseller agreement, each with a status chip reading Signed, Draft, Opened, Sent or Void, an amount where there is one, the date it was sent and the date it was last touched, under tabs for Out for signature, Drafts, Executed and Everything — Every agreement on one list: the proposals that carry a deal, with their amounts, beside the mutual NDAs and statements of work that come before one. Two are signed, the Meridian Labs enterprise agreement has been opened on the other side, two statements of work and an NDA are out, and the Brightpath reseller agreement is void and stays on the list with its history. The tabs above split them into what is with the other side, what is still a draft and what has been signed by both.

The companies behind them

Organizations that know who works there and what is open

A company record holds its own people, deals, documents and roles, so when you open an account you see everything your company and theirs have going together.

People linked to a company with their title, and one marked primary
Every deal, proposal, invoice and project on the account, in one place
Duplicate checks at import and at creation keep the list clean
A full export of everything, whenever you want one, in a format you can open

The Organizations list, 23 companies with their role chips, industry, people count and owner, under filter chips for Customer, Investor and Partner and a bar for exporting to CSV and importing edits back — Twenty-three companies with their roles, industry and how many people you know at each, customers beside investors beside a partner on the same list. One tap on Customer, Investor or Partner narrows it, and the export carries each Storm ID so an edited row comes back to the record it came from.

The account

Open a company and see what it is to you

A company can pay you, have invested in you and be closing a partnership all at once, and its record says so in one row of chips. Scores, the people you know there and the company facts sit above the deals and documents, so the first screen of an account is the one you would otherwise piece together from three places.

Customer, investor and partner roles on one company, each with its own sub-type and engagement level
Fit and activity scores at the top of the record, for the company as well as its people
Industry, headcount and revenue beside the website, LinkedIn and phone
The Context Agent reads the whole account and says where it stands

The Meridian Labs organization record with Customer, Investor and Partner role chips, fit and activity scores, a count of five people, the industry, website, LinkedIn, phone, headcount and annual revenue, and an overview tab with a Summarize button — Meridian Labs is a customer, an investor and a partner at the same time, and all three sit on one record with their own sub-types. Fit is high, activity is medium, five people are known there, and the company facts are filled in down the left.

Reporting

Answers without hiring somebody to build them

Build a report on any object, group it the way you think about it, and pin it to a dashboard the whole team sees the same way. There is no separate BI tool to buy and no export that goes stale by Thursday.

Reports on contacts, companies, deals, tasks, projects, campaigns and invoices
Dashboards you arrange yourself, shared or private
A starter library of ready-made reports you can clone and tweak
Filters saved as views, reusable anywhere a list appears

The Reports screen on its Shared tab, fourteen ready-made reports in a two-column grid, each named with the object it reads and its chart type, such as Forecast by month (weighted) and Stale opportunities — Fourteen reports come ready on the Shared tab, from Forecast by month and Stale opportunities to Investors by engagement and Projects by health. My reports holds the ones you build yourself.

Dashboards

The quarter on one screen, for the whole team

Pin the reports you keep opening to a dashboard, set the period once, and everyone who signs in sees the same numbers. The sales one here carries what is open, what it is realistically worth, what closed and what came in new.

Any report pins to a dashboard as a tile, in the layout you choose
One period picker at the top, so every tile reads the same quarter
Shared with the team or kept to yourself
A pinned report opens in full from its tile

The Sales Pipeline Dashboard, with four figures across the top for open amount, weighted pipeline, won and new, a bar chart of deals by stage, a forecast by month and one more report tile below — The Sales Pipeline Dashboard: $474,500 open, $219,155 of it weighted, 2 won and 16 new, with deals by stage under the figures and the forecast by month beneath that. Everyone on the team opens the same board and reads the same numbers.

Home

One screen that answers what needs attention right now

Home gathers what is overdue, what moved, who is waiting on you, and the deals about to go quiet, arranged the way you want and consistent for everybody who signs in.

Arrange it yourself, and set what the team sees by default
Needs attention gathers stale deals, missing next steps and overdue tasks, and Upcoming closes shows what is expected to land in the next two weeks
Every tile opens the record behind it
Reads and writes offline, then syncs when you are back

The Storm OS home screen for the Ninebark workspace: three pipelines with their open counts, dollar totals on the sales and investor lines, figures for open amount, weighted pipeline and won, a pipeline snapshot by stage, and a task list split into overdue and today — Home, with all three pipelines in one strip: 13 sales deals open at $474,500, 8 investor conversations, 5 partnerships, and all three trending up. My tasks splits what is overdue from what is due today, and each one opens the record it is about.

Private Rooms

Share one branded page instead of a folder full of links

A room is a private page for the people outside your workspace: a diligence room for an investor, a handover for a client, a partner brief. Visitors get a password of their own, and you get a record of who opened what.

Your logo and your colors, so the room looks like it came from you
Folders and files, with the text inside them searchable to your team
Per-visitor access you can revoke the moment a conversation cools
Statistics per room: who arrived, what they read, how long they stayed

The Private Rooms list: twelve rooms, among them the Wrenfield Clinics proposal, the Pinecrest syndicate seed documents, a Meridian Labs welcome room and Seed round diligence, ten marked Live and two marked Closed, each with a link life, an expiry date and a Manage link — Twelve rooms on one list: a proposal for Wrenfield Clinics, seed documents for the Pinecrest syndicate, a co-marketing space with Greywick, a welcome room for Meridian Labs and the Seed round diligence room, each with its own link life and an expiry date beside it. Ten are live, the Fennmark welcome room and the Lumenworks rollout are closed and stay on the list, and every guest visit is recorded.

The rest of Storm OS

Your customers, your work, and your money in one place

Every part below works from the same relationships, so the deal you win becomes the project you deliver, the invoice you send, and the customer you keep, without re-entering any of it.

Storm ProjectBeta

The work after the win

Internal or client work on a board or a calendar, reading its own contracts and transcripts so the brief stays current.

See Storm Project

Storm FinanceBeta

Get paid for it

Invoices raised off the deal that promised them, sent from your own address, paid by card or however you already get paid.

See Storm Finance

Storm MarketingBeta

Reach them again

Segments that build themselves from your relationships, campaigns that ride along, and a Mailchimp audience kept in step both ways.

See Storm Marketing

Storm Service

After the invoice clears

The support side of the relationship, in the same place as the deal, the project and the invoice. Licensed separately, arriving in September with a first group of beta customers.

What it will do

Included in the price of Storm OS. The whole platform