Energy Advisor · Company Builder

Build a company.

Use this sequence to turn an idea into an operating business with clearer ownership, economics, controls, systems, customer logic and launch readiness.

Track company progress

Company creation

23 steps from idea to durable operation.

This is a working framework, not entity, tax or legal advice. Use qualified professionals when the step requires regulated or jurisdiction-specific judgment.

Problem / Customer

Define the problem, buyer, user, pain, urgency and evidence that the need is real.

Offer / Value Proposition

State what you deliver, for whom, why it matters and how the customer measures value.

Market / Competition

Size the reachable market, map alternatives, competitors, substitutes and whitespace.

Business Model

Define revenue model, pricing, margins, recurring economics, cost drivers and unit economics.

Name / Brand

Create a credible name, brand promise, positioning, domains, identity and usage rules.

Entity / Formation

Choose formation path, jurisdiction and registrations with qualified legal and tax input.

Ownership / Governance

Define owners, vesting, voting, decision rights, deadlocks, succession and documentation.

Financial Plan

Build startup budget, runway, working capital, forecast, cash controls and scenario plan.

Funding Plan

Define capital need, source, timing, dilution or debt implications and milestones unlocked.

Legal / Contracts

Map terms, customer/vendor agreements, IP, employment, confidentiality and regulatory obligations.

Risk / Insurance

Create risk register and fit insurance to operational, professional, cyber and contractual exposure.

Tax / Accounting

Set chart of accounts, bookkeeping, close, tax calendar, controls and financial reporting cadence.

Systems / Data

Choose CRM, finance, project, document, communications, data governance and backup systems.

Cyber / Security

Implement identity, MFA, device, access, vendor, incident, recovery and sensitive-data controls.

Vendors / Supply Chain

Qualify critical vendors, alternates, commercial terms, lead times, dependencies and quality controls.

Sales / Business Development

Build target account strategy, pipeline stages, qualification, outreach, proposals and follow-up cadence.

Marketing / Content

Build credibility, channels, proof, website, messaging, content, attribution and conversion paths.

Team / Hiring

Define roles, accountability, compensation philosophy, contractors, hiring gates and onboarding.

Operating System

Document recurring workflows, handoffs, KPIs, meetings, quality controls and escalation paths.

Launch Readiness

Verify legal, financial, operational, customer, technical and support readiness before launch.

KPI / Learning Loop

Choose leading and lagging measures, review cadence, customer feedback and improvement loop.

Growth / Scale

Plan capacity, hiring, capital, automation, geographic or product expansion and control maturity.

Continuity / Exit

Document key-person risk, succession, transferability, strategic options and long-term owner goals.