For boutique research & advisory teams.

Stop losing context
between client conversations.

A workspace built for boutique research and analytics teams. Capture what you learn, attach the follow-through, and open every morning to a calm view of what actually matters.

Philosophy.

Your work is a portfolio. Treat it like one.

A boutique research practice is a portfolio of complex engagements, a steady accumulation of evidence, and the quiet discipline of remembering the right thing at the right moment.

Findings deserve to live where you’ll find them again — attached to the engagement they came from, with the follow-through linked back to the source.

Lighthouse keeps your research where it belongs, attaches the follow-through to it, and gives you a single, quiet space to think.

Surfaces.

Four quiet surfaces.

Everything a boutique research practice needs to run, and nothing it doesn’t.

Command Center
12
Active
4
Due soon
3 draft · 1 in review
Today’s Focus

Totals, tasks due this week, and research in review. Open it — know where you stand.

Households
The Carter Household
Pre-retirementActive
M. Tanaka
In retirementActive
K. Whitfield
Mid-careerDiscovery
Household ledger

Life-stage, status, and the people behind every plan. The household, not the account, is the unit of attention.

Notes & briefs
Mid-year planning briefFor review

Plain-language note on what changed in the rate cycle, sized for a twelve-minute client read.

Draft
Notes & briefs

Title, summary, status — written for the client, published when the wording is right.

Follow-through
Send Q3 review to the CartersOpen
Refresh Tanaka projectionIn progress
Confirm Whitfield beneficiaryDone
Follow-through

Every insight worth acting on becomes a task — linked to the household, with a due date. Nothing falls through.

A day in the life.

The steady sweep of a signal.

  1. 08:00

    Open Today's Focus.

    Instead of an inbox, you see three active clients needing attention and two tasks due today. The week orients itself in one glance.

  2. 10:30

    Capture what you just learned.

    Coming off a client call, you open their record and start a high-priority research draft. The thinking lands where it belongs, while it's fresh.

  3. 14:00

    Attach the follow-through.

    You realize you need competitor data to finish the analysis. You add a task to the research item itself. The thread stays intact.

  4. 17:00

    Mark it done.

    Research moves to Published, the task moves to Done, and the dashboard reflects it immediately. You close the tab knowing exactly where you left off.

An invitation.

A quieter way to run your research practice.

Bring your engagements, your research, and your follow-through into a single, focused workspace.

Email auth · Owner-scoped data · Today’s Focus engine