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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