Your methodology shouldn’t live in ten spreadsheets and one advisor’s head.
SharePop gives partners one roster view, gives new advisors a working book and a confident voice on day one, and turns what your best people do into a playbook the firm owns.
- $499/month for up to 5 advisor seats
- Full white label ~ your brand, not ours
- CIM Studio built in
A short look
Free valuations that convert, market-ready pricing, and CIMs built here instead of in Word.
Your brand on it. All of it.
Set the product name, the support and reply-to addresses, the name email goes out as, your two brand colours, your wordmark and your square mark. The preview shows the client report cover and the email header as the client will see them, and colours are contrast-checked when you save so text stays readable.
- Change it once and it applies everywhere at once, for the whole team
- Clients see the firm. The attribution line is shown to your brokers only, never to a client
- Reports, emails and the client app all carry the firm's mark
See what each broker is bringing in, and decide with the numbers in front of you.
Pipeline, deal flow and conversion broken out by broker, not just totalled for the firm. You can see who is sourcing, who is closing, whose valuations are going stale, and where the firm actually stands ~ so the next decision about staffing, coaching or where to push is made on data instead of a hunch.
- Per-broker pipeline, deal flow and conversion, side by side
- Valuations by age, so you know which files are going cold and whose they are
- Top deals across the firm, and the portfolio value behind them
- Open any broker’s file and see the same glass-box math you would have run yourself
Five ways a firm bleeds senior time. We closed all five.
A junior sits in front of a client without knowing what to say, so a partner sits in too
A baseline strategic plan for every client, generated from the numbers, with the reasoning written in plain language the junior can say out loud
New hires shadow for months because there is no other way to learn the methodology
They learn it by running it ~ fifteen tools, mock engagements, and a real result on screen the same week
Book building waits on the senior team’s referral network
Every seat gets ten lead claims a month and a white-labeled valuation link under the firm’s brand from day one
Three models, three spreadsheets, three answers to the same question
One glass-box methodology on every seat, one branded report, one set of numbers the partners can open
Your best advisor leaves and the playbook leaves with them
Objectives, sprint templates, and results logged to the firm library, not the person
Confident in week one, not quarter three.
A new hire’s real cost is confidence. They are not sure what they are looking at, so they are not sure what to say, so a senior sits in. SharePop hands every advisor a baseline strategic plan for each client ~ the drivers below median, the moves ranked by dollar lift, and the reasoning behind each one in plain language. A junior can explain multiple expansion, margin erosion, and sale readiness in their first client meeting because the explanation is on the screen in front of them.
Learn the methodology by running it.
The Studio is the training program. Fifteen tools walk an advisor through how value is actually lifted ~ pricing position, whitespace, referrals, labour, cashflow, lender readiness, risk ~ each with a dollar figure and the steps to capture it. Reps run mock engagements against each other before they touch a real file, then run the same tools on real clients with the same reasoning attached.
What a first-year advisor is holding before their first call.
- 1
A baseline strategic plan for every client
Generated from the numbers: drivers below median, moves ranked by dollar lift, reasoning in plain language.
- 2
Fifteen tools with the method built in
Each one shows what to look for, what it is worth, and the steps to capture it ~ the curriculum and the deliverable are the same thing.
- 3
Ten lead claims a month and a white-labeled link
Prospecting starts day one under the firm’s brand, so they build a book instead of waiting for referrals.
- 4
A real result, in real time
Every completed move re-runs the valuation. They see their own recommendation lift a real number in their first month.
How a junior becomes billable without borrowing a partner’s calendar.
- 1 · Week one
Runs the full check-up on a mock file
All fifteen tools, a baseline plan, and a valuation they can explain line by line. Mock engagements against another rep.
- 2 · Weeks two to four
Prospects under the firm’s brand
Ten lead claims a month with a dollar figure on each. Free-valuation link sent to owners in their patch. First real conversations with the reasoning on screen.
- 3 · Month two
Runs a real engagement end to end
One-link onboarding, baseline plan, sprints on the owner’s phone. Partner reviews the file in the roster, not in the room.
- 4 · Month three
Sees the number move
Completed moves re-run the valuation. The junior presents a lift they produced themselves, and the firm logs what worked to the library.
One methodology, every seat.
Rogue spreadsheets and custom models are a brand risk. Every advisor in the firm delivers the same glass-box math, the same sourced comps, the same branded report. Partners see portfolio value, gain since baseline, and who needs attention next, across every seat, on one screen.
Your firm’s IP compounds instead of walking out the door.
Custom objectives, sprint templates, and engagement structures are logged to the firm library. Over time you can see which plans produced the most lift, in which industries, run by which advisors ~ and package the winners for everyone else.
The problems your clients bring, and the tool that answers each one.
The valuation is the front door. Behind it is a toolkit built for what small businesses actually wrestle with ~ and every tool runs locally, on that one client's industry, neighborhood, and numbers. Every broker on the roster runs the same one, the same way.
Marketing ideas, competitive intelligence, pricing opportunity, labour efficiency ~ a newly hired broker hands back the same quality of work as your most experienced one, from their first week.
The buyer's document, built from the numbers you already have.
A Confidential Information Memorandum is where a broker's week goes. CIM Studio drafts it from the file you already built ~ the intake, the statements, the add-backs, the valuation run, every tool result ~ across 53 sections in ten groups, from the cover and confidentiality statement through customers, operations, financials, the multiple build, financing at the ask, risk and the data room index.
- Fifty-three sections, ten groups, written from the client's own numbers rather than typed from scratch
- Seven sections are required before it can publish, so an incomplete document cannot reach a buyer by accident
- Every section stays editable ~ the draft is a starting point, not a lock
- Publishes under the firm’s brand to a buyer link, with version history behind it
The files every client signs, in one place.
Drop a PDF, a Word file or an image into the firm library and it is read for you into text you can correct. Turn on a signature and the document joins every new client's setup right after the NDA, so nobody on the team is emailing the same engagement letter one client at a time.
- One library for the whole firm, not one folder per broker
- Anything marked for signature joins new client setup automatically
- Every save keeps the previous version in history
$499/month for the whole team.
$499/month for up to 5 advisor seats, 2 clients per seat, 10 lead claims per seat, and $249/month per client after that. No territories. One roster, one methodology, one bill.
- Five seats at $499, whether you fill two of them or all five ~ a solo seat on its own is $299.
- Full white label. Your product name, your logo, your colours, your sending address. Clients never see SharePop.
- CIM Studio, so the document a buyer reads is built here instead of in Word.
Sign up before December 1 and your $499/month team carries unlimited leads and unlimited clients across all 5 seats, at no extra charge, for as long as you keep the subscription.
Scale capacity, not headcount.
Give every advisor the confidence of your best one, and give your best one their calendar back.
Talk to a person
Want to talk white label, seat counts, or a firm rollout? Call us.
A real conversation about your brand on the reports, how many seats you need, and what a rollout across the team looks like. Or send it in writing instead.