As a finance consultant you bring ventures and capital together – yet your own knowledge is usually scattered: client data in your inbox, documents in folders, bank appointments in the calendar. snori brings it all into one place and gives every financing a clean structure that already exists before you prepare the first documents.
When every financing lives in a different place
Between first enquiry, document preparation and the bank meeting you juggle dozens of small facts: where does this financing stand – documents, application or approval? Which document does the bank still need, which appointment is next? When those threads live across WhatsApp, docs and calendar, you lose time searching – and, in the worst case, the overview just before an important bank meeting. That quietly erodes the composure a finance consultant lives on.
How snori sets up your advisory day
You create a workspace, pick the finance consulting template world – and your space is filled. Not a blank page, but a thought-through foundation: prospects, clients, advice packages, meetings and an "engagements & milestones" table that shows you per financing where it stands: documents, application or approval. snori orders the process and gives no credit recommendation itself – the financing decision is made by the bank, not the template.
The pages snori creates for you right away
- My business – positioning, brand profile and approach as the foundation
- Offers & advice packages – financing concept, funding check, bank support, per package in a real table
- Prospects – every enquiry with status and next step, plus a first-meeting guide
- Clients – one profile per active client for the thread
- Engagements & milestones – documents, application, approval at a glance
- Meetings – a minutes template and the chronicle of your appointments
- Tasks & steering – everything open in one place
- Marketing & content – a content plan and key messages
- Documents – shareable document lists and your own legal texts
Your AI helps out – only as far as you allow
Connect ChatGPT, Claude or another AI directly to your advisory workspace. It can then summarise the state of a financing, find clients with no next step or build texts from your positioning – but strictly within the limits you set. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing at all. And because snori versions every change, nothing is lost when you experiment. You can also use snori entirely without AI – the connection is an extra, never a requirement.
Share document lists and concepts with a link
A document list for the client, a financing concept, a guide for your website: in snori you turn any page into a shareable link – with no account needed for the recipient and without exposing the rest of your workspace. You add your own logo, hide the snori note, protect it with a password or expiry date, and see in the overview how often it was opened in the last 24 hours, 7 or 30 days. A shareable document list as a form even collects the replies in a list automatically.
Secure, German, nothing gets lost
Financing data is sensitive. snori stores your content encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is writing alongside you.