Platform Documentation
A comprehensive guide to every feature, option, and role within TractionX.
Introduction
TractionX is the complete Founder OS — an AI-powered Business Intelligence platform that unifies discovery, daily execution, cash & finance, fundraising, compliance, and AI prediction into one operating system for ambitious founders. It bridges the gap between high-level financial goals, marketing ROI, and the ground-level execution required to achieve them. This documentation covers everything you need to know to maximize the platform's value.
Getting Started
Onboarding
When you first sign up as a Founder, you will go through an onboarding process where you define:
- Company Details: Name, industry, target market, product details, and pricing model.
- Financial Goals: Preferred currency, tracking period (3 to 60 months), yearly goal statement, turnover goal, and profit goal.
Based on your inputs, TractionX's AI automatically generates a customized strategy, complete with milestones and actionable tasks.
User Roles & Permissions
Founder / CEO
The account owner with full access to all features, settings, and team management.
- Can edit company details and financial goals.
- Can invite/remove team members, consultants, and investors.
- Full access to financials, valuation, and unit economics.
Team Members (COO, Marketing, Sales, etc.)
Invited by the Founder to collaborate on tasks and execution.
- Can view and update tasks assigned to them.
- Can participate in Team Chat.
- Permissions for viewing financials/marketing data depend on their assigned Custom Role.
Investor
Registers separately or invited by a Founder. Focused on monitoring and discovering startups.
- Access to the Startup Directory to discover listed companies.
- Can view detailed startup profiles and request pitches.
- Can direct message founders.
- Cannot edit startup data or tasks.
Consultant
Advisors who manage multiple client startups.
- Can view progress, financials, and tasks of the startups they are invited to.
- Provide strategic guidance via Team Chat.
Super Admin
Platform administrators managing the entire ecosystem.
- Can view all registered businesses and their trial statuses.
- Can monitor daily platform activity via the "Active Today" widget.
- Manage global platform settings and user roles.
Core Features
Executive Dashboard
The central hub showing YTD Revenue, Net Profit, MRR, and overall task progress. It highlights "Attention Needed" items (tasks behind schedule) and provides a quick overview of team performance.
Custom Dashboards & Widgets
Investors and Consultants can customize their dashboards using drag-and-drop widgets. Prioritize the metrics that matter most to you, such as Portfolio Health, Pipeline Activity, or Client Priority Alerts.
RevOps Overview & Opportunities CRM
Unify your Sales, Marketing, and Customer Success data. The RevOps overview provides a full-funnel view of conversion rates, CAC, and LTV. The Opportunities CRM allows you to manage deals through customizable pipeline stages with AI forecasting.
Startup Ideas Hub
Browse a curated database of industry-specific startup ideas. Each idea comes with a pre-filled Business Model Canvas, target audience definition, and revenue model suggestions.
Activity Logs
Keep track of all team operations with detailed Activity Logs. See who updated tasks, modified financials, or completed milestones in real-time.
Kanban Board & Timeline
Visual task management. Drag and drop tasks between 'To Do', 'In Progress', and 'Done'. The Timeline view provides a Gantt-chart style visualization of tasks across months.
Daily Progress & Updates
Log daily metrics like Leads Received, Marketing Spend, and Amount Collected. These updates automatically feed into your monthly financial actuals.
Day Closing Checklist
Ensure operational hygiene with the built-in Day Closing Checklist. Verify that your daily progress is logged, inbox zero is reached, and the pipeline is updated before ending the day.
Team Chat & Direct Messages
Communicate with your team in the General channel, or send direct messages to specific members, invited consultants, or investors.
Discovery & Strategy
Lean Canvas & Business Model Canvas
Map your business model across 9 blocks — Problem, Solution, Key Metrics, Unique Value Proposition, Unfair Advantage, Channels, Customer Segments, Cost Structure, and Revenue Streams. The canvas saves automatically.
ICP / Persona Builder
Build detailed Ideal Customer Profiles and buyer personas — demographics, firmographics, goals, pain points, buying triggers, and channels.
Customer Discovery Interview Log
Log each customer interview — who you talked to, what pain they described, and their willingness to pay. Track patterns across interviews to validate assumptions before building.
Experiment Tracker
Track experiments end-to-end: Hypothesis → Test → Result → Decision. Status each experiment (Planned, Running, Concluded) and record the learning.
SWOT Analysis
Run a SWOT analysis any time using a 4-quadrant editor (Strengths, Weaknesses, Opportunities, Threats). Save each snapshot, download a branded PDF, and track how your strategic position score evolves over time with a progress chart. Run it quarterly or before major decisions to see whether your position is improving.
Cash & Finance
Bank Balance, Receivables & Payables
Maintain a running bank balance, track who owes you (receivables) and who you owe (payables) with due dates and aging, so working capital stays visible.
GST-Ready Invoicing
Create invoices with invoice number, party details, GSTIN, line items, and automatic tax breakup (CGST/SGST/IGST).
13-Week Cash Forecast
A rolling 13-week projection of inflows and outflows based on receivables, payables, and recurring items — early warning of cash crunches.
Cap Table & Fundraising
Shareholding, ESOP & Dilution
Track founder and investor shareholding, set up an ESOP pool, and model dilution across funding rounds. See how much of the company you'll own after each round before signing.
SAFE / Convertible Notes
Support for SAFE notes and convertible notes with valuation caps and discounts.
Grants & Schemes Tracker
Track Indian government grants and schemes — KSUM, Startup India Seed Fund, SIDBI, MSME — with eligibility status and application deadlines.
Compliance & OKRs
Compliance Calendar
A calendar of statutory deadlines — GST returns, ROC/MCA filings, TDS deposits, and DPIIT recognition renewals — with reminder indicators for upcoming due dates.
Weekly Review & OKRs
Run a tight weekly cadence with OKR tracking. Set objectives, define measurable key results, check in weekly progress, and review outcomes.
AI Tools & Hiring
AI Business Analyst Chat
A ChatGPT-style chat that reads your live business data. Ask about burn rate, runway, CAC, CPL, revenue, profit, or request a health summary. Suggested prompts included; chat history persists.
AI Performance Prediction
Predict your business destiny with a specific projected date. Use what-if sliders, save snapshots, and view a visual milestone timeline.
Hiring Pipeline
Manage candidates from sourcing to offer with stages (Applied → Screened → Interview → Offer → Hired/Rejected), role, source, and notes per candidate.
Analytics & Reports
AI Destiny Forecast
Predicts the exact date your business will reach its financial goal or run out of runway based on your current revenue and expense trajectory. Track changes over time with Destiny Snapshots.
AI Financial Summary
Generate an automated, comprehensive end-of-month financial report analyzing your performance, unit economics, and pipeline health. Export to PDF or compare month-over-month.
Sales & Marketing Reports
Log monthly performance for marketing channels (Spend vs. Leads) and sales team members (Target vs. Achieved). Visualize trends over time.
Product Performance Analytics
Analyze your top-performing products by revenue and units sold. Filter charts by product category and track your automated Customer Lifetime Value (LTV) widget on the overview dashboard.
Pitch Deck Creator
Automatically generate a presentation-ready pitch deck using your live dashboard data, including problem/solution, traction, financials, and team.
PDF Exports
Use the "Where am I now?" feature on the dashboard to generate a comprehensive PDF report of your current progress, financials, and upcoming tasks.
Directories (Investment)
Startup Directory (For Investors)
Investors can browse startups that have opted-in for visibility. They can filter by industry/stage, view detailed profiles, and request pitches.
Consultant Directory
Founders can browse a directory of verified consultants, view their expertise, hourly rates, and invite them directly to their projects for strategic guidance.
Investor Directory (For Founders)
Founders can view registered investors on the platform and proactively send them a pitch or direct message.
Settings & Preferences
Accessible via the bottom of the sidebar or the top-right avatar menu.
- Personal Information: Update your name, role, bio, and avatar URL. Consultants and Investors have specialized profiles.
- Company Details: Modify your startup's core info, financial goals, tracking period, and currency.
- Investor Visibility: Toggle "List my startup in the Investor Directory" and add your one-line pitch.
- Security: Update your account password.
- Permissions Matrix: View and manage detailed access controls for Custom Roles, defining exactly who can view or edit Marketing, Sales, and Operations data.
- Menu Visibility: Founders can toggle specific menu items (like Grow & Scale or Investments) on or off for their entire organization to keep the sidebar clean.