Why we're building Copilot

Copilot's mission is to empower entrepreneurs to launch and scale service businesses. Service businesses are everywhere – they are bookkeeping firms, marketing agencies, law firms, therapy clinics, startups, and others. If we succeed in our mission, more service businesses will get off the ground, and those that start will be able to operate more effectively.

The status quo

While it is straightforward to set up a Shopify store and sell a physical product on the Internet, entrepreneurs that sell and deliver a service on the Internet have to stitch together business apps to support payments, file-sharing, eSignatures, intake forms, and other such functions. Since these apps don’t work seamlessly with one another, the client experience is fragmented and messy. Clients are bombarded with email notifications from different senders, can’t access a unified dashboard, and can’t even update their own information. If you've worked with an accountant before, these issues might sound familiar.

The solution

Businesses that understand this problem know that having a portal — a product where clients can log in and access everything in one place — means higher customer satisfaction, improved retention, new growth vectors, and more efficiency. Those with the resources hire engineers to design and build a product that solves this issue. But creating custom software is no easy task — you need to build authentication, permissions, notifications, security infrastructure, and that’s just the foundation. All of this is expensive and takes a long time.

At Portal, we're creating building blocks (messaging, payments, file-sharing, etc.) that businesses can configure and use to design their own portal. And crucially, since all our infrastructure is white-label, companies can completely customize their portal and have direct relationships with clients.

The future

Service companies of the future will look more like product companies today. Clients will be able to sign up online, go through customized onboarding flows, complete todos, send messages, schedule meetings, make payments, and more. Anything that can be automated will be automated, freeing time to focus on work that matters.

Not only can we help more companies get started but we can also empower SMBs and startups to compete against large incumbents. By democratizing access to easy-to-use composable infrastructure, we can level the playing field.

If this sounds interesting to you, we are hiring for most roles. Please consider applying or email me if you have any questions.