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Operalta

Product guide

Everything it does, on one page.

Six phases of work and nineteen features, with no second click. Written for the person who has to answer for the decision, not operate the tool.

What you get asked

Six questions, and where each one is answered.

How the work moves

Every piece of work starts in chat.

You ask a question in plain words and attach the files you already have. The agents research and fill a matrix. Your team checks it and decides. Then the matrix becomes the report, the deck or the document — it is not retyped into them.

01

Scout and research

Know what moved before the committee asks.

The market question that lands on Thursday usually costs someone a week. This is that week, run continuously, with every source attached and the gaps it could not close written down.

Watch your market and research any question, with sources.

Intelligence

Research your market, with the sources.

Intelligence researches your market, your competitors and your open questions. Every briefing comes back with its sources.

What it does: Intelligence
  • A monthly briefing on your market and competitors, with live progress.
  • Every source is linked, and the gaps it could not close are listed.
  • Briefings are saved as documents you can search.
  • Connected agents can run Research Panel and Deep Research through MCP.

Council

Get several views on a hard question.

Council puts several advisors on one question. Each works from its own angle, and you get one recommendation built from their views.

What it does: Council
  • Start Council, Panel, Research Panel or Deep Research from chat.
  • Panel and Deep Research keep going after you close the tab.
  • Deep Research returns a brief with its sources.
  • Keep the result as a document.

AI Inbox

Turn forwarded emails into company data.

Forward an email or receive a submission. AI Inbox reads it, matches it to the right company, and proposes metrics and notes. Clear matches are applied, and you review the rest.

What it does: AI Inbox
  • Your own forwarding address, attachments included.
  • Each item shows how confident the match is.
  • High-confidence figures are applied for you. The rest wait for your review.
02

Evaluate and prioritize

Defend the shortlist, not just publish it.

Every option scored on the same questions, and every cited answer linked to the documents it came from. The argument moves from whose opinion carries to which column is weak.

Put every option in a matrix and compare them on the same questions.

Matrices

Compare every option on the same questions.

A matrix puts your options in entries and your questions in columns. An agent researches and fills in the answers. Your team checks them and decides.

What it does: Matrices
  • Start from a template or ask for a matrix in chat.
  • Templates for bets, product portfolios, competitive intelligence, term sheets, fundraising rounds and grant pipelines.
  • Click an answer to see the document it came from.
  • Once you edit an answer, the agent can only suggest changes to it.
  • Switch between the matrix, a board by stage, and a calendar.
  • Link a matrix into a Room to share it with partners or your board.
  • Read your matrices from the CLI, and update them through MCP.
Export
CSV of the filtered view

Lists

Group the records one piece of work needs.

A list groups the companies, contacts, investors or documents you need for one job. Each record stays in one place, so the list never goes out of date.

What it does: Lists
  • Build and manage lists from the Lists page or from chat.
  • Connected agents can keep a list up to date.
  • Export as CSV.
Export
CSV
From your own tools
Lists API

Playbooks

Apply a proven method to your situation.

A playbook walks you through a known method, like OKRs or RICE prioritization, one step at a time in chat.

What it does: Playbooks
  • Search the library by stage, function or sector, or get playbooks matched to your company.
  • Playbooks such as EOS, OKRs, RICE prioritization, unit economics and founder-led sales.
  • Pick up where you stopped.
03

Plan and execute

Keep the decision moving after the room empties.

The gap between one steering committee and the next is where initiatives quietly stall. Agents carry the work forward between meetings, and a person still approves every change an agent proposes to your strategy.

Turn the choice into a plan your agents keep moving.

Strategy

Keep your strategy on the record.

Strategy holds your bets, hypotheses, signals, decisions and experiments. Agents can read all of it and propose changes. A person approves each proposal.

What it does: Strategy
  • Agents can read your strategy and propose changes, never write them directly.
  • Each proposal is pending, approved, rejected or expired, with a record either way.
  • See what depends on a bet before you change it.

Initiatives

See what the company is working on.

An initiative is a project with its goal, evidence, blockers, owner and tasks in one place. You create it yourself, or accept one an agent proposes from company signals.

What it does: Initiatives
  • Key results, blockers, tasks and linked contacts on each initiative.
  • Read and update initiatives from the API, the CLI and MCP.
  • A Room shows the initiatives its work relates to.

Goals

Hand agents a piece of work that continues.

A Goal is an outcome an agent moves forward, one step at a time, until a clear test says it is done. It holds the outcome, what counts as done, and when to stop.

What it does: Goals
  • Team members with company-wide access start a Goal from Tasks or from chat: a specific outcome and a "done when" they confirm.
  • On a Matrix, a Goal can take its next step weekly or monthly.
  • For one action on a schedule, create a scheduled task instead.
  • Step it from the app, the CLI, or an agent connected through MCP.
  • Read each step from the Goal or from a connected agent.
Export
Your Goals as CSV
From your own tools
Operalta CLIMCP setup
04

Report and share

Brief the board without rebuilding the pack.

The update is written from the same matrices the work happened in, so the numbers in the pack are the numbers in the work. In your brand, and different for each reader.

Build the report or deck, in your brand, for each reader.

Reports

Write the update, and choose what each reader sees.

Reports turn your company knowledge, files and metrics into an update for one audience. You edit the draft. What you send is a frozen copy you can revoke.

What it does: Reports
  • Executive, one-page and detailed views of the same report.
  • Delivery and view tracking for every report you send.
  • Export to PDF and Word, or to Notion when it is connected.
  • Print a one-page version from the browser.
  • Create an editable deck from the report.
Export
PDF · Word · Notion page when connected · One-page print
From your own tools
Reports API

Decks

Build the deck for the meeting.

Decks turn your company material or a report into a branded presentation. You edit it slide by slide, present it, export it, or share it by link.

What it does: Decks
  • Export an editable PowerPoint file.
  • Present full screen in the browser.
  • Share a frozen copy by link and revoke it later.
Export
Editable PowerPoint

Brand Studio

Make every report and deck look like yours.

Brand Studio holds your logo, fonts and colors. Your reports, decks and PDF exports use them.

What it does: Brand Studio
  • One company theme for reports, decks and PDF exports.
  • Start from a ready-made theme, or generate one with AI.
  • Logo upload with placement control.

Artifacts

Keep the results that matter, with their sources.

An artifact is a result you keep: a document, a diagram, a spreadsheet or a file. It keeps its sources and its versions after the conversation ends.

What it does: Artifacts
  • Documents, diagrams, spreadsheets, code and data in one library.
  • Each format opens in its own viewer.
  • Every AI revision creates a version you can browse and restore.
  • Embed a live matrix in a document.
  • Download it in its own format, or as a branded PDF where the format allows.
Export
Download in the artifact format · Branded PDF where supported
From your own tools
Artifacts API
05

Work with your ecosystem

Run the partner process without opening the company.

A diligence, a fundraise, a venture pipeline, a supplier review. Each gets its own room, its own members and an explicit boundary, so you can say afterwards exactly what was seen.

Bring partners into one Room and choose what they see.

Rooms

Give each important project its own room.

A Room holds the people, files, matrices and agents for one piece of work, like a due diligence, a fundraise or a board cycle. You decide who gets in.

What it does: Rooms
  • Give each Room a charter: its purpose, its audience and rules such as no downloads.
  • Upload files, or link them from your connected tools.
  • Search the files in a Room by meaning.
  • Excel, Word, PowerPoint and PDF files you generate sit next to your uploads.
  • Share links that expire and that you can revoke.
Export
Generated Excel, Word, PowerPoint and PDF files
From your own tools
Rooms API

Public Intake

Let outside partners submit to you.

Public Intake gives startups and partners a page to submit their information. Each submission waits for your review.

What it does: Public Intake
  • An intake page for your company or your network.
  • You choose which files to ask for and the questions that follow.
  • The submitter sees a preview of the packet before sending.
  • Nothing reaches you until the sender confirms their email.

Flow

Catch up on what your team discussed.

Flow shows your team conversations by topic. When someone mentions you, the agent writes a short Flash Memo so you can catch up fast.

What it does: Flow
  • Filter topics by product, people, finance, growth or operations.
  • See which topics need your attention.
  • A feed of Flash Memos, each linked to its conversation.
06

Connect your tools

Work where your data already is.

Nothing to migrate before you start. Connect the systems your teams already use, bring in only what the work needs, and drive the same matrices from your own agents.

Bring in your files and tools, and work from MCP and the CLI.

Integrations

Bring in files and data from your other tools.

Connect the tools your team already uses. Browse them from Operalta and bring in only what the work needs.

What it does: Integrations
  • Google Drive, Google Sheets, Slack, Notion, Airtable, HubSpot, Attio, Affinity, Apollo, Stripe, GitHub and Linear.
  • Browse and preview before you import.
  • AI maps the fields, and you review the mapping.
  • Only owners and managers connect tools.

Outbox

See what you sent and whether it arrived.

Outbox tracks each report, invitation, request and deck you send, with its delivery state for every recipient.

What it does: Outbox
  • Filter by reports, invitations, requests and decks.
  • Each state is shown: draft, pending, sent, partly delivered, failed, cancelled.
  • Retry a failed send.

MCP and CLI

Work from your own tools.

The CLI and MCP reach the same matrices as the app. They never see more than you can.

What it does: MCP and CLI
  • Read your matrices from the CLI, and update them through MCP.
  • Read and update initiatives from the API, the CLI and MCP.
  • Step a Goal from the app, the CLI, or an agent connected through MCP.
  • Connected agents can run Research Panel and Deep Research through MCP.
From your own tools
MCP setupOperalta CLI

Governance

Agents propose. People decide. Both leave a record.

Agents never write your strategy
They read it and propose changes. Each proposal is pending, approved, rejected or expired, and there is a record either way. You can see what depends on a bet before you change it.
Every answer keeps its source
Open a cell to see the document it came from. Once you edit an answer yourself, the agent can only suggest changes to it — it cannot quietly overwrite your correction.
Your own agents see no more than you
The CLI and MCP reach the same matrices through the same permissions. There is no separate automation path with wider access, and only owners and managers connect tools.
Bring the decision you are least sure about

What it replaces

Not another system. The end of five of them.

How it works todayWhat replaces it
A spreadsheet one person owns and everyone emails aboutA matrix the whole committee edits, where each answer links to the document behind it
An eighty-slide pack rebuilt from scratch each quarterA report written from the matrices the work already happened in, in your brand
A wiki page that was accurate in MarchInitiatives carrying their evidence, blockers and owner, moved forward between meetings
A data room where nobody can say who still has accessA Room with a charter, and access you can revoke
A market scan you commission once, that then agesA monthly briefing with its sources linked, and the gaps it could not close listed

Every line on the right is a feature described above, not a roadmap item.

For your company

See how Operalta fits your company.

Bring one current decision or process. We will map it together.