Who it's for

You don't create tasks.
The gap engine discovers them.

Five personas. One engine. Every gap accounted for.

The Owner

You manage 30 accounts, 4 properties, and 2 vehicles. What are you missing?

"I'm on top of things — until I'm not. Last year I missed a vehicle registration renewal and an insurance lapse on the same property. Both were preventable."

What PAM does

  • Maps every entity you own or manage (5–20 on average) and links the documents that belong to each
  • Gaps surface automatically from lifecycle rules — no manual checklists, no reminders to set
  • Status changes on one entity cascade to related ones: sell a property and the insurance, tax, and title gaps update instantly
  • Generate scoped share links for your accountant or advisor — they see what you choose, nothing more

Your gap report

⚠️
Vehicle registration expired 12 days ago
📋
Home insurance renewal missing
✓
Federal tax return filed

The Operator

3 LLCs, 8 clients, tax season in 6 weeks. What's filed? What's not?

"I run two businesses alongside my personal life. My accountant sends a checklist every year and I scramble for two weeks. There has to be a better way."

What PAM does

  • Maps personal and business entities side by side — one graph, one gap report
  • Tax documents, operating agreements, and state filings tracked across every LLC
  • Gaps surface when entity status changes: register a new LLC and the required documents appear immediately
  • Share links let your accountant see exactly the business docs they need — without accessing personal files

Your gap report

⚠️
Annual report deadline — Delaware LLC
📋
Operating agreement needs update
✓
EIN confirmed on file

The Steward

Caregiving is hard enough without wondering if the insurance lapsed.

"My mother has a house, a car, Medicare, and a pension. I'm trying to help her from two states away and I have no idea what documents exist or where anything is."

What PAM does

  • Organize a parent's entire document estate — properties, vehicles, accounts, insurance, benefits
  • Medicare enrollment windows, insurance renewals, and prescription coverage tracked with lifecycle rules
  • Share links give you visibility without account takeover — your mother keeps her own accounts
  • Prescription coverage and Part D enrollment alerts surface before deadlines pass

Your gap report

💊
Medicare Part D renewal — open enrollment
📄
Power of attorney missing
✓
Social Security award letter on file

The Landlord

4 properties, 7 tenants, 28 documents per property per year. What's current?

"Every property has its own insurance, tax records, lease agreements, and inspection reports. Multiply that by four and things slip through the cracks constantly."

What PAM does

  • Each property tracked as its own entity with its own document requirements and lifecycle rules
  • Lease expirations, insurance renewals, and inspection deadlines surfaced in one unified gap report
  • Tenant document lifecycles cascade — a lease renewal triggers updated renter's insurance verification
  • One gap report across your entire portfolio, not four separate filing cabinets

Your gap report

⚠️
Landlord insurance Unit 3B expired
🏠
Lease renewal — tenant J. Martinez
📋
Annual fire inspection not scheduled

The Executor

You just inherited everything. PAM tells you what's missing.

"60 days to file probate. 90 days for creditors. Day 1 starts now. I need to know what exists, what's missing, and what's due — across an entire estate I've never managed before."

What PAM does

  • Ingest the estate's entire document footprint — however disorganized — from Google Drive, local folders, or manifest upload
  • Classify, link to entities, then compute what's missing: the gap engine does in minutes what takes weeks by hand
  • Probate filing deadlines, creditor notice windows, and beneficiary requirements tracked with countdown alerts
  • Scoped share links for the estate attorney and accountant — each sees only the documents relevant to their role

Your gap report

⚠️
Probate petition filing deadline — 48 days
📋
Life insurance beneficiary docs missing
📑
Creditor notice window — 78 days remaining

Complexity curve

Life gets complicated.
Your admin shouldn't.

Every new entity adds documents, deadlines, and dependencies. The gap count doesn't grow linearly — it compounds.

Single, renting

5–8

Entities

~20

Gaps

Homeowner, married

12–20

Entities

~100

Gaps

+ Business or rental

25–40

Entities

~250

Gaps

+ Managing parent

40–70

Entities

~500

Gaps

+ Estate executor

60–100+

Entities

~1,000

Gaps

How complex is your life? Find out →

Request early beta access.

Private beta starts Q3 2026. First 500 applicants get in free — no credit card required.

No spam. First 500 get free beta access — you'll hear from us when we're ready for you.