US Business-Formation & Operations Platform

The product is a B2B SaaS for international founders expanding to the U.S. The founder side covers organization setup, a guided formation application, payment state, and a document vault. The post-formation side keeps provider-gated setup surfaces tied to the same organization record, including virtual address, mailroom, business phone, and banking setup gates.

The core challenge was keeping a complex process coherent. A founder can move through company structure, name, business description, founders, ownership, equity terms, roles, 83(b), review, and payment. At the same time, the internal team needs to review the organization, advance formation tasks, upload and categorize documents, and keep the founder-facing status current.

Underneath, the system connects a Next.js dashboard, organization-scoped auth, Prisma/Postgres state, Supabase document storage, payment-intent and webhook state, admin workflows, and provider-gated integrations for mail, address, communications, and banking-related setup.

Because this is sensitive client work, the public case study uses architecture diagrams instead of screenshots. That keeps the proof useful for technical buyers while protecting founder data, legal documents, banking details, mail/phone information, and client identity.