VelorStrategy — Workspace

Projects & Docs

6 tools

Task Board

Kanban, milestones, and owners.

Engagement Notes

Shared notes by stream & week.

Consulting Docs

Create and summarize consulting docs.

Templates

Access Consulting Templates.

Deliverables

Assemble client-ready outputs.

Consulting Library

Find articles, advisory, and essays.

Project Management

6 tools

Project Starter

Kickoff scope, goals, assumptions, and RACI.

Project Plan

Milestones, dependencies, and delivery schedule.

Project Charter

Objectives, stakeholders, scope, and constraints.

Project Milestones

Track key phases, checkpoints, and deliverables.

PM Support

Meeting packs, governance, and reporting tools.

PMO Office

All project management utilities in one hub.

AI Copilots

3 tools

Velora

Co-strategist chat for analysis & synthesis.

Straten AI

Run playbooks, audits, GTM tools.

Research Support

Engines and hypothesis validation.

Legal Hub

3 tools

Contract Builder

MSAs, SOWs, NDAs, and more.

Legal Support

Guides and clause guidance.

Legal Counsel

Legal co-pilot for Q&A on contract language.

Sales Tools

6 tools

CRM Manager

Accounts, contacts, and pipelines.

Leads Finder

Generate and qualify new leads.

Sales Support

Sales advisory and engagement support.

Sales Tools

Frameworks, checklists, and templates.

Sales Insights

Pipeline tracking and performance.

Social Media

Content and campaigns for outreach.

Learning & Profile

6 tools

Bio & Résumé

Build & export your résumé.

Learning Hub

Skills by consulting level.

Update Profile

Manage your profile settings.

View Profile

See your public member card.

VelorPay Onboarding

Set up payments, billing, and payouts with VelorPay.

Meetings Prep

Plan, align, and prepare for client meetings.