Insika LIHTC OS

Plan the work.
Keep the status true.

Insika does not complete a task for you. It helps your team plan every action and its date from the Atlas, and it keeps the status of every project current — so the view leadership looks at is true today, not at the last meeting.

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Planning

Every action, dated, with the guidance behind it.

A deal starts in the OS as its Atlas roadmap: the milestones, tasks and actions of your state, in order. Your team puts dates on the actions — how long the work takes, which waits sit with the agency — and the plan becomes a schedule you can defend. Every action carries its Atlas guidance: what it is for, what proves it, what goes wrong. Nobody plans from a blank list.

The roadmap is the state's, not a template.
Dates on actions, not on wishes.
The guidance is one click from the plan.

Now & Next: the current milestone, progress, the roadmap, the dates that matter, and the deal today — Now & Next — where the deal is, what needs you this week, and what is coming.

The Confirm complete card: the open steps that will close, the document still outstanding, and the two ways to confirm — Confirm complete — the card says what will change before anything moves, and you get ten seconds to undo.

Current status

One button, and the truth moves with it.

When a task is done, the project manager presses Confirm complete. The actions under it close, the proof documents behind it update, the gate at the end of the milestone recalculates, and the project and the portfolio show the change the same minute. No status meeting to collect it; no spreadsheet to reconcile.

Confirm complete, with the proof attached.
Gates show what still blocks advancement, and why.
Leadership sees the portfolio as it stands today.

What a week looks like

The deal, in words, every morning.

Now & Next tells each project manager where the deal is and what needs them this week. The PM Grid is every step, editable in place. Meetings run from the live deal: flag a step for a decision, record the outcome, and the plan follows. Ask the deal a question in plain words and get an answer from its own data — and, when you ask for a change, a card you approve before anything moves.

Ask about the deal: a question in plain words, an answer from the deal's own data, and a proposal card with Do it and Not now — Ask the deal. When you ask for a change, Claude proposes; a person approves.

Behind schedule: three open steps, most overdue first, each with its status and a way to raise it for a meeting — Click “3 behind” in the header and the three steps are right there — change a status, or raise one for a meeting.

What Insika does not do

Insika does not complete your tasks, write your application, or decide for you. People do the work; Insika keeps the plan and the status honest around them. That is the whole claim, and it is why a team can trust what the portfolio view says.

How a team starts

Foundations. Sixty days to one shared truth.

We set the OS up alongside your team on two active deals: the state Atlas roadmaps configured for each project, the meeting and principal-review routine put in place, a readiness audit of documents, proof packages and gates, and the project managers onboarded. Then a monthly hour with us. Pricing for the first cohort is for selected early participants.

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What Foundations includes

Two active projects configured
Your states' Atlas roadmaps
Meeting execution and principal review in place
Document, package and gate readiness audit
PM onboarding and monthly support

Who it is for

Teams with active 4% or 9% deals — for-profit and nonprofit — whose status lives in trackers, inboxes and people's heads, and whose leadership wants one view they can trust.