Good morning, Partner 👋
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MRR
$200K
↑ 8% vs last month
NDR / NRR
112%
↑ 4% negative churn
QC Error Rate
1.8%
→ target ≤2.0%
System Uptime
99.7%
↑ 0.1% target ≥99%
Revenue allocation · $200K MRR
40% · OpEx — Operational Expenses
$80K
30% · JVPR — Joint Venture Partner Reserve
$60K
20% · R&R — Rewards & Recognition
$40K
10% · BizDev — Business Development
$20K
40 / 30 / 20 / 10 model · Full P&L →
Recent activity
New client Apex Benefits Group signed Services Agreement — B2B Relations
2h ago
Reviewer Portal updated — availability calendar 6-week window deployed
Yesterday
QC error rate at 1.8% — 3 Consultants flagged for coaching review
2d ago
Q2 P&L report distributed — 30% · JVPR — Joint Venture Partner Reserve draws processed by Finance Ops
3d ago
BizDev fund balance reached $48K — partner consensus required for release
5d ago
KPI scorecard · Q2
System Availability
99.7%
NDR / NRR
112%
QC Error Rate
1.8%
Affiliate Pipeline
18%
Gross Margin
74%
JV Partner draws · current
Bi-weekly draw (each)
$2,308
R&R bonus / quarter
$1,200
Annual R&R est.
$2,880
Annual total (est.)
$63,088
Quick access
Organizational Structure
LLC relationship model · no payroll · no W2 · no labor burden · all relationships LLC-to-LLC
docVERIFY
Joint Venture LLC
JV Partners
Executive & Operations
Product Dev
People Dev
B2B Relations
Finance Ops
Revenue Gen
Compensation
JVPR Draw Bi-weekly
Q R&R Bonus KPI-gated
Annual R&R YoY-gated
Est. @ $200K MRR
~$9K/mo each
JV Agreement
Audit Consultants
Document Reviewers
Senior Reviewer
Reviewer LLC
QC Supervisor
Compensation
Per-review rate LLC-to-LLC
Q R&R Bonus KPI-gated
QC target ≤2% error rate
From OpEx · 40%
Per session
Contractor Agreement
Affiliates
Sales & Marketing
Affiliate LLC
B2B Referral
Compensation
Base commission 10% Year 1 TCV
Add-on bonus 5% add-on MRR
Renewal 2% renewal TCV
Top affiliate bonus >25 deals/qtr
Est. 3 deals/qtr
~$5,400/qtr
Referral Agreement
TPS
Third Party Services
Professional Services
Accounting · AR/AP
$250–$500/mo
CFO / CPA
$150–$750/mo
Legal Counsel
$100–$250/mo
Prof. Services est.
~$500–1,500/mo
Platform Infrastructure
GitHub $0/mo
Netlify $99/mo
Render $85/mo
Supabase $1,200/mo
AWS S3 ~$15/mo
SendGrid $20/mo
Twilio Usage-based
Doppler $10/mo
Sentry $26/mo
Calendly $10/mo
Phase 3 total
~$1,500/mo
Services Agreement
All relationships are LLC-to-LLC. No employment, no payroll, no W2, no benefits, no labor burden.
Each party invoices independently. TPS providers are external — governance via individual Services Agreements only. Platform infrastructure costs (Supabase, Render, Netlify, AWS S3, SendGrid, Twilio, Doppler, Sentry, Calendly) are recovered through the Infrastructure & Service Fee on each client contract. Phase 3 ceiling: ~$1,500/mo.
Each party invoices independently. TPS providers are external — governance via individual Services Agreements only. Platform infrastructure costs (Supabase, Render, Netlify, AWS S3, SendGrid, Twilio, Doppler, Sentry, Calendly) are recovered through the Infrastructure & Service Fee on each client contract. Phase 3 ceiling: ~$1,500/mo.
Microsoft Teams Integration
Connect the Partner Portal to your Microsoft Teams workspace for internal chats, meetings, and channel notifications — all without leaving the portal.
1
Create a Microsoft 365 App Registration in Azure Active Directory. This gives the portal permission to embed Teams chats and meetings.
2
Generate a Teams app manifest and configure the Partner Portal URL as a trusted tab host in the Teams Admin Center.
3
Add the Microsoft Teams JS SDK to the portal and authenticate JV Partners via Microsoft SSO — replacing the PIN login with a single sign-on flow.
Planned channels
JV Partners — GeneralPending
Finance Ops — BillingPending
Revenue Gen — PipelinePending
B2B Relations — ClientsPending
People Dev — ConsultantsPending
Product Dev — PlatformPending
Requires Microsoft 365 Business license · App registration in Azure AD