Approval-only private pilot
Build together.
Stay aligned.
One shared operating space for partners managing ownership, commercial work, delivery, and decisions.
Approval-only pilotPrivate by designBuilt for partners
PactBaseNorthwind Studio · ownerWorkspace private Northwind Studio · partnership overview
Projects & Revenue
Commercial record, separate from delivery tasks.Project records
Figures are records entered and approved by partners.
Harbour identity refreshIn delivery
Atlas platform retainerActive
Meridian launch campaignScoping
Decision record
Change share basis on Atlas retainer
Assigned to the delivery ownerPrepare the delivery plan
In progressProjects & Revenue in a pilot workspace. Fictional data.
Six records the partnership actually runs on
Each one has its own place, its own approvals, and its own history. Nothing is inferred from anything else.
Ownership
Partners, roles, and recorded ownership positions, changed only through an approved decision.
Projects & Revenue
Commercial work: contracts, recorded revenue, and the share basis agreed for each project.
Tasks
Delivery work with owners and due dates, a separate lane, never mixed into revenue.
Contributions
Cash, assets, and time put in by each partner, logged as its own record type.
Decisions
Proposals, who approved them, and the tasks or records they changed. Traceable both ways.
Settlement readiness
A checklist view of what is agreed, outstanding, or unresolved before partners settle up.
Shared business visibility
Every partner reads the same page
Ownership positions, commercial performance, open delivery work and pending approvals sit in one workspace. Role-based access decides who can propose, who can approve, and who can only read.
- One workspace per partnership, approval-only.
- Every record shows who entered it and who approved it.
- Figures are stated, not derived. No automatic calculation.
Recorded ownership
Partner A40%
Partner B30%
Partner C20%
Open decisions
1Awaiting approval
3Linked tasks
£56,000Recorded revenue
ProjectsRevenueShare basis
ProjectClientStatusContract value
Harbour identity refreshKestrel FoodsIn delivery£148,000
Atlas platform retainerAtlas GroupActive£96,000
Meridian launch campaignMeridian RailScoping£54,000
Projects & Revenue
Commercial work has its own lane
A project holds the contract, the revenue entries partners recorded, and the share basis they agreed. Delivery work lives in Tasks and links back, so progress never quietly becomes a financial claim.
- Projects & Revenue
- Contracts, revenue entries, share basis
- Tasks
- Delivery work, owners, due dates
- Never combined
- Linked by reference, kept as separate records
Decisions to tasks
A decision leaves a trail
Proposals are raised, approved by the partners whose roles require it, and turned into delivery tasks. The record keeps the reason, the approvals, and everything the decision changed.
- 01
Proposal
A partner proposes a change, share basis, a new project, a reimbursement.
- 02
Approval
Required approvers are named by role. Votes and comments stay attached.
- 03
Record updated
The affected record changes with a reference back to the decision.
- 04
Tasks created
Follow-up work appears in Tasks with an owner, due date, and its origin.
Decision · Northwind Studio
Change share basis on Atlas retainer
Reason recorded: Partner C is taking delivery lead from October, and the partners agreed to revisit the basis for the retainer only.
Approved · Partner AApproved · Partner BAwaiting · Partner D
Tasks it would create
Update retainer share basis record Partner A
Note change in partner handbook Partner B
Confirm with external adviser Partner C
Kept distinct
Seven things partners usually blur together
Most partnership friction starts when one of these is mistaken for another. In PactBase each is its own record with its own approval path.
OwnershipRecorded position in the partnership.
Revenue shareThe basis agreed for splitting recorded revenue.
EquityInstruments held outside the working split, noted as reference.
ContributionsCash, assets, or time a partner put in.
ReimbursementsExpenses a partner expects back, once approved.
Partner loansMoney lent to the business on recorded terms.
SettlementsWhat remains open before partners settle between themselves.
Not in scopeAccounting, payroll, tax, banking, legal records.
Privacy & security
Private by design, approval by default
Workspaces are closed. Restricted administration access is scoped to the active super administrator. Sensitive changes need the approval rules recorded for the workspace.
Read the security overviewRestricted administration
Administrative sign-in is limited to the active super administrator.
Workspace isolation
One partnership per workspace. No cross-workspace visibility.
Traceable history
Every record keeps its author, approvals, and change history.
Encryption
Encrypted in transit and at rest. Super-admin MFA is enforced for privileged access.
Pilot pricing
Pricing is being finalised
During the private pilot, workspaces are provisioned by approval. Pilot partners are told the commercial terms before anything becomes chargeable.
Access
By approvalPilot term
Agreed per workspacePrice
Being finalisedRequest access
Ask for a pilot workspace
Tell us about the partnership. Sending the request opens your email application, and the PactBase team can reply directly.
- No card, no checkout, no automatic provisioning.
- No public account is created by this form.
- Your email application controls delivery of the enquiry.
Is PactBase accounting software?
No. PactBase records what partners agree and approve. It does not produce accounts, calculate tax, run payroll, move money, or hold legal records.
Are the financial figures calculated for us?
No. PactBase keeps records entered and approved by partners. It does not calculate entitlements, tax, payroll, or settlement amounts.
Who can see our workspace?
Access is limited to the people and roles recorded for that workspace. Public website access never exposes workspace data.
Why is access approval-only?
PactBase is designed for operating relationships that need a deliberate shared record. A submitted website enquiry opens an email only; it does not create an account or workspace.
Does an approval in PactBase bind us legally?
No. PactBase preserves the operational record of an agreement. It is not a legal instrument or a substitute for professional advice.
What happens to our data after the pilot?
Data handling and retention details will be stated in the final reviewed legal notices. The public privacy and terms pages remain available while that review is completed.