Stepping Stone is an executive-intelligence platform that captures decision frameworks, workflows, and operating principles from experienced executives and makes them accessible to companies through a citation-first AI advisory interface. It offers segment-specific knowledge banks for healthcare, SaaS, finance, and operations, delivering consulting-grade answers in days rather than weeks. A pilot customer reported receiving 80% of a $250k consulting roadmap in two weeks for the price of an annual subscription.
Funding
Funding not disclosed
Founders
Product
Problem
Companies often need experienced executive judgment for strategic decisions but face a choice between generic AI answers that lack real-world grounding and high-cost consulting engagements that take weeks to deliver. This leaves mid-market organizations with either shallow, ungrounded guidance or slow, expensive advisory processes that may not scale across the entire leadership team.
Solution
Stepping Stone provides an AI-powered advisory platform built from curated executive knowledge modules, capturing how experienced CEOs, CFOs, COOs, CTOs, and functional leaders actually make decisions. The platform organizes this knowledge by industry—including healthcare, SaaS, finance, and operations—and by business problem, offering structured frameworks, decision trees, and operating principles. Every advisory response cites the specific executive knowledge module it drew from, ensuring traceability and grounding. Companies can ask questions, apply answers across the organization, and access the same judgment depth for every leader at a fraction of consulting cost.
Target Audience
Primary customers are mid-market companies in healthcare, SaaS, finance, and operations that need fast, grounded executive guidance for strategic decisions without retaining a full-time consulting firm.
Features
- Knowledge banks organized by industry and function, built from structured executive workflows rather than scraped content
- Citation-first architecture where every answer traces to a named executive knowledge module
- Advisory chat interface with document and codebase context connectors
- Company-wide access with unlimited users per subscription tier
- Segment-specific coverage across healthcare ops, SaaS go-to-market, finance transformation, and AI adoption
- Pricing based on knowledge bank depth, not per-seat licenses, with quarterly business reviews on higher tiers