Teach your AI who you are — so it evaluates every deal against your life, not the sales deck.
Step 1 of 5Your season
Before you evaluate a single deal, evaluate yourself.
The sharpest question in due diligence isn't "is this a good investment?" It's "is this a good investment for me, right now?" This walks you through a few short questions and hands you a personal context profile you can paste into ChatGPT, Claude, or any AI assistant — so it knows enough about you to push back.
1
Answer a handful of questions about your season, your numbers, and how you think about risk.
2
We assemble a clean, editable profile in your words.
3
Copy it once, and paste it at the top of any deal analysis — or save it in your assistant's memory.
Takes about 4 minutes · Nothing is saved or sent anywhere — it stays in your browser.
Which season are you in?
This shapes everything downstream — someone still building has different needs than someone living off their capital.
Still building
Practicing or running the business; income comes mostly from work.
In transition
Working toward stepping back, selling, or going exit-optional.
Recently exited
Sold or stepped away; navigating the proceeds and what's next.
Exit-optional
Working by choice; life runs on passive or replacement income.
What's your top priority when deploying capital right now?
Most people can't answer this cleanly — and that's exactly why deals spin them in circles. Pick the one that fits your current chapter.
Protect what I have
Preservation and durability over upside.
Produce dependable income
Cash flow to cover living expenses.
Grow it over time
Time and stability to prioritize appreciation.
Still figuring it out
No clear priority yet — and I know that's worth naming.
Your numbers — rough estimates, drag to your best guess
Ballpark figures make the profile far more useful. Prefer to keep one private? Tap "prefer not to say."
What it costs to run your life in a normal month.
$15,000 / mo
$0$50k+ / mo
Annual income that arrives whether or not you work — rents, interest, distributions.
$60,000 / yr
$0$500k+ / yr
Ballpark of what you have available to deploy or reallocate.
$2,000,000
$0$10M+
How you think about risk & access
There are no right answers — only what's true for you in this season.
Money you could reach within a few months without penalty.
25%
0% — all can be tied up100% — keep it all liquid
The maximum hold period you'd seriously consider.
Up to 3 years
Keep it liquid10+ years
Where do you land on risk?
Protect principal above allI'll take real risk for real upside
How hands-on do you want to be?
Fully passive — I don't want to operateHands-on — I want control
What matters most over the next 5–7 years?
Tap everything that's relevant — then put them in order. Your #1 goes at the top.
Your priorities — most important at the top
Your compass — optional, but powerful
This is what turns a generic assistant into one that actually protects you. A sentence each is plenty.
Tap any that apply — and add your own below.
Your non-negotiables — time with people, health, a number, a legacy, freedom to walk away.
Your Investor Context Profile
Here's your profile. Copy it, and put your AI to work.
How to use it
Paste it at the top of any conversation when you're evaluating a deal or major decision.
Or save it permanently: in Claude, put it in a Project's instructions; in ChatGPT, add it under Settings → Personalization → Custom Instructions. Then it always knows you.
Then say: "Here's a deal I'm looking at — tell me where it fits me before we go deep." Let it push back.
This is an educational tool to help you think, not financial advice. Freedom Founders is not a fiduciary. AI helps you ask better questions — it does not replace independent verification or the counsel of your own qualified advisors.