The Well-Designed Firm

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Collection Pilot

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Collection Pilot is the operating system for an art advisory. It runs the whole practice in one place: every client’s collection, every artwork and the documents behind it, the deals in progress, the relationships, the client portal, and the time and billing. Paired with QuickBooks Online, it is nearly everything an advisory needs, besides email, to serve its clients and run the business. Collections and records: every work a client owns is cataloged with its images, provenance, exhibition history, condition, location, valuations, and capitalized costs, and every invoice, certificate, appraisal, and contract is filed with it. Cost basis, appreciation, CAGR and MOIC are calculated automatically, for fine art and for sub-collections such as wine, watches and cars. The reports collectors need: portfolio, financial, catalog, inventory and insurance reports in your firm’s branding, produced in seconds and scheduled to clients on a regular cadence. Client portal: each client gets a private, branded login to their collection. They run and download their own reports, follow performance in the analytics, and see their documents, invoices, and wishlist, all limited to what you choose to share. Your value to the collector grows every time they sign in. Sourcing and deals: Gallery Previews reads the PDFs and viewing rooms galleries send, matches every work to the clients who want that artist, and sends collectors a private page where one click makes an offer. Offers tracks every work under consideration, with your advisory fee modeled. Running the business: time, expenses and retainers become branded invoices, with or without QuickBooks Online. Plus artists, galleries and contacts with an Outlook add-in, tasks, a marketing calendar, MailChimp and HubSpot sync, an AI assistant and AI-written portfolio insights for your team, and an iPhone app. One plan at $149 a month covers up to five team members and every feature. Move in from Collector Systems, Artlogic, or spreadsheets, and export all of your data whenever you like.

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Small-Business (50 or fewer emp.)
5/5

Collection Pilot effectively consolidates all workflows into a single portal, enhancing organization and accessibility. The automation features significantly reduce manual tasks while maintaining thorough records of ideas and communications.

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New York, US

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What is The Well-Designed Firm?

The Well-Designed Firm is a product studio building software for architecture, engineering, and art advisory firms. It was founded by Steven Burns, FAIA, the entrepreneur behind ArchiOffice and 13 years leading product at BQE Software. The pattern is simple. Run a firm, build the tools you wish you had, then put them in the hands of every other firm that needs them. Our products: COREboards turns live BQE CORE data into fast, role-based dashboards for principals, CFOs, project managers, and staff, with an AI advisor that tells you what needs attention and one-click writeback into CORE. See coreboards.app. FirmForward is succession planning software for AE firms, built on the belief that a firm is its owner's most important design project. Collection Pilot is the workflow platform built by art advisors, for art advisors, to manage collections, acquisitions, and client portfolios. See collectionpilot.com. Alongside the products, we advise firm leaders on value-based pricing, ownership transition, and running the business of design. If the software never quite fit the way your firm works, that gap is exactly what we build for. Specialties: COREboards, BQE CORE dashboards, AE firm analytics, firm management software, succession planning, FirmForward, art collection management software, Collection Pilot, value-based pricing, business consulting for architects.

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Year Founded
2023