About
Sage Peak Advisory Group is one person and a platform he built. There is no team, and I would rather say so than imply one.
Who
I am George Nelson, an investment analyst in Las Vegas. I have spent my career reading financial statements and deciding what they mean for the next quarter. Cash Desk is that habit, applied to companies with between $1M and $10M in revenue, every Monday.
The stack
For the curious: a Python backend with a SQLite database on one encrypted volume. Pages are server-rendered. QuickBooks Online connects through Intuit's OAuth consent screen. The forecast engine is deterministic, so the same books always give the same grid.
The rules
- Every number traces to a source line in your books.
- Nothing reaches you unreviewed. The platform drafts; I approve.
- No data leaves the server except on an explicit action.
- No invented figures, in the forecast or in the note.
If you want to see how I work before you pay anything, the free one-page cash read is the way in.