Guide · Free

From an idea to a board pack, in order

The tools work in any order, but they only compound in one. This is that order — what to open, what you need in front of you, what each step produces, and the mistake most people make at it. Allow about 90 minutes end to end. You can stop anywhere; everything saves.

~90 minEnd to end
6Steps, build track
0Signups required
1Board pack out
Before you start — one decision that changes everything downstream Know which sector you are pursuing: airline (AOC), training organisation (ATO), maintenance (AMO), ground handling / FBO, aerodrome, or drone operations (UAS/UTO). Each has its own regulations, postholders, capital shape and lead time. Choosing wrongly at step 1 invalidates everything after it. If you are genuinely unsure, open the Navigator and read the six sector cards first — that comparison takes five minutes and saves the other eighty-five.

Track 1 · Build a venture

Capital to certificate, in six steps

For investors and founders taking a greenfield aviation project from an idea to something an investment committee and a regulator will both take seriously.

1
~5 minutes · start here

Name the venture and set a target date

Open the Venture Control Room and fill in three fields: the venture name, the sector, and the date you need the certificate in hand — not first flight, not first revenue. The certificate.

Everything downstream is scheduled backwards from that date. Setting it now, before you have any detail, is deliberate: it turns an aspiration into a constraint you can test.

You needA working assumption about which sector, and a target date. Both can change later.
You getA named venture file, and a critical path that immediately tells you whether that date is reachable on the sector's indicative lead band — or already gone.
Common mistakePicking a date that sounds good to investors rather than one derived from the lead band. If the Control Room says the target has already slipped by four months, that is not the tool being pessimistic — it is arithmetic you would otherwise have discovered a year in.
2
~20 minutes · the binding constraint

Walk the certification pathway

Open the Certification Navigator and pick your sector. You will see the whole five-phase KCAA process at once — every requirement, in sequence, each carrying the instrument it comes from.

Work through it honestly and tick only what you genuinely have. The temptation is to tick what you intend to have; resist it, because the readiness index is only useful if it is telling you the truth.

  • Items marked gate block the phase. Nothing behind them moves until they close.
  • Read the postholders and manuals lists at the bottom — that is your recruitment brief and your document budget.
  • Note any citation marked unconfirmed. Those need written confirmation from KCAA before you build a compliance matrix on them.
You needNothing but honesty. This step is reading and assessment, not data entry.
You getA gate-by-gate map, a count of what is closed, and the single next critical item — plus the real lead-time band for your sector.
3
~15 minutes · the money

Size the capital and test the covenant

Open the Venture Builder. Adjust each capital line within its planning band until it reflects your actual plan, then build the funding stack: sponsor equity, third-party equity, subordinated debt, grant, senior debt.

Then the part that matters — enter a steady-state revenue assumption and an EBITDA margin, and watch the DSCR table. Four scenarios are computed from stress to optimistic.

You needA rough view of your funding sources, an interest rate and term for any debt, and a revenue assumption you are willing to defend.
You getTotal capital requirement, any funding gap, base-case DSCR against your covenant, and the revenue needed to hold that covenant.
Common mistakeFunding the optimistic lead time. Certification burns cash on a fixed clock with no revenue against it — a venture that funds 14 months against a 12–24 month band has funded the case where nothing goes wrong. Size working capital against the upper bound.
4
~15 minutes · who owns it

Model the ownership chain

Open the Corporate Structure Designer and pick the archetype that matches your funding: a single Kenyan OpCo, a HoldCo/OpCo, or a three-tier HoldCo/SPV/OpCo if senior project debt is involved.

Enter the real shareholdings at each tier. The tool walks the chain and reports the look-through effective interest each party actually holds — the number a regulator reconstructs, and the one applicants most often get wrong by reading only the OpCo register.

  • For an AOC, watch the ownership-and-control note. A structure can satisfy company law and still fail the aviation test.
  • Work the governance checklist. Those are the questions diligence asks first.
  • If your lender is also taking equity, read the lender-conflict check carefully.
You needYour intended shareholders and their percentages at each level.
You getA cap table resolved to 100%, local effective interest, an offshore substance cost, and a governance gap count.
5
~15 minutes · who runs it

Name the postholders

Open the Organogram Planner. It lists the posts the Authority must accept for your sector. Name a holder and a deputy for each — real names where you have them, "vacant" where you do not.

Certification does not proceed on a vacant post, so this list is a recruitment plan with a deadline attached. The tool flags every named post with no documented cover.

You needYour intended management team, or an honest admission of the gaps.
You getPosts named versus required, single-point-of-failure count, and a launch-to-year-five headcount ramp.
Common mistakeTreating the Accountable Manager as a title to be assigned later. The Authority accepts the person, and changing them triggers re-approval. Identify that individual early and make sure they understand what they are personally taking on.
6
~10 minutes · the deliverable

Read the whole picture, then print it

Go back to the Venture Control Room. Everything you have done now rolls into a single Launch Readiness Index, with the next action for each module and the critical path against your target date.

Three things to do before you print:

  1. Check for a sector mismatch warning. If one tool is pointed at a different sector, the index is summing answers to different questions.
  2. Save it as a scenario. Name it "Base case". Now you can test alternatives without destroying it.
  3. Export the workspace. One JSON file, saved wherever you keep board papers. We hold no copy — if you clear this browser, it is gone.

Then print. You get the whole venture as one dated, branded document: readiness, every module, the critical path, and the date it turns on.

You getA board-ready pack, a saved baseline you can compare against, and a portable copy of everything.

Once you have a baseline

Testing an alternative without losing the original

The question every investment committee asks is "what if". Here is how to answer it in about four minutes.

  1. Save the current state. In the Control Room, name it something you will recognise in a month — "Two aircraft, leased, HoldCo" beats "Base case v2".
  2. Change one thing. Go into the Venture Builder and add the third aircraft, or into the Structure Designer and switch to three-tier. Change one variable at a time or you will not know which one moved the answer.
  3. Save that as a second scenario.
  4. Tick both and compare. Rows that differ are highlighted; everything else is common ground. Read the funding gap and the DSCR rows first — those are where a third aircraft usually stops being a good idea.
  5. Restore whichever you want to keep working on. The other stays saved.
Twelve scenarios, all localThey live in this browser and travel with the workspace export. Delete one to make room for a thirteenth.

Track 2 · Operate an airline

Diagnosis before prescription

For carriers already flying. The order matters here too: the scorecard tells you where to look, and every other tool digs into a gap it finds.

1
~15–30 minutes

Run the Health Scorecard

Forty questions across eight weighted domains — safety, operations, fleet, cost, revenue, commercial, people, finance. Calibrate it first with your fleet type and operating model so the weights reflect your business rather than a generic one.

You needHonest answers. Self-flattery here produces a report that agrees with you and helps nobody.
You getA 0–100 health index, a domain radar, a weakest-first gap table with sourced benchmarks, and a prescribed action shortlist.
2
~10 minutes · if cost is your weakest domain

Benchmark your unit cost

The CASK calculator turns your operating cost lines and capacity into a unit cost, banded against peer benchmarks, and shows which cost buckets sit furthest from par.

You needOperating cost by line, and ASK for the period.
You getYour CASK in US cents per ASK, banded against peer benchmarks, and a ranking of which cost buckets sit furthest from par.
Common mistakeComparing your CASK against a carrier with a very different stage length. Unit costs fall as stage length rises; the comparison is meaningless without adjusting for it.
3
~10–45 minutes · follow the gaps

Go deep on what the scorecard found

The scorecard's prescriber links directly to the right instrument. Depending on where you scored weakest:

  • Fuel cost → the Fuel Contract Optimizer, to size what renegotiation is worth.
  • Technical and airworthiness → the MRO & Technical Readiness diagnostic, built for Chief Engineers and CAMO Managers.
  • People and competency → the Training Needs Analysis, which produces a costed training budget.
  • Structure and accountability → the Operating Model Canvas, as a workshop instrument.
You getA quantified, costed answer for the specific weakness — an annual saving figure, a competency gap matrix, a training budget, or a mapped operating model — rather than a general sense that something is wrong.
4
~5 minutes · optional but revealing

Test how fast you can produce your own numbers

The 48-Hour Data Request is the exact checklist JK asks for before an engagement. Run it as an internal exercise: an organisation that cannot produce its own operating data in two days has found a finding before the diagnostic even starts.

You getA readiness percentage against 28 data items, and an early view of where your reporting is weakest — which is usually where your management information is weakest too.

Five habits

What separates a useful model from a decorative one

Answer honestly

A readiness index built on aspirations is a comfort object. The value is entirely in the gap it exposes.

Export before you close

We hold no copy. One cleared browser and months of work is gone. It takes four seconds.

Change one variable

Two changes between scenarios and you cannot attribute the difference to either.

Re-test the capital

Planning bands are a sanity check, not a quotation. Replace them with real supplier pricing before committing.

Verify every citation

We show our sources and our uncertainty. Confirm anything marked unconfirmed with the Authority in writing.

You have the map. The terrain is the hard part.

These tools tell you where the gaps are. Closing them is the engagement — the Schedule of Events, the manual set, the postholder submissions, the regulator relationship, and a capital story that survives diligence.

Talk to us about your venture