Your business record
The History timeline & Legacy Book
The story of the business, told properly — auto-built from your documents, editable by you.
Numbers alone don't sell a business people spent their lives building. Two features tell the story side:
History timeline
The History page assembles a year-by-year timeline of the business — founding, growth milestones, big equipment purchases, key hires — drawn automatically from your documents and augmented by hand. A revenue sparkline runs alongside it, built from your financial records (one point per year, duplicates reconciled automatically).
- Add a milestone with the add button: year, category, title, and a line or two of description.
- Extracted milestones (from documents) are marked as such; you can edit or remove any of them.
Buyers see a version of this timeline in the deal room — it's often the section that makes a business feel like more than a spreadsheet.
Legacy Book
The Legacy Book turns your record into a narrative document about the business — where it came from, how it runs, what it stands for — drafted by AI from everything you've built in Successio and editable by you. It's for the human audience: your family, your crew, the buyer who wants to understand what they're carrying forward.