From a first idea to a board-ready report, without leaving one tracker.

Executa is an AI-driven project and portfolio tracker for running your own team's engagements end to end — ideation, AI-drafted charters, sprints or waterfall phases, risk and budget tracking, and board-ready reports.

See how it works

Executa is invite-only — your Executa administrator sets up your account and organization.

Executa: Portfolio Dashboard

Sample data shown

Active projects

On track

At risk

+3%

Budget variance

Core Platform Migration

Execution

GREEN

Client Portal Revamp

Ideation

YELLOW

Data Warehouse Upgrade

Execution

RED

How Executa works

From a first idea to a board-ready report, in four steps.

Ideate

Brainstorm the opportunity, run an AI feasibility check, and build the case before it becomes a project.

Charter & plan

AI drafts the charter, RFP, and delivery plan — Waterfall, Scrum, or hybrid — with tasks, estimates, and assignments.

Execute & track

Run sprints or phases, log time and budgets, triage support incidents, and keep risk visible across the portfolio.

Report

Generate branded, board-ready PDF and PowerPoint reports on demand — status updates, steering decks, executive one-pagers.

What you get

Everything a boutique consultancy needs to run its own delivery.

Full project lifecycle

Ideation, charters, sprints or waterfall phases, tasks, risks, budgets, and ongoing support — one tracker from first idea to steady-state.

An AI project manager

Drafts charters and plans, estimates effort, suggests assignments, briefs you out loud, and answers questions about your whole portfolio.

Vendor evaluation, built in

Draft an RFP from a project charter, invite vendors with a no-login link, and let AI score responses against your own weighted rubric.

Reports that look the part

Branded, board-ready PDF and PowerPoint exports for status reports, steering committee decks, and executive one-pagers — generated on demand.

Not just another task tracker

Asana and Monday manage tasks once a project already exists. Executa manages the decision to start one — and everything after.

That's the actual wedge: three things a generic task tracker was never built to do.

Ideation gates, not a blank board

Every idea passes through feasibility, architecture, and resourcing gates before it becomes a funded project — so half-baked ideas don't quietly turn into half-finished projects.

AI drafting, not a blank template

Charters, RFPs, SOWs, and delivery plans are AI-drafted from a one-line idea — Waterfall, Scrum, or hybrid — not built one field at a time from an empty template.

RFP/SOW workflow, built in

Evaluate vendors, generate a Statement of Work, and track deliverables against it — without exporting anything to a separate procurement tool.