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Elena submitted Monthly HR Report
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Bonuses
Onboarding Completion Rate
$400
100% of new hires complete onboarding in 7 days
4 / 5 hiresDeadline: Jun 30
System Uptime Target
$300
99.9% uptime across all internal tools Q2
99.1% currentDeadline: Jun 30
Interview Templates
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Frontend Engineer — Technical Interview
Engineering · 45 min · 12 questions · Last updated 3 days ago
Active
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Marketing · 30 min · 8 questions · Last updated 1 week ago
Active
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Support · 60 min · 6 scenarios · Last updated 2 weeks ago
Draft
Sales Executive — Role Play
Sales · 40 min · 4 scenarios + pitch · Last updated 5 days ago
Active
April 2026
8
Applied
5
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3
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1
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2
Rejected
Candidate Position Stage Rating Applied CV
AK
Anna Kessler
anna.k@email.com
Frontend Engineer Interview
4/5
Apr 3, 2026 View CV →
MH
Marco Huber
marco.h@email.com
Marketing Manager Offer
5/5
Mar 28, 2026 View CV →
LW
Laura Weber
laura.w@email.com
Support Rep Screening
3/5
Apr 8, 2026 View CV →
TM
Tim Müller
tim.m@email.com
Sales Executive Applied
2/5
Apr 12, 2026 View CV →
Your Progress
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4
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Employee Onboarding Status
Employee Department Current Step Progress Started
TR
Tom Riedi
Engineering Meet the Team
30%
Apr 10
NF
Noah Frei
Marketing Tools Setup
70%
Apr 1
LM
Lia Müller
Support Complete
100%
Mar 15
Your Progress
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4
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5
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Employee Offboarding Status
Employee Department Current Step Progress Last Day
BS
Ben Schmid
Sales Knowledge Transfer
20%
Apr 30
MF
Maria Fischer
Marketing Equipment Return
70%
May 15
About
What We Do
Our Story
Ecosystem
Values & Culture
Vision & Mission
How to Succeed
How We Work
Policies
Remote Work
AI Usage
Data Protection
Expense Reimbursement
Code of Conduct
Company
Roadmap
Official Links
Company About What We Do
What We Do

We are a technology-driven company specializing in financial services infrastructure. Our platform enables fast, secure, and compliant operations across multiple markets and brands.

What is a Prop Firm?

A proprietary trading firm (prop firm) provides traders with funded accounts in exchange for a share of profits. Traders pass an evaluation challenge to prove their skill — if successful, they receive real capital to trade with.

We handle the technology, compliance, and operational infrastructure behind multiple prop trading brands. We don't trade ourselves — we power the platforms that traders use.

Our Business Model

Revenue comes primarily from challenge fees — traders pay to attempt the evaluation. A smaller portion comes from funded account profit splits. This means our success is directly tied to delivering a high-quality, fair, and reliable trading environment.

In short: We build and operate the back-end of funded trading brands. Multiple brands, one infrastructure team.

The Team's Role

Every team member — from Support to Engineering to Marketing — contributes to one core outcome: giving traders a platform they trust. Understanding this context makes every decision easier, from how we handle a support ticket to how we configure a new challenge.

Company About Our Story
Our Story

From a team of three to a multi-brand operation — this is how we got here.

Q1 2025 — Founded

Founded with a single brand, Lumira, and a team of three. The goal was simple: build a prop firm that traders actually respect. No gimmicks, no unfair rules — just a clean challenge product and honest payouts.

Q3 2025 — Alpha Edge

Alpha Edge launched as our second brand, targeting a different segment of the market. Revenue doubled within three months. It validated the multi-brand model: one operational team, multiple market-facing identities.

Q1 2026 — Vertex Capital

Vertex Capital entered beta. The team grew to 10 employees across 4 departments. This milestone made clear that we needed proper internal systems — scattered Google Drive folders and ad-hoc processes weren't going to scale.

Q2 2026 — Internal OS

We launched omoya — this platform — as our central internal operating system. Every team process now runs through one hub: onboarding, knowledge, reporting, brands, and AI tooling. The foundation for the next phase of growth.

Company About Ecosystem
Ecosystem

All active brands and entities in our group. Each brand operates independently toward its audience, but shares our infrastructure, compliance framework, and team.

Lumira

L
Lumira
Funded Trading · Live since Q1 2025
View →

Our first brand. Positioned for serious retail traders who value reliability and transparency over flashy marketing. Largest trader base in the group.

Alpha Edge

A
Alpha Edge
Funded Trading · Live since Q3 2025
View →

Targets aggressive traders with higher-risk, higher-reward challenge structures. More active marketing presence. Revenue doubled within 3 months of launch.

Vertex Capital

V
Vertex Capital
Funded Trading · Beta since Q1 2026
View →

Our newest brand, currently in beta. Premium positioning, higher account sizes, institutional-grade challenge rules. Full launch planned Q3 2026.

Company Values & Culture Vision & Mission
Vision & Mission

Vision

Become the leading white-label infrastructure provider in the funded trading space.
We envision a world where launching a trading brand is as simple as configuring a template.

Mission

Empower teams with modern tools and transparent processes.
We build the internal operating system that lets great teams focus on what matters: delivering value to traders worldwide.

Our Values

These three values are non-negotiable. They inform every product decision, every hire, and every interaction — internally and externally.

  • Ownership — Act like a founder. If you see a problem, fix it. Don't wait to be asked.
  • Speed — Move fast, iterate, ship. Perfect is the enemy of done. Bias for action.
  • Transparency — Share context, flag blockers early, over-communicate. No surprises.
Company Values & Culture How to Succeed
How to Succeed Here

This isn't about rules — it's about mindset. The people who thrive here share a few common traits. Understanding them early makes everything else easier.

Take Ownership

Don't wait for a ticket, a meeting, or permission. If you see something that could be better — a broken process, a missing document, a confused colleague — own it. The best ideas here have come from people who just decided to fix things without being asked.

Move Fast

We ship imperfect things and improve them. A 70% solution shipped today beats a 100% solution shipped next month. If you're unsure whether something is ready, ship it and iterate. Speed builds momentum.

Communicate Clearly

In a remote-first, multi-brand environment, clarity is a superpower. Over-communicate status, flag blockers the moment you hit them, and write things down. If it's not documented, it doesn't exist.

Ask Questions Early

There are no stupid questions here. A question asked in day one is better than a mistake discovered in week three. Ask early, ask often — and share what you learn so others benefit too.

Company Values & Culture How We Work
How We Work

Our operating rhythm is designed for async-first work with structured sync touchpoints. Here's what a typical week looks like.

Daily Standup

Every workday at 9:30 AM CET. 15 minutes max. Three questions: what did you do yesterday, what are you doing today, any blockers? If you can't make it, post a written update in Discord before 10:00 AM.

Sprint Cycle

We work in 2-week sprints. Sprint planning happens on Monday morning — you'll commit to your deliverables for the sprint. Retro and review happens on the Friday of week two. All tasks are tracked in the project management tool; nothing lives only in someone's head.

Communication Tools

  • Discord — internal team communication. Real-time questions, quick decisions, department channels.
  • Slack — external communication with clients, partners, and contractors.
  • omoya (this platform) — documentation, knowledge, reports, onboarding. The source of truth.
Rule: Important decisions and information always land in omoya. Discord conversations that produce a decision → document it here.

Video Tutorials

Step-by-step screen recordings for common internal processes live in the Resources section. Check there before asking how to do something — most things are already documented.

Company Policies Remote Work
Remote Work Policy

Overview

We are a fully remote team. There is no physical office requirement. You may work from anywhere, provided you meet the availability and communication standards below.

Availability

Core hours are 9:00–17:00 CET. You must be reachable on Discord during these hours on working days. Outside core hours, async communication is the norm — no expectation of immediate response.

Equipment

The company provides a laptop on day one. You are responsible for a stable internet connection (minimum 20 Mbps for video calls). If your setup is inadequate, raise it with your manager — we'll find a solution.

Company Policies AI Usage
AI Usage Policy

Overview

We encourage the use of AI tools to improve productivity and quality of work. This policy defines what is permitted, what requires approval, and what is off-limits.

Approved Uses

  • Drafting and editing internal documents, emails, and reports
  • Summarizing tickets, call transcripts, or large documents
  • Writing or reviewing code (with human review before merging)
  • Research and knowledge synthesis
  • Using the omoya Ask AI feature for internal knowledge queries

Restrictions

Do not input client personal data, financial account details, or proprietary trading data into external AI tools (ChatGPT, Claude.ai, Gemini, etc.). Use only the internal AI via omoya for queries involving sensitive data.

When in doubt: Use the internal AI. It has the same capability but stays within our security perimeter.
Company Policies Data Protection
Data Protection & Privacy

Overview

All team members are required to handle personal and financial data in accordance with applicable data protection laws. Any suspected breach must be reported to your manager within 1 hour of discovery.

Data Handling Rules

  • Never share client data via personal email or messaging apps
  • Use only company-approved tools for storing or processing sensitive data
  • Lock your screen when stepping away from your device

Breach Reporting

If you suspect a data breach — even a minor one — report it immediately. Early reporting enables us to contain the issue before it escalates.

Company Policies Expense Reimbursement
Expense Reimbursement
Under Review: This policy is being updated. The current version remains in effect until the new one is published.

Eligible Expenses

Software tools, home office equipment (up to €500/year), and work-related travel are reimbursable. All expenses require prior approval for amounts over €200.

Submission Process

Submit receipts via the Finance channel in Discord with the tag #expense. Include: amount, date, business purpose, and receipt photo. Reimbursement is processed monthly.

Non-Eligible

Personal meals, entertainment not related to a business meeting, personal software subscriptions, and hardware above the annual cap without prior written approval.

Company Policies Code of Conduct
Code of Conduct

Respect & Inclusion

We treat every person — colleague, contractor, or client — with respect. Discrimination, harassment, or exclusionary behaviour has no place here. If you witness or experience it, report it immediately to a founder.

Conflicts of Interest

Disclose any financial interest in a competitor, client, or supplier. When in doubt, disclose — keeping it hidden is always the worse choice.

Confidentiality

Don't share unreleased product plans, financial information, or personnel details outside the company. This includes on social media, in communities, or in casual conversations.

Company Company Roadmap
Company Roadmap

Where we're headed, and when. This is a living document — updated at the start of each quarter.

Q2 2026 — Now

Internal OS v1.0
Full rollout of omoya: AI-powered knowledge base, automated onboarding flows, brand management, and reporting. All team processes running through one platform.

Q3 2026

White-Label Template. Package omoya as a purchasable template for other companies (50–500 employees). First external customers onboarded. Vertex Capital fully live.

Q4 2026

4th Brand + 20 Employees. Scale the team, launch another funded trading brand, and automate more operational tasks via AI agents. Target: 3× revenue vs Q2 2026.

Company Company Official Links
Official Links

Verified links for all company-owned digital properties. Do not share unverified or unofficial URLs externally.

Website & Legal

Company WebsiteOpen →
Legal / ImprintOpen →

Social Media

LinkedInOpen →
Twitter / XOpen →

Careers

Careers PageOpen →
On this page
Edit Page
Archive
Overview
Brand Detail
Brand Ecosystem
3 Brands 2 Live 1 Beta
L
Lumira
Funded Trading
Live
Premium reliability — the prop firm serious traders trust.
EU US MENA
A
Alpha Edge
Funded Trading
Live
The fast-track prop firm for momentum traders.
MENA SEA EU
V
Vertex Capital
Funded Trading
Beta
Institutional-grade prop firm for elite and professional traders.
Global Institutional
L
Lumira
Funded Trading
Live
Premium reliability — the prop firm serious traders trust.
Overview
What it is
Target Audience
Positioning
Guidelines
Tone of Voice
Visual Rules
Do's & Don'ts
Do
Don't
Assets
Colors
Font
Logos
Design
Links
All
Templates
Logos
Documents
Presentations
Company Pitch Deck
Templates · PPTX · Updated April 10 · 4.2 MB
Logo Package (All Brands)
Logos · ZIP · Updated March 28 · 12.8 MB
Employee Contract Template
Documents · DOCX · Updated February 15 · 89 KB
Social Media Asset Kit
Templates · PNG/JPG · Updated March 5 · 28.3 MB
NDA Template
Documents · PDF · Updated January 20 · 156 KB
Brand Guidelines Master
Presentations · PDF · Updated April 1 · 5.6 MB
Culture
Mantra & Values
Collaboration
Communication
Workspace Tools
Recurring Calls
Operations
How We Operate
Reporting Cadence
Organization Culture Mantra & Values
Mantra & Values

Our mantra reflects how we approach every challenge — speed without sacrificing quality, iteration over perfection, and radical transparency with each other.

"Build fast. Ship often. Stay honest."
The three behaviors we optimize for — every decision, every sprint, every conversation.

Our Values

These three values are how the mantra shows up in daily work. They're the lens we use when giving feedback, making trade-offs, and hiring.

Move Fast
We default to action. A good decision today beats a perfect decision next week. Iterate, learn, improve.
🔍
Be Transparent
Share context early, communicate blockers immediately, and never hide bad news. Surprises are expensive.
🛡
Own Your Work
If it's in your lane, it's your responsibility. Don't wait to be asked — take initiative and see it through.

How This Shows Up

Living the values is rarely dramatic. It's small, repeated choices: choosing a 60-minute write-up over a 6-hour investigation, flagging a slipping deadline the moment it's uncertain, or picking up a task nobody owns because it's adjacent to yours.

Rule of thumb: when a decision feels fuzzy, pick the option that maximizes transparency and speed — even if it's uncomfortable.
Organization Collaboration Communication
Communication

We run two chat platforms. They each have a clear, non-overlapping purpose — keeping them separate protects both internal candor and external trust.

💬
Discord · Internal
Primary internal communication. Team discussion, department channels, announcements, voice calls. Everything internal happens here.
📡
Slack · External
External-facing communication with partners, vendors, and select clients. Do not discuss internal matters on Slack.

Key Discord Channels

Your onboarding invite drops you into the core channels automatically. Department-specific channels are added as you meet your team.

  • #general — company-wide chatter and announcements
  • #announcements — read-only for milestones and rollouts
  • #marketing — campaign planning and launches
  • #support — tickets, escalations, coverage
  • #dev — engineering coordination, deploys, incidents

Slack Usage Rules

Slack is not a place for internal debate. Think of it as email with a faster UI — everything you write there can and will be read by external parties.

  • ✓ Partner communication
  • ✓ Vendor coordination
  • ✓ Client updates (select)
  • ✕ Internal team discussion — use Discord
  • ✕ Sensitive company info — use Discord or 1Password
Rule of thumb: Internal team = Discord. Anything touching an external party = Slack. When in doubt, use Discord and loop in your manager.
Organization Collaboration Workspace Tools
Workspace Tools

The core tools every team member uses daily. Access is provisioned automatically during onboarding — if something's missing after day one, open a ticket in Help.

🗂
Google Workspace
Email, calendar, docs, sheets, and shared drives. Your @company email is provisioned during onboarding, MFA required.
🔐
1Password
Shared vaults for all company credentials. Never share passwords via chat or email — 1Password only.

Access & Ownership

Each tool has a single owning department. Access questions, permissions issues, or onboarding gaps go to the owner.

  • Google Workspace — IT Department · MFA required · access provisioned during onboarding
  • 1Password — IT Department · invitation sent during onboarding · company-wide + department-specific vaults

Beyond the Core

Role-specific tools (design, analytics, dev platforms) are listed in the Tools directory with owners and access links. If you need something new, file the request with your manager.

The full tool inventory — with owners, purpose, and access instructions — lives in the Tools section →
Organization Collaboration Recurring Calls
Recurring Calls

The fixed meetings that shape our week. Check your calendar for team-specific calls on top of these.

🏛
All-Hands
Monthly · First Monday · 10:00–11:00 CET · Whole company. KPIs, brand performance, announcements, Q&A with founders.
☀️
Daily Standup
Daily · 9:30–9:45 CET · All team. Yesterday, today, blockers. 15 minutes strict.
🔁
Sprint Retro
Bi-weekly · Friday · 16:00–16:45 CET · Full team. What went well, what didn't, action items for next sprint.

Etiquette

  • Camera on unless actively explained otherwise
  • Mute by default when joining a call > 3 people
  • Notes live in the meeting doc — linked in the calendar invite
  • Can't make it? Drop a Discord note in the relevant channel before start time
New to the team? All recurring calls are added to your calendar automatically on day one. If a call is missing, ping your manager.
Organization Operations How We Operate
How We Operate

The rhythms and rules that keep work predictable. These are the defaults — specific teams may layer their own cadence on top.

Operating Rhythm

Three processes anchor how work gets done across the company.

1
Sprint Cadence
Two-week sprints. Planning on Monday, Retro on the last Friday. All tickets tracked in the project management tool.
2
Approvals
Budget requests go via your manager. External contracts require founder sign-off. Internal decisions at team-lead level.
3
Escalation Path
Issue → Team Lead → Department Head → Founder. Use the Help section for blockers that cross departments.

Quick Reference

The numbers and deadlines that come up most often.

  • Standup time — Daily 9:30 CET
  • Sprint length — 2 weeks
  • Weekly report deadline — Friday 5 PM CET
  • Expense cutoff — Last business day of each month
  • Emergency contact — @founders on Discord
Detailed SOPs, playbooks, and process documentation live in the Knowledge Base →
Organization Operations Reporting Cadence
Reporting Cadence

What we report, how often, and why. Submissions and history live in the Reports section — this page is the reference for what's required.

📅
Weekly Status
Required · Every Friday by 5 PM CET · All team. Completed, in progress, blockers, next week. Five bullets max per section.
📊
Monthly Department
Required · Last business day of each month · Department leads. KPIs vs. targets, team health, budget, priorities.
🚨
Incident Report
When needed · Within 24h of any incident. Timeline, root cause, impact, resolution, prevention. Tag @founders on Discord immediately.

How to Submit

All reports are filed through the Reports section — the form pre-selects the correct type and guides you through the required fields.

Reports
Submit a report · View history · Check status
Open Reports →

Writing Good Reports

A good report is short and specific. Avoid status-theater — if a week was quiet, say so.

  • Lead with what changed, not what's ongoing
  • Quantify where you can — counts, dates, dollar amounts
  • Flag blockers early, not in the summary of the week they killed
  • Link to the artifact (doc, ticket, PR) instead of describing it
On this page
Edit Page
All Tools
Communication
Development
Design
Security
Analytics
Google Workspace
Email, Calendar, Docs
Primary productivity suite — email, docs, sheets, calendar.
Owner: IT More Info →
Discord
Internal Chat
All internal communication, team channels, voice calls.
Owner: Ops More Info →
Slack
External Chat
External-facing partner and client communication.
Owner: Ops More Info →
1Password
Passwords
Shared vault for all company credentials. Never share passwords outside 1Password.
Owner: IT More Info →
Vercel
Hosting
Frontend hosting and deployment for all web properties.
Owner: Engineering More Info →
Figma
Design
UI/UX design, wireframes, prototyping, and design system.
Owner: Design More Info →
Open Tool Active
Google Workspace

Overview

Google Workspace is our primary productivity suite — email, calendar, Drive, Docs, and Sheets. Every team member gets a company account during onboarding.

Heads-up: Always sign in with your @company.com account. Personal Google accounts are not allowed for company work.

How to access

1
Sign in
Visit workspace.google.com and sign in with your company email.
2
Enable 2FA
Set up two-factor authentication via an authenticator app (no SMS).
3
Join shared drives
Request access to your department's shared drives via IT.

Where is the password stored?

Your personal login is yours — do not share it. Service-account credentials and shared logins live in 1Password under the Google Workspace vault. Ask IT for access if you don't see the vault.

Who to ask

Reach out to the IT team in the #it-help Discord channel for account issues, access requests, or license changes.

Discord

Overview

Discord is where all internal team communication happens — text channels, voice rooms, and async threads. It replaces day-to-day email for everything team-internal.

Keep it here: Anything the whole team might benefit from seeing belongs in Discord, not DMs.

How to use it

1
Accept the invite
Ask your manager or Ops for the server invite link. Use your real name + role in your nickname.
2
Mute what you don't need
Right-click a channel → Notifications → "Nothing". Only your team channel and #announcements should ping you.
3
Thread long discussions
Keep channels scannable. Anything > 3 replies → start a thread.

Where is the password stored?

Personal Discord accounts — manage the password yourself, ideally via 1Password. We do not share Discord logins.

Who to ask

Ops owns the Discord server. Reach out in #ops or DM the Ops lead for server-level questions (channels, roles, bots).

Slack

Overview

Slack is used exclusively for external communication — shared channels with clients, partners, vendors, and agencies.

Rule: Internal chat goes to Discord. Slack is only for people outside the company.

How to access

1
Request workspace access
Ops will invite you to the workspace once you have an external-facing role.
2
Set your profile
Use your real name, role, and a professional photo — clients see this.
3
Mirror important updates
Anything a client commits to on Slack should also be summarized in the project tracker.

Where is the password stored?

Personal account — store your password in 1Password. Enable 2FA via authenticator app.

Who to ask

Ops owns the workspace admin. Ask in #ops for channel requests, guest invites, or billing.

1Password

Overview

1Password is the single source of truth for every shared credential — service accounts, API keys, vendor logins, Wi-Fi passwords. Never store credentials anywhere else.

Never: Paste passwords in Discord, Slack, email, Notion, or Google Docs. If you find one, delete the message and rotate the secret.

How to use it

1
Accept your invite
IT sends an invite during onboarding. Save the Emergency Kit somewhere offline (printed, in a safe).
2
Install the apps
Desktop app + browser extension. The extension is where you'll actually use it day-to-day.
3
Request vault access
You get your department's vault by default. Need cross-department access? Ask IT and document the reason.

Where is the password stored?

Your master password is the one you memorize. Everything else lives in 1Password itself. If you forget your master password, use your Emergency Kit to recover.

Who to ask

IT owns the 1Password account. Ask in #it-help for vault access, audits, or onboarding new team members.

Vercel

Overview

Vercel hosts all frontend deployments. Every production push to main deploys automatically; pull requests get preview URLs.

Region: All projects are deployed to the EU region (Frankfurt) to keep data inside the EEA.

How to access

1
Join the team
Engineering lead invites you via the team's Vercel dashboard. Sign in with your company Google account.
2
Link your GitHub
Vercel uses GitHub SSO for deploy previews. Make sure your GitHub is attached to the company org.
3
Configure env vars
Secrets live in Vercel Environment Variables — never in the repo. Use separate values for Preview and Production.

Where is the password stored?

You sign in via Google SSO — there is no separate password. Personal access tokens live in 1Password under your personal vault.

Who to ask

Engineering owns Vercel. Ask in #engineering for new projects, domain changes, or deploy failures.

Figma

Overview

Figma is where all UI/UX design work happens — wireframes, mockups, prototypes, and the design system. Engineering pulls tokens and assets directly from Figma.

One source of truth: If a design isn't in Figma, it doesn't exist. No stray Sketch files, no screenshots-as-specs.

How to use it

1
Get invited
Design lead invites you to the team. Editors for design; viewers for everyone else.
2
Find the project
All active work lives in the "Live Projects" team. Archived work goes to "Archive".
3
Comment, don't message
Leave feedback as Figma comments — they're tied to the frame and tracked. No Discord screenshots.

Where is the password stored?

Google SSO — no separate password. Your account is tied to your @company.com email.

Who to ask

Design owns the Figma team. Ask in #design for access, plugin requests, or library changes.

Playbooks
Challenge Configuration
Brand Launch Playbook
Client Onboarding
SOPs
New Employee IT Setup
Offboarding Checklist
Payout Dispute Handling
Risk
Risk Management SOP
Client Escalation Workflow
Marketing
Campaign Launch Guide
Social Media Guidelines
AI Prompt Library
Support Ticket Prompts
Risk Analysis Prompts
SOP Writer Prompts
Knowledge Base Playbooks Challenge Configuration
Challenge Configuration Playbook

This playbook covers the end-to-end process for configuring a new trading challenge — from initial setup through activation and monitoring. Follow each step in order to ensure consistency across all challenge types.

Before you start: Confirm the challenge parameters have been approved by the Risk team. Do not proceed without a signed-off challenge spec sheet.

1. Pre-Configuration Checklist

Before opening the admin panel, verify the following are in place:

  • Challenge type confirmed (Standard / Aggressive / Instant)
  • Account size and step structure approved by Risk
  • Drawdown rules and daily limits defined
  • Profit split percentage locked by Finance
  • Pricing set and confirmed by Leadership

2. Platform Setup

Log into the admin dashboard and navigate to Challenges → Create New. Fill in each field according to the approved spec sheet. Do not use default values — every parameter must be explicitly set.

Account Parameters

Set the starting balance, maximum daily loss, and overall drawdown limit. Double-check that the percentage values match the approved spec — a one-decimal error here will affect every account generated from this template.

Trading Rules

Configure allowed instruments, trading hours, and any news-trading restrictions. If the challenge includes weekend trading, ensure the risk engine is enabled for those sessions.

3. QA & Testing

Before going live, run the challenge through the staging environment with a test account. Verify that drawdown triggers correctly at the configured threshold and that the profit target locks the account when reached.

Required: A second team member must independently verify the staging test results before production activation.

4. Go-Live & Monitoring

Activate the challenge during low-traffic hours (ideally Sunday evening UTC). Monitor the first 20 live accounts closely for the first 48 hours and report any anomalies to Risk immediately.

Knowledge Base SOPs New Employee IT Setup
New Employee IT Setup Checklist

Follow this checklist for every new team member on their first day. IT should complete all steps before the employee's start time.

1. Accounts & Access

  • Create Google Workspace account (firstname.lastname@company.com)
  • Add to relevant Google Groups for their department
  • Create 1Password account and share the team vault
  • Invite to Discord (internal) and Slack (external comms)
  • Set up MFA on all accounts before handing over credentials

2. Hardware

Issue a company laptop pre-imaged with the standard software bundle. Confirm the employee signs the hardware acceptance form before receiving the device.

3. Internal OS Access

Create their account in omoya with the correct role and department. They should receive the invitation email before Day 1.

Note: Default role is employee. Only admins can elevate to manager or above.
Knowledge Base SOPs Payout Dispute Handling
How to Handle Payout Disputes

Payout disputes must be resolved within 3 business days. This SOP ensures every case is handled consistently and documented for compliance purposes.

1. Intake

When a dispute ticket is received, immediately tag it payout-dispute in the support system and assign to a senior support agent. Notify Finance within 1 hour.

2. Investigation

Pull the full trade history for the account in question. Verify the payout amount against the calculation engine output. Check for any rule violations that may have affected the payout.

3. Resolution

If the dispute is valid, initiate a correction payout through Finance. If not valid, send the client a detailed explanation with the trade data attached. All resolutions must be logged in the audit trail.

Escalation: If unresolved after 3 days, escalate to the Support Lead immediately.
Knowledge Base Risk Risk Management SOP
Risk Management SOP

This SOP defines the standard procedures for identifying, evaluating, and responding to trading risk events across all active challenges and funded accounts.

Daily Risk Review

The Risk team conducts a daily review at 08:00 UTC covering all accounts that hit 70% of their daily drawdown limit the previous session. Any accounts above threshold are flagged for intraday monitoring.

Breach Response

When an account breaches its drawdown limit, the system automatically restricts new orders. Risk is notified immediately and must acknowledge the alert within 15 minutes. A breach report must be filed by end of day.

Escalation Matrix

  • Level 1 (single account): Risk Analyst handles independently
  • Level 2 (>5 accounts same session): Risk Lead notified
  • Level 3 (systemic event): Leadership + Finance alerted, trading may be paused
Knowledge Base Marketing Campaign Launch Guide
Marketing Campaign Launch Guide

This guide covers the standard process for launching a marketing campaign — from brief to post-launch review. Applicable to all paid, organic, and partnership campaigns.

Brief & Approval

All campaigns start with a brief submitted at least 10 business days before launch. The brief must include target audience, budget, KPIs, creative assets, and compliance sign-off.

Creative Review

All creatives must pass a compliance check before going live. Avoid any claims about guaranteed returns or performance metrics that cannot be substantiated.

Launch & Monitoring

Campaigns go live Monday–Wednesday for maximum data collection time before weekend. Monitor daily spend and CTR for the first 72 hours. Any anomaly (>30% deviation from forecast) triggers an immediate review.

Knowledge Base AI Prompt Library Support Ticket Prompts
Support Ticket Prompts

Pre-built prompts for use with Ask AI. Copy, paste into the AI chat, and replace the bracketed placeholders with the relevant data.

Ticket Summary

Summarize the following support ticket. Identify the core issue, the client's emotional tone, and suggest 2–3 resolution paths ranked by likelihood of success.

[Paste ticket text here]

Client Response Draft

Draft a professional response to this client complaint. Tone: empathetic but firm. Keep it under 150 words. Do not admit liability.

Complaint: [paste complaint]
Our position: [paste internal notes]

Escalation Summary

Write a brief escalation summary for the Support Lead. Include: issue, client history, steps taken so far, and recommended next action.

[Paste ticket thread]
Knowledge Base Playbooks Brand Launch Playbook
Brand Launch Playbook

Step-by-step guide for launching a new brand under the company umbrella — from asset preparation through first-day go-live and post-launch review.

In progress: This article is being expanded. Full content available end of Q2 2026.

Pre-Launch Checklist

Placeholder — full content coming soon.

Asset Preparation

Placeholder — full content coming soon.

Go-Live

Placeholder — full content coming soon.

Post-Launch Review

Placeholder — full content coming soon.

Knowledge Base Playbooks Client Onboarding
Client Onboarding Playbook

Process for onboarding a new funded trader from purchase confirmation through first funded account activation.

In progress: Full content coming soon.

Purchase Confirmation

Placeholder — full content coming soon.

Account Activation

Placeholder — full content coming soon.

First Login

Placeholder — full content coming soon.

Knowledge Base SOPs Offboarding Checklist
Offboarding Checklist

Standard checklist for removing access and completing handover when a team member leaves the company.

In progress: Full content coming soon.

Access Revocation

Placeholder — full content coming soon.

Handover

Placeholder — full content coming soon.

Exit Documentation

Placeholder — full content coming soon.

Knowledge Base Risk Client Escalation Workflow
Client Escalation Workflow

Defines the escalation path for client complaints that cannot be resolved at first-line support.

Draft: Pending review by the Risk Lead before publication.

Escalation Triggers

Placeholder — full content coming soon.

Response SLA

Placeholder — full content coming soon.

Resolution Path

Placeholder — full content coming soon.

Knowledge Base Marketing Social Media Guidelines
Social Media Guidelines

Brand voice, content rules, and compliance requirements for all social media channels.

In progress: Full content coming soon.

Brand Voice

Placeholder — full content coming soon.

Content Rules

Placeholder — full content coming soon.

Compliance

Placeholder — full content coming soon.

Knowledge Base AI Prompt Library Risk Analysis Prompts
Risk Analysis Prompts

Prompts for analyzing risk data and generating risk summaries.

In progress: Full content coming soon.

Drawdown Analysis

Placeholder — full content coming soon.

Position Sizing

Placeholder — full content coming soon.

Anomaly Detection

Placeholder — full content coming soon.

Knowledge Base AI Prompt Library SOP Writer Prompts
SOP Writer Prompts

Convert rough notes into structured SOPs using these prompts.

In progress: Full content coming soon.

From Notes to SOP

Placeholder — full content coming soon.

Formatting Rules

Placeholder — full content coming soon.

Review Checklist

Placeholder — full content coming soon.

On this page
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Archive
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Org Chart
AI Agents
Contacts
All
Operations
Engineering
Marketing
Support
Sales
SE
Sasha Eigenmann
Admin · Operations
sasha@company.com
JB
Jason Blax
Leadership · CEO
jason@company.com
MT
Maya Tanner
Manager · Marketing
maya@company.com
TR
Tom Riedi
Employee · Engineering
tom@company.com
EV
Elena Vogt
HR · People
elena@company.com
LB
Liam Bachmann
Employee · Support
liam@company.com
NF
Noah Frei
Employee · Marketing
noah@company.com
SK
Sara Keller
Employee · Engineering
sara@company.com
BS
Ben Schmid
Employee · Sales
ben@company.com
LM
Lia Müller
Employee · Support
lia@company.com
JB
Jason Blax
CEO
SE
Sasha
Operations
LB
Liam
LM
Lia
MT
Maya
Marketing
NF
Noah
TR
Tom
Engineering
SK
Sara
EV
Elena
HR
AI agents that operate as virtual team members. Managed by Admin.
Support Bot
Tier-1 ticket triage + auto-responses
Active
Handles initial support tickets, categorizes issues, and suggests solutions from the Knowledge Base. Escalates to human after 2 failed attempts.
Compliance Checker
Regulatory document review
Active
Reviews marketing materials and client communications for regulatory compliance. Flags potential issues before publication.
Onboarding Assistant
New hire guidance
Beta
Guides new hires through onboarding steps, answers FAQs, and connects them with the right people and resources.
NameRoleEmailPhoneDepartment
Sasha EigenmannAdminsasha@company.com+41 79 123 4567Operations
Jason BlaxCEOjason@company.com+41 79 234 5678Leadership
Maya TannerManagermaya@company.com+41 79 345 6789Marketing
Tom RiediEngineertom@company.com+41 79 456 7890Engineering
Elena VogtHR Leadelena@company.com+41 79 567 8901HR
Liam BachmannSupportliam@company.com+41 79 678 9012Support
Noah FreiMarketingnoah@company.com+41 79 789 0123Marketing
Sara KellerEngineersara@company.com+41 79 890 1234Engineering
Ben SchmidSalesben@company.com+41 79 901 2345Sales
Lia MüllerSupportlia@company.com+41 79 012 3456Support
KPIs
Bonuses
94%
Platform Uptime
1.4h
Avg. Support Response
$1.26M
Total MRR (All Brands)
Department KPIs
DepartmentKPITargetCurrentStatus
SupportAvg. response time< 2 hours1.4hOn Track
SupportTicket resolution rate> 90%88%Close
MarketingNew traders / month2,0001,850Close
MarketingCAC< $45$38On Track
EngineeringDeploy frequencyDaily4.2/weekOn Track
SalesNew enterprise deals5 / quarter3In Progress
Active bonus goals. Reach the target to unlock the reward.
Google Reviews Target
Company-wide · Reach 200 Google Reviews
$500
144 / 200 reviewsDeadline: May 31, 2026
Q2 Support Excellence
Support Dept · Avg. response <2h for 30 consecutive days
$250
12 / 30 daysDeadline: Jun 30, 2026
Enterprise Deal Closer
Sales · Close 5 enterprise deals this quarter
$1,000
3 / 5 dealsDeadline: Jun 30, 2026
My Reports
All Reports
TitleTypeSubmittedStatus
Weekly Report — Week 15 Weekly Apr 11, 2026 Read
Monthly Report — March 2026 Monthly Mar 31, 2026 Commented
Weekly Report — Week 14 Weekly Apr 4, 2026 Read
Weekly Report — Week 13 Weekly Mar 28, 2026 Submitted
AuthorTitleDepartmentSubmittedStatus
SE
Sasha
Weekly — W15OperationsApr 11Read
MT
Maya
Weekly — W15MarketingApr 11Submitted
TR
Tom
Weekly — W15EngineeringApr 12Submitted
EV
Elena
Monthly — MarHRMar 31Read
LB
Liam
Weekly — W15SupportApr 11Commented
User Management
Roles & Access
Company Documents
Audit Logs
Login History
Tenant Branding
Leadership
10 active users
UserRoleDepartmentStatusActions
SE
Sasha Eigenmann
OperationsActive
JB
Jason Blax
LeadershipActive
MT
Maya Tanner
MarketingActive
TR
Tom Riedi
EngineeringActive
EV
Elena Vogt
HRActive
Certificate of Incorporation
Legal · PDF · Uploaded Jan 2025
Trademark Registrations
Legal · Folder · 3 documents
Bookkeeping — 2026
Finance · Folder · Monthly statements
Contracts
Legal · Folder · Vendor, employee, partner contracts
TimestampUserActionDetail
Apr 14, 09:23SashaRole ChangeChanged Tom Riedi from Manager to Employee
Apr 13, 16:05JasonUser InvitedInvited lia@company.com as Employee · Support
Apr 12, 11:30SashaDocument UploadUploaded Q1 Bookkeeping to Company Documents
Apr 11, 08:15SashaBranding UpdateUpdated tenant logo and accent color
Apr 10, 14:40ElenaKB PublishedPublished "Payout Disputes" article to Knowledge Base
UserTimestampIP AddressDeviceStatus
Sasha EigenmannApr 14, 08:45185.23.xx.xxChrome · macOSSuccess
Jason BlaxApr 14, 09:0191.42.xx.xxSafari · iOSSuccess
Maya TannerApr 13, 17:20178.56.xx.xxChrome · WindowsSuccess
UnknownApr 13, 03:1245.89.xx.xxFirefox · LinuxFailed
Tom RiediApr 12, 10:05195.12.xx.xxChrome · macOSSuccess
Logo Upload
Light Mode
Dark Mode
Accent Color
#6C5CE7
Current accent color
Pick a new accent color — applies to buttons, links, and highlights across the entire OS.
High-level metrics and strategic overview. Visible to Leadership and Admin roles only.
$1.26M
Combined MRR
+12% vs last month
10
Active Employees
+2 this quarter
3
Active Brands
1 in beta
Bookkeeping Overview
Revenue (Mar)$1,180,000
Expenses (Mar)$420,000
Net Profit (Mar)$760,000
Payroll$185,000
Infrastructure$45,000
Marketing Spend$120,000
HR
Anonymous feedback, policies, personal matters
IT Support
Access issues, tool problems, password resets
Speak to Founders
Direct line to leadership for urgent matters
Not sure what to do?
Check your onboarding steps, ask your manager, or check the project management tool for your assigned tasks.
My Tickets
#SubjectCategoryCreatedStatus
#027Cannot access Google Drive shared folderITApr 12Open
#025Request for additional monitorITApr 8In Progress
#024Access issue — 1Password vaultITApr 5Resolved
Frequently Asked Questions
How do I reset my password?
Go to Settings → Security → Change Password, or use Google's password recovery.
Who do I contact for payroll questions?
Reach out to Elena Vogt (HR) via Discord or email elena@company.com.
How do I request time off?
Submit a request through HR or message your manager directly.
Profile
Appearance
AI Provider
Security
Login History
Operator Access
SE
Sasha Eigenmann
sasha@company.com · Admin
Theme
Language
AI Provider Configuration
Choose your preferred AI model for the "Ask AI" feature. You can use the default provider or bring your own API key (BYOK).
Your key is encrypted and stored securely. Never shared with other tenants.
Usage Today
8 / 30 queries
Rate limit: 30 queries per user per day. Resets at midnight UTC.
Multi-Factor Authentication
MFA Enabled Authenticator App · Configured Mar 2026
Active Sessions
Chrome · macOS
185.23.xx.xx · Zurich, CH
Current
Safari · iOS
185.23.xx.xx · Zurich, CH
TimestampIP AddressDeviceStatus
Apr 14, 08:45185.23.xx.xxChrome · macOSSuccess
Apr 13, 09:10185.23.xx.xxChrome · macOSSuccess
Apr 12, 08:30185.23.xx.xxSafari · iOSSuccess
Apr 11, 09:05185.23.xx.xxChrome · macOSSuccess
Operator Access Log
All access to your tenant by platform operators is logged and visible below.
Operator Action Reason Ticket Time Duration
sasha@adsight.com Support query Dashboard not loading for user #4471 18 Apr · 14:32 12 min
sasha@adsight.com Impersonation Verify report visibility bug #4201 12 Apr · 09:15 23 min
As required by GDPR Art. 28, all operator access to your tenant is logged here. Contact your operator if you have questions about a specific access event.
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