New Orca Snapshot Report provides structured business health insights, benchmarking, and clear next steps for growth.

Orca Advisor, Inc. today announced its official launch along with the release of its first product, the Orca Snapshot Report, an AI-powered business health assessment designed to give small and mid-sized businesses clear, structured insight into their performance and opportunities.

Orca Advisor was founded with a simple mission: democratize access to high-quality business advisory. While large companies benefit from teams of analysts and advisors, most small businesses operate without structured, objective insight across finance, strategy, risk, and operations. Orca Advisor aims to change that.

The Orca Snapshot Report is a guided business assessment that benchmarks performance, identifies blind spots, and outlines actionable next steps. It combines structured inputs with industry benchmarking data to produce a comprehensive yet accessible report that business owners can immediately use.

“Too many business owners are making critical decisions without clear, organized insight into their business,” said Jacob Schroeder, Founder and CEO of Orca Advisor. “Orca Snapshot is designed to feel like a structured conversation with a trusted advisor. It helps owners see the full picture and act with confidence.”

Built for Business Owners. Designed for Institutions.

Orca Snapshot is available directly to business owners and through partnerships with financial institutions, chambers of commerce, and professional service firms.

For institutions, Orca Snapshot serves as a scalable value-add that strengthens relationships with small business customers and members. Partners can provide the report as a benefit, enhancing engagement while positioning themselves as proactive supporters of business growth.

For business owners, the report delivers:

• AI-powered analysis across core areas of the business
• Industry benchmarking to contextualize performance
• Clear identification of strengths, gaps, and risks
• Action-oriented recommendations prioritized for impact

The result is clarity. Instead of disconnected data points and reactive decisions, business owners receive a cohesive assessment that supports smarter, forward-looking action.

A New Category of Business Intelligence for SMBs

Orca Advisor operates at the intersection of AI, structured advisory frameworks, and benchmarking data. The Snapshot report is the first step in a broader platform vision that will continue to expand access to practical, structured business intelligence for small and mid-sized enterprises.

“We believe business owners deserve better tools,” Schroeder added. “Orca Advisor is building an AI-powered advisory layer that helps them make better decisions, earlier.”

The Orca Snapshot Report is available now at www.orcaadvisor.com.

About Orca Advisor, Inc.

Orca Advisor is an AI-powered business intelligence platform for institutions and small businesses. Through structured assessments, benchmarking, and actionable insights, Orca Advisor helps business owners and institutions gain clarity, identify opportunities, and drive smarter decisions.

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