Data

Operator workflow

Compliance Checklist Generator

California / Retailer / dispensary / Operating

License and authority

Confirm state or provincial license status and license type.
Confirm local authorization, zoning, buffers, and premises eligibility.
Record ownership, management, and financial-interest disclosures.

Daily operating controls

Assign a compliance owner for inventory, records, training, and regulator communications.
Maintain current SOPs for intake, storage, transfers, sales, returns, waste, and incidents.
Schedule recurring internal audits and exception reviews.

Product and records

Keep COAs, labels, batch records, invoices, manifests, and transfer documents together.
Reconcile physical inventory to POS, ERP, seed-to-sale, or CTLS records.
Maintain complaint, adverse event, quarantine, destruction, and recall logs.

License-type controls

Verify customer age and purchase limits before sale.
Review display, menu, delivery, pickup, advertising, and discount rules.
Keep cash handling, security, camera, visitor, and incident logs current.

Weekly operating rhythm

Review inventory variances, expired products, complaints, incidents, and open corrective actions.
Confirm all required reports, tax filings, and renewals have owners and due dates.
Spot-check employee training, visitor logs, security records, and recall readiness.

Planning aid only. Confirm filing, local approval, and reporting requirements with the regulator or qualified counsel.

Due diligence

License & Partner Risk Report

Search imported license records and turn a public listing into a transaction-readiness report.

Enter a partner, buyer, supplier, or license number to generate a diligence report from imported public license records.

Audit readiness

Inspection Binder Builder

A document index for internal audits, regulator visits, lender diligence, insurance reviews, and buyer onboarding.

California Retailer / dispensary

License file

Current license certificate
Ownership and management disclosures
Local authorization or zoning approval
Premises diagram and site-control documents

People and training

Employee roster
Role-specific training records
Responsible vendor or age-verification records when applicable
Incident and corrective-action logs

Inventory and transfers

Receiving records
Transfer manifests
Inventory reconciliation reports
Waste, quarantine, return, and destruction records

Product safety

COAs and batch records
Packaging and label review file
Complaint and adverse-event log
Recall and withdrawal SOP

Security and premises

Camera and alarm records
Visitor logs
Restricted-access controls
Emergency and incident response procedures

Finance and reporting

Sales, excise, or regulatory tax files
Invoices and vendor records
Cash-handling policy
Regulatory reporting confirmations

Best used as an internal prep list before regulator, lender, insurer, landlord, or buyer review.

Expansion planning

Market Entry Planner

Compare regulatory friction, data availability, and the first actions needed before spending money in a market.

California entry snapshot

Large, mature adult-use market with deep competition, strong local-rule complexity, and strong public regulator data.

Best fit: Brands, distributors, labs, consultants, compliance vendors
Primary friction: Municipal approvals, taxes, price compression, local bans
Recommended first move: Segment by city and license type before outreach.

License transparency Manual verify

Add regulator verification to the diligence workflow.

Recall visibility Imported

Recall notices can be screened here.

Market metrics Model needed

Use pricing, license density, and buyer discovery as proxies.

License type Retailer / dispensary

Assess local limits, ownership caps, buffers, and municipal approvals.

30-day market-entry actions

Confirm license availability, application windows, and local zoning or host-community requirements.
Build a target partner list from public license data, associations, retailers, labs, and distributors.
Map required SOPs, insurance, COAs, packaging, labeling, tax, and reporting obligations.
Prepare a buyer, investor, or regulator packet before outreach begins.

Product safety