WORKFLOWS.md

Workflows

Thesis To Memo

1. Define thesis and exclusions.
2. Capture opportunity intake.
3. Build diligence queue.
4. Assign agent lanes.
5. Draft memo.
6. Add risk register.
7. Run compliance and confidentiality gate.
8. Hand off to human decision owner.

Opportunity Intake

1. Capture company or opportunity overview.
2. Record source and context.
3. Identify missing materials.
4. Classify stage, category, geography, buyer, and business model.
5. Identify approval boundaries.

Diligence Sprint

1. Define diligence objective.
2. Split into market, product, technical, financial, legal, team, and go-to-market questions.
3. Track evidence status.
4. Produce risk register.
5. Produce memo.
6. Route expert-review items.

Portfolio Support

1. Identify portfolio objective.
2. Define 30-day support lane.
3. Map introductions, product help, hiring, go-to-market, content, or systems work.
4. Assign owners.
5. Track outcomes.

Investor Update

1. Capture progress.
2. Separate metrics, narrative, asks, risks, and next milestones.
3. Remove confidential or unapproved details.
4. Draft update.
5. Human approves before sending.