Draft
Company Intake
New company / project intake form. Preview-only — pending review before wiring to Notion and Laurelin.
JSX
Company References
Partnership reviews and reference documents, organized by category.
JSX
Content Library
Educational explainers on private credit, blockchain, tokenization, and onchain finance.
JSX
Auditing
Auditing partner selection, due diligence scoring matrix, and partnership evaluation rubrics.
JSX
Technical Product Map
Interactive map of our technical product plan and architecture.
JSX
Laurelin
Pipeline tracker — companies, contacts, interactions, and follow-up tasks across the team.
JSX
Data MVP
Data ingestion plan for deal types, sources, and pipeline architecture.
JSX
Data Ops
Operational references — folder structure views and related data documentation.
JSX
Team Calendar
Shared vacation and leave tracker — see who's out, spot overlaps, and coordinate time off.
JSX
Portfolio Reports
Portfolio monitoring reports organized by company and facility.
JSX
Dashboards
Direct links to monitoring dashboards including Tape Cracker and Trade Screen.
JSX
Project Tracker
Track active projects with team leads, next steps, blockers, and tasks.
JSX
Recruiting
Candidate pipeline, evaluations, interview notes, and Workable integration.