Laurelin User Guide

Laurelin is Valinor's internal project and relationship tracker. It lives at laurelin.valinorinfo.com behind Cloudflare Access (sign in with your @valinordigital.com email).

What Laurelin tracks

Everything the team is working on: deals in the pipeline, capital partner relationships, internal projects, and the companies and contacts behind all of them. The goal is one place to see what's active, what's stalled, and who owns what.

Layout

Five tabs across the top:

• Active Projects - board view of all active, background, and sketch projects, grouped by team member. Drag cards between tiers to change status. Toggle between "Valinor" (everyone) and "My Projects" (just yours).
• Pipeline - deal pipeline and capital pipeline, toggled with a switch. Shows projects by stage (In Market, Interested, Screening, IC, Docs, Closing, Live, etc.). Click any row to open the project detail.
• Projects - searchable table of all projects. Subtabs for "All Projects" and "My Projects." Click any project for its full detail view.
• Companies - every company in the system with stage, importance, owner, and health indicators.
• Contacts - people associated with companies (external contacts and internal team).

"More" in the tab bar opens Intake (sync inbox review) and Sync (integration configuration).

Adding a project

Click + Add Project (top right of Active Projects, or inside the Projects tab). Fill in:

• Name (required)
• Type - determines what fields and pipeline stages apply:
  • Deal - enters the deal pipeline (stages: In Market > Interested > Screening > IC > Docs > Closing > Live)
  • Capital - enters the capital pipeline (stages: Dormant > Interested > Scoping > In Diligence > Committed)
  • Fund, Diligence, Infra/Tech, Legal/Compliance, Internal Process, Other - general projects, not in either pipeline
• Manager - who owns this project
• Companies - link to one or more companies
• Next Step / Blocker - free text fields that show on the project card

After creation, Deal and Capital projects open a sketch modal for quick notes. All other types go straight to the project detail.

Adding a deal

Same as adding a project, but select type = Deal. It appears in the deal pipeline under "In Market" by default. Move it through stages as the deal progresses (either from the pipeline view or from the project detail).

Adding a capital partner project

Select type = Capital. It appears in the capital pipeline under "Interested" by default.

Adding a company

Go to the Companies tab and click + Add Company. Key fields:

• Name (required, must be unique)
• Stage - where the relationship stands: Dormant, Prospect, Exploring, Active, Core, Passed, In Market
• Importance - High, Medium, or Low
• Owner - which team member owns the relationship
• Company Types - what they are to us (Borrower, Capital Partner, VC, Intermediary, Infrastructure, etc.)
• ICP - ideal customer profile tier
• Target Deal Type - if relevant (Senior secured loan, Mezzanine, Term loan, etc.)

You can also add contacts, link related companies, and attach company links (website, data room, LinkedIn) from the company detail page.

Adding a contact

Go to Contacts, click + Add Contact, or add from within a company's detail page. Contacts are linked to companies through affiliations (a person can be at multiple companies with different roles).

Project detail view

Click any project from any tab to open its detail. From here you can:

• Edit fields (type, status, stage, manager, blocker, next step, importance, intensity)
• Add team members (manager, member, watcher, contact roles)
• Link companies
• Add milestones and key dates
• Attach links (data room, memo, legal docs, models, presentations)
• Write weekly status updates
• View the project changelog

How the automations work

Notion sync (every 6 hours)

Laurelin syncs with the Notion Pipeline database automatically. Deal and Capital projects push their stage, health, and key fields to Notion, and pull back any changes made there. This keeps both systems in sync without manual entry. A manual sync can be triggered from the Sync tab.

Outlook email sync

When connected (configured in the Sync tab), Laurelin polls Outlook for new emails. It matches senders to known contacts and companies, then creates interaction records in the sync inbox for review. You approve, dismiss, or merge these from the Intake tab.

Telegram sync

Similar to Outlook. Connects to team members' Telegram Business accounts and captures relevant messages as interaction candidates. Configured per-chat with scope controls.

Slack sync

Connects via workspace bot. Maps Slack channels to companies so messages in those channels become interaction candidates. Supports backfill for historical messages.

Sync inbox (Intake tab)

All automated syncs land in the inbox as pending items. Nothing gets created as a real interaction until a team member reviews and approves it. This prevents junk data from polluting the system. You can set up skip rules (block specific senders, domains, or subject patterns) to reduce noise.

Day-to-day workflow

1. Check Active Projects to see what's on your plate and drag projects between Active/Background/Sketch as priorities shift.
2. Check Pipeline for deal and capital partner status. Update stages as conversations progress.
3. Review Intake periodically to approve or dismiss synced interactions.
4. Update projects weekly using the status update feature in the project detail (one entry per project per week).
5. Add blockers in the project detail when something is stuck. The blocker badge shows on the project card so the team can see it.