Pipeline & Companies

The deal-flow view. This guide covers two tabs: Pipeline (the dashboard view) and Companies (the detail view).

The fields you'll set on every company

Every company has the same five fields that drive every dashboard, filter, and smart-list. Get these right and the rest of Laurelin works.

stage — where we are with them

A company's stage is the strongest single signal — most Pipeline filters slice by it.

ball_with — who owes the next move

• us — we need to send the next reply.
• them — we're waiting on them.

Set this every time you log a meaningful interaction. The "Ball With Us" smart list on the Relationships tab uses it directly to surface your follow-up backlog.

importance — how much we care

high / medium / low. Sorts dashboards. Doesn't gate anything.

health — judgment call

Green / yellow / red, or empty. The dashboards highlight reds. Used most often on core and active stages where a relationship can go sideways.

owner_id — who's running point

A person (internal). The owner is on the hook for next steps and shows up in by-owner views. If unset, the company appears in "unowned" buckets.

Other fields you may set

• target_deal_type — free-text-ish. "Receivables financing", "Senior secured BDC partnership", "Custody integration". Used for filtering and sorting in by-deal-type views.
• icp — Ideal Customer Profile label. Lets you group companies that match a thesis.
• company_types — multi-select. Issuer / Capital Partner / VC/Investor / Intermediary / Infrastructure / Chain / Competitor / Services / Internal. Drives the by-type breakdowns.
• tags — free-text array. Loose categorization for one-off slicing.
• email_domains — JSON array of domains owned by this company. Critical for sync auto-routing. Set this whenever a new domain comes up (e.g., a company has both @bridge.xyz and @bridge.network, list both).
• review_link — the /static/CompanyName_PartnershipReview.html for this company, if there is one. Surfaces it from the company detail page.
• notes — free-form. The catch-all.

The Pipeline tab

What you see when you open Pipeline:

• A grid of companies, filtered by your active smart-list selection.
• Filters across the top: owner, category, search.
• The smart lists in the sidebar:
  • All Companies — every company, sortable.
  • Needs Outreach — ball_with = us AND no recent interaction.
  • Due Soon — based on key dates; companies with an action due within the window.
  • Ball With Us — every company where it's our move.
  • Waiting on Them — every company where it's their move and we've waited long enough to notice.
  • Never Contacted — added to the system, no interactions logged.

Click any company to drill into its detail.

The company detail view

When you open a company, you see:

• Top card — name, stage badge, ball_with arrow, importance, health, owner. Click any of these to edit inline.
• Contacts — people affiliated with the company. Click + to add. Use the merge flow when two rows are the same person.
• Interactions — every email, call, meeting, note. Filter by type or person. Click + to log a manual one.
• Projects — every project this company is on.
• Key dates — upcoming dates that matter (renewal, IC, drawdown). Click + to add.
• Links — partnership review, website, GitHub, LinkedIn, data room. Click + to attach a URL with a type label.
• Parents / children — corporate structure. If Bridge is owned by Stripe, set Bridge's parent to Stripe.
• Notes — the long-form scratchpad.
• Audit trail (lower section) — the changelog: every field change, who, when. Use this when you can't remember what state a company was in last week.

Common workflows

"I just got off a call with a new company"

1. Companies tab → search for them. If they're not there, click "Add Company".
2. Set: name, email_domains (so future emails auto-route), stage = exploring, ball_with = pick based on the call, owner = you, target_deal_type if you have one in mind.
3. Interactions → click + to log the call. Type: call. Summary: 1-2 lines.
4. Contacts → add the people you spoke with.

Most of the above auto-happens if you connect Outlook before the call — the calendar event ingests as a meeting and the email exchange links the people.

"I'm waiting on someone — set my reminder"

Open the company → set ball_with to them. It'll fall off your "Ball With Us" list and into "Waiting on Them". If a week goes by with no inbound, it surfaces back via lost-thread detection.

"This company merged with another company we already have"

Open the duplicate → "Merge into existing company" → pick the canonical one → confirm. All interactions, people, projects, links, and key dates move onto the target. The source row is hard-deleted. The merge is logged to the changelog so you can audit it later. See Contacts → merging for the equivalent on people.

"I want to mark this company dead"

Set stage to passed. It drops out of active views but isn't deleted — you can still find it via the All Companies view, and its history stays intact. If you genuinely want it gone (rare), use the company DELETE action, which soft-deletes via deleted_at.

What drives the smart lists

Just so the magic isn't magic:

• Ball With Us / Waiting on Them — ball_with field.
• Needs Outreach — ball_with = us AND latest interaction older than a threshold.
• Due Soon — any key_dates row whose date is in the near-term window.
• Never Contacted — no interaction rows. Useful for cleaning out the prospect list.

If a company isn't showing up where you expect, check those fields first.