01
Evaluate
Build a target pipeline, record the investment thesis, screen opportunities, compare portfolio fit, and preserve why the team advanced or declined each company.
Investment lifecycle / three stages
Know what to buy. Know what you own. Know what comes next.
Investment record / continuous handoff
LIVE SYSTEM FLOW- 01Evaluate
- 02Acquire
- 03Own
02
Acquire
Open a buyer-private deal workspace for diligence checklists, tasks, notes, released documents, findings, decisions, and closing work.
03
Own
Carry the approved thesis, risks, obligations, and post-close priorities into the company record so the team knows what changed and what comes next.
Two private systems
A continuous buyer record does not require a shared buyer-seller data environment.
Thesis, screening, diligence notes, comparisons, internal decisions, tasks, and ownership priorities.
Draft documents, approved release packages, authorized counterparties, access history, and retention controls.
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