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One page per target (deals/<company>): the body is the living investment memo; metadata carries stage, conviction-score, ebitda-multiple, sources (append-only), last-reviewed, flags.

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Building blocks

  • Template deals/templates/deal-memo presets the memo skeleton and metadataDefaults: {stage: sourcing, conviction-score: 0.5} — every new deal is born queryable.
  • A Day.ai connector lets the space agent fold each management call into the memo and appendUnique the transcript into sources; Google Drive does the same for data-room documents.
  • The partner-meeting view: stage = "diligence" AND conviction-score ≥ 0.7, ordered by conviction-score desc. Stale coverage: last-reviewed < <60 days ago>.
  • A webhook on page.metadata.updated (space deals) streams stage changes into the firm’s reporting warehouse.