Total tasks
Completed
Pipeline targets
Next due item
Module A · Multi-company portfolio pipeline
Deal board
Track targets across PE acquisition stages, with enterprise-sales equivalents, metadata, and stage-specific red flags.
Module C · Underwriting workspace
Quick valuation
Use EBITDA multiples to estimate enterprise value and model debt/equity sources.
Module B · Virtual data room sync
Diligence room template
Target folder structure for future Google Drive API automation. Each new deal should provision these folders and attach folder links to checklist items.
Working backwards from July 14, 2028
Acquisition roadmap
Major gates are sequenced so funding, diligence, legal work, and transition planning are complete before the target close date.
Shared execution view
Checklist
Tracks what is complete, missing, and due. Supabase-backed items sync for approved users.
Information centre
Document library
Central links to PRD, Drive folder, acquisition plan, financial models, diligence files, bank package, and business-plan material.
Decision control
Decision log
Risk control
Open risks
Capital plan
Funding workstream
People and timing
Advisor map
In-app wiki
Deal flow playbook
Educational reference for transaction gates, adapted from the PRD.
Implementation notes
- This private portal is deployed at tp-electric.minuet.ca; the public Minuet placeholder remains separate at minuet.ca.
- Supabase powers secure access and can evolve into the multi-deal relational backend described in PRD v2.
- Google Drive API automation is represented as a folder-template model until OAuth/service-account write access is wired in.