AI — Shift + Enter

Type plain English in the command box and press Shift + Enter instead of Enter. (Typing ai ... and pressing Enter does the same thing, which is handy on mobile.)

Claude reads your actual book before answering — client files and contacts, the Names universe with every tracking date, the supply/demand lead book, follow-ups and call to-dos, logged conversations, and the signing pipeline. It never writes anything directly.

Anything that changes data comes back as a plan you approve. Each proposed change is a row with a checkbox; untick what you don't want and press Apply. Applied changes go through the same code as typed commands, so Ctrl+Z still undoes them.

Ask it things:
which live leads haven't been reviewed in a month?
what do I know about Millennium?
who is buying Figure AI and at what level?
what should I chase today?

Tell it things:
remind me to mention generalist to sanjit next time i chat with him — files a follow-up on Sanjit's client file
log tiger global buying ramp at $50/sh, $10m spv — stages a demand lead
just finished the captable work on Anduril — stamps the Captable tracking date with today
note that Adi said Ramp revenue roughly doubled — files intel on that client
call Jane about the Saronic supply tomorrow — adds a call to-do
mark Figure AI as saleable — updates the Demand Rating

It can also open a screen for you (show me the hot leads → an Open button for live). If it can't find the person or firm you named, it asks rather than guessing. Expand What I checked under any answer to see exactly which records it read.

Needs ANTHROPIC_API_KEY set under edit → API keys.

Chat — the chat page

agent (or the Chat quick link) opens a full chat at /agent. Same book, same approval rule as Shift + Enter, but it remembers the conversation, so you can say "do it" or "make that one Friday instead" and it knows what you mean. Press Clear or type clear chat to start a new conversation so the model does not keep using the old thread.

Command-box presets from Chat: type the same commands you use in the command box (tag Anduril primes, show Ramp, view Stripe, + name@fund.com, create file Legion VC, live, sugg, …) and Chat runs them with no AI — it opens Deal Command in a new tab via /?run=…, same as Enter in the command box. Plain-English questions still go to the model.

What it can reach beyond the command box: every table you can edit by hand, your synced mailbox, and the mail client itself. draft an intro email to the new Coatue contact writes the mail and saves it to your Outlook drafts once you approve it — nothing is sent unless you say send. Email drafts are editable in the approval card, so you can rewrite a line before it goes anywhere.

The open web: ask it to look something up and it searches, then reads the pages that matter — search the web for the latest Anduril round, who runs secondaries at Coatue?, or paste a link and say read this and tell me what matters. The links it used sit under the answer, so you can check them. It still starts with your book, tells you which part came from outside, and never writes a web claim into the book unless you ask.

Parallel lookups & specialists: when it needs several independent facts it looks them up in the same turn instead of one-by-one. For a complex ask that mixes research, drafting, and cleanup, it can split the work into focused mini-tasks and run those side by side, then stitch the answer together — still with your approval before anything is written.

Checklist: multi-step work keeps an explicit goal and flat step list on the chat (pending / waiting on approval / done / blocked). It survives Approve, continue, and refresh, so the agent still knows what is left — without writing anything until you approve.

Fast, Thinking, Max, or Max + in the top right picks the model: Fast (DeepSeek V4 Flash) for lookups and quick edits, Thinking (gpt-oss-120b on OpenRouter) for a plan with careful reasoning, Max (Claude Sonnet 5) for hard work with Anthropic web search, Max + (GPT-5.2) for the hardest work with OpenAI web search. The last twenty chats are saved to your account, so the phone and the desktop see the same history.

Phone / background: a Search or Thinking reply keeps running if you switch apps or leave Chat — tap Stop only when you want to cancel. iPhone can also ping you when a morning report, proactive alert, or background job lands, but only from the Chat Home Screen icon (Add to Home Screen), not from a Safari tab. Open that icon, tap Turn on, and allow notifications. iOS 16.4 or later. You can turn them off from the sidebar.

Changes made from Chat are applied on the server, so Ctrl+Z in the main app does not undo them — check the card before you approve.

Show Commands

View (asset must exist; create asset first if needed):
view ISSUER - Supply/demand + unpriced list
view ISSUER 5 - Top 5 records
view ISSUER full - All records

Log Commands:
Type the full line in one go, e.g.:
log ISSUER supply FUND @ $50/sh , $10M , spv
log ISSUER demand FUND @ $2bn , $5M , direct , notes: your text here
log ISSUER demand FUND @ -10 , $5M — price at a 10% discount to last round (`@ +15` = 15% premium; also `@ 10% discount` / `@ 15% premium`)
Comma after price = size; after size = structure. Optional: , notes: (anything after colon).
On a lead row, click the premium column (e.g. -10%) and type -10 / +15 to update price from last round the same way.

Calc Commands:
calc ISSUER $50/sh - From price per share
calc ISSUER $5bn - From EV
calc ISSUER 20% discount
calc ISSUER 15% premium

Round Commands:
round ISSUER @ $50/sh @ $5bn date 2024-01-15

Create Asset (for new issuers):
create asset ASSET NAME — Creates the asset and a Names/company row so show and view both work immediately (Last Round optional).

Delete Asset:
delete ISSUER, delete asset ISSUER, or delete entire ASSET — Delete all logs and last round records for this asset (confirmation required)

Call (who to call + notes):
call — Open the call to-do list. Every call is a ticket card (reference, company, notes, due and DL chips), and work calls are grouped by due date (Important, Overdue, Today, etc.). Items whose name starts with personal (case-insensitive) appear in a separate Personal section. Follow up and Emails to send are their own sections below. Click any group header to collapse or expand it — the choice is remembered — or use Collapse all beside the counts. Add calls from the quick-add bar; filter with the search box (matching groups open automatically).
call (name) (notes) — Log a call (date defaults to today, DL blank)
call (name) (notes), (Date), DL — Log with date and who’s in charge. Date: today, tom/tomorrow, next week, 2 days, or YYYY-MM-DD. Comma-space separates notes from date.
e.g. call sanjit glean supply, tom, Jane

Names Overview:
names — List all names with tracking dates
names COMPANY — View specific company details
show COMPANY — Same view as clicking a company in tag full (company info + tracking dates + supply/demand). Lead strip defaults to Hot + All.
show COMPANY demand / show COMPANY supply — Same company info as show, but with that side selected and all leads visible (Red Hot, Live, and no-color). Short: s COMPANY d / s COMPANY s
s COMPANY s — Same as show COMPANY supply
s COMPANY d — Same as show COMPANY demand
email@domain.com / s email@domain.com — In Chat: look up in chat (RocketReach, then manual add). In the command box: open the client file or prompt RocketReach
names update COMPANY FIELD DATE — Update a date field (e.g., names update Saronic ct 2025-06-25)
Fields: ct, macro, lastreviewed, captable, sellers, employees, primes, ri, buyside, ca

Undo: Ctrl+Z undo last change, Ctrl+Shift+Z or Ctrl+Y redo (works across leads, clients, revenue, and conversations).

Clients (CRM):
clients — Client institutions page: status, tier, cadence (R), open tasks, contacts, portfolio, activity log, and buyside/sellside interest. Open a file to log calls/emails/meetings, add follow-up tasks with due dates, edit any record, mark a primary contact, and set a relationship status.
add client — Open the Clients page with the Add client form ready
add client INSTITUTION — Create a new client institution file (e.g. add client Grain Ventures)
create file INSTITUTION — Same as add client INSTITUTION (e.g. create file Legion VC)
add contact to INSTITUTION CONTACT — Add a contact to that file (e.g. add contact to Avo Adi)
+ email@domain.com — RocketReach lookup (Perplexity Search fallback if RR misses), match the client file, and add the contact
email@domain.com or s email@domain.com — Look up that email in your contacts and open the client file; if missing, prompt to search RocketReach / Perplexity. Paste the address alone and press Enter.
find contacts INSTITUTION — RocketReach + a Claude Sonnet 5 web search for the best buy/sell people, ranked by Claude; you pick who to reveal (lookup credits only then)
find portfolio INSTITUTION — ChatGPT or Claude search (from the client file: Find assets ChatGPT / Find assets Claude) for VC-backed holdings with last-round valuation ≥ $500m; you confirm before adding to CRM and before creating assets
find investors ASSET — ChatGPT or Claude search for shareholders across all funding rounds (funds, family offices, angels, strategics); confirm before adding to Cap
brokers ASSET / price ASSET / find brokers ASSET — Claude Brokers AI Price: indicative levels from other secondary brokers/platforms plus headlines a desk cares about (tenders, funding, C-level moves). Also on asset VIEW → AI Price (beside Match). Short: s COMPANY b / show COMPANY brokers
file NAME — Open a client file by institution name (e.g. file legion → Legion VC)
c NAME — Short for file NAME (e.g. c legion → Legion VC); c on its own opens Clients
client NAME — Open by contact name first, else institution (e.g. client Adi)
cc CONTACT — Open a contact card for that person (call, email, discussions / assets, log lead). If they sit on multiple files, pick which one.

Revenue:
revenue — Quarterly manual revenue tracker for KZB, NZW, ABT, and NCZ. Team is calculated automatically; each quarter shows total, paid, and unpaid revenue.

Suggestions (Sugg):
sugg — Cross-references your hot leads (Red Hot, most actionable) and live leads (live but not ready) with each name's buy-side and sell-side tracking dates, then tells you what to do next. Also surfaces Hot / Saleable / @BigDiscount / No Buyers names with stale tracking even when they have no live lead. Use the D Rating toggle to switch between those Demand Rating buckets (defaults to Hot). Angles include: Source supply — a hot/live buy-side demand whose sell-side sourcing dates (Captable, Historic Sellers, Employees, CT for ex-employees on LinkedIn) are stale; Find demand — a hot/live sell-side supply whose buy-side outreach dates (B-Camp, RI, Primes) are stale; Macro outreach — hot sell-side supply names ranked by oldest Macro date (Macro = generic buyer outreach); Cross — a name with both live supply and demand to check for a match; Review — hot leads that have gone unreviewed. Set the "stale after" window, filter by D Rating / type / hot leads, tag a task done in place, or open the name / its leads.

Notes:
notes — Personal note-taking workspace. Create folders for different topics, then pages inside each folder. Created and edited timestamps are logged automatically; search across titles and body text. Notes are private to your signed-in user.

Calendar:
calendar (aliases cal, agenda) — Day / week / month planner synced with Microsoft 365. Daily Plan blocks sit on the grid next to meetings (left = your work, right = Outlook). The top Now strip is the current block: Done, Skip, Snooze 15, or +15 min without opening an editor. Headers stay put so they never cover event titles. Space completes the current block, N jumps to now, ? shows keys. Click an empty hour for an event, + Task for a plan item. Chat can tick the same rows.

Email:
email (aliases mail, inbox) — Outlook for Microsoft 365 / Exchange and Gmail. On a computer you get Outlook's own chrome: the title bar and search, the simplified ribbon, the app bar, a folder pane with Favorites and the full folder tree, a Focused / Other message list, and the reading pane. On a phone it becomes Outlook mobile: folder title and account picture up top, pivots, a bottom tab bar, the blue compose button, a folder drawer and swipe-to-triage. Add or remove mailboxes from Accounts.
Keyboard-first triage: J/K move, Enter open, E archive, H snooze, S flag, V move, L categorize, R/A/F reply / reply-all / forward, C new mail, X select, Z undo, G+I/S/D/A/T jump to Inbox / Sent / Drafts / Archive / Deleted Items, / search, ⌘K command palette, ? shortcut sheet. Right-click any conversation for the full Outlook menu.
Focused Inbox keeps VIPs, matched client contacts and flagged mail first and files machine senders under Other (Settings → Layout turns it off). Views for Important, Unread, VIP, Client files, Has files and Today; full folder tree with create / rename / delete; Outlook categories; Sweep; Report junk; snooze; send later; undo send; remind-me-if-no-reply; templates with ; shortcuts; server-side inbox rules that can match on your CRM; out-of-office replies; attachments up to 25MB; conversation threading; remote-image blocking.
email name@firm.com, subject — jump straight into a new message. campaigns — throttled bulk sending with merge fields ({{first_name}}, {{company}}), open / click / reply tracking, unsubscribe handling and a suppression list.
AI assist (uses the existing ChatGPT / Claude keys): shift+S summarise a thread, shift+R draft a reply, shift+T triage unread, shift+D morning digest.
Setup: an admin saves MICROSOFT_CLIENT_ID, MICROSOFT_CLIENT_SECRET, MICROSOFT_TENANT_ID and MICROSOFT_PRIMARY_DOMAIN under edit → API keys for Exchange, plus GOOGLE_CLIENT_ID and GOOGLE_CLIENT_SECRET for Gmail. Register the redirect URIs shown on the Email connect screen, then each user signs in (Microsoft sign-in is the same page as Outlook on the web). See docs/EMAIL_SETUP.md.

CM (Campaign Manager):
cm — Cold outreach at volume: cap-table sweeps for a company, buyside pings by tier or sector, one-off or recurring. Sub-views: cm campaigns, cm mailboxes, cm deliverability, cm calendar, cm settings.
An audience is a definition, not a pasted list — cap table, historic buyers, portfolio holders, standing interest, or buyers by tier and sector appetite — so a recurring sweep re-resolves and picks up shareholders and contacts added since the last run. Preview shows every candidate plus the reason it would be dropped before anything is queued.
Sending health: drip sending inside a window of working hours and days in the recipients' timezone, with randomised gaps; rotation across your mailbox and your associates' with per-mailbox daily, hourly and warmup caps; a separate cold-outreach domain with live SPF / DKIM / DMARC checks; pre-send checks for spam phrases, link count, broken merge fields and capacity; bounce classification into hard / soft / out-of-office / left-the-firm, where a departure queues a RocketReach re-find and an out-of-office just defers the follow-up; a cooldown so nobody is contacted twice inside X days regardless of which campaign or sender; collision protection when a teammate is working the same names; and a team-global do-not-contact list covering an address, a domain, a contact or a whole firm.
Follow-ups chase non-repliers as replies on the original thread and stop on reply, unsubscribe or hard bounce.
Setup: get Email working first (CM sends through connected mailboxes), then add a sending domain and enrol mailboxes. For sends to continue when nobody has the app open, save CM_WORKER_SECRET under edit → API keys and schedule the worker. See docs/CAMPAIGN_MANAGER.md.

System:
system — Hub for features moved off the quick-nav bar: All (show all companies), Revenue, Sugg, Notes, Email (opens in a new tab), and CM, plus Morning Report and admin tools Names and File Dupes. Or open each feature with its own command (show all companies, revenue, sugg, notes, email, cm, morning).

Morning Report:
morning — Every 7 AM briefing kept by date: yesterday's KPIs against the trailing weekday average and where the last several days are heading, the number to beat today with a recommendation on where the hours go, an overview of the day (calls, follow-ups, emails and macros to send, clients past their tier cadence), and this morning's financial market headlines with what they are saying.
Chat delivers each one as a new conversation, which opens by itself the first time you load /agent after it lands. The copy here is the record, and Generate now writes today's on demand.
Setup: save MORNING_REPORT_SECRET under edit → API keys and the hourly database job does the rest. See docs/MORNING_REPORT.md.

Tag (Quick Date Tagging):
tag COMPANY captable — Tag captable with today's date
tag COMPANY primes — Tag primes with today's date
tag COMPANY ri — Tag RI with today's date
Tagging Primes, RI, Captable, Historic Sellers, or Employees also creates three FOLLOW UP calls: in 2 business days, then +3, then +5.
tag COMPANY ct — Tag CT Date with today's date
tag COMPANY macro — Tag Macro Date with today's date
tag COMPANY lastreviewed — Tag Last Reviewed with today's date
tag COMPANY sellers — Tag Historic Sellers with today's date
tag COMPANY employees — Tag Employees with today's date
tag COMPANY buyside — Tag B-Camp with today's date
tag recent — Show all tags from last 7 days
tag from last two weeks — Show all tags from last 14 days
tag from last month — Show all tags from last 30 days
tag from today — Show all tags from today
tag from this week — Show all tags from this week
tag full — Show all tags from last 30 days

Edit menu:
Click edit (top shortcuts) to open the uploads dropdown — no password.

Bulk uploads (from Edit menu):
Upload CT/Macro date — Paste rows: CT Date, Macro Date, Company name (tab or comma separated). Updates Names table dates.
Upload date & LR — One table: CT Date, Macro Date, Company, PPS, EV (bn), LR Date (tabs recommended). Updates Names (CT/Macro) and Last Round (PPS, EV, LR DATE) per row.
Upload logs — Paste rows: Company, Supply details, Bid (Fund), Bid details, Bid date. Creates deal records (supply/demand).
UP_SL — Demand bulk upload. Paste rows: Company, B-Name, SL Comment. Maps to Deals: Issuer, Fund, Notes; Side = Demand. SL Comment supports long text (up to ~20,000 words). Row numbers shown; paste tab/comma; continuation lines merge into previous row’s comment.
UP_BA — Supply bulk upload. Paste rows: Company, Seller, Details. Maps to Deals: Issuer, Fund, Notes; Side = Supply. Details supports long text (up to ~20,000 words). Same paste and row-number behavior as UP_SL.

Recent demand / supply:
recent demand — Demand only, with a Last Reviewed date (not NR); opens on Hot with latest review first (R ↑); toolbar also has Live / Live+Hot, R ↓ / By size / d, and Missing Price
recent supply — Same for supply (RS)
lead NAME — Find any deal whose Fund contains that name across all companies (e.g. lead kevin). Results split into Supply (sell side) and Demand (buy side); company name links to show.
show matches — Overview of companies where a buyer & seller are within 20% or 50%. Shows the top seller (ask) and buyer (bid) fund + size per company, a Crossable badge when the bid meets/beats the ask (else the % gap), the tradeable size (overlap), and a Match score (spread + size + live status) — sorted best-first. Summary stats up top; filter by Crossable only, Both sides live, or search by company/fund; sortable columns; Copy a pair for outreach. Toggle 20% / 50% and flat / by-rating.
pipe — Pipeline: Pre-alignment (Needs review with Accept/Reject; Accept → Approved pre-alignment; Convo there → Conversations), then Conversations → Getting Signed → Signed. Keyboard: Ctrl+↓ toggle (starts on Needs review); ↑/↓ move; ←/→ or c cycle sections; Needs review a then a = Accept, x then x = Reject; Approved r = review today, x then x = delete, Enter = Convo.
show COMPANY matches — Matched leads for one asset (sell→buy / buy→sell within 20%; same as view’s Matches). Short: s COMPANY m
show COMPANY brokers / brokers COMPANY — Brokers AI Price for one asset (Claude secondary-broker levels + tenders/funding/C-level headlines). Short: s COMPANY b. Separate from Matches.
show COMPANY activity / activity COMPANY — Last 12 months of work on that asset (leads logged, tracking tags, Hot/Live/Stale, C notes), newest first. Also on asset VIEW → Activity (beside AI Price). Short: s COMPANY a.
show COMPANY info / info COMPANY — Company information: employees, employee growth, revenue, revenue growth. Also on asset VIEW → Info (beside Activity). Short: s COMPANY i.
s COMPANY s — Show view with Supply selected (hot, live, and no-color leads)
s COMPANY d / show COMPANY demand — Show view with Demand selected (hot, live, and no-color leads)
show COMPANY supply — Same as s COMPANY s
Shortcuts: click Matches in the quick-nav bar, or run matches browse — same lead-matches grid per company, ordered by D-score (high first); use Next for the following company.
show all companies (or System → All) — Coverage overview of every Names row. Top strip shows totals per demand rating plus clickable Needs review / Unassigned filters; a search box filters by company or E-Work owner. Ranked by D-score lists all names highest-demand first (with rank #); Grouped splits them by Demand Rating and ranks each group by D-score (headers re-sort by D-score, R, or E-Work). R comes from the latest Last Round; supply/demand pricing shows when Deals has comparable prices.

Clear:
clr — Clear everything and return to main page

1. What This App Does

Deal Command (titled “Notepad” in the UI) is a single-page command-line style app for managing deal flow. You type short commands to:

• View supply/demand and last round for an issuer
• Log new supply or demand (fund, price, size, structure, notes)
• Calc price/EV from last round (premium/discount, $/sh, $bn)
• Round — save last round PPS/EV/date for an issuer
• Create/delete assets (issuers)
• Call — list or log “who to call” with notes
• Names — overview and per-company tracking dates (CT, macro, captable, etc.)
• Tag — quick date tagging (e.g. tag COMPANY captable = set Captable to today)
• Recent demand / supply — reviewed leads (RD / RS); Hot + latest first; Missing Price filter
• Edit menu — bulk Upload CT/Macro date, Upload date & LR (CT/Macro + Last Round in one grid), Upload logs, UP_SL, UP_BA, Upload Last Round.

All data is stored in Airtable. The app uses two Airtable bases and several tables (see below).

2. Pages & Views — How They Connect

The app has one main “page” with a few distinct areas and many result views that appear in the same result area.

Main layout

• Command dock (bottom) — Search box and quick-nav (call / client / RD / …) stay visible. Click or type in the search box (or use Cmd / Ctrl+Space / Shift+Space) to expand format hints, suggestions, and last-run above it; Esc collapses those again. Daily KPIs share the top bar with the work timer and account controls. While typing on mobile, the on-screen keyboard temporarily hides the quick-nav so the type box stays reachable. “?” in the top bar (between Ready and Log out) opens this full documentation (show commands appear first).
• Result section (below) — Shows output for any command: view, calc, log success, call list, names table, tag report, delete confirm, etc. Hidden until a command runs.
• Recent Deals list (below result) — Card list of recent deal records. Shown after you log a deal or when the app loads deals; can be hidden with clr.

Result-section “pages” (what you see after each command)

Trigger	What appears
view ISSUER	View result: full supply/demand list, unpriced lead, last round details. Each lead can be modified; keyboard x then x deletes (no × in the menu). “Reload” re-runs view. Cap = shareholder table (rounds, AUM, firm type, historic buyers/sellers, last terms + date, not-selling dates); HB = historic buyers from demand leads.
view ISSUER 5 / view ISSUER full	Same area: top N or all records.
calc ISSUER ...	Calc result: Price, EV, relative to last round. Copy button.
round ISSUER ...	Success message “Last round saved!”
log ISSUER supply/demand ...	Success + “Copy to CRM” text; Recent Deals list loads below.
create asset NAME	Success message; Recent Deals may refresh.
delete ISSUER / delete entire ASSET	Confirmation page listing all deal logs + last-round records to delete; Yes / Cancel.
call	Call list: who to call + notes; each row has modify/delete.
call NAME notes or call NAME notes, Date, DL	Success “Call logged” message. Date: today, tom, next week, N days, or YYYY-MM-DD.
convo NAME, BUYER, SELLER, ACTION	Conversation log: posts to Convo Log base (Q1) with Notes = "Active Convo". e.g. convo lightmatter, miaora, robert troy, need to firm up
names	Names overview table (Name, Rating, CT, Macro, Captable, …). Click a name → name details.
names COMPANY	Name details: company info + tracking dates + “Tag” and Quick Update.
calendar / cal	Day / week / month planner with Daily Plan on the grid. Now strip: Done / Skip / Snooze 15. Space completes the current block; ? shows keys.
clients	Client institutions CRM: contacts inside each institution, companies they own, latest conversation log, and buyside/sellside interest.
file NAME	Open client institution file; fuzzy match on name (e.g. file legion).
c NAME	Short for file NAME — open the client file straight away (e.g. c legion). Bare c opens Clients.
cc CONTACT	Open a contact card: phone + Call, email + Email, recent discussions / asset notes, and forms to log a discussion or lead on their client file. Multi-file matches show a firm picker.
find contacts NAME	List RocketReach + Claude web-search buy/sell candidates (Claude-ranked), then you manually choose who to reveal (lookup credits only on those). Claude-only picks get a RocketReach name lookup for phone and email.
+ email@domain.com	Use one lookup credit to enrich the person via RocketReach (Perplexity Search if RR has nothing), match their institution, and add them to the relevant client file. In Chat this stays in the conversation; if lookup finds nothing, Chat offers a manual add form. In the command box it runs in Deal Command.
email@domain.com / s email@domain.com	Paste an email and press Enter (or prefix with s). In Chat: search contacts in the conversation, then RocketReach, then manual add if needed. In the command box: open the client file or prompt RocketReach / Perplexity. Also accepts mailto: and Name <email> paste forms (not full sentences that merely mention an email).
find portfolio NAME	ChatGPT or Claude search for VC-backed companies the firm is invested in with last-round valuation ≥ $500m. On the client file use Find assets Claude / Find assets ChatGPT. Confirm before adding to CRM portfolio, then confirm before creating assets.
find investors ASSET	ChatGPT or Claude search for shareholders across all funding rounds (funds, family offices, angels, strategics). Confirm before adding to the Captable.
brokers ASSET / AI Price	Claude looks up indicative prices from other secondary brokers/platforms for that asset, plus relevant headlines (tenders, funding, C-level movements). Opens a page beside Match on the asset VIEW toolbar.
activity ASSET / Activity	Timeline of what was done on the asset in the last 12 months (leads, tracking, status, notes), newest first. Opens beside AI Price on the asset VIEW toolbar.
info ASSET / Info	Store company facts: number of employees, growth in employees, revenue ($m), and growth in revenue. Opens beside Activity on the asset VIEW toolbar.
client NAME	Open client by contact name first, else institution; disambiguates duplicates.
tag recent | tag from last two weeks | tag from last month | tag from today | tag from this week | tag full	Tag report: companies tagged in that period; toggle 7 days / two weeks / month on screen. Sort by name / recent / oldest. Click company → name details.
tag COMPANY FIELD	Success “Tagged COMPANY → FIELD with date”.
lead NAME	All deals whose Fund contains NAME, across every company; Supply (sell) vs Demand (buy) columns.
edit → uploads menu	Dropdown: CT/Macro, date+LR (combined), logs, UP_SL, UP_BA, Last Round, API keys. Paste tables (~1000 rows). UP_SL / UP_BA support long text (~20k words). API keys edits ChatGPT and RocketReach secrets (admin).
clr	Clears command box, result section, and Recent Deals; back to empty main view.

From View result you can delete or modify a deal record (inline); from Recent Deals you can Modify, Delete, or “Run view” for that issuer (same as view ISSUER).

3. Airtable — Bases, Tables & Fields

Main base (Deals base)

Base ID: appQTUwIZMlN3rh2P

Table	Table ID	Purpose
Deals	tblMvJhM70tloSULB	Supply/demand records: Issuer, Fund, Side, Price Value, Price Unit, Size (USD m), Structure, Notes, Date, Timestamp, Raw Command, Command.
Last Round	tblmgZe5CNfnVAqai	Per-issuer last round: Company, PPS, EV, LR DATE, C-Notes (field IDs: fldZYRQYfds0VFoOj, fld41b49XEvkjGTXE, fldQ5bpA9f6DSfNfe, fldsrj8cfGFBl9qQZ, fldabraXYdIWNPaJL).
Call	tblkbPb3uWJuXZWhz	Who to call: Name, Notes, Date (ISO 8601), DL (in charge).
Daily KPI Log	tbl2fMnpKiBwPbIwd (DAILY_KPI_LOG_TABLE_ID)	Stores header KPIs per day: Name (Date, ISO YYYY-MM-DD), New Leads / Leads Review / Company Pings / C-Rfrs / Companies Reviewed (unique PIPE / Last Round / approved pre-alignment names whose Last Reviewed date is today, R0) / TT (work time minutes) / Email Count (manual, click EC in KPI row) / Sleep Score (manual, click SS in KPI row). Use the ⋯ button for history / manual push. Row is upserted automatically on page load, every KPI refresh (~5 min), after KPI source-table edits, or when you click Push today’s KPIs now.
Assets (optional)	ASSETS_TABLE (currently "")	If set: table with “Name” for valid issuers; used by create asset and issuer autocomplete.

Names base (separate base)

Base ID: appQATA5JQa97sFKq

Table	Table ID	Purpose
Names	tblhhWq2tthGChv4b	Companies and tracking dates: Name, CT Date, Macro Date, Last Reviewed, Demand Rating, Captable, H. Sellers, Employees, Sell-Side, Primes, RI, B-Camp, E-Work, Attachments.

4. Function → Table Mapping

Feature / Command	Airtable usage
view (default / top N / full)	Deals table: filter by Issuer + Side, sort by Price Value; Last Round table: latest by Company for PPS/EV and last round section.
log	POST new record to Deals table.
calc	Read Last Round (PPS, EV) for issuer; no write.
round	POST new record to Last Round table.
create asset	POST to Assets table (if ASSETS_TABLE set) and create a Names/companies row if missing so show works without LR.
delete asset	Fetch matching records from Deals + Last Round; then DELETE each record in both tables.
call (list)	GET Call table.
call NAME notes or call NAME notes, Date, DL	POST to Call table.
modify/delete call	PATCH / DELETE on Call table.
convo NAME, BUYER, SELLER, ACTION	POST to Convo Log base (appYPCVUIYgIEBpk7), table Q1 (tbl841xmCPzZ92KWF). Fields: Name, Notes (single select "Active Convo"), Buyer, Seller, Action.
names (overview / COMPANY / update)	Names base, Names table: list, find by name, PATCH date fields.
tag COMPANY FIELD	Names table: find record by company, PATCH the date field (CT Date, Macro Date, Last Reviewed, Captable, etc.) with today.
tag from today/week/full	Names table: fetch all, filter rows with any date in range, show in result.
Recent Deals list	Deals table: sort by Date desc, max 50.
delete / modify record in View	Deals table: DELETE or PATCH by record id.
Issuer autocomplete	Deals + Last Round (and optionally Assets): distinct Issuer/Company/Name for suggestions.
Upload CT/Macro date	Names table: PATCH CT Date, Macro Date by company name.
Upload date & LR	Names: PATCH CT/Macro; Last Round: PATCH latest by company or POST new — same field rules as separate uploads.
Upload logs	Deals table: POST new records (Company, Supply, Bid, etc.).
UP_SL	Deals table: POST demand records (Issuer = Company, Fund = B-Name, Notes = SL Comment, Side = Demand).
UP_BA	Deals table: POST supply records (Issuer = Company, Fund = Seller, Notes = Details, Side = Supply).

5. Commands Quick Reference

• view ISSUER — Supply/demand + unpriced + last round
• view ISSUER 5 — Top 5 supply/demand
• view ISSUER full — All records
• log ISSUER supply FUND @ $50/sh , $10M , spv or log ISSUER demand FUND @ $2bn , $5M , direct , notes: text or @ -10 (10% discount to last round) / @ +15 (15% premium)
• calc ISSUER $50/sh | calc ISSUER $5bn | calc ISSUER 20% discount | calc ISSUER 15% premium
• round ISSUER @ $50/sh @ $5bn date 2024-01-15
• create asset ASSET NAME
• delete ISSUER or delete asset ISSUER
• call — list calls
• call (name) (notes) or call (name) (notes), (Date), DL — log a call
• ticket — employee task tickets (downloads .ics for Outlook desktop, today at noon)
• ticket CODE task text — e.g. ticket NCZ update Ramp captable (codes: NCZ, NZW, ABT)
• names — list all names
• names COMPANY — company details
• show COMPANY — company details + supply/demand (same as tag full → click company)
• clients — client institutions, contacts, portfolio, conversations, and side-specific interests
• add client — open Clients with Add client form; add client NAME — create that file
• file NAME — open client institution file (fuzzy name match)
• c NAME — short for file NAME; bare c opens Clients
• client NAME — open by contact, else institution
• revenue — quarterly revenue tracker; Team is calculated from KZB, NZW, ABT, and NCZ
• sugg — suggestions: next actions from hot & live leads + tracking dates; D Rating toggle for Hot / Saleable / at big discount / No buyers
• names update COMPANY FIELD DATE — FIELD: ct, macro, lastreviewed, captable, sellers, employees, primes, ri, buyside, ca; DATE: YYYY-MM-DD
• tag COMPANY ct|macro|lastreviewed|captable|sellers|employees|primes|ri|buyside|ca — set that field to today
• tag from today | tag from this week | tag full — list tags in period
• recent demand / recent supply — reviewed leads (RD / RS)
• lead NAME — Fund search across all companies (Supply vs Demand)
• edit — uploads: CT/Macro, date+LR, logs, UP_SL, UP_BA, Last Round, API keys. Or run uploads combo.
• clr — clear and return to main

Keyboard: Ctrl+9 copies CRM text after logging.