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Intake

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Underwriting

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Term sheet

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Closing

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Closed

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Pipeline

Every active deal, grouped by stage. Drag (Phase 2) or use the stage dropdown to move a deal forward.

No deals yet. Click + New deal in the top bar to create your first one.

Files

Drag and drop anywhere on this page to upload. Files attach to the currently selected deal — or to Triage if no deal is selected.

Selected deal

Triage

Drop files here

or click Upload above

Inbox

Phase 2: auto-triage of incoming email. Once wired, every email referencing a Connected Capital deal will be read by Claude every 30 minutes; attachments are auto-filed to the right deal folder. Anything ambiguous lands in Triage for you to assign.

Not yet active

Phase 2 wires Gmail + Claude API + R2 attachment pulls. Cost-capped at your Anthropic spending limit. Daily summary report when it goes live.

Gmail OAuth (uses existing email-thrusters tokens)
30-minute cron scan
Pre-filter: attachments + whitelisted senders + deal keywords
Haiku-first triage, Sonnet fallback only on uncertainty
Hard daily/monthly budget cap
Per-deal auto-filing + daily summary email

Activity

Everything that's happened on the dashboard, newest first.

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