Pipeline
Phase 0
Briefing
Picnic Acquisition OS
Active pipeline and underwriting only.
Lead review, parked opportunities, and source cleanup stay out of this briefing.
3
Active pipeline
2
Underwriting
3
Decision queue
Underwriting
Active memo tiles
Today
Next decisions
3 active pipeline
Review next step for Madison Dental Group
Consulting proposal sent, awaiting response.
Underwriting review
Run first assessment for Junbi / Project Matcha
NDA/provenance, notes, and file metadata are in place for a first-pass underwriting review.
Research
Verify research claims for O'Donnell's Market
7 claims need source backup before we use them in an investment memo.