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

Pipeline

Active deals

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.