> ## Documentation Index
> Fetch the complete documentation index at: https://docs.coconut.md/llms.txt
> Use this file to discover all available pages before exploring further.

# Private equity — deal pipeline

> Investment memos that stay queryable

One page per target (`deals/<company>`): the body is the living investment memo; metadata carries `stage`, `conviction-score`, `ebitda-multiple`, `sources` (append-only), `last-reviewed`, `flags`.

## Building blocks

* **Template** `deals/templates/deal-memo` presets the memo skeleton and `metadataDefaults: {stage: sourcing, conviction-score: 0.5}` — every new deal is born queryable.
* A **Day.ai connector** lets the space agent fold each management call into the memo and `appendUnique` the transcript into `sources`; **Google Drive** does the same for data-room documents.
* The **partner-meeting view**: `stage = "diligence" AND conviction-score ≥ 0.7`, ordered by `conviction-score` desc. Stale coverage: `last-reviewed < <60 days ago>`.
* A **webhook** on `page.metadata.updated` (space `deals`) streams stage changes into the firm's reporting warehouse.