view ISSUER - Supply/demand + unpriced listview ISSUER 5 - Top 5 recordsview ISSUER full - All recordslog ISSUER supply FUND @ $50/sh , $10M , spvlog ISSUER demand FUND @ $2bn , $5M , direct , notes: your text herecalc ISSUER $50/sh - From price per sharecalc ISSUER $5bn - From EVcalc ISSUER 20% discountcalc ISSUER 15% premiumround ISSUER @ $50/sh @ $5bn date 2024-01-15create asset ASSET NAMEdelete ISSUER, delete asset ISSUER, or delete entire ASSET — Delete all logs and last round records for this asset (confirmation required)call — Open the call to-do list. 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. Add calls from the quick-add bar; filter with the search box.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.call sanjit glean supply, tom, Janenames — List all names with tracking datesnames COMPANY — View specific company detailsshow COMPANY — Same view as clicking a company in tag full (company info + tracking dates + supply/demand)names update COMPANY FIELD DATE — Update a date field (e.g., names update Saronic ct 2025-06-25)Ctrl+Z undo last change, Ctrl+Shift+Z or Ctrl+Y redo (works across leads, clients, revenue, and conversations).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.create file INSTITUTION — Create a new client institution file (e.g. create file Legion VC)add contact to INSTITUTION CONTACT — Add a contact to that file (e.g. add contact to Avo Adi)file NAME — Open a client file by institution name (e.g. file legion → Legion VC)client NAME — Open by contact name first, else institution (e.g. client Adi)revenue — Quarterly manual revenue tracker for KZB, NZW, ABT, and NCZ. Team is calculated automatically; each quarter shows total, paid, and unpaid revenue.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. 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; Cross — a name with both live supply and demand to check for a match; Review — hot leads that have gone unreviewed; Refresh thesis — active names with an old Macro date. Set the "stale after" window, filter by type or hot-only, tag a task done in place, or open the name / its leads.tag COMPANY captable — Tag captable with today's datetag COMPANY primes — Tag primes with today's datetag COMPANY ct — Tag CT Date with today's datetag COMPANY macro — Tag Macro Date with today's datetag COMPANY lastreviewed — Tag Last Reviewed with today's datetag COMPANY sellers — Tag Historic Sellers with today's datetag COMPANY employees — Tag Employees with today's datetag COMPANY ri — Tag RI with today's datetag COMPANY buyside — Tag B-Camp with today's datetag recent — Show all tags from last 7 daystag from last two weeks — Show all tags from last 14 daystag from last month — Show all tags from last 30 daystag from today — Show all tags from todaytag from this week — Show all tags from this weektag full — Show all tags from last 30 daysrecent logs — Show recent supply and demand logs (Today, Yesterday, Last 10 days)recent demand — Demand only, with a Last Reviewed date (not NR); oldest review first, R0 block at bottomshow 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.show COMPANY matches — Matched leads for one asset (sell→buy / buy→sell within 20%; same as view’s Matches). Short: s COMPANY mmatches browse — same lead-matches grid per company, ordered by D-score (high first); use Next for the following company.show all companies (or the all button) — 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.clr — Clear everything and return to main pageDeal Command (titled “Notepad” in the UI) is a single-page command-line style app for managing deal flow. You type short commands to:
All data is stored in Airtable. The app uses two Airtable bases and several tables (see below).
The app has one main “page” with a few distinct areas and many result views that appear in the same result area.
clr.| Trigger | What appears |
|---|---|
view ISSUER | View result: full supply/demand list, unpriced lead, last round details. Each record has delete/modify. “Reload” re-runs view. |
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. |
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). |
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”. |
recent logs | Supply and Demand columns, split into “Today” and “Last 10 days”. |
| edit → uploads menu | Dropdown: CT/Macro, date+LR (combined), logs, UP_SL, UP_BA, Last Round. Paste tables (~1000 rows). UP_SL / UP_BA support long text (~20k words). |
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).
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 / 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. |
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. |
| 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). |
| 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 logs | Deals table: sort by Date desc, max 200 records. |
| 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). |
view ISSUER — Supply/demand + unpriced + last roundview ISSUER 5 — Top 5 supply/demandview ISSUER full — All recordslog ISSUER supply FUND @ $50/sh , $10M , spv or log ISSUER demand FUND @ $2bn , $5M , direct , notes: textcalc ISSUER $50/sh | calc ISSUER $5bn | calc ISSUER 20% discount | calc ISSUER 15% premiumround ISSUER @ $50/sh @ $5bn date 2024-01-15create asset ASSET NAMEdelete ISSUER or delete asset ISSUERcall — list callscall (name) (notes) or call (name) (notes), (Date), DL — log a callticket — 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 namesnames COMPANY — company detailsshow COMPANY — company details + supply/demand (same as tag full → click company)clients — client institutions, contacts, portfolio, conversations, and side-specific interestsfile NAME — open client institution file (fuzzy name match)client NAME — open by contact, else institutionrevenue — quarterly revenue tracker; Team is calculated from KZB, NZW, ABT, and NCZsugg — suggestions: next actions from your hot & live leads + tracking dates (e.g. hot demand → refresh captable or CT for ex-employees)names update COMPANY FIELD DATE — FIELD: ct, macro, lastreviewed, captable, sellers, employees, primes, ri, buyside, ca; DATE: YYYY-MM-DDtag COMPANY ct|macro|lastreviewed|captable|sellers|employees|primes|ri|buyside|ca — set that field to todaytag from today | tag from this week | tag full — list tags in periodrecent logs — recent supply/demanduploads combo.clr — clear and return to mainKeyboard: Ctrl+9 copies CRM text after logging.
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