001 / ORIGINATION STACK CHECK

Your stack is already making decisions.

Turn the systems behind origination into a private, evidence-linked memo: what to keep, what to fix, and the first gap worth filling.

Five operating lanes resolved into one decision record

002 / THE OUTPUT

A decision record, not another ranking.

Recommendations preserve defensible incumbents, expose assumptions, and carry the evidence needed for an internal conversation.

CRM / system of record

Affinity

Keep

Improve capture discipline before considering migration.

Private-market data

PitchBook

Optimise

Retain market depth; tighten the hand-off into CRM.

Contact data

None recorded

Add

First actionable gap for the stated origination workflow.

Firm context narrows the relevant decision set

003 / FIVE MINUTES

01
Map what exists.
Record incumbents and health across the five origination lanes. Unknown is a valid answer.
02
Add the constraints.
Budget, security, integrations, ownership, and replacement appetite change the decision.
03
Take the memo.
Reopen a private link, print it, email it, or request a human second view.

004 / EVIDENCE BOUNDARY

The runtime is deterministic. Source research and scoring happen offline, then pass a provenance gate before they can affect a report.

005 / BETA