Control Room
39 agents  ·  17 data sources  ·  26 report types  |  Updated 2 May 2026
Josie
?
📊 Investor Views
🔍 System Audit ✕ SYSTEM ISSUES DETECTED
📥 Data Sources
⚙️ Agents
📤 Outputs
📅
Outlook Calendar
Meetings, events,
Koalendar bookings
📧
Outlook Email
Inbox, sent items,
Fathom recap emails
🎙
Fathom.ai
Meeting recaps,
[MARK] action items
💼
HubSpot CRM
Contacts, deals,
tasks, pipeline
🐛
Jira
Tickets, sprints,
bug tracking
📆
Koalendar
External bookings
via calendar sync
💳
Stripe
Payments, subscriptions,
revenue & invoices
🔄 Every 30 Minutes
Meeting Prep Brief
⏳ PENDING
⏱ Every 30 min Mon–Fri 06:00–19:00
Pulls calendar, CRM history and Fathom recaps before each external meeting and generates a focused prep brief
📅 Calendar 💼 HubSpot 🎙 Fathom 📆 Koalendar
Koalendar → HubSpot Silent
⏳ PENDING
⏱ Every 30 min Mon–Fri 07:00–19:00
Syncs new Koalendar bookings to HubSpot — creates or updates the contact and logs a meeting activity
📅 Calendar 📆 Koalendar
Fathom Action Items Silent
⏳ PENDING
⏱ Every 30 min
Reads Fathom meeting recap emails and creates HubSpot tasks for every [MARK] action item found
🎙 Fathom
Rebook Chaser
◐ DEGRADED
⏱ Every 30 min Mon–Fri
Detects meeting cancellations in your inbox and auto-drafts a rebook invite plus up to 3 follow-up reminders
📆 Koalendar 💼 HubSpot
🌅 Daily — Morning
Morning Briefing
◐ DEGRADED
🕖 Mon–Fri 07:00
Daily 07:00 digest of today's calendar, priority inbox items and HubSpot tasks due today
📅 Calendar 🎙 Fathom 💼 HubSpot
Follow-Up Chaser
◐ DEGRADED
🕘 Mon–Fri 09:00
Surfaces overdue follow-ups, silent contacts and stalled deals, with ready-to-send chase wording
💼 HubSpot 🎙 Fathom
🌆 Daily — End of Day
End-of-Day Action Harvest
⏳ PENDING
🕔 Mon–Fri 17:00
Reviews today's meetings, extracts all actions, logs them to HubSpot and raises Jira tickets automatically
📅 Calendar 🎙 Fathom 💼 HubSpot 🐛 Jira
Jira & Bug Summary
⏳ PENDING
🕔 Mon–Fri 17:30
Raises Jira tickets from today's meeting notes and reports on open, resolved and awaiting-review tickets
🎙 Fathom 🐛 Jira
📅 Weekly
Monday Weekly Digest
● HEALTHY
🕗 Monday 08:00
Monday look-ahead: this week's meetings, pipeline snapshot, priorities and a stakeholder update email draft
📅 Calendar 💼 HubSpot 🎙 Fathom
Weekly Wrap-Up
● HEALTHY
🕔 Friday 17:00
Friday close-of-week review: meetings attended, actions outstanding, email threads and next-week preview
📅 Calendar 🎙 Fathom 💼 HubSpot 🐛 Jira
Report Cleanup Agent
● HEALTHY
🕕 Friday 18:00
Deletes VA briefing reports older than 7 days and superseded within-day revisions, freeing up disk space in the outputs folder
📁 Local Files
🔄 Hourly (Mon–Fri)
Task Completion Sweeper
⏳ PENDING
🕐 08:00–18:00 every hour
Hourly check that HubSpot tasks, Jira tickets, sent emails and Outlook drafts are all on track and actioned
🟠 HubSpot 🔵 Jira
📄
Word Reports (.docx)
9 branded landscape reports with cover pages, RAG signalling, ☐ Done columns
📊
Excel Spreadsheet (.xlsx)
Monthly invoice review with line items and totals
💼
HubSpot CRM Writes
Contacts, meeting activities, notes, tasks created automatically
🐛
Jira Tickets
Bugs and stories raised automatically from Fathom recaps
📋
Run Logs (.docx)
Append-only daily audit trail for silent automation agents
📁 Recent Reports checking…
Loading…
auto-refreshes every 60 s
🏗️ Infrastructure Support Agents Supporting every agent above · Click any card to open its latest report
🎼 Conductor
⏳ PENDING
🕡 Mon–Fri 06:30 · first to run
Checks every scheduled task for disabled state, stale one-time schedules, and overdue last-runs. Auto-fixes stale tasks. Emails Mark immediately if any issue found.
📋 conductor-YYYY-MM-DD.json 📧 Alert email (if issues)
🔍 System Audit
● HEALTHY
🕡 Mon–Fri 06:45 · after Conductor
Audits all agents and integrations. Injects live RAG badges into this dashboard. Runs persistence check. Emails Mark if any RED agents or pre-flight failures found.
📄 system-audit-YYYY-MM-DD.docx 📧 Alert email (if issues)
🔧 Auto-Remediation
● HEALTHY
🕖 Mon–Fri 07:15 + 10:15 · dual-pass
Re-runs missed agents, re-verifies output was produced, emails Mark for any failure it cannot fix automatically. Appends lessons to the knowledge base after each run.
📄 auto-remediation-YYYY-MM-DD.docx 📚 va-knowledge-base.json 📧 Alert email (if issues)
📚 Librarian
● HEALTHY
🕕 Friday 18:00 · after weekly wrap-up
Scans all SKILL.md files and tasks to produce the living architecture document (va-architecture.md + .docx). Hands off to Scribe when done.
📖 va-architecture.docx 📋 librarian-YYYY-MM-DD.json
🖊️ Scribe
● HEALTHY
🕕 Friday 18:00 · called by Librarian
Extracts and formalises platform rules from all SKILL.md files and knowledge base into va-rules.json. Rules are additive, versioned, never deleted. Suggests edge cases to test.
📜 va-rules.json (16 rules) 📋 scribe-YYYY-MM-DD.json
▲   Daily operations layer  ·  Weekly knowledge layer   ▲
Shared Infrastructure 📦template.js — brand styling, RAG, tables, cover pages 🖼logos/ — Diligentsia + 5 service logos 📁report-scripts/ — 9 build scripts + package.json 🔧Node.js + docx v8 — document generation 🤖Claude Agent SDK — orchestration 🎼conductor — 06:30 pipeline health guard · disabled-task detection → stale-schedule detection → auto-fix → email alert 🔍system-audit — 06:45 daily health monitor · pre-flight checks → per-agent RAG → persistence check → email escalation 🔧auto-remediation — 07:15 + 10:15 · re-run + re-verify + knowledge base append + email alert 📖librarian — Friday 18:00 · scans all SKILL.md files → produces va-architecture.md + va-architecture.docx → hands off to Scribe 🖊️scribe — Friday 18:00 (after Librarian) · extracts platform rules → appends to va-rules.json · 16 rules seeded 📚va-knowledge-base.json — growing lessons store · seeded with 4 entries from this week 📜va-rules.json — platform ruleset · 16 rules · additive, versioned, never deleted 📚audit-history.json — 30-day RAG trend sidecar ✉️Claude in Chrome — auto-saves email drafts to Outlook (4 agents)
Source Legend Outlook Calendar Outlook Email Fathom.ai HubSpot CRM Jira Koalendar | Output Legend Word doc Excel HubSpot write Jira ticket Run log | ⬜ = Silent agent (no output to Mark unless error)
📈 Marketing · 360 View · Funnel + Channels + Campaigns + Partners + Costs → feeds SaaS Engine CAC
🤝 Partner Network · 3 active partners · Expand a section below SU2SU & CFO Centre data as at 24 Mar 2026 · EHE: live data
SU 2 SU
Start Up 2 Standup
Community Partnership · Dec 2025–present · 30 introductions · Promo: SU2SU200
● 82% ENGAGEMENT ⟳ HubSpot… ⟳ Stripe… ● LIVE ▾
★ PARTNERSHIP CONFIRMED 24 Mar 2026 | 📅 4-month relationship Dec 2025 → Mar 2026 | 30 connections facilitated | £6,400+ potential ARR from prospects | Fully reciprocal introductions Promo Code: SU2SU200
🤝 30 Total Introductions Dec 2025 – Mar 2026
📈 82% Engagement Rate ↑ Positive responses
💰 £6,400+ Pipeline ARR Potential annual value
✅ 2 AppStore Partners GoEO · Intelect Group
🔄 9 Reciprocal Intros Diligentsia → SU2SU
📊 Introduction-to-Conversion Funnel
SU2SU-attributed contacts · HubSpot-tagged or co-branded landing page source
Data as at 24 Mar 2026 (v4)
30
Introductions
Made
All channels
25
Positive
Engagement
82%
20
Active
Pipeline
67%
3
Converted
10%
£800
Revenue
Live
↑ Growing
HubSpot / Landing Page
Calls held · demos booked
Evaluating · warm prospect
Customer or AppStore
ARR generated
📅 Monthly Activity
Introductions facilitated by SU2SU · Dec 2025 – Mar 2026
Dec '25
3
First call
Jan '26
6
Founders call
Feb '26
8
Brown Rudnick
Mar '26
13
Partnership confirmed
30 total introductions
4 months active
↑ Accelerating
🗺️ Pipeline by Status
Current status of all SU2SU-attributed contacts
AppStore ✅
2
Customer 🟢
2
Warm / Call 🟡
6
Awaiting ⚪
12
In Dialogue 🔵
4
Stalled 🔴
1
96% active or engaged
27 companies tracked
🏆 Partnership Performance Summary
Key KPIs · Dec 2025 – Mar 2026 · Source: Proposal v4 24 Mar 2026
● OUTPERFORMING
7.5
Avg intros/month
Target: 3–4
£800
Avg ARR per conversion
Pro w/ SU2SU200
82%
Engagement rate
vs. 30–40% industry avg
2x
AppStore partners secured
Revenue sharing live
💬 "The SU2SU partnership has generated more warm, qualified introductions in 4 months than most partnerships generate in a year"
🚀 SU2SU Data Sync Pipeline
HubSpot attribution · Stripe revenue (SU2SU200) · Co-branded landing page analytics · Agents in development
IN DEVELOPMENT
Data source: Live — HubSpot + Stripe · refreshing…
🏢 SU2SU-Attributed Company Pipeline
All companies introduced via SU2SU network · 27 tracked · Source: Appendices B, C, D (v4)
27 COMPANIES
Company Contact Channel Introduced Status Tier ARR Potential
GoEO Chris Maslin SU2SU Founders Call 25 Jan 2026 ✅ AppStore Partner — Revenue Share
Intelect Group Colin Tansley SU2SU Founders Call 25 Jan 2026 ✅ AppStore Partner — Revenue Share
Sona Insurance Rob Thacker Direct Intro 10 Mar 2026 🟢 Company Customer Pro £800/yr
HeartBiotech Francis W. Brown Rudnick Event 12 Feb 2026 🔵 Onboarding TBC —
The FD Consultant Romesh Jeyaseelanayagam Direct Intro 15 Dec 2025 🎤 Speaking — Apr 15 TBC Pipeline
Silver Cloud HR Helen Armstrong Via Vistage 25 Feb 2026 🟡 Awaiting CFO Sign-off Pro £800/yr
SmartCare Medical Freya Brown Rudnick Event 13 Feb 2026 🟡 Call Pending TBC —
Nuna Bio Joe Hedley Brown Rudnick Event 13 Feb 2026 🟡 Call Booked TBC —
Activate Studio Daniel Christey Direct Intro 12 Mar 2026 🟡 Call Pending TBC —
Metacarpal Prosthetics Bruno Brown Rudnick Event 13 Feb 2026 🔵 Engaged TBC —
EnvisionIT Terence Naidu Brown Rudnick Event 12 Feb 2026 🔵 In Dialogue TBC —
Lightning Group Ollie Richardson & Matt Jonns Direct Intro 12 Mar 2026 🔵 Call Completed TBC Pipeline
Teslasuit George Brown Rudnick Event 13 Feb 2026 ⚪ Follow-up Expected TBC —
Ingenion Medical Ed Brown Rudnick Event 13 Feb 2026 ⚪ Meeting Pending TBC —
Flight Story / Flight Fund Jason Bartlett & Molly O'Brien Direct Intro 12 Mar 2026 ⚪ Awaiting Response TBC SEIS pipeline
Tenacious Sales Dean Whitby Direct Intro 25 Feb 2026 ⚪ Awaiting Platform TBC —
Mystroli Paul Marchant SU2SU Surgery 23 Mar 2026 ⚪ Awaiting TBC —
HeadSoup Stuart Grimshaw SU2SU Surgery 23 Mar 2026 ⚪ Awaiting TBC —
Artlume Patrick Ashworth & Mai-Anh SU2SU Surgery 24 Mar 2026 ⚪ Awaiting TBC —
Pure One Group Wesley Baker SU2SU Surgery 24 Mar 2026 ⚪ Awaiting TBC —
Set1 Alfie Scarborough SU2SU Surgery 24 Mar 2026 ⚪ Awaiting TBC —
Adeus Life Nick Adams SU2SU Surgery 24 Mar 2026 ⚪ Awaiting TBC —
Mighty Eve Sara SU2SU Surgery 24 Mar 2026 ⚪ Awaiting TBC —
— Rob Thacker LinkedIn 23 Mar 2026 🔵 LinkedIn Engaged TBC —
ZoomDoc Neil Taub Re-engaged 23 Mar 2026 🔵 In Dialogue TBC Pipeline
MKS Shilan Chandi Direct Intro 23 Mar 2026 🟡 Call Booked 26 Mar TBC —
Levlr Mike Appleby Direct Intro 19 Dec 2025 🔴 Stalled Free Reactivation target
SeedLegals
Investment readiness partner · — signups · Promo: free account
● RPOI —% ⟳ MongoDB… ⟳ HubSpot… ⟳ Stripe… ⚪ GA (pending) ● LIVE ▾
★ ACTIVE PARTNER | Investment readiness flow from seedlegals.com | — signups | £— confirmed ARR Annual cost: £3,800
🌱 — Total Signups MongoDB accounts
⚡ —% Activation Rate Logged in at least once
💰 — Paid Subscribers Lite + Pro · Stripe
📈 £— Confirmed ARR Live Stripe revenue
📊 —% RPOI ARR ÷ £3,800 cost
💹 RPOI & Financial Summary
Return on Partnership Investment · Annual cost £3,800
RPOI —%
Break-even progress £— of £3,800
0%
£—
Confirmed ARR
£3,800
Annual cost
£—
Cost per paid customer
£—
ARR to break-even
📊 Conversion Funnel
Landing page → Signup → Activated → Paid
Landing page
GA pending
Free signups
—
Activated
—
Paid
—
📅 Monthly Signups
New MongoDB accounts per month
Loading…
🗺️ Pipeline by Stage
All SeedLegals companies by subscription tier
Pro 🟢
0
Lite 🔵
0
Free ⚪
0
Invited ❓
0
🏢 SeedLegals Company Pipeline
All companies from SeedLegals referral flow · Source: MongoDB + HubSpot
— COMPANIES
Company / Email Signed Up Stage ARR
Loading live data…
the cfo centre
CFO Centre
8-agent pipeline · Monthly sync · Excel → HubSpot + MongoDB (insert-only, leaver migration)
⟳ HubSpot… ⟳ MongoDB… ⟳ Spreadsheet… ● CHECKING ▾
👥 — Active CFOs UK database
✅ — Joiners This Month
🚪 — Leavers This Month
🔗 — HubSpot Contacts CFOC-tagged
🗄 — MongoDB Advisors last sync —
🚀 Monthly Update Pipeline
8-agent sequence · CFOC-L → CFOC-HS-J → CFOC-MDB-J → CFOC-AUDIT → CFOC-RECON → CFOC-REMED → CFOC-REPORT → CFOC-RULES
IDLE
📦 Migrate →
🟢 Verify →
🚪 CFOC-L: Leaver Agent
Detect & mark leavers from CFOC website · Must run from Windows (not VM)
🟢 OK
Last run: —
Leavers found: —
🔗 CFOC-HS-J: HubSpot Sync
Insert-only: add new contacts · Migrate leavers to synthetic IDs & disassociate from CFO Centre org
🟢 OK
Last sync: —
Created / Skipped existing: — / —
Leavers migrated: —
🗄 CFOC-MDB-J: MongoDB Sync
Insert-only: add new advisor records · Migrate leavers — set status=leaver, assign synthetic email, unset company
🟢 OK
Last sync: —
Inserted / Skipped existing: — / —
Leavers migrated: —
🔍 CFOC-AUDIT: Data Quality
Score 9 quality dimensions per advisor row
🟢 OK
Last audit: —
Score / Issues: — / —
⚖️ CFOC-RECON: Reconcile
Cross-check Excel ↔ HubSpot ↔ MongoDB parity
🟢 OK
Last run: —
Discrepancies: —
🔧 CFOC-REMED: Remediate
Auto-fix missing photos & LinkedIn URLs
🟢 OK
Last run: —
Fixed / Photos recovered: — / —
Remediation cycles (this run): — / 3
📋 CFOC-REPORT: Pipeline Report
Generate timestamped HTML summary report
🟢 OK
Last report: —
📖 CFOC-RULES: Rules Agent
Scan all agent scripts & server.js — extract invariants, column maps, API rules & business logic into a structured HTML reference
🟢 OK
Last run: —
Rules documented: —
8 categories · file & path conventions · column maps · business logic · API rules · state keys · ops · dependencies
Writes timestamped archive + always refreshes cfoc-rules-latest.html in Claude folder
🚦 Connection Health
Live API connectivity checks
CHECKING
CFOC website: —
HubSpot API: —
MongoDB: —
👥 CFO Adviser Roster
Most recently added advisers · drawn from spreadsheet database
LIVE ROSTER
Loading roster…
📜 Agent Run Log
Live output from the last pipeline execution
No runs yet this session.
🔧 One-off Migration Tools
Run manually from Windows · not part of the monthly pipeline
MANUAL
📤 CFOC-LEAVER-MIGRATE
Reads the Departed sheet from the Excel file and migrates all 33 leavers to synthetic emails in HubSpot and MongoDB.
HubSpot: updates email → firstname.lastname@advisors.diligentsia.co.uk, sets cfoc_leaver=true, removes company associations.
MongoDB: updates email, sets status=leaver, unsets company & liveAccount.
Idempotent — already-migrated records are detected and skipped.
Script: cfoc_leaver_migrate.py  ·  Launcher: RUN_LEAVER_MIGRATE.bat
🏗 CREATE_HUBSPOT_PROPERTIES
One-time setup script that creates all custom cfoc_* properties in the HubSpot portal.
Run once when setting up a new portal or if properties are accidentally deleted.
Script: CREATE_HUBSPOT_PROPERTIES.py  ·  Launcher: CREATE_HUBSPOT_PROPERTIES.bat
🛡 CREATE_CFOC_SOURCE_PROPERTY
Creates the cfoc_source anti-loop sentinel property in HubSpot.
Run once before the next agent run to prevent HubSpot ↔ MongoDB circular sync loops.
After running: configure your MongoDB Atlas Trigger to skip events where source === 'cfoc_agent'.
Script: create_cfoc_source_property.py  ·  Launcher: RUN_CREATE_CFOC_SOURCE_PROP.bat
🛡 Loop Prevention — Anti-Circular-Sync Rules
Required configuration for MongoDB Atlas Trigger & HubSpot Workflows
⚠ ACTION NEEDED
The Risk: The Joiners Agent writes to both HubSpot and MongoDB. If a MongoDB Atlas Trigger also writes back to HubSpot, and a HubSpot Workflow writes back to MongoDB, the systems can trigger each other thousands of times per minute — corrupting data and hitting rate limits on both platforms.
✓ What our agents do (already live)
Every MongoDB write sets source = "cfoc_agent".
Every HubSpot write sets cfoc_source = "cfoc_agent".
These fields are set in all three write paths:
 · cfoc_mdb_j_agent.py (insert + leaver update)
 · cfoc_hs_j_agent.py (create + leaver patch)
 · cfoc_leaver_migrate.py (both systems)
⚠ What you must configure (external systems)
MongoDB Atlas Trigger — add at the start of the trigger function:
if (doc?.source === "cfoc_agent") return; HubSpot Workflows — add an IF branch at the top:
cfoc_source is equal to cfoc_agent → exit / skip Then run RUN_CREATE_CFOC_SOURCE_PROP.bat once to register the HubSpot property.
Why insert-only mode reduces but does not eliminate the risk: Both joiner agents use insert-only mode (new records only), so routine runs are naturally idempotent. However, leaver processing actively updates existing records in both systems. Any future update-mode operations would be fully exposed without the sentinel in place. The sentinel is required now and must remain as a permanent architectural rule.
📋 Pipeline Reference & Audit Trail
Spreadsheet column map · key rules · version history
REFERENCE
Spreadsheet Column Map
Sheet: Data · Header row 14 · Data from row 15 · Agent picks newest CFO Centre Database*.xlsx by mtime
E First Name  ·  F Surname  ·  G Status (date = active, Removed = leaver)  ·  H Sync flag (1 = process this row)  ·  K Title  ·  L Email  ·  M Sector  ·  N Track Record  ·  O Skills  ·  P Summary  ·  Q LinkedIn  ·  R Photo URL  ·  S Website  ·  X Advisor Type
Key Rules & Constraints
Insert-only for active records — neither agent overwrites existing data once created. Manual corrections must be made directly in HubSpot/MongoDB.
Both systems receive the full profile — name, title, region, sector, summary, LinkedIn, photo, website, advisor type, track record, specialist skills. Each syncs independently from Excel; neither pulls from the other.
New contacts created with advisor_stage = "Not Yet Contacted" and lead_type = "Advisor" so they appear on the HubSpot board immediately with correct classification.
Synthetic leaver email — format firstname.lastname@advisors.diligentsia.co.uk. Applied by CFOC-L in Excel; carried to HubSpot and MongoDB by the sync agents. Handles apostrophes, hyphens, special characters.
Leavers retained, never deleted — remain in both systems with synthetic email, cfoc_leaver=true in HubSpot, status=leaver in MongoDB. Company associations removed.
Rate limiting — HubSpot: 0.12 s between API calls. MongoDB: bulk batches of 100.
Anti-loop sentinel (Framework §5) — every MongoDB write sets source = "cfoc_agent"; every HubSpot write sets cfoc_source = "cfoc_agent". The MongoDB Atlas Trigger and any HubSpot Workflows that write back to the other system must check for these fields and skip agent-written records. Failure to configure this guard will cause circular sync loops. See the Loop Prevention card above for exact code snippets.
Live Rules Reference
CFOC-RULES has extracted 47 rules across 8 categories from the live codebase: File & Path Conventions · Column Index Maps · Business Logic · API & Network · State Key Naming · Operational & Execution · Dependencies & Prerequisites · Report Maintenance.
📖 Open Full Rules Report →  (Last generated: 23 Mar 2026 — re-run CFOC-RULES to refresh)
Version History
v1 Mar 2026 — Initial build: CFOC-L leaver detection + CFOC-HS-J / CFOC-MDB-J joiner sync (upsert mode)
v2 Mar 2026 — Insert-only mode · leaver migration phase added · email-typo patch script · phantom header rows removed · 38 leavers catalogued
v3 23 Mar 2026 — HubSpot Private App token configured · RUN_MONGODB_PATCH.bat · CFOC-J combined button · full 8-agent pipeline chain
v4 23 Mar 2026 — advisor_stage = "Not Yet Contacted" auto-set · Track Record & Specialist Skills added to HubSpot sync · MongoDB leavers client.close() bug fixed · HubSpot 204 parse error fixed
v5 23 Mar 2026 — Dashboard KPI fixes (lastSync, joiners, leavers) · agents write live counts after each run · RAG idle → green OK · connection chips on DOMContentLoaded
v6 23 Mar 2026 — H=1 flags corrected (73 cleared, 36 set on rows 665–700 cohort 21/03/2026) · lead_type = "Advisor" added · spreadsheet chip clickable with full path · Joiners Only button · redundant sync buttons removed · Marketing tab auto-refresh · Production run: 33 new HubSpot contacts (565 total), 35 new MongoDB advisors (100 total)
v7 23 Mar 2026 — Diligentsia Multi-Agent Framework retrofit: Fixer-Auditor loop (up to 3 cycles) · escalation to Conductor on persistent failures · CFOC-RULES confirmed live (47 rules, 8 categories) · agent writes stable cfoc-rules-latest.html to Claude folder on every run · Open Report links now open file in browser · Connection Health card badge fixed (was stuck on CHECKING) · Pipeline IDLE badge now RAG green
v8 23 Mar 2026 — Leaver migration: cfoc_leaver_migrate.py reads 33 leavers from Departed sheet · migrates each to synthetic @advisors.diligentsia.co.uk email in HubSpot (cfoc_leaver=true, company associations removed) and MongoDB (status=leaver) · handles double-encoded apostrophes (O'Donnell) · idempotent re-run safe · RUN_LEAVER_MIGRATE.bat launcher added
v9 23 Mar 2026 — Live-account check: cfoc_leaver_check_live.py added · cross-references all 32 leavers against MongoDB to identify activated accounts · hard exclusion for Alasdair Buck (still active) · Migrate Leavers + Check Live Accounts dashboard buttons added (purple migration row) · both scripts now write to cfo-run-state.json for dashboard visibility · leaversThisMonth KPI now reflects Departed sheet count · server.js AGENT_MAP extended with leaverMigrate and checkLive modes
v10 24 Mar 2026 — Anti-circular-sync loop prevention (Framework §5): all MongoDB writes now set source = "cfoc_agent"; all HubSpot writes now set cfoc_source = "cfoc_agent" · applies to all three write paths (cfoc_mdb_j_agent, cfoc_hs_j_agent, cfoc_leaver_migrate) · create_cfoc_source_property.py added to register the HubSpot sentinel property · Loop Prevention card added to architecture · Key Rules updated with §5 constraint · MongoDB Atlas Trigger and HubSpot Workflows must be configured with skip guards (see Loop Prevention card)
EHE .ai
EHE.ai
Early-stage VC · EHE Superflow auto-pipeline · Partner since late 2025
⟳ MongoDB… ⟳ HubSpot… ⟳ Stripe… ⚠ EHE 357 HS contacts · EC2 auth err day 27 ▾
★ ACTIVE PARTNER · LATE 2025–PRESENT | 🤖 Auto applicant pipeline EHE applicants → MongoDB → Fit Report in ~3–4 min | Lite: £100/yr · Pro: £800/yr (20% partner discount)
🏢 — EHE Applicants MongoDB · all time
📄 — Fit Reports Sent Delivered in ~3–4 min
✅ — Activated —
📊 — HubSpot Contacts Cross-reference
💳 — Paid Subscribers Lite + Pro · Stripe
💰 — EHE ARR Net of partner discount
📅 Rolling 13-Week Applicant Trend
New EHE Superflow companies per week · Mon–Sun · Oldest → newest · Live from MongoDB
LIVE DATA
Loading live data…
📆 Monthly Funnel Breakdown
EHE applicant cohorts · Nov 2025 → present · MongoDB + Stripe
ALL MONTHS
Month Applicants Activated Fit Failed HubSpot Lite Pro
Loading monthly data…
⚖️ Data Reconciliation
MongoDB vs HubSpot contact delta
—
MongoDB Companies
—
HubSpot Contacts
—
Delta
HubSpot contacts from March 2026 (with backlog). Delta expected at launch — see ISSUES.md #3.
🤖 EHE Partner Monitor Agent
Daily 07:30 · Executor role
Agent: ehe-partner-monitor
Schedule: Daily 07:30 (pending EC2 confirmation)
Sources: MongoDB · HubSpot · Stripe
Koalendar attribution: pending (ISSUES.md #4)
DM Dignus
Dignus Muneris
Revenue-share channel · Jim Tunstall · Launched Apr 2026 · Umbrella + Democratisation Framework
✓ HubSpot ⚠ Mongo (tagging pending) ⚠ Xero (category pending) ✓ Outlook ⚠ DM 7 companies · 3 contacts · 1 paid · Mongo+Xero pending ▾
★ ACTIVE PARTNER · LAUNCHED APR 2026 | 💷 Commission: 20% gross → 50/50 DM/partner split | 🎁 Pilot: £1/mo × 6 months → Pro (£800/yr net)
⚠ v1 setup in progress. HubSpot Lead Source values seeded 2026-04-22. MongoDB DM tagging and Xero tracking category (DM Revenue Share) are pending — these fields will auto-populate once configured. HubSpot is authoritative in v1; contact totals may be zero until first deals route through the channel.
👥 — DM Contacts HubSpot · Lead Source
🏢 — Attributed Companies Across all partners
🎁 — Active Pilots £1/mo × 6mo
✅ — Paid Subscribers Post-pilot Pro
💰 — Attributed ARR Net of partner discount
💷 — Commission Due Needs Xero category
🤝 Delivery Partners
One row per distinct HubSpot Lead Source Detail · "Dignus Muneris – {Partner Name}"
FROM HUBSPOT
Partner Contacts Companies Pilots Paid ARR Last Activity
No delivery partners onboarded yet. First contacts will appear once HubSpot Lead Source populates.
📅 Monthly Activity
DM-attributed introductions per month · Dec 2025 – Apr 2026
5 MONTHS
Dec '25
1
Ströli onboarded
Jan '26
0
Quiet month
Feb '26
0
Framework draft
Mar '26
2
CleanZyme · MyCardium
Apr '26
4
Channel launched
7 total introductions
3 active months
↑ Accelerating
🏅 Pipeline by Certification
DM-attributed companies by Diligentsia cert tier · Source: MongoDB
MONGO PENDING
Uncertified
7
UNCERTIFIED
Bronze 🥉
0
BRONZE
Silver 🥈
0
SILVER
Gold 🥇
0
GOLD
7 companies tracked
0 certified (Bronze+)
Populates when dmTaggingReady
🏢 DM-Attributed Companies
One row per company · Modelled on SU2SU Company Pipeline · v1: HubSpot-derived · v2: MongoDB when dmTaggingReady
V1 · HUBSPOT
Company Introducing Partner Lead Source Stage Pilot Ends ARR Created
No DM-attributed companies yet. Rows will appear as deals route through the channel with matching HubSpot Lead Source.
💷 Commission Panel
20% gross → 50/50 DM ↔ partner · Net of 20% partner discount
XERO PENDING
—
DM Share
—
Partner Share
—
Total Gross
Customer Partner DM £ Partner £
Xero tracking category pending — attributedCustomers table will populate once active.
📋 Activity Compliance
Framework thresholds: ≥1 prospect / 14d · ≥1 Fit Report / 30d
ALL CLEAR
Partner Flag Last Activity
DM Dignus Muneris (Direct)
✓ All clear — awaiting activity —
RTC RTC North
✓ All clear — awaiting activity —
SJ SJIC
✓ All clear — awaiting activity —
? Other (unclassified)
✓ All clear — awaiting activity —
🎁 Pilot Tier Card
£1/mo for 6 months · auto-converts to Pro (£800/yr net)
—
—
Active Pilots
—
Converting ≤7d
—
At Risk
Company Pilot Ends Status
No active pilots yet — first pilots begin once first DM deals close.
📬 Jim Tunstall · Partner Comms
Outlook scan · last 14 days · metadata only
NO BACKLOG
—
Emails (14d)
—
Unread Owed
—
Last Contact
Email: jimtunstall@dignusmuneris.co.uk · Agent flags AMBER if >5 unread replies owed.
📨 Recent threads · last 30 days
Subject · key actions · outstanding reply flag
Loading threads…
🤖 DM Partner Monitor
⚠ AMBER
🕘 Weekly Mon 09:00 · Executor role
Monitors Dignus Muneris revenue-share channel. Pulls DM-attributed companies, contacts and customers from HubSpot (via lead_source = dignus_muneris), correlates with MongoDB onboarding + Xero commission tracking, and scans Outlook metadata for Jim Tunstall partner comms backlog. v1 fallback: Mongo + Xero segments AMBER (expected).
📋 dm-partner-monitor-YYYY-MM-DD.json 📧 Alert email (if issues)
＋
Add Partner
Further partner accordions will appear here as relationships are formalised — e.g. Vistage, Brown Rudnick, Startup Grind
💰 Finance Agent Suite ⚠ Xero Status Unknown ⚠ Wise Unconfigured ⚠ Stripe Auth Required ⟳ Anthropic… ⟳ OpenAI… ⏳ PENDING
💷 — Revenue (this month)
📉 — Costs (this month)
📈 — Net Profit (this month)
🏦 — Total Cash at Bank all accounts
🤖 — Total AI Spend this month
Revenue · Costs · Profit — Monthly
Live from Xero P&L · Last 12 months
XERO LIVE
💳 Cash at Bank
Live from Xero Balance Sheet
XERO LIVE
Loading…
🏛 Owing to HMRC
VAT & tax liabilities from Balance Sheet
XERO LIVE
Loading…
📂 Financial Reports
Open directly in Xero
XERO
Claude (Anthropic)
API usage + subscription
LOADING
Loading…
ChatGPT (OpenAI)
API usage + subscription
LOADING
Loading…
AWS
Cloud infrastructure
LOADING
Loading…
MongoDB Atlas
Database platform
LOADING
Loading…
GitHub
Actions & storage usage
LOADING
Loading…
🔗 Billing Dashboards — open in new tab
MongoDB Atlas AWS Cost Management GitHub Billing Anthropic Console OpenAI Platform
Claude Usage Intelligence
Rolling 14-day spend · Dev vs Ops split · Per-member breakdown · Savings recommendations
LOADING
📊 14-Day Dev vs Ops Chart loading…
▼
28-Day Window
—
calculating…
🔧 Development
—
one-off build cost (logged)
⚙️ Operational
—
recurring reports (logged)
📅 Est. Monthly Run Rate
—
ops 30-day avg × 22 working days
Daily Cost — Last 28 Days
GBP · stacked by category · days roll left daily
Development Operational
💡 Token Savings Recommendations — based on usage patterns
Loading…
👥 Anthropic Billing Summary loading…
▼
Loading member spend data…
👤 Anthropic Team Usage by Person loading…
▼
Loading…
📥 Data Sources
⚙️ Agents
📤 Outputs
Xero
Invoices, P&L,
contacts & reports
Stripe
Payments, subscriptions,
revenue & invoices
Wise
Live GBP · USD · EUR
account balances
Outlook Email
Invoice emails,
supplier receipts
Anthropic
Claude API usage
& subscription cost
OpenAI
ChatGPT API usage
& subscription cost
Org Admin key required
📆 Monthly
Monthly Invoice Review
● HEALTHY
🕘 1st of month 09:00
Searches Outlook for invoices and receipts from the previous month and produces a formatted invoice review spreadsheet
🧾 Xero
📊 Invoice Review.xlsx
EHE Partner Monitor
◐ DEGRADED
🕢 Daily 07:30
EHE Superflow partnership funnel: applicants, fit reports, activations, ARR (live partnership pipeline)
📊 EC2 /api/ehe/stats 💼 HubSpot 🍃 MongoDB 💳 Stripe
📊 EHE Partner Tab 🗒 ehe-partner-monitor-data.json
Anthropic Email Costs
◐ DEGRADED
🕗 Daily 08:00
Parses Anthropic receipt emails to build monthly cost history and keeps the AI cost panel cache current
📊 Cost cache JSON
Security Agent
● HEALTHY
🕘 Monday 08:30 · weekly
Weekly security sweep: API usage spike detection, Stripe/Wise anomaly checks, config integrity, and key exposure scan
🔒 Config 💳 Stripe 💷 Wise 🧠 OpenAI
📄 Security Report.docx
📊
Invoice Review (.xlsx)
Monthly: line items, totals & variance vs prior month
📈
P&L Dashboard
Live revenue, costs & profit chart — last 11 months from Xero
🏦
Cash at Bank
Live balances: Wise (GBP/USD/EUR) · Stripe · TSB & PPH via Xero GL
🏛️
HMRC Liabilities
VAT & tax balances owing — live from Xero balance sheet
📋
Saved Reports
Quarterly P&L · Annual P&L · Balance Sheet comparison in Xero
⚠️
Connection Alerts
Email to Mark if Xero, Wise or Stripe disconnects — daily at 08:15
💸 Software & Tool Costs — Last 3 Months
⚙️ Dev Tools
—
last month
📥 Sales Tools
—
last month
💰 Finance Tools
—
last month
🔢 Total All Tools
—
last month
🧾 Finance & Admin Tools Loading… ▼
Xero Static
Jan
£33
Feb
£33
Mar
£33
Cashbook plan · fixed monthly
Dext Xero
—
—
—
—
—
—
Code to "Dext" account in Xero
📈 Investor Relations
Cap table · SEIS headroom · options · documents · Outlook evidence — admin only
cap …
SEIS …
options …
docs …
freshness …
SEIS Headroom (£250k cap)
Net of cumulative SEIS-eligible subscriptions
Last 8 Months — Amounts Invested
From Subscriptions Timeline
Cap Table
Holder · role · primary email · undiluted · FD net · FD %
PPS Rounds Summary
7 rounds · price-per-share history
Subscriptions Timeline
All issuances + transfers
Outstanding Investor Documents
From Tabulation Step 2 + Outlook evidence cross-reference
SEIS Application Audit Trail
Per-investor HMRC tracking — application date, application ref, SEIS3 cert ref, date received, number covered. Source: SEIS sheet cols N–R.

⚙️ SaaS Engine

Inputs → Engine → Outputs  |  Live 2026 data
MRR
—
Loading…
ARR Run-Rate
—
 
Active Customers
—
 
Blended CAC
—
YTD S&M ÷ new customers
Gross Margin
—
Revenue − COGS
LTV : CAC
—
Target > 3×
CAC Payback
—
Months to recover
⬇ Inputs
Total S&M spend YTD
—
⚙ Engine
⚙️
Platform Development
—
monthly investment (Xero)
Infrastructure / COGS
—
per month (Xero)
COGS per Customer
—
service delivery unit cost
ARPU (monthly)
—
avg revenue per user
R&D Credit (annual)
£28,019
HMRC R&D Tax Credit 2025
⬆ Outputs
💰 Monthly Recurring Revenue
—
MRR
📈 Annual Recurring Revenue
—
ARR run-rate
🏢 Active Subscribers
—
paying customers
📊 Gross Margin
—
Revenue − COGS
🔮 Customer LTV (est.)
—
ARPU × 36 mo
⚡ Rule of 40
—
Growth% + Margin%

Monthly Cost Buckets (Xero live)

MRR Growth & Subscriber Trajectory (Stripe live)

📐 Financial Model

Plan vs Actual  |  Pre-Seed Stage
📈 Revenue Projections — Plan vs Actual
Current MRR
—
Loading…
ARR Run-Rate
—
MRR × 12
vs Plan (this mo.)
—
Plan target
MoM Growth
—
vs prior month
Active Customers
—
Stripe subscriptions
💰 Runway & Burn
—
months of runway
Cash balance—
Monthly burn—
MRR offset—
Net monthly burn—
Break-even at—
Update cashBalanceGBP in live-balance-config.json
📊 Unit Economics
Gross Margin
—
Target ≥ 70%
LTV : CAC
—
Target ≥ 3×
CAC Payback
—
Target ≤ 12 mo
Blended CAC
—
YTD S&M ÷ customers
—
Rule of 40
QoQ ARR growth + Gross margin
Target ≥ 40
🏁 Milestone Tracker
Loading milestones…
📊 From Excel Model — Live on Refresh
Loading from Excel…
▶ 💰 Profit & Loss Summary Annual 2025–2029 · from Excel
Loading…
▶ 📈 Revenue by Channel & Tier Lite / Pro / AppStore · from Excel
Loading…
▶ ⚙️ Cost Structure Dev · S&M · Admin · from Excel
Loading…
▶ 🎯 Revenue Assumptions by Customer Type Web · VCs · PEs · Angels · Advisors · AppStore · from Excel
Loading…
📥 Sales Inputs Channel performance ACTIVE
⚙️ SaaS Engine Automation & agents
📤 Value Output Coming soon

📥 Sales Inputs

Channel performance & pipeline · Layer 1 of the business pyramid
Active Channels
2
of 5 configured
Referrals This Month
—
HubSpot connection needed
Accounts Created
—
All channels combined
Blended Activation
—
Free → paying
Channel MRR
—
Attributed, rolling 3m
Blended CAC
—
incl. partner discounts
🔺 Sales Stack Overview How the channel operates — people, agents & tools ▼

Each layer feeds the one above. Channels flow up through automation to the human lead.

Human Lead
👤
TBC
Sales Lead
AI Agents
Claude
AI
Claude
OpenAI
OA
OpenAI
CRM & Tools
HubSpot
HS
HubSpot
LinkedIn
Li
Sales Nav
LinkedIn
Li
LinkedIn
CopilotAI
CP
CopilotAI
MongoDB
Mo
MongoDB
Channel Sources
Google Analytics
GA
Direct Web
CFO Centre
CC
CFO Centre
Fractionality
Fr
Fractionality
EHE
EH
EHE VC
SU2SU
SU
SU2SU
Channel Performance
🌐 Direct Web
analytics.google.com
● Active ▼

Organic and direct traffic to diligentsia.co.uk. Visitors self-register for free accounts. Conversion to paid tracked via Stripe.

Monthly Sessions
—
GA integration pending
Sign-ups This Month
—
New free accounts
Activation Rate
—
Free → engaged
Free → Lite
—
Upgrade rate
Free → Pro
—
Upgrade rate
MRR Attributed
—
Rolling 3 months
CAC (Web)
—
S&M ÷ new customers
Tools:
GA Google Analytics
HubSpot HubSpot
Stripe Stripe
Claude Claude
🔧 Integrations To Connect
⬜ Google Analytics API → session & signup data
✅ Stripe → paying customer attribution
⬜ HubSpot → lead capture form tracking
💼
💼 Fractional CFO Networks
CFO Centre · Fractionality · Acentis · Independents
◐ In Setup ▼

Partner CFO networks refer their clients to Diligentsia. Each partner receives a 20% discount on the £83/mo Pro subscription as their referral incentive. Tracked via HubSpot deal source.

CFO Centre
cfocentre.com
● Active ▼
CFOs Onboarded
—
Cumulative
Clients Added MTD
—
This month
Total Clients
—
All time
Activation Rate
—
Account → active user
MRR Attributed
—
Rolling 3 months
CAC (net)
—
incl. 20% discount cost
Tools:
HSHubSpot (source tag)
StripeStripe (discount code)
ClaudeClaude
🔧 Setup Status
✅ Partner agreement in place
⬜ HubSpot deal source tag: "CFO Centre"
⬜ Stripe 20% discount coupon assigned
⬜ Monthly referral report automated
Fractionality
fractionality.xyz
◐ In Setup ▼
CFOs Onboarded
—
Cumulative
Clients Added MTD
—
This month
Total Clients
—
All time
Activation Rate
—
Account → active user
MRR Attributed
—
Rolling 3 months
CAC (net)
—
incl. 20% discount cost
Tools:
HSHubSpot (source tag)
StripeStripe (discount code)
🔧 Setup Status
⬜ Partner agreement confirmed
⬜ HubSpot deal source tag: "Fractionality"
⬜ Stripe 20% discount coupon assigned
⬜ CFO onboarding workflow in HubSpot
⬜ Monthly referral report automated
Acentis
acentis.co.uk
○ Not Yet Live ▼

No data yet — partnership not yet launched.

🔧 Steps To Activate
⬜ Partner agreement signed
⬜ CFO onboarding materials shared
⬜ HubSpot source tag: "Acentis"
⬜ Stripe discount coupon created
⬜ Launch date agreed
👤
Independent Fractional CFOs
Individual referrers — tracked by HubSpot contact
○ Not Yet Live ▼

Individual CFOs who refer clients independently, not via a network. Tracked per-contact in HubSpot.

🔧 Steps To Activate
⬜ HubSpot "Referral Partner" contact property created
⬜ Unique referral link / code per CFO
⬜ Automated commission / discount tracking
⬜ LinkedIn outreach sequence set up in Sales Navigator
🏦 VC Networks
EHE — portfolio company referrals
● Active ▼

VC partners refer portfolio companies to Diligentsia. Accounts are set up by the VC; activation depends on portfolio company engagement. Free accounts auto-provisioned.

EHE Ventures
ehe.ai
● Active ▲
HubSpot Contacts
…
lead_source_detail = EHE
Portfolio Cos. (Mongo)
…
All time, EHE source
Activated Users (Mongo)
…
Users from EHE companies
Activation Rate
…
Users ÷ Companies
MRR Attributed
—
Stripe — pending tag
New This Month
…
HubSpot contacts MTD
Rolling 12 Months — Registered Users & HubSpot Contacts
Loading live data…
Data sources:
HSHubSpot (lead_source_detail)
MongoMongoDB (company source)
ClaudeClaude
🔧 Setup Status
✅ EHE relationship active
✅ HubSpot contacts tagged lead_source_detail = "EHE" (327 imported)
⬜ MongoDB company source field confirmed (checking common names)
⬜ Stripe customer tag for MRR attribution
⬜ Activation nudge sequence in HubSpot
🤝 Strategic Partners
Startup2Standup — startup community referrals
● Active ▼

Strategic ecosystem partners who refer startup and scaleup companies. Accounts set up by partner; activation tracked by platform engagement.

Startup2Standup
startup2standup.com
● Active ▲
Accounts Set Up
—
Referred & created
Free Activated
—
Activation rate
Lite Upgrades
—
Upgrade rate
Pro Upgrades
—
Upgrade rate
MRR Attributed
—
Rolling 3 months
CAC
—
Cost per paying customer
Tools:
HSHubSpot
MongoMongoDB
ClaudeClaude
🔧 Setup Status
✅ SU2SU relationship active
⬜ HubSpot deal source: "SU2SU" applied consistently
⬜ Automated account provisioning flow
⬜ Activation nudge sequence in HubSpot
💸 Sales Tool Costs — Last 3 Months
💰 Sales & Marketing Tool Costs Loading… ▼
Total Sales Tool Spend (last month)
Across all tracked tools
—
HubSpot (CRM) Xero
—
—
—
—
—
—
CRM account in Xero
CopilotAI Xero
—
—
—
—
—
—
Advertising & Marketing Tools account
Sales Navigator Xero
—
—
—
—
—
—
Code to "Sales Navigator" account in Xero
Intercom Xero
—
—
—
—
—
—
Code to "Intercom" account in Xero

👥 Our Team

The lean AI organisation · —
Loading…
ARR per Team Member
Live MRR × 12 ÷ 10 people
1.9 yrs
Average Team Tenure
Across 10 team members · longest 3 yrs
10 Humans
3 Active Agents
18+ Apps & Integrations
∞ Agents being added
Mark Bernstein
Mark Bernstein
CEO & Founder
⏱ 3 years
Full time
LinkedIn →
Jon Bradshaw
Jon Bradshaw
CTO
⏱ 1 year
50% (growing)
LinkedIn →
⚙️ Development
👤 Humans
Muhaddis Umer
MU
Muhaddis Umer
Lead Developer
⏱ 3 years
Full time
LinkedIn →
Harmandeep Singh
HS
Harmandeep Singh
Backend Mechanic
⏱ 2 years
Full time
Sharjeel Younas
SY
Sharjeel Younas
Front End Mechanic
⏱ 3 years
Full time
LinkedIn →
🤖 Agents
🤖
🤖
🤖
QA Testing Agents
Automated test execution
Planned
🔧 Stack
OpenAIOpenAI
ClaudeClaude
GitHubGitHub
MongoDBMongoDB
AWSAWS
LovableLovable
FigmaFigma
🎨 Design
👤 Humans
Irij Mahmood
IM
Irij Mahmood
Design Mechanic
⏱ 2 years
Full time
LinkedIn →
🤖 Agents
🤖
🤖
Design Agents
Generative UI & image creation
Planned
🔧 Stack
FigmaFigma
DALL·EDALL·E
MidjourneyMidjourney
💬 Customer Support
👤 Humans
Isaac Joshua
IJ
Isaac Joshua
Support Mechanic
⏱ 1 year
Full time
LinkedIn →
🤖 Agents
🤖
Josie
Virtual Assistant Agent
● Active
🤖
Intelligentsia
Customer Service Agent
● Active
🤖
Clarence
Filing Assistant Agent
● Active
🔧 Stack
IntercomIntercom
ClaudeClaude
🤝 Partnerships
👤 Humans
Josie
J
TBA
Partnerships Lead
Hiring
🤖 Agents
🤖
🤖
Outreach Agents
LinkedIn sequencing & follow-up
Planned
🔧 Stack
LinkedInSales Nav
HubSpotHubSpot
CopilotAICopilotAI
📢 Marketing
👤 Humans
Maham Zupash
MZ
Maham Zupash
Marketing Manager
⏱ 1 year
50%
LinkedIn →
Jignesh Joshi
JJ
Jignesh Joshi
Marketing Mechanic
⏱ 3 months
50%
🤖 Agents
🤖
🤖
🤖
Content Agents
SEO, copywriting & social
Planned
🔧 Stack
LinkedInLinkedIn
HubSpotHubSpot
CopilotAICopilotAI
💰 Finance
👤 Humans
Nick Smith
NS
Nick Smith
External Accountant
⏱ 3 years
External
LinkedIn →
🤖 Agents
🤖
🤖
Finance Agents
Reconciliation & reporting
Planned
🔧 Stack
XeroXero
DextDext
StripeStripe
🤖 Agent Workforce — Active & Planned
🤖 Josie — Virtual Assistant Agent
🤖 Intelligentsia — Customer Service Agent
🤖 Clarence — Filing Assistant Agent
⬜ Outreach Agent — Partnerships
⬜ Content Agent — Marketing
⬜ Finance Reconciliation Agent
⬜ Design Generation Agent
⬜ Onboarding Agent — Customer Success
⬜ Prospecting Agent — Sales
⬜ QA Testing Agent — Development
⬜ Reporting Agent — Investor Relations
⬜ + More being added…

⚙️ Development Stack

How the platform is built — team, agents & tools
1 Dev Stack
2 SaaS Engine
3 Output
🔺 Development Stack Overview How the product is built — people, agents & tools ▼

Each layer feeds the one above. AI agents and tools empower a small, focused engineering team.

Dev Team
Jon
JB
Jon Bradshaw
CTO
Muhaddis
MU
Muhaddis Umer
Lead Dev
Harmandeep
HS
Harmandeep Singh
Backend
Sharjeel
SY
Sharjeel Younas
Front End
AI Coding Agents
Claude
AI
Claude
OpenAI
OA
GPT-4o
Lovable
LV
Lovable
CopilotAI
CP
CopilotAI
Dev Tools & Platforms
GitHub
GH
GitHub
Figma
Fi
Figma
MongoDB
Mo
MongoDB
Stripe
St
Stripe
HubSpot
HS
HubSpot
Intercom
In
Intercom
Xero
Xe
Xero
Infrastructure & Data
AWS
AW
AWS
Node.js
No
Node.js
MongoDB Atlas
DB
Atlas DB
GitHub Actions
CI
CI/CD
Hosting
Ho
Hosting
APIs
AP
APIs
Development Areas
🏗️ Core Platform
diligentsia.co.uk
● Active ▼

The main Diligentsia SaaS product. Multi-tenant web application with Free, Lite and Pro tiers. Node.js backend, single-page HTML frontend, MongoDB data store.

Active Subscriptions
—
Live from Stripe
MRR
—
Monthly recurring
Total Companies
—
MongoDB
Open Bugs
—
Tracked in Jira
Stack:
Node.jsNode.js
MongoDBMongoDB
AWSAWS
StripeStripe
GitHubGitHub
🤖 AI Agent Development
anthropic.com & openai.com
● Active ▼

Building and iterating on the agent workforce: Josie, Intelligentsia, Clarence, and the next generation of planned agents. Claude Sonnet and GPT-4o are the primary model providers.

Active Agents
3
Josie · Intelligentsia · Clarence
Agents in Pipeline
8
Planned across functions
Primary Model
Claude Sonnet
Anthropic API
Secondary Model
GPT-4o
OpenAI API
Models & Tools:
ClaudeClaude Sonnet
GPT-4oGPT-4o
LovableLovable
IntercomIntercom
🤖 Agent Roster
Josie Virtual Assistant Agent · Active
Intelligentsia Customer Service Agent · Active
Clarence Filing Assistant Agent · Active
QA Testing Agent Development · Planned
Outreach Agent Partnerships · Planned
Content Agent Marketing · Planned
Finance Agent Finance · Planned
Design Agent Design · Planned
🔌 API Integrations
Live & Planned external connections
● Mixed ▼

Live integrations provide real-time data to the dashboard. Planned integrations require new API connections.

● LIVE
StripeMRR, subs, churn
HubSpotCRM contacts, EHE
MongoDBCompany data
XeroBalance sheet, P&L
⬜ PLANNED
Sales NavigatorAPI needed
IntercomAPI needed
FigmaAPI needed
DextAPI needed
Infrastructure:
AWSAWS
GitHubGitHub
Node.jsNode.js
🎨 Design & UX
figma.com
● Active ▼

UI/UX design led by Irij Mahmood in Figma. AI-assisted generation of images and interface components via DALL·E and Midjourney.

Design Lead
Irij Mahmood
Full time
Design Agent
Planned
Generative UI agent
Tools:
FigmaFigma
DALL·EDALL·E
MidjourneyMidjourney
LovableLovable
💸 Dev Tool Costs — Last 3 Months
💰 Tool & Subscription Costs Loading… ▼
Total Dev Tool Spend (last month)
Across all tracked tools
—
🤖 AI Coding Agents
Claude (Anthropic) Live
—
—
—
—
—
—
Teams plan · 8 seats
GPT-4o (OpenAI) Live
—
—
—
—
—
—
Teams plan · 2 seats
Lovable Connect
+ Add Lovable cost to Xero
Monthly subscription · not yet in GL
CopilotAI Xero
—
—
—
—
—
—
Via Advertising & Marketing Tools account
🔧 Dev Tools & Platforms
GitHub Live
—
—
—
—
—
—
GitHub API
Figma / Adobe Xero
—
—
—
—
—
—
Design Tools account in Xero
MongoDB Atlas Live
—
—
—
—
—
—
Atlas billing API
HubSpot (CRM) Xero
—
—
—
—
—
—
CRM account in Xero
Intercom Connect
+ Add Intercom API key or Xero entry
Not yet tracked in GL
Xero Static
Jan
£33
Feb
£33
Mar
£33
Cashbook plan · fixed monthly
☁️ Infrastructure & Hosting
AWS Live
—
—
—
—
—
—
AWS Cost Explorer API
Jira / Atlassian Static
Jan
£21
Feb
£21
Mar
£21
Standard plan · ~£7/user
Fathom AI Xero
—
—
—
—
—
—
Meeting notes · Xero GL
💰 Value Engine
Quantified value Diligentsia delivers across each ICP and journey — from cost savings to enterprise value created
📊 Modelled estimate — based on market benchmarks
📋 Client-reported — self-reported savings
✅ Verified — audited & confirmed
🏢 Companies Investment · Growth · Exit
💼 VCs & Investors Seed Triage · Series A
📊 Fractional CFOs Investment · Growth · Exit
📊 Modelled
~3 wks
Elapsed time saved on Seed raise
📊 Modelled
~£1k net
Cost saved after £2.1k subscription
📊 Modelled
x7 ROI
Return on Diligentsia investment
📉 Process Comparison — Where We Deliver
Activity
Before
After
Saving
Build Core Data RepositoryAssemble corporate, financial, product docs
4 wks · £0k
1 wk · £0k
✓ 3 wks
Identify & Prioritise InvestorsInvestorMatch — map & target suitable VCs/angels
1 wk · £1k
0.1 wks · £0k
✓ 0.9 wks · £1k
Apply to VC WebsitesInvestorMatch i-click applications
1 wk · £0k
0.1 wks · £0k
✓ 0.9 wks
Early Preparation & Team AlignmentBusiness audit identifies gaps early
8 wks · £0k
6 wks · £0k
✓ 2 wks
Execute Fundraising ProcessLess risk of deal collapse
10 wks · £5k
6 wks · £5k
✓ 4 wks
TOTALNon-elapsed activities; some run concurrently
37.6 wks · £15k
26.6 wks · £14k
11 wks · ~£1k net
⭐ Key Benefits
🔍
Business AuditIdentifies governance and document gaps early, reducing late-stage surprises.
🎯
InvestorMatchAI-matched investor targeting cuts research from 1 week to hours. One-click applications.
📁
Data RepositoryStructured, investor-ready document pack from day one — reduces back-and-forth.
📊
Pitch Deck AnalyserResearchAid provides market intelligence; Pitch Deck Analyser improves quality and investor confidence.
📋 Full Activity Breakdown (11 activities)▼
ActivityBefore (wks)Before (£k)After (wks)After (£k)Time SavedCost SavedDG Impact
Early Prep & Team Alignment8.006.002.0—Business audit identifies gaps
SEIS Advance Assurance8.028.02——SeedLegals / Vestd
Build Core Data Repository4.001.003.0—More complete; identifies gaps
Cap Table0.110.11——Carta / SeedLegals
Business Plan1.001.00——ResearchAid provides info
Pitch Deck1.001.00——ResearchAid + Pitch Deck Analyser
Identify & Prioritise Investors1.010.100.91.0InvestorMatch fit reports
Apply to VC websites1.000.100.9—InvestorMatch i-click applications
Legal Readiness2.061.560.5—Company is organised
Execute Fundraising Process10.056.054.0—Less risk of deal collapse
TOTAL37.61526.61411.0£1k net
📊 Modelled
13–14 wks
Elapsed time saved (7–9 months → 4–5 months)
📊 Modelled
~£25k net
Cost saved after subscription (£89k → £64k)
📊 Modelled
x12 ROI
Return on Diligentsia · £41.9k savings ÷ £2.1k cost
📉 Process Comparison — Where We Deliver
Activity
Before
After
Saving
Search & Appoint AdvisorsDiligentsia network; avoids CF retainer/commission
4 wks · £40k
2 wks · £22.5k
✓ 2 wks · £17.5k
Commercial / Market DDResearchAid halves time & cost
4 wks · £13.5k
2 wks · £6.75k
✓ 2 wks · £6.75k
Legal Due DiligenceStructured docs reduce iteration cycles
6 wks · £42.5k
4 wks · £33.5k
✓ 2 wks · £9k
Investment ReadinessPre-drafted DQ templates, warranty disclosures
4 wks · £7.5k
1 wk · £2.5k
✓ 3 wks · £5k
Build Core Data RepositoryRemoves need for external VDR
2 wks · £3k
0 wks · £0k
✓ 2 wks · £3k
Investor Targeting & OutreachInvestorMatch speeds identification
6 wks · £0k
3 wks · £0k
✓ 3 wks
TOTAL
43.5 wks · £186k
29.2 wks · £144k
14.3 wks · £41.9k gross
⭐ Key Benefits
🏛️
Remove VDR CostDiligentsia's data repository replaces DocSend/Datasite, saving £3k and weeks of setup.
🔬
ResearchAid Halves Commercial DDPre-built market & competitor intelligence cuts external consultant time and cost by 50%.
⚖️
Pre-drafted Legal DocsDirectors' Questionnaires and warranty disclosure templates reduce legal iteration and back-and-forth.
🎯
InvestorMatch Cuts Outreach TimeAI-matched targeting cuts investor identification from 6 weeks to 3, improving quality and reducing wasted outreach.
⏱️
3 Months Faster to CloseStructured, investor-ready pack from day one reduces DD requests and improves investor confidence — reducing deal slippage risk.
📈
Better Terms, Higher ProbabilityProfessionally prepared companies command better valuations. Management freed from admin to focus on growth during the raise.
📋 Full Activity Breakdown (15 activities)▼
ActivityBefore (wks)Before (£k)After (wks)After (£k)Wks Saved£k Saved
Search & appoint advisors4.040.02.022.52.017.5
SEIS/EIS & tax structuring1.56.51.56.5——
Build Core Data Repository2.03.00.00.02.03.0
Investment Readiness (DQs, disclosures)4.07.51.02.53.05.0
Financial model refinement2.04.02.04.0——
Pitch deck & investment case2.00.02.00.0——
Investor targeting & outreach6.00.03.00.03.0—
Legal DD6.042.54.033.52.09.0
Financial DD3.027.52.724.750.32.75
Commercial / Market DD4.013.52.06.752.06.75
Technical / Product DD2.010.02.010.0——
Regulatory DD2.05.02.05.0——
Auditors1.04.01.04.0——
Fractional CFO3.022.53.022.5——
Post-completion filings1.00.01.00.0——
TOTAL43.5186.029.2144.114.341.9
📊 Modelled
£250k
Enterprise value uplift per year (5 modules × 1%)
📊 Modelled
£500
Platform cost for 5 growth modules p.a.
📊 Modelled
x91 ROI
Return on Diligentsia platform investment
📈 How Growth Value Is Created
Driver
Assumption
Value (£)
Source
Enterprise Value UpliftEach HealthBoost / AppStore module = 1% company value
5 modules/yr
× 1% × £5m
£250,000
Platform Cost£100 per module
5 modules
× £100
–£500
Client Own Staff CostInternal cost multiplier ×2
3 CFO days
× £1.5k × 5 × 2
–£45,000
Net Value to Company
~£204k p.a.
⭐ Key Benefits
🔄
Continuous Health MonitoringThe platform evolves from a one-off transaction tool to an ongoing "Corporate Apple Watch" — continuously measuring business health via connected data (e.g. Xero).
📦
AppStore ModulesAdd-on modules target specific growth objectives (HR, IP, governance, compliance) — each measurably improving company value and investor-readiness.
💡
HealthBoost ProjectsStructured improvement programmes with measurable outcomes, each adding ~1% to enterprise value on a £5m company.
🔗
Always Investment-ReadyContinuous engagement means the company is perpetually prepared for the next funding round — dramatically reducing preparation time when needed.
📊 Modelled
£250k
Incremental enterprise value at exit (5% uplift)
📊 Modelled
£270k
Total value created (enterprise + £20k cost savings)
📊 Modelled
x28 ROI
Return on Diligentsia at exit (£2.1k cost)
📈 How Exit Value Is Created
Driver
Assumption
Value (£)
Source
External Advisor Cost SavingsData repository, warranty disclosures, director questionnaires
Baseline £20k+
Reduced
£20,000
Incremental Enterprise ValueInvestment readiness, data repository, better organisation
5% of £5m
Improved structure
£250,000
InvestorMatchNote: Diligentsia does NOT introduce purchasers at exit
N/A
N/A
Not applicable
Total Value Created
£270,000
⭐ Key Benefits
📋
Exit-Ready Data RoomPre-built, structured data repository dramatically reduces time to set up a buyer data room — cutting legal prep costs by £3k+.
🛡️
Warranty Disclosures Pre-preparedPre-drafted warranty schedules reduce external legal involvement and rework during buyer due diligence.
📈
Higher Achievable PriceA well-organised, professionally presented company commands premium valuation. Even a 5% uplift on a £5m business = £250k incremental value.
⚡
Faster CompletionStructured documentation reduces DD friction with buyers and their advisors — shortening the process and reducing management distraction.
📊 Modelled
10 hrs
Saved per Seed investment application
📊 Modelled
£600
Internal cost saved per deal application
📊 Modelled
x20 ROI
At 30+ deals/yr: £18k saved ÷ £2.1k platform
📉 Seed Triage Process — Where We Save
Stage
Before (£ · hrs)
After (£ · hrs)
Saving
Initial Screening & TriageMandate fit check, deck quality review
£213 · 3 hrs
£149 · 2 hrs
✓ £64 · 1 hr
Pitch ReviewFull deck, financials, market review
£425 · 6 hrs
£298 · 4 hrs
✓ £127 · 2 hrs
Follow-up Call PrepBackground research, document gaps
£213 · 3 hrs
£149 · 2 hrs
✓ £64 · 1 hr
Pre-screen & Mandate FitInvestorMatch pre-qualifies company fit
Manual research
AI pre-screened
✓ Hours saved
TOTAL per deal
~£851 · ~12 hrs
~£596 · ~8 hrs
~£600 · ~10 hrs
⭐ Key Benefits for Seed VCs
⚡
Double Deal ThroughputProcess more applications in the same time — every hour saved on poor-fit deals is an hour freed for finding good ones.
🎯
InvestorMatch Pre-screeningCompanies are already matched to your mandate before they reach your inbox — dramatically reducing wasted first-pass triage time.
📁
Structured Data Room from Day OneCompanies arrive investment-ready with structured documents — no more chasing missing information or incomplete decks.
🧠
Better IC DecisionsPre-built ResearchAid market reports and Directors' Questionnaires give your team better information earlier — improving Investment Committee confidence.
📋 Detailed Seed Application Cost/Time Breakdown▼
StepBaseline Cost (£)Baseline Time (hrs)DG Cost (£)DG Time (hrs)Saving (£)Saving (hrs)
Pre-screen1.560.050.310.011.250.04
Initial screening4.690.100.940.023.750.08
Initial Screening & Triage21331492641
Pitch Review425629841272
Follow-up Call21331492641
APPROX TOTAL~£851~12 hrs~£596~8 hrs~£600~10 hrs

Costing assumptions: Partner rate £150k p.a. (~£78/hr), Junior rate £60k p.a. (~£31/hr), 48 working weeks × 40 hrs/week. Aligned to early-stage UK VC compensation benchmarks.

📊 Modelled
4 months
Elapsed time saved per Series A transaction
📊 Modelled
£37k + £4k
External process savings + internal VC cost saved
📊 Modelled
x10+ ROI
Avoiding one bad deal p.a. far exceeds platform cost
📉 Series A Process — Savings by Activity
Activity
Saving (%)
Time Saved
£ Saved
Data Room SetupPlatform replaces external VDR entirely
100%
Full saving
✓ 100%
Commercial / Market DDResearchAid provides baseline intelligence
50% cost
1–3 weeks
✓ 50% · 1–3 wks
Legal DD (Data Room Review)Structured artefacts reduce review cycles
30% cost
2 weeks
✓ 30% · 2 wks
Directors' QuestionnairesPre-drafted templates reduce back-and-forth
50% cost
50% time
✓ 50%
Financial DDClean MI packs reduce scope
10% cost
Some saving
✓ 10%
TOTAL RANGELow / Mid / High scenarios
30–45% time
15–35% cost
£13k–£37k saved
⭐ Key Benefits for Series A VCs
🤝
Reduced Founder FrictionCompanies arrive with complete, structured data — fewer document requests, faster document exchange, less partner time lost chasing information.
🏆
Earlier Partner EngagementMore time evaluating deal quality; less time on admin. Partners focus on assessing the business, not document management.
🔒
Higher IC ConfidenceBetter-prepared deal presentations with pre-built market reports and clean data rooms lead to stronger Investment Committee conviction.
💰
Platform vs. VDR CostThe entire Diligentsia platform costs less than a VDR alone — from £83.25/month vs. £500–£2,000/month for DocSend or Datasite.
📋 Scenario Analysis (Low / Mid / High)▼
ScenarioBaseline Total CostPost-DG Cost + FeeTotal SavingBaseline ElapsedPost-DG ElapsedTime Saved
Low£64.9k£51.7k£13.2k28 wks~20 wks~8 wks
Mid£89.0k£63.9k~£25k32 wks~19 wks~13 wks
High£113.1k£76.1k~£37k36 wks~20 wks~16 wks

VC internal cost saving additional: ~£4k per transaction (Partner £200k p.a., Junior £60k p.a. — ~£14.2k baseline, ~28% reduction). Sources: UK VDR pricing (DocSend, Datasite, Merrill), BVCA DD process notes, UK legal cost surveys.

📊 Modelled
£320k
Total value delivered to client per investment journey
📊 Modelled
x32 ROI
Return on Diligentsia platform (£2.1k cost)
📊 Modelled
+27.8%
Boost to core CFO assignment income
💡 Value Creation Model (Investment Journey)
Value Driver
Assumption
Value (£)
Source
Client Cost Saving — External AdvisorsData repository, warranty disclosures, DQ templates
Baseline £20k+
Reduced externals
£20,000
Incremental Enterprise ValueInvestment readiness + data repository + better organisation
5% × £5m value
Better structured raise
£250,000
InvestorMatch — Introductory Fee5% of £1m raise via Diligentsia connection
5% × £1m raise
Third-party funding
£50,000
Total Value Created
£320,000
Platform Cost (Diligentsia)
–£2,100
Extra CFO Days on Modules (10 days × £1.5k)
–£15,000 (CFO income ✓)
Client's Own Internal Costs (×2 multiplier)
–£30,000
ROI on Diligentsia Platform
x32.5
⭐ Why Diligentsia Transforms the CFO Role
📈
27.8% Income Boost per Client10 extra days on Diligentsia modules generates £15k additional billings per investment journey client — boosting a 12-month assignment from £54k to ~£69k.
🔑
InvestorMatch AccessDiligentsia introduces third-party funding — a 5% introductory fee on a £1m raise generates £50k of value that a traditional CFO simply cannot access.
🏆
Dramatically Better Client OutcomesYour clients raise faster, at lower cost, with better quality materials — making you the CFO who makes the difference, not just manages the process.
🛡️
Competitive Differentiation vs CFO CentreOther fractional CFOs using the CFO Centre 40% fee model can't match the tools, outcomes, or economics Diligentsia enables for independent operators.
📋 ROI Attribution Split (Client / CFO / Diligentsia)▼
BeneficiaryInvestment Journey (£)Growth p.a. (£)Exit Journey (£)
Client68,22545,50059,100
Fractional CFO136,45091,000118,200
Diligentsia68,22545,50059,100
TOTAL272,900182,000236,400

Attribution methodology: 25% of value attributed to company without help, 50% to CFO without Diligentsia, 25% to Diligentsia-only effect. Assumptions: Company value £5m, investment raise £1m, CFO 3 days/month at £1,500/day, 12-month assignment.

📊 Modelled
£250k p.a.
Enterprise value uplift for client (5 modules × 1%)
📊 Modelled
x91 ROI
Return on Diligentsia platform per growth cycle
📊 Modelled
+41.7%
Boost to core CFO assignment income
💡 Value Creation Model (Growth Journey)
Value Driver
Assumption
Value (£)
Source
Enterprise Value Uplift5 HealthBoost / AppStore modules × 1% of £5m
5 modules/yr
× 1% × £5m
£250,000
Diligentsia Module Cost
5 × £100
–£500
CFO Days per Project (3 days × £1.5k × 5)
15 extra days
CFO income ✓
–£22,500
Client Internal Costs (×2 multiplier)
2× CFO cost
–£45,000
Net Value Accruing
£182,000
ROI on Platform (£500)
x91
⭐ Key Benefits
💰
Highest ROI Journeyx91 return on the £500 platform cost makes the growth journey the most capital-efficient use of Diligentsia for a CFO client engagement.
📦
Recurring Revenue for CFO15 additional billing days per year at £1.5k/day = £22.5k extra income — boosting total assignment value by 41.7%.
🔄
Ongoing Engagement JustificationRegular module completions give CFOs a structured reason to stay engaged with the client year-round — reducing assignment churn.
📊
Measurable ProgressEach completed module delivers a quantified value increment — making the CFO's contribution clearly demonstrable to the client.
📊 Modelled
£270k
Total value created at exit (enterprise + savings)
📊 Modelled
x28 ROI
Return on Diligentsia platform (£2.1k cost)
📊 Modelled
+19.4%
Boost to core CFO assignment income
💡 Value Creation Model (Exit Journey)
Value Driver
Assumption
Value (£)
Note
External Advisor Cost SavingsData repository, warranty disclosures, DQs
Baseline £20k
Reduced fees
£20,000
Incremental Enterprise ValueBetter organisation, investment readiness, data repository
5% × £5m
Higher achievable price
£250,000
InvestorMatch Introductory Fee
N/A at exit
—
Not applicable
Total Value Created
£270,000
Extra CFO Days (7 days × £1.5k)
7 days
CFO income ✓
–£10,500
Client Internal + Platform Costs
£21k + £2.1k
–£23,100
ROI on Platform (£2.1k)
x28
⭐ Key Benefits
🏆
Maximise Exit PriceA well-organised, investor-ready business commands a premium. Even a 5% uplift on a £5m business = £250k — far exceeding any platform cost.
📋
Buyer DD Ready from Day OnePre-built data room and warranty disclosures make the exit process faster and smoother — reducing legal costs and management time.
💼
x11 CFO Activity ROI7 additional days at £1.5k/day = £10.5k incremental CFO income — a x11 return on those extra days invested in Diligentsia modules.
🔢
19.4% Assignment Income BoostExtra billing days during exit prep increase total assignment value by nearly a fifth — without requiring new clients.
Checking server connection…
⚡
Start the local server to view live reports
Open a terminal in your Claude folder and run:
node server.js
Then click Refresh — panels will load automatically.
Word documents are still available via the Virtual Assistant tab as usual.
📊 Activity Analytics
Week-by-week growth across all Diligentsia VA agents
⚠ Sample data — analytics agent not yet active. Real data will populate automatically once the daily agent runs.
👥 — New HubSpot Contacts
🐛 — Jira Tickets Raised
✅ — Actions Captured
📨 — Follow-ups Sent
New HubSpot Contacts — Week by Week
Contacts added to CRM by all agents and manual entry · Last 8 weeks
HUBSPOT CRM
Jira Tickets — Raised vs Resolved
Bug → Jira Creator agent output · Last 8 weeks
JIRA
Agent Runs per Week
Total successful agent executions · Last 8 weeks
∑ ALL AGENTS
Actions Captured
Action Item Harvester · meeting [MARK] items logged · Last 8 weeks
ACTION HARVESTER
Follow-ups Sent
Follow-Up Chaser emails dispatched · Last 8 weeks
FOLLOW-UP CHASER
🗄️
Database Analytics
Live from MongoDB · Users · Companies · Partners
cluster: — · db: — LOADING
👥 — Total Users
🏢 — Total Companies
🤝 — Active Partners
📈 — Active Users (30d)
🗄️
MongoDB Analytics
Users growth · Company pipeline · Subscription tiers · Partner integrations · Engagement
LOADING
👥 Total Users — Rolling 12 Months loading…
▼
Cumulative registered users and month-on-month new registrations · Last 12 months
🎭 New Users by Account Type loading…
▼
Stacked by role (Company User / Advisor / Investor) · Last 12 months
🏢 Total Companies — Rolling 12 Months loading…
▼
New companies onboarded per month · Last 12 months
🎯 New Companies by Objective loading…
▼
Split by Investment / Growth / Exit objective · Last 12 months
💎 Companies by Subscription Tier loading…
▼
Current snapshot — Free / Lite / Pro
Tier Breakdown
Loading…
🤝 Partner Integrations loading…
▼
Loading…
⚡ User Engagement — Last Activity loading…
▼
Last-activity distribution across all registered users — uses lastLogin where available, falling back to updatedAt (see ISSUES.md I-011)
💳 Revenue & Sales ● LIVE — Stripe Diligentsia Limited · Last refreshed today
💷 £2,075 Revenue (8 weeks) 5 new subscriptions
🆕 5 New Subscriptions ▲ 1 vs prior 4 weeks
📊 £415 Avg. Deal Value per new subscription
🏦 £1,400 Available Balance Stripe account
Revenue by Week — New Subscriptions
GBP · subscription_create invoices only · Last 8 weeks · Live Stripe data
STRIPE LIVE
New Sales per Week
Count of new subscription_create invoices · Last 8 weeks
STRIPE LIVE
Cumulative Revenue
Running total · new subscription revenue · Last 8 weeks
STRIPE LIVE
👥 Active Users — Last 7 days loading…
▼
Users with activity in the last 7 days · ordered newest first · excludes test accounts. Activity = lastLogin ▸ lastLoginAt ▸ updatedAt (see I-011).
Loading…
🛠️ Development Suite ✓ Jira Connected ✓ GitHub Connected ✓ AWS Connected ✓ MongoDB Connected ✓ Anthropic Connected ✓ OpenAI Connected
🔗 Quick Access — Service Dashboards
Jira Sprints & Issues ↗ GitHub Repos & PRs ↗ AWS Console Services & CloudWatch ↗ MongoDB Atlas Clusters & Metrics ↗ Anthropic Console API Usage & Keys ↗ OpenAI Platform Usage & Billing ↗
Sprint Health
Current Jira sprint
JIRA
⏳ Loading…
↗ Open Jira Board
Build & Deploy
AWS CodePipeline / CodeBuild
AWS
⏳ Loading…
↗ Open CodePipeline
System Uptime
AWS CloudWatch · MongoDB Atlas
AWS
⏳ Loading…
↗ Open CloudWatch
PR Backlog
GitHub pull requests
GITHUB
⏳ Loading…
↗ Open GitHub PRs
Development Effort Breakdown
Where is engineering time going? · Jira issue categories
JIRA
Bug Fixing —% Rework / Improvements —% New Features —%
— tickets this sprint
🐛 Bug Fixing
—
open tickets
Jira type: Bug / Defect
🔧 Rework
—
open tickets
Jira type: Task / Chore
✨ New Features
—
open tickets
Jira type: Story / Epic
📅 Loading from Jira…
↗ Open Jira Sprint Issues
📥 Data Sources
⚙️ Agents
📤 Outputs
Jira
Sprints, issues,
bugs & velocity
GitHub
Repos, PRs,
CI/CD & deploys
AWS
CloudWatch,
Lambda & services
MongoDB Atlas
Clusters, connections
& slow queries
Anthropic
Claude API
call volume & latency
OpenAI
ChatGPT API
call volume & latency
📅 Daily — Morning
Dev Daily Briefing
◐ DEGRADED
🕗 Mon–Fri 07:30
Daily sprint health snapshot covering Jira tickets, GitHub activity, CI/CD pipeline status, and MongoDB Atlas health
🎯 Jira 🐙 GitHub ☁️ AWS 🍃 MongoDB
📄 Dev Briefing.docx
Auto-Remediation
● HEALTHY
🕖 Mon–Fri 07:15 + 10:15 · dual-pass
Detects missed agent runs and automatically re-runs them within their valid time window. 07:15 pass: pre-flight checks and audit-history scan. 10:15 pass: repeat-failure escalation with email alert to Mark.
📄 auto-remediation-YYYY-MM-DD.docx 📋 auto-remediation-log.json
CI/CD Monitor
⏳ PLANNED
🕗 Mon–Fri 08:00 · on-fail alert
Monitors GitHub Actions and AWS CodePipeline for build failures and sends on-fail alerts
🐙 GitHub ☁️ AWS
📄 Build Report.docx
📅 Weekly
Dev Weekly Digest
⏳ Scheduled
🕗 Monday 08:00
Weekly digest of sprint progress, merged PRs, open blockers, and deployment activity
🎯 Jira 🐙 GitHub ☁️ AWS
📄 Dev Weekly Digest.docx
API Usage Report
⏳ PLANNED
🕔 Friday 17:00
Tracks Anthropic, OpenAI and AWS API usage trends and produces a weekly cost and usage report
🤖 Anthropic 🧠 OpenAI ☁️ AWS
📄 API Usage.docx
📄
Dev Daily Briefing (.docx)
Sprint status, overnight builds, open blockers
🔧
Build Report (.docx)
CI pass/fail, deploy log, failed test summary
📊
Dev Weekly Digest (.docx)
Sprint velocity, PR throughput, CloudWatch summary
📈
API Usage Report (.docx)
Anthropic + OpenAI + AWS call volumes & trends
🔐 Security & Access Control ✓ Session cookie active scrypt N=16384 — admins Mongo: checking…
👥 Users
Email Role Tabs Investor Views Partner Accordions Created Actions
Loading users…
📜 Audit Log (last 100 events)
Time Actor Action Target Details
Loading events…
👋 Hi, I'm Josie — your Diligentsia VA
Click the mic and ask me anything about your reports.
Or say "Hi, Josie" from anywhere on the dashboard.
Josie is thinking…
⬤ no key claude-sonnet-4-6