Control Room
32 agents · 16 data sources · 22 report types | Updated 25 March 2026
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Planned agents for content scheduling, SEO analysis, and blog/social automation.
Coming SoonPlanned agents for campaign monitoring, lead nurture automation, and social media reporting.
Coming Soon| 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 | 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 |
cfoc-rules-latest.html in Claude folder
No runs yet this session.
firstname.lastname@advisors.diligentsia.co.uk, sets cfoc_leaver=true, removes company associations.status=leaver, unsets company & liveAccount.cfoc_leaver_migrate.py ·
Launcher: RUN_LEAVER_MIGRATE.bat
cfoc_* properties in the HubSpot portal.CREATE_HUBSPOT_PROPERTIES.py ·
Launcher: CREATE_HUBSPOT_PROPERTIES.bat
cfoc_source anti-loop sentinel property in HubSpot.source === 'cfoc_agent'.create_cfoc_source_property.py ·
Launcher: RUN_CREATE_CFOC_SOURCE_PROP.bat
source = "cfoc_agent".cfoc_source = "cfoc_agent".cfoc_mdb_j_agent.py (insert + leaver update)cfoc_hs_j_agent.py (create + leaver patch)cfoc_leaver_migrate.py (both systems)
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.
Data · Header row 14 · Data from row 15 · Agent picks newest CFO Centre Database*.xlsx by mtimeRemoved = 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
advisor_stage = "Not Yet Contacted" and lead_type = "Advisor" so they appear on the HubSpot board immediately with correct classification.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.cfoc_leaver=true in HubSpot, status=leaver in MongoDB. Company associations removed.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.
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 fixedlead_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)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 greencfoc_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 addedcfoc_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 modessource = "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)
Planned agents for investor update generation, KPI tracking, deck preparation, and stakeholder communication summaries.
Coming Soon| Cash balance | — |
| Monthly burn | — |
| MRR offset | — |
| Net monthly burn | — |
| Break-even at | — |
Each layer feeds the one above. Channels flow up through automation to the human lead.
Organic and direct traffic to diligentsia.co.uk. Visitors self-register for free accounts. Conversion to paid tracked via Stripe.
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.
No data yet — partnership not yet launched.
Individual CFOs who refer clients independently, not via a network. Tracked per-contact in HubSpot.
VC partners refer portfolio companies to Diligentsia. Accounts are set up by the VC; activation depends on portfolio company engagement. Free accounts auto-provisioned.
Strategic ecosystem partners who refer startup and scaleup companies. Accounts set up by partner; activation tracked by platform engagement.
AWS
Each layer feeds the one above. AI agents and tools empower a small, focused engineering team.
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.
AWSBuilding 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.
Live integrations provide real-time data to the dashboard. Planned integrations require new API connections.
AWSUI/UX design led by Irij Mahmood in Figma. AI-assisted generation of images and interface components via DALL·E and Midjourney.
AWS
Live
| Activity | Before (wks) | Before (£k) | After (wks) | After (£k) | Time Saved | Cost Saved | DG Impact |
|---|---|---|---|---|---|---|---|
| Early Prep & Team Alignment | 8.0 | 0 | 6.0 | 0 | 2.0 | — | Business audit identifies gaps |
| SEIS Advance Assurance | 8.0 | 2 | 8.0 | 2 | — | — | SeedLegals / Vestd |
| Build Core Data Repository | 4.0 | 0 | 1.0 | 0 | 3.0 | — | More complete; identifies gaps |
| Cap Table | 0.1 | 1 | 0.1 | 1 | — | — | Carta / SeedLegals |
| Business Plan | 1.0 | 0 | 1.0 | 0 | — | — | ResearchAid provides info |
| Pitch Deck | 1.0 | 0 | 1.0 | 0 | — | — | ResearchAid + Pitch Deck Analyser |
| Identify & Prioritise Investors | 1.0 | 1 | 0.1 | 0 | 0.9 | 1.0 | InvestorMatch fit reports |
| Apply to VC websites | 1.0 | 0 | 0.1 | 0 | 0.9 | — | InvestorMatch i-click applications |
| Legal Readiness | 2.0 | 6 | 1.5 | 6 | 0.5 | — | Company is organised |
| Execute Fundraising Process | 10.0 | 5 | 6.0 | 5 | 4.0 | — | Less risk of deal collapse |
| TOTAL | 37.6 | 15 | 26.6 | 14 | 11.0 | £1k net |
| Activity | Before (wks) | Before (£k) | After (wks) | After (£k) | Wks Saved | £k Saved |
|---|---|---|---|---|---|---|
| Search & appoint advisors | 4.0 | 40.0 | 2.0 | 22.5 | 2.0 | 17.5 |
| SEIS/EIS & tax structuring | 1.5 | 6.5 | 1.5 | 6.5 | — | — |
| Build Core Data Repository | 2.0 | 3.0 | 0.0 | 0.0 | 2.0 | 3.0 |
| Investment Readiness (DQs, disclosures) | 4.0 | 7.5 | 1.0 | 2.5 | 3.0 | 5.0 |
| Financial model refinement | 2.0 | 4.0 | 2.0 | 4.0 | — | — |
| Pitch deck & investment case | 2.0 | 0.0 | 2.0 | 0.0 | — | — |
| Investor targeting & outreach | 6.0 | 0.0 | 3.0 | 0.0 | 3.0 | — |
| Legal DD | 6.0 | 42.5 | 4.0 | 33.5 | 2.0 | 9.0 |
| Financial DD | 3.0 | 27.5 | 2.7 | 24.75 | 0.3 | 2.75 |
| Commercial / Market DD | 4.0 | 13.5 | 2.0 | 6.75 | 2.0 | 6.75 |
| Technical / Product DD | 2.0 | 10.0 | 2.0 | 10.0 | — | — |
| Regulatory DD | 2.0 | 5.0 | 2.0 | 5.0 | — | — |
| Auditors | 1.0 | 4.0 | 1.0 | 4.0 | — | — |
| Fractional CFO | 3.0 | 22.5 | 3.0 | 22.5 | — | — |
| Post-completion filings | 1.0 | 0.0 | 1.0 | 0.0 | — | — |
| TOTAL | 43.5 | 186.0 | 29.2 | 144.1 | 14.3 | 41.9 |
| Step | Baseline Cost (£) | Baseline Time (hrs) | DG Cost (£) | DG Time (hrs) | Saving (£) | Saving (hrs) |
|---|---|---|---|---|---|---|
| Pre-screen | 1.56 | 0.05 | 0.31 | 0.01 | 1.25 | 0.04 |
| Initial screening | 4.69 | 0.10 | 0.94 | 0.02 | 3.75 | 0.08 |
| Initial Screening & Triage | 213 | 3 | 149 | 2 | 64 | 1 |
| Pitch Review | 425 | 6 | 298 | 4 | 127 | 2 |
| Follow-up Call | 213 | 3 | 149 | 2 | 64 | 1 |
| 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.
| Scenario | Baseline Total Cost | Post-DG Cost + Fee | Total Saving | Baseline Elapsed | Post-DG Elapsed | Time Saved |
|---|---|---|---|---|---|---|
| Low | £64.9k | £51.7k | £13.2k | 28 wks | ~20 wks | ~8 wks |
| Mid | £89.0k | £63.9k | ~£25k | 32 wks | ~19 wks | ~13 wks |
| High | £113.1k | £76.1k | ~£37k | 36 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.
| Beneficiary | Investment Journey (£) | Growth p.a. (£) | Exit Journey (£) |
|---|---|---|---|
| Client | 68,225 | 45,500 | 59,100 |
| Fractional CFO | 136,450 | 91,000 | 118,200 |
| Diligentsia | 68,225 | 45,500 | 59,100 |
| TOTAL | 272,900 | 182,000 | 236,400 |
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.
AWS Cost Management
node server.js
bug-fixingreworknew-feature