From Excel chaos to a permissioned deal cockpit.
Live demo of the engine in the Workflow alacarte tier ($3k · 45 days). Every widget, modal, and side panel below is wired and functional.
Try it: Try it: switch the deal at the top, switch personas in the admin panel, click a pipeline node, upload an XLSX.
◉ Live & multi-deal 4
- Socket.IO state sync — open two tabs, edits propagate instantly
- Multi-deal switcher in the top strip · 4 active deals seeded
- Every widget repopulates on switch: pipeline, people, value, KPIs, emails
- Per-deal counterparty-specific email seeds (buyer + seller domains in subjects)
◐ Persona & permissions 5
- Grouped role dropdown: Internal · Meridian · Clients (5 roles)
- Permission matrix · 9 perms × 5 roles · click checkboxes to grant/revoke
- 5 control types C1–C5 (Observer → Owner) define per-node action depth
- UI affordances auto-gate (🔒 chip + disabled) when current persona lacks the perm
- Switching persona clears the Reviewer chat and starts a fresh simulation
▸ Pipeline workflow 6
- Full-width horizontal meter at the bottom of the dashboard
- Click any node → centered modal with the task list (X to close)
- Per-task: assignee, deadline, control type required, done checkbox
- Dashed-orange gatekeeper between Diligence and Verification
- Glow animation on nodes 70–99% complete · forest border on 100%
- Reassign a task from the admin panel · broadcasts to other tabs
✉ Email collector 5
- Accordion cards — single-line collapsed, click to expand
- Auto-tag inbound subjects to a workflow task
- Inline reply · soft delete · ⚙ reset cog (restores original card)
- Completing a node simulates an inbound 'what's next' email
- Outlook supported via Microsoft Graph (same module — adapter swap)
▣ M&A analytics 4
- Deal-value waterfall: headline → QoR norm → NWC peg → tax → final
- Risk KPI strip: open tasks · blocked nodes · gates remaining · pending sign-offs
- Per-person workload bars: total + done, buy-side/sell-side color-coded
- Counts recomputed from the live workflow on every deal switch
✻ LLM-powered 5
- Floating Reviewer chat (bottom-right) on the MadLadsLab Ollama tunnel
- Full client context injected: deals · perms · views · workflow · emails
- Auto-fires on: role switch · task toggle · node complete · new email
- Excel/CSV upload → in-memory parse → LLM diligence summary
- Uploaded files NEVER touch disk — multer memoryStorage + buffer wipe