Portfolio
Everything referred, wherever it got to. Dead and parked deals stay in every denominator on this page \u2014 a partner who brought forty sites and funded one is a different partner from one who brought one and funded one.
Conversion
Where the money is
Why deals died
Pipeline
Every deal, with who brought it and how far it got. Attribution locks when a deal leaves Referred.
Deals
| Site | Brought by | Stage | Size | Capex | Closed | Drawn | Age |
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Partners
Two relationships per organisation, counted separately: what they brought and what they supplied. A manufacturer who refers a site and then sells you its cells is doing both, and one combined number hides the second.
By organisation
Sorted by capital closed on deals they originated| Organisation | Referred | Live | Funded | Conversion | Closed $ | Supplied $ | Median days to close |
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Funding
Five numbers, never merged: requested, committed, closed, drawn, deployed. Committed is a promise, closed is a legal obligation, drawn is cash that moved, and deployed is what is actually in the ground.
Draws needing action
Requested or approved, not yet funded| Site | Draw | Purpose | Amount | Status | Requested |
|---|
Funded deals
| Site | Investor | Closed | Drawn | Undrawn | Deployed | Utilisation |
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Supply and BOM
Every bill-of-materials line across the portfolio, by supplier. This is the loop back to the partner who referred the site: the referral and the purchase order it produced sit in the same view.
By supplier
| Supplier | Lines | Deals | Specified $ | Committed $ | Also referred |
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All lines
| Site | Category | Item | Supplier | Qty | Total | Status |
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Users
Approve access, set roles, and scope limited administrators to the organisations they manage. Nobody can grant a role above their own, approve themselves, or touch the owner account.
Access requests and members
| Person | Organisation | Role | Status | Last seen | Actions |
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Organisations
What kind of partner each organisation is, and the referral arrangement. This lives on the company, not on whoever from it happens to be logged in.
Registry
| Organisation | Kind | Referral basis | Agreement | Deals brought |
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