Two designs, refined. The pipeline, from sourcing to closing.
Martin chose Gate Board and Private Office from the final four. Both now focus on the deal pipeline only, functions 1 to 9. Value creation and exit move to a separate portfolio app. Gate Board is calmer inside a project. Private Office is light and modern, and the open stage gets most of the screen.
In this app · the pipeline
Every deal from the first teaser to the signed SPA: each stage has its gate, and every gate waits for Martin’s decision.
Next · the portfolio app
Portfolio companies, KPIs, the relationship graph and exits are not in this app. They will be designed as a separate app later.
01Gate Board
The referenceProjects are tabs along the top. Each deal’s stage gates sit side by side, labelled by stage name. Cream paper, black ink, gold tollgates.
- Calmer inside a project: no revenue, EBITDA or EV strip in the header.
- Fewer header rows: one “next session” pill instead of three, and no phone pill.
- The decision panel keeps the essentials. Evidence and “not now” fold away.
- Portfolio tab, portfolio report and exit stages removed.
02Private Office
Light and modernThe office home with today’s sessions and every deal. Open a deal and its stages move side to side, with the open stage in the centre.
- Light theme: warm white, crisp ink and a quiet brass accent.
- The paper folders are gone. Deals are clean cards with a stage progress bar.
- Collapsed stages are slim 46 px columns, so the open stage gets most of the screen.
- Portfolio room, portfolio report and exit stages removed.
Try the same thing in both
Open Meridian and approve the valuation range. Then open Project Ember (Quarrystone) and look at the IC memo.
Same data, same decisions
Both apps share one deal book. A decision made in one shows up in the other within a second, if both are open.
Desktop first
The phone companion is paused for this round. We will come back to it once the desktop version is final.