The deal workspace
One workspace, 30 tabs, every phase of the deal.
ACQI's Deal Workspace (`/deals/:primary/:dealId`) is the command center for a single M&A transaction. Each tab below is a real view in the app — wired to its own handler, backed by its own SPEC, and tracking one specific concern of the deal lifecycle. No stitched-together point tools. No fabricated numbers. Everything is deal-scoped and persisted to the per-company file store.
The flow
Screening → LOI
Diligence
Negotiation & Close
Integration
Steady-state
All 30 tabs
In the app, the tabs render in this exact order in the Deal Workspace tab bar. Each entry below shows what the tab does, the SPEC that governs it, and how live it is today.
Overview
SPEC-26 Live Where every deal starts.
Deal workspace hero — stage timeline, KPI tiles, recent-activity feed.
Analytics
SPEC-87 In progress Charts the deal, not the discovery.
Per-deal workstream rollup — KPI rollup from the technical swim-lane workstreams (App / Infra / Data / Security / Org).
Charts real, drill-downs limited
Strategy
vault deal-lifecycle.md §0 In progress Why we want this deal.
Phase 0 — Strategic rationale (4 quadrants: market-access / product / cost / talent), target-screening weighted checklist, investment hypotheses tracker.
Form wired, write-back thin
LOI
SPEC-196 Stub Letter of Intent terms.
Phase 2 — Letter of Intent: term fields, MAC clause, exclusivity countdown, exclusivity-management checklist. Persists to deal-scoped file store.
Stub data, real UI
DD
DD Live The 9-track diligence checklist.
Due-Diligence Tracker — items grouped by area with status, owner, evidence count. AUDT persona dock for verification. Inline add-item form.
Normalization
SPEC-147 In progress Clean the numbers before they hit the model.
EBITDA Normalization / Quality of Earnings worksheet — Income Statement, Normalization Adjustments with rationale, summary bar (Reported → Adjusted → Normalized EBITDA). Manual entry only — no fabricated values.
Form + grid real, mixed data sources
Valuation
vault deal-valuation.md Live Four methods. One number with confidence.
Four valuation methodologies in a 2×2 grid — DCF (WACC × growth sensitivity), Trading Comps (EV/Rev, EV/EBITDA, P/E), Precedent Comps (premium analysis), LBO (capital structure, returns waterfall, exit-multiple sensitivity).
Deal Economics
SPEC-FUNC-15 Live Is the deal actually worth it.
Premium recovery, synergy NPV, recovery ratio — surfaced directly in the workspace so deal leads don't navigate to /financial/deal-economics.
Structure
vault deal-lifecycle.md §5 In progress How the deal is shaped on paper.
Phase 5 — Deal Structuring & Negotiation: transaction mechanism (asset/stock/merger/reverse/LBO), consideration mix (cash/stock/rollover), working-capital peg with true-up at close.
Inline editing visible, handler status pending
WC Analysis
SPEC-148 In progress Working capital peg and variance.
Working Capital peg analysis tool — true-up at close, peg negotiations, WC adjustments.
Form + variance real, save status pending
Stakeholders
Stakeholders Live Everyone on the deal and what they touch.
Roster of executive sponsors, IMO, workstream leads, external advisors. Cadence column drives the comms schedule.
Risks
Risks Live Deal risk register with severity, owner, citation.
Deal-level Risk Register — WARD persona dock. Hard-cite enforced for WARD/AUDT authors. Shows severity, status, mitigation, cite chip.
Synergy
Synergy Live Cost down, Revenue up, Locked then Realized.
Cost / Revenue / Leakage capture with targeted → locked → realized progression. NEXA persona for PMI synergy tracking.
Integration
SPEC-357 In progress The 100-day workplan.
Day-1 → D+365 playbook tracker — Board view (five milestone columns, workstream/owner/status/wave), Timeline view (read-only horizontal Gantt).
Grid + add modal real, handler status pending
RACI
SPEC-37 In progress Who owns what, per workstream.
Deal-scoped RACI matrix — who is Responsible/Accountable/Consulted/Informed for each integration workstream activity. Separate from governance-decision RACI.
Grid populates from store, save UX pending
OCM
vault deal-change-management.md Stub Change management. Kotter, Bridges, milestones.
Organizational Change Management — Kotter 8-step tracker, Bridges Transition Model (Ending → Neutral → New Beginning), Day 1 / D7 / D30 / D90 / D180 checklists.
UI present, edit handlers not wired
Sentiment
SPEC-05 In progress What people on the ground are saying.
Employee Sentiment engine — Survey Builder + Trending (rollup, heatmap, Bridges zone, at-risk escalation). Backed by real sentiment:* handlers.
Trend chart real, data sources mixed
Gates
Gates Live Go / No-Go at every stage.
Stage-gate signoff log — gates grouped by stage, each card shows decision, signatories, blocking items, evidence cites. AUDT persona for verification.
Close
acq-8-close Live The closing-day checklist.
Deal close cockpit — aggregates Gates signoff into a close-readiness view, tracks close timeline, advances deal stage when gates clear, links to execution dashboard.
Scenario
SPEC-212 In progress What if we paid 10% less.
Deal Scenario Modeling Engine — List → Detail → Comparison flows. Compute scenario impact with baseline / parameters / computed impact, JSONL-persisted by dealId.
Save/delete UI present, handler confirm pending
Contingency
SPEC-43 Live What if the cutover goes sideways.
Cutover contingency planning — Scenario List (probability/impact/owner), Decision Tree (go/no-go nodes), Comms log for contingency stakeholders.
Regulatory
vault deal-regulatory.md In progress Filings, approvals, conditions.
Anti-trust & regulatory filings tracker — HSR (30-day, second-request), EU Merger Reg (Phase I 25d → Phase II 90d), CFIUS (45+45), UK CMA, China SAMR, Australia ACCC, Canada CB, Germany BKartA.
Timeline real, form wired
Compliance
SPEC-40 In progress Deal-level sign-off and attestation.
Per-deal compliance roadmap — regulation cards (GDPR / HIPAA / SOX / PCI-DSS + custom) with per-regulation requirements grid.
Grid + form real, handler depth pending
Comms
Comms Live Campaigns and comms templates.
Comms timeline — announcements, regulatory filings, town halls. Chronological with status badges, audience colour code. Inline edit with Escape-to-cancel.
Costs
Costs In progress Where the integration money actually goes.
Cost takeout tracker — run-rate cost reductions (savings) + one-time costs (transition). Each row tracks identified → committed → realized.
Form + breakdown real, handler verify pending
Cost Forecast
SPEC-259 / SPEC-542 Live What it will cost to integrate.
Forward cost projections for the deal — integration spend runway, run-rate trajectory, sensitivity bands.
Turnaround
vault deal-turnaround.md Stub 100-day diagnostic and recovery.
Phase 10b (recovery) — auto-triggered when realized synergy < 50% of targeted at D+180 (or manually). 8-dimension diagnostic with severity, root-cause hypotheses, action plan.
Stub data, handlers not wired
Divestiture
Master Runbook Divestiture Branch Live TSA tracker and perimeter mapping for carve-outs.
TSA tracker + perimeter mapping. Tab is conditionally visible — only when the deal is flagged isDivestiture OR has any linked companies (carve-out indicator).
Evidence
Evidence In progress The audit trail.
Data-room evidence / cites for the deal — the audit trail that backs every claim made on the other tabs.
Gallery + grid real, backend verify pending
Intelligence
SPEC-296 Live ARIA's read on this deal.
Historical pattern mining, analogues, risk correlations, synergy benchmarks, prescriptive recommendations, timeline predictions — all from real stored closed-deal outcomes.
Where the discovery data comes in
The 240 discovery modules aren't decoration on this page — they feed concrete Deal Workspace views. A few examples:
DD tab ← Discovery
Items in the Due-Diligence tracker are seeded from the readiness and risk scores produced by the discovery batch — Azure, M365, Active Directory, Shadow SaaS, Conditional Access all surface as DD items with owner, status, evidence count.
Risks tab ← Discovery + Sentiment
The Risk Register combines hard risks (security posture gaps, privileged-account exposure, dormant accounts) with soft risks (sentiment trends, Bridges zone deterioration). Both halves feed the same register.
Costs tab ← Discovery (savings)
Run-rate cost reductions are computed from the inventory — orphaned Azure resources, oversized VMs, duplicate licences, shadow SaaS — each item gets an identified → committed → realized state.
Integration tab ← Discovery (waves)
Day-1 → D+365 workstreams are organised by the application-dependency map and readiness scores from the discovery batch. The Timeline view's Gantt bars are sourced from the integration plan, not fabricated.
One workspace. 30 tabs. One deal.
Every concern of an M&A lifecycle, in one place, wired to live data — not a marketing-segmented suite.