🔎 Perplexity ✳️ Claude 🗂️ Notion

Founder's Space

Master view across the venture portfolio (KOS, ODO, and the rest). Use this to choose where attention goes next.

Daily Baseline Check

Copy into Perplexity before today's strategy discussion — MASTER_DIRECTION.md §11

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Task Inventory — KOS & ODO

Done vs. not done, by priority and phase (MVP / Phase 2 / Phase 3) — a running check so nothing gets forgotten

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Top founder decisions

Open decisions across every project, most recent first

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KOS Ecosystem

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VentureFocusCash pulseStatus
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ODO Ecosystem

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VentureFocusCash pulseStatus
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KOS Leads

New intake submissions — Coffee Shop, Hotel & Gas Station forms

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Access Requests

People who signed in but don't have access yet — no SQL editor needed

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Approval Requests

Raised by staff, separate from routine report updates

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Submission Reliability

Late count and days since last submission, per key person — last 30 days

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Weekly Innovation Summary

Latest VoC rollup per project — read-only, for weekly review

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Weekly Market Update — KOS

Signal → Implication → Action · Saturday 8:00 AM review

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Accepted Suggestions — KOS

Discussed → Accepted → Save / Analyze / Execute

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Tool lane

Role stays constant — "Next up" follows the top open Task Inventory item

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My Department

Your own department only — submit updates and see your past reports.

CEO's Space

Decision support, compliance, and owner's operating view.

Morning Brief

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Team Status

Today's submissions

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Daily Digest

Last 3 days, capped at 10 rows, plus anything still needing owner action regardless of age — Urgent first, then Important, Suggestions, Updates

TypeDepartmentMessageStatusWhen
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P&L Today

Financial heartbeat

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Admin & Government Compliance

MVP compliance view

ItemDueStatus
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Report Schedule

When each department's report is due — edit any time, no code change needed

DepartmentWindowDays
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Meeting Calendar

Zoom / Teams / Gmeet — entered manually for now, no live calendar sync yet

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ODO Dashboard

OwnerDirect.online — owner-direct property trust platform for OFWs.

Current state

Phase 1 MVP: buyer-side trust flow

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Top 3 ODO decisions

Use this workspace to move Phase 1 MVP toward Phase 2 (OFW bundle + escrow)

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ODO phases

Buyer-side trust flow → OFW bundle + escrow → developer partnerships

PhaseFocusStatus
Phase 1 — MVPRequirement/listing → Buyer Protection → CTC → expert consultMVP_BUILD
Phase 2 — OFW bundle + escrowPackaged OFW protection, escrow-like flow, expertsPRE_MVP
Phase 3 — Developer partnershipsStructured relationships with developers/projectsNot started

Vera — Trust Layer Status

MVP / Phase 2 / Phase 3 reconciliation, locked Jul 8, 2026 — see docs/ODO_MVP_PHASE_RECONCILIATION.md. Different axis from the ODO phases table above: this tracks Vera's own maturity, not the buyer-flow → OFW bundle → developer-partnerships roadmap.

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Vera Pulse — Weekly KPI Snapshot

Manual paste-in from ODO's own /admin/vera dashboard (separate Supabase project — not queried live here)

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Vera — Action Conversion Matrix

Per-action: how often each of Vera's 8 funnel recommendations was shown vs. actually taken. Entered together with the weekly snapshot above.

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MVP buyer flow — KPIs

Phase 1 funnel (FOUNDER_OS.md §3, ODO MVP – Buyer Flow)

StageCount
Requirement captured
Buyer Protection initiated/paid
CTC delivered
Consult scheduled/completed

Phase 2 KPIs — OFW bundle + escrow

Not yet live (FOUNDER_OS.md §3, ODO Phase 2 – KPIs) — tracked here once Phase 2 schema exists

MetricValue
Initiated cases
Completion rate
Escrow incidents
Median escrow-setup → closing
Satisfaction score
Consult usage
Compliance rate

ODO Leads

OFW, Sellers & Service providers — manual paste-in from ODO's own dashboard (separate Supabase project — not queried live here)

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Weekly Market Update

Signal → Implication → Action · Saturday 8:00 AM review

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Accepted Suggestions

Discussed → Accepted → Save / Analyze / Execute

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Tool lane

How the stack works in ODO mode

  • Perplexity: research OFW buyer trust, escrow models, and developer-partnership norms.
  • Claude: build the ODO buyer-flow screens, escrow schema, and Phase 2 KPI tracking.
  • Notion: archive approved ODO specs, buyer-flow decisions, and Phase 2 KPI definitions.

Assistant

Context-aware helper

Context in view

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