The Deal Workspace: one page per deal

The Deal Workspace for an illustrative software buyout at the quotes stage — **The Deal Workspace on Project Alder (illustrative).** The hero with the seven-stage strip at Quotes, findings, diligence gaps, quotes and the premium range, the agents' narrative, and the quote agent's prepared recommendation with Accept, Change, Reject and Ask.

A placement used to live across a data room, a rep grid, a market list, a quote spreadsheet and an inbox. The Deal Workspace puts it on one page — with the agents’ work at the top and every figure a click from its source.

The hero

Line, deal number and owner; the target, its stage and an Illustrative badge on demo data; sector, size band, EV, the ask, the buyer and signing date; the seven-stage strip (Engaged, Data room, Submission, Quotes, UW call, Bind, Post-close); four tiles — findings, diligence gaps, quotes and the premium range; and the agents’ one-paragraph narrative with the primary action.

The zones

flowchart TB H["Hero: stage strip, tiles,
narrative, primary action"] --> D1["1 Decision: prepared decisions,
controls, what each agent found"] D1 --> D2["2 Reps and schedules"] D2 --> D3["3 Findings to review"] D3 --> D4["4 Markets and quotes:
comparison, appetite, submission, binder"] D4 --> D5["5 Documents: data room,
search, playbook, reports"] D5 --> D6["6 Work: tasks and audit"] H -.-> RAIL["Rail: the deal, diligence
progress, fee"]

Zone	What it holds
Decision	Analyze and “What would they do?” (a dry run that writes nothing), the open prepared decisions with Accept, Change, Reject and Ask, the placement controls that fired, and each agent’s headline in run order.
Reps & schedules	Every rep with its qualifier, the schedule it relies on, the diligence behind it and the page it came from; filters for no diligence, covered and qualified.
Findings	Missing documents, diligence gaps, known issues, red flags, qualified reps, intelligence and underwriting questions — each with severity, citation and review.
Markets & quotes	Quotes side by side from the engine, where the wording differs, market appetite with reasons, the submission and the binder check.
Documents	The data room with pages and pieces read, search with cited passages, the playbook’s answers, and reports built from approved findings.
Work	Tasks and the deal’s audit trail.

What each agent found, eleven agents in the order they ran, on illustrative data — **What each agent found on Project Alder (illustrative).** The eleven agents in order, each with its headline, whether it reasoned with Claude, and its status — ok, prepared or skipped.

The deal rail with target, parties, EV, limit, retention, dates, broker authority and conflicts — **The deal rail (illustrative).** Target, buyer, seller, sector, EV, limit and retention asked, governing law, signing and closing, the broker's authority, conflicts — and the playbook's open items.

**The Deal Workspace on a phone.** The hero first, nothing scrolling sideways.

sequenceDiagram participant B as Deal broker participant WS as Deal Workspace participant API as Deal API B->>WS: Open deal WS->>API: GET deal workspace API-->>WS: Deal, stages, narrative, agents, reps, findings, quotes, controls B->>WS: What would they do? WS->>API: Analyze as dry run API-->>WS: Would prepare these, nothing written