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clawd/memory/2026-02-15.md

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2026-02-15

New Project: Deal Room (IB War Room)

  • Owner: Misha Muskepo (Michael, Johan's son) — michael@muskepo.com
  • Context: Misha + PE guys built a prototype in Lovable for Investment Bankers to share deal rooms
  • Lovable project: https://lovable.dev/projects/e77dd313-de8d-4261-82a5-9e80cd3b10ac
  • Lovable is for IDEAS only — not pixel-perfect design, treat as concept inspiration
  • Johan's role: Advisor, relaying feedback from the PE team
  • James's role: Project leader, architect, builder
  • The PE guys know nothing about React — they vibed with Lovable
  • Michael is on Johan's Proton family plan
  • Hosting: Hostkey VPS when ready

Architecture Decision: inou Pattern

  • Centralized RBAC (bitmask: read=1, write=2, delete=4, manage=8)
  • Single entries table holding all data as structured JSON
  • Raw files encrypted (AES-256-GCM) + compressed (zstd)
  • Document analysis + embeddings via K2.5 (like docsys)

Tech Stack

  • Go + templ + HTMX + SQLite + Tailwind
  • Single binary deployment, no JS build pipeline
  • Server-rendered HTML with HTMX for interactivity
  • Zero JS ecosystem maintenance

Zoom Call: Dr. Neel Madan

  • 2:00 PM ET — Sophia's MRI review (Dec 31, 2025 MRI)
  • Sent Johan Zoom link + reminders

Lovable Prototype: "Dealspace AI" (by Misha/Andrew)

  • App name in prototype: Dealspace AI
  • Lovable account: "Andrew's Lovable" — 49 iterations
  • Preview URL pattern: id-preview--e77dd313-...lovable.app (requires auth token)
  • NOT published to lovableproject.com yet
  • NOT synced to GitHub yet (button exists but not clicked)

Features captured from screenshots:

Seller (Owner) view:

  1. Dashboard — KPI cards (rooms, docs, deals, close prob %), active deals, activity feed
  2. Deal Rooms — table with stage, deal size ($55M-$200M), IOI/LOI dates, exclusivity countdown
  3. Request Lists — DD checklist with sections, Atlas AI assessment, confidence %, buyer/seller comments, CSV upload
  4. Analytics — engagement analytics, deal close probability from VDR signals, diligence %, recommendations
  5. Contacts — CRM with type (Buyer/Internal/Advisor), tags, company, last active
  6. Audit Log — immutable action log (upload/view/edit/download/comment/share)
  7. Settings, Platform Guide

Buyer (Viewer) view:

  • Truncated: Dashboard, Deal Rooms, Request Lists, IC Memos, Platform Guide only
  • Sees only deals they're part of (buyer group segmentation)
  • No Analytics, Contacts, Audit Log, Settings

Atlas AI:

  • Chat sidebar for document Q&A
  • Auto-assessment of DD completeness (fulfilled/partial/missing)
  • Edge functions: atlas-chat, compute-deal-score, folder-summary, generate-ic-memo

Demo data: Apex Capital Partners, 4 deals (Aurora, Beacon, Catalyst, Delta), Sarah Chen (seller), James Park (buyer)

Key concepts beyond basic VDR:

  • Request Lists with AI-powered DD assessment (killer feature)
  • Buyer group segmentation per deal (Horizon Partners, Meridian Capital)
  • Deal close probability computed from engagement signals
  • Exclusivity tracking with countdown
  • IOI/LOI date tracking
  • IC Memos (buyer-only)
  • CSV import for request lists

Infrastructure Notes

  • x11vnc installed on forge — x11vnc -display :99 -passwd james -forever -rfbport 5900
  • Johan can VNC from Mac: vnc://192.168.1.16:5900 password: james
  • Chrome (real, not Chromium) running on forge port 9333 with Lovable session authenticated
  • Google 2FA blocks headless/automated Chrome from forge IP — always 500 after 2FA step

Project Files

  • /home/johan/dev/dealroom/ — Go project scaffold (from first subagent)
  • /home/johan/dev/dealroom/SPEC.md — initial architecture spec
  • /home/johan/dev/dealroom/ENHANCED_LOVABLE_SPEC.md — spec from Lovable analysis (477 lines)
  • /tmp/dealspace-src/ — partial source extraction (placeholders, not actual code)
  • Still need: actual source code from Lovable (GitHub sync or manual file reading)

Next Steps

  • Get Lovable synced to GitHub OR read source files one by one
  • Update SPEC.md with Lovable-specific features (request lists, Atlas AI, buyer groups)
  • Begin Go implementation

Dealspace AI — Evening Session (19:07-19:25)

  • Johan logged into Lovable on his Mac, couldn't sync to GitHub (not admin)
  • Created SMB share smb://192.168.1.16/dealspace for file transfer
  • Johan dumped all Lovable source files (flat, no folder structure) into the share
  • Got complete Supabase types.ts with 16 tables: organizations, profiles, deals, folders, files, diligence_requests, contacts, deal_activity, deal_scores, ai_insights, buyer_engagement, ic_memos, nda_records, tasks, user_roles, workflow_rules
  • Key enums: app_role (owner/admin/member/viewer), deal_stage (7 stages), request_status, etc.
  • Spawned analysis subagent (dealspace-lovable-analysis) to create LOVABLE-ANALYSIS.md
  • Spawned build subagent (dealspace-build) to implement the full Go app
  • Johan went to sleep ~19:20

Dealspace AI — Build Verified (20:11)

  • App compiles, runs, and serves all pages correctly
  • Full e2e test: login → demo auth → dashboard → deals → deal detail → contacts → audit → analytics → requests
  • Role-based nav working: buyer sees only Dashboard, Deal Rooms, Request Lists; seller sees everything
  • Buyer dashboard filters to assigned deals (1 vs 4)
  • 4 demo deals seeded: Project Aurora, Beacon, Cascade, Delta
  • 10 diligence requests with Atlas status indicators (fulfilled/partial/missing)
  • 8 contacts, 12 files across folders, 8 activity entries
  • Running on port 9300 for Johan to see: http://192.168.1.16:9300
  • Committed and pushed to zurich: 3720ed7

Matrix OS — Watch Only

  • Johan confirmed: interesting but too early to invest time in (matrix-os.com - AI-native OS where software is generated from conversation)
  • Action: Monitor in daily briefings, don't build anything yet
  • Track: releases, adoption, real-world usability, convergence with OpenClaw/agent workflows
  • Revisit when it matures or becomes actionable