DashboardEngine 1: Sourcing and Strategic Alignment
D pipeline
Thesis Gap Mapping
Maps active targets to strategic gaps in geography, product, end-market exposure, and channel coverage.
Active Work Queue
| Lvl | Deal | Exception / control | Reviewer | Owner | Value | Source | Status |
|---|---|---|---|---|---|---|---|
| Atlas Components | Open gaps is 6; 2 gaps have qualified targets. | Alicia Morgan, VP Corp Dev | Marcus Lee | $6.7M | Strategy memo / Thesis Gap Mapping / control 1 | Remediate | |
| Meridian Cloud Logistics | CRM pipeline refresh changed the thesis gap mapping review queue for Meridian Cloud Logistics. | Marcus Lee, Deal Lead | Nina Alvarez, Integration Lead | $1.6M | CRM pipeline / Thesis Gap Mapping / control 2 | Board pack | |
| Verity Payments | Unserved gaps become sourcing prompts; reviewer adoption is required before it becomes an operating action. | Sarah Kim, Diligence Analyst | Alicia Morgan | $750,000 | Portfolio revenue map / Thesis Gap Mapping / control 3 | Monitor | |
| Hartwell Packaging | Remediation plan for June board packet depends on the current thesis gap mapping control passing owner review. | Alicia Morgan, VP Corp Dev | Jonah Patel, PMO | $1.2M | Strategy memo / Thesis Gap Mapping / control 4 | Review | |
| Kestrel Cyber Services | Open gaps is 6; 2 gaps have qualified targets. | Marcus Lee, Deal Lead | Priya Shah | $750,000 | CRM pipeline / Thesis Gap Mapping / control 5 | Adopt |
Controls and Guardrails
Pipeline type
Deterministic math; no LLM arithmetic
Human control
Named reviewer and downstream owner required before action
Access scope
Deal and role scoped
Output rule
No auto-send, no price commitment, no board text without adoption