Demo environment · invented fund, people and figures · nothing here is saved
Deep Keel AdvisorsDEEP KEELADVISORS
Service linesToolkit
Practice Operations·Toolkit·Tern Harbor Capital

Daily Brief

Pulled 7:45 AM ET/7 message channels and 8 systems/$640M long/short credit fund, COO view

On the calendar today

  • 8:30–9:00 AMMorning risk meeting PM, risk, trading
  • 11:00–11:45 AMOperational due diligence call State pension consultant (DDQ open, see Investor Relations)
  • 2:30–3:15 PM NAV review Saltreach Fund Services
  • 4:00–4:30 PMWeekly ops and IR sync Internal

Tomorrow: Prime B quarterly service review, 10:00 AM; board pack draft due to directors by end of day. The NAV review appears on the calendar twice (two invites, same dial-in); shown once.

Tap a tile or a desk to filter. Mark items done and the counts update.

How it runs

Five scheduled jobs read the fund's systems and write this page from a standing specification. Each item carries its source and age, and the rule that put it here, so nothing on the page is a judgment you cannot trace back.

JobWhenWhat it does
Weekday briefMon–Fri, 7:45 AMReads every channel and system below, ages each open item from its source timestamp, and rebuilds this page.
Inbox triageEvery 2 hrs, 8 AM–6 PMSorts email, Slack, Teams, Bloomberg chat, text, WhatsApp and Telegram into needs a reply, waiting and FYI. Any change to payment instructions is flagged, whoever sent it, and business content on an unapproved channel goes to the CCO.
Investor syncMondays, 7:00 AMUpdates the investor and allocator tracker from mail and meeting notes, and logs the last touch on each relationship.
Monthly refresh1st business dayRebuilds the contract and notice-window calendar and rolls the month-end NAV checklist forward.
Counterparty lookupOn demand, by phoneAnswers whether a person or firm is already in the fund's relationships, from the tracker and mail history.

Message channels

EmailSlackMicrosoft TeamsBloomberg chatText messageWhatsAppTelegram

Systems

CalendarRemindersMeeting notesFile storageInvestor trackerAdministrator portalPrime broker reportsBank alerts (read only)

This is the phone view: what needs a decision today, readable in two minutes by the person who signs off. The COO Operations Dashboard is the desk view, the full operating picture an operator works from behind the morning brief. Items marked “Desk view” open it; its demo runs on a different invented fund.

Text, WhatsApp and Telegram are read from the firm’s message archive, so the brief sees only recorded channels, the same ones Compliance reviews. This demo runs on a fixed sample dataset and connects to nothing. The live version runs against a fund’s own systems, read only, and takes no action without a person approving it.