title: "Deal Intake Tracker"

problem: |
  Acquisitions analysts currently track incoming real estate deals across a
  scatter of email threads and spreadsheets. When a deal is passed on, the
  reasoning lives in someone's inbox and is unsearchable six months later —
  so the team re-litigates the same underwriting questions on similar deals.

goals:
  - "Give every incoming deal a single record from first look to decision"
  - "Make the pass/pursue rationale searchable later, not buried in email"
  - "Cut the time to produce an IC-ready summary from hours to minutes"

personas:
  - name: "Acquisitions Analyst"
    needs: "Log a new deal and its key terms in under 60 seconds"
  - name: "Investment Committee Member"
    needs: "See a one-page underwriting summary before a meeting, with no digging"

screens:
  - id: deal_list
    name: "Deal List"
    description: >
      All deals in the pipeline, grouped by stage (New, Underwriting, IC Review,
      Closed, Passed). This is the team's shared source of truth.
    key_elements:
      - "Table: address, stage, sponsor, ask price, days in stage"
      - "Filter by stage and by market"
      - "Search by address or sponsor name"
    actions:
      - label: "Add Deal"
        goes_to: add_deal
      - label: "Open Deal"
        goes_to: deal_detail

  - id: add_deal
    name: "Add Deal"
    description: >
      A short intake form. Deliberately minimal — anything not needed to get
      a deal into the pipeline waits until underwriting.
    key_elements:
      - "Address, market, asset type"
      - "Sponsor / broker contact"
      - "Ask price, deal source (broker, direct, off-market)"
    actions:
      - label: "Save Deal"
        goes_to: deal_detail
      - label: "Cancel"
        goes_to: deal_list

  - id: deal_detail
    name: "Deal Detail"
    description: >
      Everything known about one deal: terms, documents, and a running log of
      notes — including why a deal was ultimately passed on or pursued.
    key_elements:
      - "Deal terms and stage"
      - "Document checklist (OM, T-12, rent roll)"
      - "Notes log, newest first, each entry timestamped and attributed"
    actions:
      - label: "View Underwriting Summary"
        goes_to: underwriting_summary
      - label: "Back to List"
        goes_to: deal_list

  - id: underwriting_summary
    name: "Underwriting Summary"
    description: >
      A one-page, IC-ready snapshot generated from the deal's terms — the
      artifact this whole tool exists to make painless to produce.
    key_elements:
      - "Cap rate, cash-on-cash, and IRR at current assumptions"
      - "Key risks called out explicitly, not buried in notes"
      - "Recommendation: pursue / pass, with the one-line reason"
    actions:
      - label: "Back to Deal"
        goes_to: deal_detail