Boutique Investment Relationship Intelligence

Repository: customer/boutique-investment-relationship-intelligence

Help boutique investment firms understand, prioritize, and act on their relationship network so founders, investor relations leads, and analysts can turn scattered context into better outreach, coverage, and follow-through.

This repository is maintained against the product direction below. The maintainers use this document, VISION.md, and CONTRIBUTING.md as the standard for accepting or closing work.

Who It Serves

• Founders at boutique investment firms who need high-leverage relationship context before conversations and fundraising or deal-development moments.
• Investor relations leads who manage ongoing investor, allocator, LP, and strategic contact engagement.
• Analysts who research people, firms, interactions, and relationship signals to prepare the team for timely action.

Product Workflows

• Capture relationship context from notes, meetings, emails, contact records, and analyst research into a unified relationship view.
• Search or open a person, firm, or opportunity and immediately see relevant history, key connections, recent touchpoints, open follow-ups, and relationship strength signals.
• Prepare for an upcoming meeting by generating a concise relationship brief with participants, prior interactions, known interests, risks, and suggested next actions.
• Prioritize outreach by identifying warm paths, neglected important relationships, upcoming moments to re-engage, and contacts tied to active firm goals.
• Log a new interaction or update relationship notes after a call, then convert important items into assigned follow-ups without losing context.
• Review a portfolio or pipeline of strategic relationships to spot coverage gaps, stale relationships, and high-value contacts needing attention.

Intended End State

A working product experience where a boutique investment team can maintain a trusted relationship map, inspect any contact or firm, prepare for meetings, prioritize outreach, and manage follow-ups from relationship intelligence rather than scattered memory.

Product Taste

• Professional, restrained, and information-dense enough for finance users.
• Fast to scan before meetings, with clear hierarchy between people, firms, touchpoints, and next actions.
• Trustworthy and polished, avoiding gimmicky CRM energy.
• Customer-facing language should describe relationship intelligence, preparation, priorities, and follow-through.

Accept Work That

• Merge clean PRs that pass CI, match the Vision Model, and improve an accepted workflow or quality bar.
• Prefer small coherent changes that can ship immediately over broad speculative rewrites.
• Treat product taste and user workflow fit as first-class acceptance criteria.
• Summarize merged work as product progress, not as raw PR activity.

Close Work That

• Close PRs that are incomplete, off-vision, overlapping, stale, or likely to create product drift.
• Do not leave requested-change queues by default. Close with clear resubmission guidance.
• Close technically correct PRs when they solve the wrong problem or move the product away from the captured vision.
• If a PR is promising but messy, explain the clean smaller PR that should be submitted next.

Repo Labels

Label	Multiplier	Meaning
episode-ingest	3	Improves importing, uploading, syncing, or assigning podcast episode source tracks and speakers.
contextual-visuals	2	Improves context-aware b-roll, title moments, callouts, references, social context, or visual moments.
product-polish	1.5	Improves Boutique Investment Relationship Intelligence's feel, usability, clarity, or taste fit.
bugfix	1	Fixes broken behavior that blocks Boutique Investment Relationship Intelligence's captured product direction.
infrastructure	0.5	Improves checks, deployment, or repo operations without directly advancing product behavior.
off-vision	0	Technically plausible work that does not help Boutique Investment Relationship Intelligence converge on the captured vision.

Verification

• Run or preserve typecheck before submitting product work.
• Run or preserve lint before submitting product work.
• Run or preserve test before submitting product work.
• Run or preserve preview-build before submitting product work.