Personal BD Operating System

Sign In

Loading authentication...

Action Queue

Follow-Ups Due

							Add

Intelligence

The Newsroom Tab

No refresh running.

Prospect Name	Status	News Summary	Msg?

Contacts

Contact Directory

A complete list of contacts you have saved, plus the prospects each one is linked to.

Name	Company	Location	Role	Email	Telegram / Handle	Linked Prospects	Actions

Prospecting Desk

By Investor

Track investor activity and collapse projects under each investor.

Filter

No prospect refresh running.

Project	Raise	Type	Investors	Leads

Prospect Universe

Shared Prospect List

Move prospects between your active dashboard and not relevant without affecting other users.

Prospect	Company	Your Status	Links	Action

Select Model Draft Prompt

AI calls should only happen when you manually trigger them from a specific prospect or click a manual refresh button in a workspace.

Import JSON

These lists power the `New Entry` form and Daily Check-In filters. Update them here and the rest of the page will follow.

Status options

Priority options

Contact method options

Conversation source options

Newsroom only refreshes when you click the refresh button on that page. No automated newsroom pulls run in the background.

Priority newsroom sources

Add newsroom source URL

Blacklisted newsroom sources

Prospecting only refreshes when you click the refresh button on the Prospecting Desk. Nothing refreshes automatically in the background.

Priority fundraising sources

Add Source URL

Blacklisted sources

Admin

Accounts

Review all accounts, see their roles and last login date, then update roles or delete accounts.

Username	Email	Role	Last Login	Actions
Admin data will load here.

Admin

Prospect Form Rules

Set which Add New Prospect fields are mandatory for all users. Optional fields stay visible but are not required.

Field	Rule
Field rules will load here.

Admin

Global Option Order

Reorder shared option lists so all users see statuses, priorities, contact methods, and note sources in the sequence you choose.

Option order controls will load here.

Admin

AI Usage & Cost

Usage Over Time

No usage loaded yet.

By Action

Action	Calls	Tokens	Cost
Usage will load here.

By Model

Model	Calls	Tokens	Cost
Usage will load here.

Recent Calls

When	User	Action	Model	Tokens	Cost
Usage will load here.