Personal BD Operating System

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Action Queue

Follow-Ups Due

					Add

Intelligence

No refresh running.

Prospect Name	Status	News Summary	Msg?

Prospecting Desk

Track investor activity and collapse projects under each investor.

Filter

No prospect refresh running.

Project	Raise	Type	Investors	Leads

Prospect Universe

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

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.