Portfolio HQ
Demo/internal sample dataLast seed update: 2026-06-01 20:39 ETAuth disabled temporarily
Local date / syncIn progress
June 2, 2026

Last seed sync: current Codex session

Operating modeBlocked / urgent
Internal command

Live public noindex view. Auth is temporarily disabled by Raul request.

Active clientsAttention needed
3

Coastal, MIRINS, FCS Global LLC

Active agentsAgent working
4

Codex, Gio, Sampson, Henry council lanes

Due now tasksAttention needed
5

Close-room, source data, verification, pricing, approval gates

Approvals neededBlocked / urgent
4

Package framing, pricing, public deploy, client-safe assets

Critical Exceptions

Priority blockers with trigger, owner, recommendation, status, and resolution path.

ExceptionSeverityOwnerRecommended actionStatusResolution path
Coastal RestorationCoastal Partner close prep can drift if final meeting room is not tightened.CriticalRaulApprove final close-room posture and proof checkpoint language before any client-facing version.Attention neededReview close room, confirm $10K Partner recommendation, keep downgrade language as safety not discount.
Finance & ContractsFinance is still demo-only with no connected invoices, AR, contracts, or cash ledger.CriticalHenryTreat every finance recommendation as demo until source systems are connected.Blocked / urgentConnect approved finance source after access policy and data ownership are defined.
MIRINS LLCMIRINS recommendations depend on real work order, crew, closeout, blocker, and photo-proof fields.HighRaulCollect current work-order flow before pricing or client-safe recommendations.WaitingInterview Sergei or gather artifacts, then replace demo assumptions.
Access readinessProduction Basic Auth is temporarily disabled by Raul request.CriticalCodexKeep noindex active and restore authentication before broader sharing.Blocked / urgentRe-enable Basic Auth or a stronger access layer before operational use.
AI OperationsAgent-generated copy and strategy can become client-facing by mistake.HighSampsonKeep high-risk outputs quarantined until Raul or Henry approves release.Attention neededUse approval guardrails and artifact checklist on every client-safe output.
Settings / SecurityPublic domain is live and open while Basic Auth is disabled.CriticalRaulKeep noindex active, avoid source writes, and restore auth before wider sharing.Blocked / urgentRe-enable auth or another access layer when Raul is ready.

Client Health Cards

Account status, package path, blocker, revenue move, and next best action.

Coastal Restoration

Expansion Opportunity
Package / stage
Growth vs Partner decision
Current focus
Move the account toward $10K Partner without discounting.
Revenue opportunity
$10K / month Partner, 90-day initial commitment
Main blocker
Risk of underbuilding the operating system with a smaller first scope.
Open control center

MIRINS LLC

Watch
Package / stage
Operational control opportunity
Current focus
Sell operational control before generic AI.
Revenue opportunity
Higher Tillman work volume through stronger visibility and closeout discipline.
Main blocker
More volume could create chaos across work orders, crews, photos, blockers, and closeout packets.
Open control center

FCS Global LLC

Watch
Package / stage
Owner-operated growth lane
Current focus
Target recurring property accounts, not generic consumer handyman work.
Revenue opportunity
Recurring apartment cleanup, dumpster overflow, hauling, and vendor replacement accounts.
Main blocker
Pricing, truck capacity, dump fee rules, and service area need calibration.
Open control center

Portfolio Next Best Actions

Prioritized owner actions with why-it-matters context.

Build final Partner close checklistDemo data

The biggest revenue move is the Partner decision.

Confirm meeting sequence and proof checkpoint language.
Attention neededCriticalRaulThis week
Map estimate follow-up and field proof workflowsDemo data

These workflows make Partner tangible.

Draft workflow cards and missing input questions.
Agent workingHighCodexNext build session
Draft the Tillman trust-layer diagnosticDemo data

The offer needs to start with operational control, not AI features.

Turn diagnostic question into a discovery call script.
Attention neededHighRaulThis week
Define closeout packet fieldsDemo data

The dashboard depends on Tillman reporting requirements.

Request sample work order and closeout packet.
WaitingHighSampsonPending input
Lock property manager offer menuDemo data

The call center needs a clear recurring offer.

Confirm pricing, scope, and service area assumptions.
Attention neededCriticalRaulThis week
Create first call list for apartment cleanup laneDemo data

Pipeline needs account names before Saul can call.

Research property managers and tag fit reasons.
Agent workingHighGioNext build session
Verify Control Center V1 before any deployment talkDemo data

The internal app must pass local checks before it can become a deployment candidate.

Run lint, build, route checks, secrets scan, and local preview.
In progressCriticalCodexCurrent session

Decisions Needed

Open approval and calibration points.

Use $10K Partner as the recommended packageDemo data

Approve close-room framing before any client-facing use.

Requested from Raul / Last updated 2026-06-01
Attention neededCriticalCoastal Restoration
Confirm whether Tillman reporting is the first paid wedgeDemo data

Agree on first offer lane before proposal copy.

Requested from Raul + Henry / Last updated 2026-06-01
Attention neededHighMIRINS LLC
Confirm actual service areas, truck capacity, and dump fee rulesDemo data

Calibrate pricing and quote model.

Requested from Raul + Henry / Last updated 2026-06-01
Attention neededCriticalFCS Global LLC

Work Queue

Current Raul and Henry council work that requires review or proof.

WorkStatusPriorityOwnerDueNext step
Control Center build verificationStoneGate AIIn progressCriticalCodexCurrent sessionFinish route implementation and local QA.
Coastal close-room copy reviewCoastal RestorationAgent workingHighGioThis weekKeep internal until Raul approves client-facing use.
External action quarantineStoneGate AIOn trackCriticalSampsonAlways onRequire exact approval phrase before any external action.
FCS property manager offer ideasFCS Global LLCAttention neededHighHenryThis weekConfirm pricing guardrails and lead criteria.
MIRINS opportunity brainstormMIRINS LLCAgent workingMediumCodexNext reviewHenry reviews whether this matches his business-development read.
Joint decisions queueStoneGate AIWaitingMediumGioRollingReplace demo rows with real decisions after the next review.

6 visible records

Reports and Assets

The durable output lane for briefing documents, proofs, client-safe assets, and weekly review.

Revenue motionAttention needed
Coastal Partner close

Largest immediate move

Delivery motionIn progress
Control Center V1

Internal app upgraded

Data confidenceWaiting
Demo / stale mix

Context integrity panel tracks gaps

Risk postureBlocked / urgent
Open noindex

Auth disabled temporarily; no external sends or source writes