@org.ai/examples 0.0.1

package/vc-firm/index.ts

@@ -0,0 +1,1430 @@
+/**
+ * VC Firm Business Example
+ *
+ * A complete example of a venture capital firm modeled using primitives.org.ai
+ * Think: a16z, Sequoia, Benchmark, Accel, Index Ventures
+ *
+ * @example Catalyst Ventures - An early-stage enterprise VC firm
+ * @packageDocumentation
+ */
+
+/**
+ * NOTE: These examples demonstrate the DESIRED API shape for business-as-code.
+ * Some types may not exist yet in the actual package. The examples serve as
+ * documentation and specification for the ideal primitives API.
+ */
+
+// Use any for flexibility - these examples define the ideal API shape
+const Business = (def: any) => def
+const Product = (def: any) => def
+const Service = (def: any) => def
+const Goals = (defs: any[]) => defs
+const Vision = (def: any) => def
+const kpis = (defs: any[]) => defs
+const okrs = (defs: any[]) => defs
+const financials = (def: any) => def
+const Process = (def: any) => def
+const Workflow = (def: any) => def
+const createBusinessRole = (def: any) => def
+
+// Re-export Organization type placeholder
+export interface Organization {
+  id: string
+  name: string
+  settings?: any
+  departments?: any[]
+  teams?: any[]
+  roles?: any[]
+  approvalChains?: any[]
+  routingRules?: any[]
+}
+
+// $ helper placeholder
+const $ = {
+  format: (n: number) => `$${n.toLocaleString()}`,
+  growth: (current: number, previous: number) => ((current - previous) / previous * 100).toFixed(1),
+  margin: (revenue: number, cost: number) => ((revenue - cost) / revenue * 100).toFixed(1),
+}
+
+// =============================================================================
+// 1. BUSINESS DEFINITION
+// =============================================================================
+
+/**
+ * Catalyst Ventures - Early-Stage Enterprise VC
+ */
+export const CatalystVenturesBusiness = Business({
+  name: 'Catalyst Ventures',
+  mission: 'Back exceptional founders building the future of enterprise software',
+  values: ['Founder First', 'Long-Term Thinking', 'Operational Excellence', 'Integrity'],
+  industry: 'Venture Capital',
+  founded: new Date('2015-03-01'),
+  stage: 'established',
+  structure: {
+    departments: [
+      {
+        name: 'Investment Team',
+        headcount: 12,
+        budget: 3500000,
+        teams: [
+          { name: 'Partners', headcount: 4, focus: 'Investment decisions' },
+          { name: 'Principals', headcount: 4, focus: 'Deal sourcing & diligence' },
+          { name: 'Associates', headcount: 4, focus: 'Research & support' },
+        ],
+      },
+      {
+        name: 'Platform',
+        headcount: 8,
+        budget: 1500000,
+        teams: [
+          { name: 'Talent', headcount: 3, focus: 'Portfolio recruiting' },
+          { name: 'GTM', headcount: 2, focus: 'Sales & marketing support' },
+          { name: 'Technical', headcount: 2, focus: 'Technical advisory' },
+          { name: 'Marketing', headcount: 1, focus: 'Brand & content' },
+        ],
+      },
+      {
+        name: 'Operations',
+        headcount: 5,
+        budget: 800000,
+        teams: [
+          { name: 'Finance', headcount: 2, focus: 'Fund accounting' },
+          { name: 'Legal', headcount: 1, focus: 'Legal & compliance' },
+          { name: 'IR', headcount: 2, focus: 'LP relations' },
+        ],
+      },
+    ],
+  },
+})
+
+// =============================================================================
+// 2. VISION & GOALS
+// =============================================================================
+
+export const CatalystVision = Vision({
+  statement: 'Be the most founder-friendly firm backing category-defining enterprise companies',
+  timeHorizon: '2030',
+  pillars: [
+    'Founder Partnership',
+    'Platform Value',
+    'Investment Returns',
+    'Thought Leadership',
+  ],
+  successIndicators: [
+    { name: 'AUM', target: 2000000000, unit: 'USD' },
+    { name: 'Unicorn Portfolio Companies', target: 15 },
+    { name: 'Net IRR', target: 30, unit: '%' },
+    { name: 'Founder NPS', target: 90 },
+  ],
+})
+
+export const CatalystGoals = Goals([
+  {
+    name: 'Close Fund V ($500M)',
+    category: 'financial',
+    status: 'in-progress',
+    progress: 70,
+    dueDate: new Date('2024-06-30'),
+    owner: 'Managing Partner',
+  },
+  {
+    name: 'Deploy Fund IV',
+    category: 'operational',
+    status: 'in-progress',
+    progress: 60,
+    dueDate: new Date('2024-12-31'),
+    owner: 'Investment Team',
+  },
+  {
+    name: '3 IPO/M&A Exits',
+    category: 'strategic',
+    status: 'in-progress',
+    progress: 33,
+    dueDate: new Date('2024-12-31'),
+    owner: 'Managing Partner',
+  },
+  {
+    name: 'Launch AI/ML Thesis',
+    category: 'strategic',
+    status: 'in-progress',
+    progress: 50,
+    dueDate: new Date('2024-03-31'),
+    owner: 'Partner - AI',
+  },
+  {
+    name: 'Expand Platform Team',
+    category: 'operational',
+    status: 'in-progress',
+    progress: 40,
+    dueDate: new Date('2024-06-30'),
+    owner: 'Head of Platform',
+  },
+])
+
+// =============================================================================
+// 3. FUND STRUCTURE
+// =============================================================================
+
+export interface Fund {
+  id: string
+  name: string
+  vintage: number
+  size: number
+  deployed: number
+  reserved: number // For follow-ons
+  status: 'fundraising' | 'investing' | 'harvesting' | 'closed'
+  strategy: string
+  metrics?: {
+    tvpi?: number
+    dpi?: number
+    irr?: number
+    moic?: number
+  }
+}
+
+export const Funds: Fund[] = [
+  {
+    id: 'fund-i',
+    name: 'Catalyst Ventures I',
+    vintage: 2015,
+    size: 75000000,
+    deployed: 75000000,
+    reserved: 0,
+    status: 'harvesting',
+    strategy: 'Seed & Series A Enterprise',
+    metrics: { tvpi: 4.2, dpi: 2.8, irr: 38, moic: 4.2 },
+  },
+  {
+    id: 'fund-ii',
+    name: 'Catalyst Ventures II',
+    vintage: 2017,
+    size: 150000000,
+    deployed: 150000000,
+    reserved: 0,
+    status: 'harvesting',
+    strategy: 'Seed & Series A Enterprise',
+    metrics: { tvpi: 3.5, dpi: 1.5, irr: 32, moic: 3.5 },
+  },
+  {
+    id: 'fund-iii',
+    name: 'Catalyst Ventures III',
+    vintage: 2019,
+    size: 250000000,
+    deployed: 225000000,
+    reserved: 25000000,
+    status: 'investing',
+    strategy: 'Seed & Series A Enterprise',
+    metrics: { tvpi: 2.8, dpi: 0.5, irr: 28 },
+  },
+  {
+    id: 'fund-iv',
+    name: 'Catalyst Ventures IV',
+    vintage: 2022,
+    size: 400000000,
+    deployed: 180000000,
+    reserved: 100000000,
+    status: 'investing',
+    strategy: 'Seed to Series B Enterprise',
+    metrics: { tvpi: 1.4, dpi: 0, irr: 0 },
+  },
+  {
+    id: 'fund-v',
+    name: 'Catalyst Ventures V',
+    vintage: 2024,
+    size: 500000000,
+    deployed: 0,
+    reserved: 150000000,
+    status: 'fundraising',
+    strategy: 'Seed to Series B Enterprise + AI/ML',
+  },
+  {
+    id: 'growth-i',
+    name: 'Catalyst Growth I',
+    vintage: 2021,
+    size: 300000000,
+    deployed: 240000000,
+    reserved: 60000000,
+    status: 'investing',
+    strategy: 'Series B-D Growth',
+    metrics: { tvpi: 1.6, dpi: 0.2, irr: 22 },
+  },
+]
+
+export const TotalAUM = Funds.reduce((sum, f) => sum + f.size, 0)
+
+// =============================================================================
+// 4. PORTFOLIO COMPANIES
+// =============================================================================
+
+export interface PortfolioCompany {
+  id: string
+  name: string
+  description: string
+  sector: string
+  stage: 'seed' | 'series-a' | 'series-b' | 'series-c' | 'growth' | 'pre-ipo' | 'public' | 'acquired'
+  fundId: string
+  initialInvestment: Date
+  invested: number
+  ownership: number // %
+  currentValuation?: number
+  markValue?: number
+  status: 'active' | 'exited' | 'written-off'
+  board?: boolean
+  leadInvestor?: boolean
+  metrics?: {
+    arr?: number
+    growth?: number // %
+    employees?: number
+  }
+}
+
+export const Portfolio: PortfolioCompany[] = [
+  {
+    id: 'datastream',
+    name: 'DataStream',
+    description: 'Real-time data infrastructure',
+    sector: 'Data Infrastructure',
+    stage: 'pre-ipo',
+    fundId: 'fund-i',
+    initialInvestment: new Date('2016-03-15'),
+    invested: 8000000,
+    ownership: 12,
+    currentValuation: 2500000000,
+    markValue: 300000000,
+    status: 'active',
+    board: true,
+    leadInvestor: true,
+    metrics: { arr: 180000000, growth: 45, employees: 800 },
+  },
+  {
+    id: 'securecloud',
+    name: 'SecureCloud',
+    description: 'Cloud security platform',
+    sector: 'Security',
+    stage: 'public',
+    fundId: 'fund-i',
+    initialInvestment: new Date('2015-09-01'),
+    invested: 5000000,
+    ownership: 0, // Exited
+    status: 'exited',
+    board: true,
+    leadInvestor: true,
+  },
+  {
+    id: 'aiops',
+    name: 'AIOps',
+    description: 'AI-powered IT operations',
+    sector: 'DevOps',
+    stage: 'series-c',
+    fundId: 'fund-ii',
+    initialInvestment: new Date('2018-06-01'),
+    invested: 15000000,
+    ownership: 15,
+    currentValuation: 800000000,
+    markValue: 120000000,
+    status: 'active',
+    board: true,
+    leadInvestor: true,
+    metrics: { arr: 65000000, growth: 55, employees: 350 },
+  },
+  {
+    id: 'complyhq',
+    name: 'ComplyHQ',
+    description: 'Compliance automation',
+    sector: 'RegTech',
+    stage: 'series-b',
+    fundId: 'fund-iii',
+    initialInvestment: new Date('2020-02-15'),
+    invested: 20000000,
+    ownership: 18,
+    currentValuation: 400000000,
+    markValue: 72000000,
+    status: 'active',
+    board: true,
+    leadInvestor: true,
+    metrics: { arr: 32000000, growth: 80, employees: 180 },
+  },
+  {
+    id: 'devflow',
+    name: 'DevFlow',
+    description: 'Developer productivity platform',
+    sector: 'Developer Tools',
+    stage: 'series-a',
+    fundId: 'fund-iv',
+    initialInvestment: new Date('2022-09-01'),
+    invested: 12000000,
+    ownership: 20,
+    currentValuation: 120000000,
+    markValue: 24000000,
+    status: 'active',
+    board: true,
+    leadInvestor: true,
+    metrics: { arr: 8000000, growth: 120, employees: 45 },
+  },
+  {
+    id: 'mlplatform',
+    name: 'MLPlatform',
+    description: 'Enterprise ML infrastructure',
+    sector: 'AI/ML',
+    stage: 'seed',
+    fundId: 'fund-iv',
+    initialInvestment: new Date('2023-06-15'),
+    invested: 4000000,
+    ownership: 15,
+    currentValuation: 40000000,
+    markValue: 6000000,
+    status: 'active',
+    board: false,
+    leadInvestor: true,
+    metrics: { arr: 500000, growth: 200, employees: 12 },
+  },
+]
+
+// =============================================================================
+// 5. SERVICES (Platform)
+// =============================================================================
+
+export const PlatformServices = {
+  talent: Service({
+    name: 'Talent Network',
+    description: 'Executive recruiting and team building support',
+    pricingModel: 'free', // Included for portfolio
+    deliverables: [
+      'Executive search support',
+      'Candidate pipeline',
+      'Interview process design',
+      'Compensation benchmarking',
+      'Reference checks',
+    ],
+  }),
+  gtm: Service({
+    name: 'GTM Acceleration',
+    description: 'Sales and marketing support',
+    pricingModel: 'free',
+    deliverables: [
+      'Sales playbook development',
+      'Customer introductions',
+      'Marketing strategy',
+      'Pricing optimization',
+      'Partnership introductions',
+    ],
+  }),
+  technical: Service({
+    name: 'Technical Advisory',
+    description: 'Technical strategy and architecture review',
+    pricingModel: 'free',
+    deliverables: [
+      'Architecture review',
+      'Technology strategy',
+      'Security assessment',
+      'Scalability planning',
+      'Tech due diligence support',
+    ],
+  }),
+  ops: Service({
+    name: 'Operational Excellence',
+    description: 'Finance, legal, and operational support',
+    pricingModel: 'free',
+    deliverables: [
+      'CFO/finance support',
+      'Legal introductions',
+      'Board governance',
+      'Fundraising preparation',
+      'M&A support',
+    ],
+  }),
+}
+
+// =============================================================================
+// 6. ORGANIZATION & ROLES
+// =============================================================================
+
+export const CatalystOrg: Organization = {
+  id: 'catalyst',
+  name: 'Catalyst Ventures',
+  settings: {
+    timezone: 'America/San_Francisco',
+    currency: 'USD',
+    fiscalYearStart: 1,
+  },
+  departments: [
+    {
+      id: 'investment',
+      name: 'Investment Team',
+      permissions: {
+        deals: ['read', 'write', 'diligence', 'recommend'],
+        portfolio: ['read', 'write'],
+        fund: ['read'],
+      },
+      teams: [
+        {
+          id: 'partners',
+          name: 'Partners',
+          positions: [
+            { id: 'mp', title: 'Managing Partner', roleId: 'managing-partner', reportsTo: null },
+            { id: 'gp-1', title: 'General Partner', roleId: 'general-partner', reportsTo: 'mp' },
+            { id: 'gp-2', title: 'General Partner', roleId: 'general-partner', reportsTo: 'mp' },
+            { id: 'gp-3', title: 'General Partner', roleId: 'general-partner', reportsTo: 'mp' },
+          ],
+        },
+        {
+          id: 'principals',
+          name: 'Principals',
+          positions: [
+            { id: 'principal-1', title: 'Principal', roleId: 'principal', reportsTo: 'gp-1' },
+            { id: 'principal-2', title: 'Principal', roleId: 'principal', reportsTo: 'gp-2' },
+          ],
+        },
+        {
+          id: 'associates',
+          name: 'Associates',
+          positions: [
+            { id: 'associate-1', title: 'Associate', roleId: 'associate', reportsTo: 'principal-1' },
+            { id: 'associate-2', title: 'Associate', roleId: 'associate', reportsTo: 'principal-2' },
+          ],
+        },
+      ],
+    },
+    {
+      id: 'platform',
+      name: 'Platform',
+      permissions: {
+        portfolio: ['read', 'support'],
+        talent: ['read', 'write'],
+        gtm: ['read', 'write'],
+      },
+    },
+    {
+      id: 'operations',
+      name: 'Operations',
+      permissions: {
+        fund: ['read', 'write', 'report'],
+        lps: ['read', 'write'],
+        compliance: ['read', 'write', 'manage'],
+      },
+    },
+  ],
+  roles: [
+    createBusinessRole({
+      id: 'managing-partner',
+      name: 'Managing Partner',
+      type: 'executive',
+      level: 10,
+      permissions: {
+        deals: ['read', 'write', 'approve', 'veto'],
+        fund: ['read', 'write', 'manage'],
+        portfolio: ['read', 'write', 'manage'],
+        lps: ['read', 'write'],
+      },
+      canHandle: ['investment-decision', 'fundraising', 'lp-relations', 'exit'],
+      canApprove: ['investment', 'follow-on', 'exit', 'hiring'],
+    }),
+    createBusinessRole({
+      id: 'general-partner',
+      name: 'General Partner',
+      type: 'executive',
+      level: 9,
+      permissions: {
+        deals: ['read', 'write', 'diligence', 'recommend', 'lead'],
+        portfolio: ['read', 'write', 'board'],
+        fund: ['read'],
+      },
+      canHandle: ['deal-sourcing', 'diligence', 'board-seat', 'portfolio-support'],
+      canApprove: ['term-sheet', 'follow-on'],
+    }),
+    createBusinessRole({
+      id: 'principal',
+      name: 'Principal',
+      type: 'analyst',
+      level: 6,
+      permissions: {
+        deals: ['read', 'write', 'diligence', 'recommend'],
+        portfolio: ['read', 'support'],
+      },
+      canHandle: ['deal-sourcing', 'diligence', 'portfolio-support'],
+    }),
+    createBusinessRole({
+      id: 'associate',
+      name: 'Associate',
+      type: 'analyst',
+      level: 4,
+      permissions: {
+        deals: ['read', 'write', 'research'],
+        portfolio: ['read'],
+      },
+      canHandle: ['market-research', 'deal-sourcing', 'diligence-support'],
+    }),
+    createBusinessRole({
+      id: 'platform-head',
+      name: 'Head of Platform',
+      type: 'manager',
+      level: 7,
+      permissions: {
+        portfolio: ['read', 'support', 'coordinate'],
+        talent: ['read', 'write', 'manage'],
+        gtm: ['read', 'write', 'manage'],
+      },
+      canHandle: ['platform-strategy', 'portfolio-support', 'talent-coordination'],
+    }),
+    createBusinessRole({
+      id: 'talent-partner',
+      name: 'Talent Partner',
+      type: 'support',
+      level: 5,
+      permissions: {
+        portfolio: ['read'],
+        talent: ['read', 'write'],
+        candidates: ['read', 'write'],
+      },
+      canHandle: ['executive-search', 'recruiting-support', 'compensation-advice'],
+    }),
+    createBusinessRole({
+      id: 'ir-manager',
+      name: 'IR Manager',
+      type: 'support',
+      level: 5,
+      permissions: {
+        fund: ['read', 'report'],
+        lps: ['read', 'write'],
+      },
+      canHandle: ['lp-reporting', 'lp-communication', 'agm-coordination'],
+    }),
+    createBusinessRole({
+      id: 'deal-sourcing-bot',
+      name: 'Deal Sourcing Bot',
+      type: 'agent',
+      level: 2,
+      workerType: 'ai',
+      permissions: {
+        deals: ['read', 'write'],
+        research: ['read', 'write'],
+      },
+      canHandle: ['company-research', 'news-monitoring', 'deal-flow-tracking'],
+    }),
+  ],
+  approvalChains: [
+    {
+      id: 'investment',
+      name: 'Investment Approval',
+      requestType: 'investment',
+      levels: [
+        { threshold: 2000000, approvers: [{ type: 'role', roleId: 'general-partner' }] }, // Seed
+        { threshold: 10000000, approvers: [{ type: 'role', roleId: 'managing-partner' }, { type: 'role', roleId: 'general-partner' }] }, // Series A
+        { threshold: Infinity, approvers: [{ type: 'all-partners' }] }, // Large checks - full partnership
+      ],
+    },
+    {
+      id: 'follow-on',
+      name: 'Follow-on Approval',
+      requestType: 'follow-on',
+      levels: [
+        { threshold: 5000000, approvers: [{ type: 'role', roleId: 'general-partner' }] },
+        { threshold: Infinity, approvers: [{ type: 'role', roleId: 'managing-partner' }] },
+      ],
+    },
+  ],
+  routingRules: [
+    {
+      id: 'deal-research',
+      taskType: 'company-research',
+      priority: 1,
+      assignTo: { roleId: 'associate' },
+    },
+    {
+      id: 'deal-diligence',
+      taskType: 'deal-diligence',
+      priority: 2,
+      assignTo: { roleId: 'principal' },
+    },
+    {
+      id: 'executive-search',
+      taskType: 'executive-search',
+      priority: 1,
+      assignTo: { roleId: 'talent-partner' },
+    },
+  ],
+}
+
+// =============================================================================
+// 7. KPIs & METRICS
+// =============================================================================
+
+export const CatalystKPIs = kpis([
+  // Fund Performance
+  {
+    name: 'AUM',
+    category: 'financial',
+    target: 2000000000,
+    current: 1675000000,
+    unit: 'USD',
+    frequency: 'quarterly',
+    owner: 'Managing Partner',
+  },
+  {
+    name: 'Fund IV TVPI',
+    category: 'financial',
+    target: 2.0,
+    current: 1.4,
+    frequency: 'quarterly',
+    owner: 'Managing Partner',
+  },
+  {
+    name: 'Net IRR (Blended)',
+    category: 'financial',
+    target: 25,
+    current: 28,
+    unit: '%',
+    frequency: 'yearly',
+    owner: 'Managing Partner',
+  },
+  // Investment Activity
+  {
+    name: 'New Investments / Year',
+    category: 'operational',
+    target: 15,
+    current: 8,
+    frequency: 'yearly',
+    owner: 'Investment Team',
+  },
+  {
+    name: 'Follow-ons / Year',
+    category: 'operational',
+    target: 20,
+    current: 12,
+    frequency: 'yearly',
+    owner: 'Investment Team',
+  },
+  {
+    name: 'Win Rate (Competitive Deals)',
+    category: 'operational',
+    target: 40,
+    current: 35,
+    unit: '%',
+    frequency: 'quarterly',
+    owner: 'Investment Team',
+  },
+  // Deal Flow
+  {
+    name: 'Deals Reviewed / Month',
+    category: 'operational',
+    target: 200,
+    current: 180,
+    frequency: 'monthly',
+    owner: 'Investment Team',
+  },
+  {
+    name: 'Meetings / Month',
+    category: 'operational',
+    target: 80,
+    current: 65,
+    frequency: 'monthly',
+    owner: 'Investment Team',
+  },
+  {
+    name: 'Conversion Rate (Meeting to Term Sheet)',
+    category: 'operational',
+    target: 5,
+    current: 4.2,
+    unit: '%',
+    frequency: 'quarterly',
+    owner: 'Investment Team',
+  },
+  // Portfolio
+  {
+    name: 'Portfolio Companies',
+    category: 'portfolio',
+    target: 50,
+    current: 42,
+    frequency: 'quarterly',
+    owner: 'Managing Partner',
+  },
+  {
+    name: 'Unicorns',
+    category: 'portfolio',
+    target: 10,
+    current: 6,
+    frequency: 'quarterly',
+    owner: 'Managing Partner',
+  },
+  {
+    name: 'Portfolio ARR (Aggregate)',
+    category: 'portfolio',
+    target: 500000000,
+    current: 385000000,
+    unit: 'USD',
+    frequency: 'quarterly',
+    owner: 'Managing Partner',
+  },
+  // Platform
+  {
+    name: 'Executive Placements / Year',
+    category: 'platform',
+    target: 50,
+    current: 35,
+    frequency: 'yearly',
+    owner: 'Head of Platform',
+  },
+  {
+    name: 'Customer Intros / Quarter',
+    category: 'platform',
+    target: 100,
+    current: 75,
+    frequency: 'quarterly',
+    owner: 'Head of Platform',
+  },
+  {
+    name: 'Founder NPS',
+    category: 'customer',
+    target: 85,
+    current: 78,
+    frequency: 'yearly',
+    owner: 'Managing Partner',
+  },
+  // LP Relations
+  {
+    name: 'LP Re-up Rate',
+    category: 'financial',
+    target: 90,
+    current: 85,
+    unit: '%',
+    frequency: 'yearly',
+    owner: 'IR Manager',
+  },
+])
+
+// =============================================================================
+// 8. OKRs
+// =============================================================================
+
+export const CatalystOKRs = okrs([
+  {
+    objective: 'Close Fund V Successfully',
+    owner: 'Managing Partner',
+    period: 'H1 2024',
+    keyResults: [
+      {
+        description: 'Raise $500M for Fund V',
+        metric: 'Fund Size',
+        targetValue: 500000000,
+        currentValue: 350000000,
+        unit: 'USD',
+      },
+      {
+        description: 'Secure 3 new anchor LPs',
+        metric: 'New Anchors',
+        targetValue: 3,
+        currentValue: 1,
+      },
+      {
+        description: 'Achieve 90% LP re-up rate',
+        metric: 'Re-up Rate',
+        targetValue: 90,
+        currentValue: 85,
+        unit: '%',
+      },
+    ],
+  },
+  {
+    objective: 'Build Best-in-Class Investment Team',
+    owner: 'Managing Partner',
+    period: 'Q1 2024',
+    keyResults: [
+      {
+        description: 'Hire 2 new partners',
+        metric: 'Partners Hired',
+        targetValue: 2,
+        currentValue: 1,
+      },
+      {
+        description: 'Achieve 40% competitive win rate',
+        metric: 'Win Rate',
+        targetValue: 40,
+        currentValue: 35,
+        unit: '%',
+      },
+      {
+        description: 'Source 30% deals from network',
+        metric: 'Network Sourcing',
+        targetValue: 30,
+        currentValue: 22,
+        unit: '%',
+      },
+    ],
+  },
+  {
+    objective: 'Maximize Portfolio Value',
+    owner: 'Portfolio Team',
+    period: 'Q1 2024',
+    keyResults: [
+      {
+        description: 'Support 5 portfolio fundraises',
+        metric: 'Fundraises Supported',
+        targetValue: 5,
+        currentValue: 3,
+      },
+      {
+        description: 'Achieve 80% follow-on rate',
+        metric: 'Follow-on Rate',
+        targetValue: 80,
+        currentValue: 72,
+        unit: '%',
+      },
+      {
+        description: 'Add 2 new unicorns',
+        metric: 'New Unicorns',
+        targetValue: 2,
+        currentValue: 1,
+      },
+    ],
+  },
+  {
+    objective: 'Scale Platform Impact',
+    owner: 'Head of Platform',
+    period: 'Q1 2024',
+    keyResults: [
+      {
+        description: 'Place 15 executives',
+        metric: 'Executive Placements',
+        targetValue: 15,
+        currentValue: 8,
+      },
+      {
+        description: 'Make 30 customer intros',
+        metric: 'Customer Intros',
+        targetValue: 30,
+        currentValue: 18,
+      },
+      {
+        description: 'Achieve 85 Founder NPS',
+        metric: 'Founder NPS',
+        targetValue: 85,
+        currentValue: 78,
+      },
+    ],
+  },
+])
+
+// =============================================================================
+// 9. PROCESSES
+// =============================================================================
+
+export const DealSourcingProcess = Process({
+  name: 'Deal Sourcing',
+  description: 'Source and evaluate new investment opportunities',
+  owner: 'Investment Team',
+  steps: [
+    {
+      order: 1,
+      name: 'Inbound/Outbound',
+      description: 'Receive or identify potential deal',
+      automationLevel: 'semi-automated',
+      duration: 'ongoing',
+    },
+    {
+      order: 2,
+      name: 'Initial Screen',
+      description: 'Quick assessment against investment criteria',
+      automationLevel: 'semi-automated',
+      duration: '1 day',
+      owner: 'Associate',
+    },
+    {
+      order: 3,
+      name: 'First Meeting',
+      description: 'Initial meeting with founders',
+      automationLevel: 'manual',
+      duration: '1 hour',
+      owner: 'Principal',
+    },
+    {
+      order: 4,
+      name: 'Deep Dive',
+      description: 'Extended meeting and product demo',
+      automationLevel: 'manual',
+      duration: '2 hours',
+      owner: 'Partner',
+    },
+    {
+      order: 5,
+      name: 'Market Research',
+      description: 'Market sizing and competitive analysis',
+      automationLevel: 'semi-automated',
+      duration: '1 week',
+      owner: 'Associate',
+    },
+    {
+      order: 6,
+      name: 'Partner Meeting',
+      description: 'Present to full partnership',
+      automationLevel: 'manual',
+      duration: '30 minutes',
+      owner: 'Partner',
+    },
+    {
+      order: 7,
+      name: 'Due Diligence',
+      description: 'Full due diligence process',
+      automationLevel: 'manual',
+      duration: '2-4 weeks',
+      owner: 'Principal',
+    },
+    {
+      order: 8,
+      name: 'Investment Committee',
+      description: 'Final IC decision',
+      automationLevel: 'manual',
+      duration: '1 day',
+    },
+    {
+      order: 9,
+      name: 'Term Sheet',
+      description: 'Issue and negotiate term sheet',
+      automationLevel: 'manual',
+      duration: '1 week',
+      owner: 'Partner',
+    },
+    {
+      order: 10,
+      name: 'Close',
+      description: 'Legal documentation and close',
+      automationLevel: 'manual',
+      duration: '2-4 weeks',
+    },
+  ],
+  metrics: [
+    { name: 'Time to Decision', target: 4, unit: 'weeks' },
+    { name: 'Win Rate', target: 40, unit: '%' },
+    { name: 'Conversion (Meeting to IC)', target: 10, unit: '%' },
+  ],
+})
+
+export const DueDiligenceProcess = Process({
+  name: 'Due Diligence',
+  description: 'Comprehensive due diligence on investment opportunities',
+  owner: 'Investment Team',
+  steps: [
+    {
+      order: 1,
+      name: 'Data Room Review',
+      description: 'Review company data room',
+      automationLevel: 'semi-automated',
+      duration: '3 days',
+      owner: 'Associate',
+    },
+    {
+      order: 2,
+      name: 'Financial Analysis',
+      description: 'Financial model review and projections',
+      automationLevel: 'manual',
+      duration: '1 week',
+      owner: 'Principal',
+    },
+    {
+      order: 3,
+      name: 'Customer Calls',
+      description: 'Reference calls with customers',
+      automationLevel: 'manual',
+      duration: '1 week',
+      owner: 'Principal',
+    },
+    {
+      order: 4,
+      name: 'Expert Calls',
+      description: 'Industry expert interviews',
+      automationLevel: 'manual',
+      duration: '1 week',
+      owner: 'Associate',
+    },
+    {
+      order: 5,
+      name: 'Technical Review',
+      description: 'Technology and product assessment',
+      automationLevel: 'manual',
+      duration: '3 days',
+      owner: 'Technical Advisor',
+    },
+    {
+      order: 6,
+      name: 'Founder References',
+      description: 'Back-channel founder references',
+      automationLevel: 'manual',
+      duration: '1 week',
+      owner: 'Partner',
+    },
+    {
+      order: 7,
+      name: 'Legal Review',
+      description: 'Cap table and legal review',
+      automationLevel: 'semi-automated',
+      duration: '3 days',
+      owner: 'Legal',
+    },
+    {
+      order: 8,
+      name: 'Investment Memo',
+      description: 'Write investment memo',
+      automationLevel: 'manual',
+      duration: '3 days',
+      owner: 'Principal',
+    },
+  ],
+  metrics: [
+    { name: 'Completion Time', target: 3, unit: 'weeks' },
+    { name: 'Customer Calls', target: 10 },
+    { name: 'Expert Calls', target: 5 },
+  ],
+})
+
+export const PortfolioSupportProcess = Process({
+  name: 'Portfolio Support',
+  description: 'Ongoing support for portfolio companies',
+  owner: 'Head of Platform',
+  steps: [
+    {
+      order: 1,
+      name: 'Monthly Check-in',
+      description: 'Monthly sync with CEO',
+      automationLevel: 'manual',
+      duration: '30 minutes',
+      owner: 'Partner',
+    },
+    {
+      order: 2,
+      name: 'Board Meeting',
+      description: 'Quarterly board meeting',
+      automationLevel: 'manual',
+      duration: '3 hours',
+      owner: 'Partner',
+    },
+    {
+      order: 3,
+      name: 'Platform Support',
+      description: 'Talent, GTM, technical support',
+      automationLevel: 'manual',
+      duration: 'ongoing',
+      owner: 'Platform Team',
+    },
+    {
+      order: 4,
+      name: 'Fundraising Support',
+      description: 'Support next round fundraising',
+      automationLevel: 'manual',
+      duration: '3 months',
+      owner: 'Partner',
+    },
+    {
+      order: 5,
+      name: 'Strategic Planning',
+      description: 'Annual strategic planning',
+      automationLevel: 'manual',
+      duration: '1 day',
+      owner: 'Partner',
+    },
+  ],
+  metrics: [
+    { name: 'Founder NPS', target: 85 },
+    { name: 'Follow-on Rate', target: 80, unit: '%' },
+    { name: 'Board Attendance', target: 100, unit: '%' },
+  ],
+})
+
+// =============================================================================
+// 10. WORKFLOWS
+// =============================================================================
+
+export const DealScreeningWorkflow = Workflow({
+  name: 'Deal Screening',
+  description: 'Automated initial deal screening',
+  trigger: { type: 'event', event: 'deal.submitted' },
+  actions: [
+    {
+      order: 1,
+      type: 'compute',
+      name: 'Parse Deal Info',
+      config: {
+        extract: ['company', 'stage', 'sector', 'metrics', 'founders'],
+      },
+    },
+    {
+      order: 2,
+      type: 'compute',
+      name: 'Thesis Fit Score',
+      config: {
+        criteria: ['sector_fit', 'stage_fit', 'metrics_threshold', 'team_background'],
+        weights: [0.3, 0.2, 0.3, 0.2],
+      },
+    },
+    {
+      order: 3,
+      type: 'api',
+      name: 'Enrich Company Data',
+      config: {
+        sources: ['pitchbook', 'crunchbase', 'linkedin'],
+      },
+    },
+    {
+      order: 4,
+      type: 'condition',
+      name: 'Check Fit Score',
+      condition: 'fitScore >= 70',
+    },
+    {
+      order: 5,
+      type: 'notification',
+      name: 'Alert Team',
+      config: {
+        channel: 'slack',
+        template: 'high_priority_deal',
+        to: '#deal-flow',
+      },
+    },
+    {
+      order: 6,
+      type: 'task',
+      name: 'Assign Review',
+      config: {
+        type: 'deal-review',
+        assignTo: 'associate',
+        dueIn: '24 hours',
+      },
+    },
+  ],
+})
+
+export const PortfolioMonitoringWorkflow = Workflow({
+  name: 'Portfolio Monitoring',
+  description: 'Weekly portfolio health monitoring',
+  trigger: { type: 'schedule', cron: '0 9 * * 1' }, // Weekly Monday 9am
+  actions: [
+    {
+      order: 1,
+      type: 'api',
+      name: 'Collect Metrics',
+      config: {
+        sources: ['portfolio_dashboard', 'financial_reports'],
+        metrics: ['arr', 'growth', 'runway', 'team_changes'],
+      },
+    },
+    {
+      order: 2,
+      type: 'compute',
+      name: 'Calculate Health Scores',
+      config: {
+        factors: ['revenue_growth', 'burn_rate', 'runway', 'retention'],
+      },
+    },
+    {
+      order: 3,
+      type: 'condition',
+      name: 'Check At Risk',
+      condition: 'healthScore < 60 || runway < 9',
+    },
+    {
+      order: 4,
+      type: 'notification',
+      name: 'Alert Partner',
+      config: {
+        channel: 'email',
+        template: 'portfolio_alert',
+        priority: 'high',
+      },
+    },
+    {
+      order: 5,
+      type: 'task',
+      name: 'Schedule Check-in',
+      config: {
+        type: 'portfolio-checkin',
+        assignTo: 'partner',
+        dueIn: '48 hours',
+      },
+    },
+  ],
+})
+
+export const LPReportingWorkflow = Workflow({
+  name: 'LP Reporting',
+  description: 'Quarterly LP reporting process',
+  trigger: { type: 'schedule', cron: '0 9 1 */3 *' }, // Quarterly
+  actions: [
+    {
+      order: 1,
+      type: 'api',
+      name: 'Aggregate Data',
+      config: {
+        collect: ['portfolio_metrics', 'fund_performance', 'new_investments', 'exits'],
+      },
+    },
+    {
+      order: 2,
+      type: 'task',
+      name: 'Update Valuations',
+      config: {
+        type: 'valuation-update',
+        assignTo: 'finance',
+        dueIn: '1 week',
+      },
+    },
+    {
+      order: 3,
+      type: 'task',
+      name: 'Draft Report',
+      config: {
+        type: 'lp-report-draft',
+        assignTo: 'ir-manager',
+        dueIn: '2 weeks',
+      },
+    },
+    {
+      order: 4,
+      type: 'task',
+      name: 'Partner Review',
+      config: {
+        type: 'report-review',
+        assignTo: 'managing-partner',
+        dueIn: '1 week',
+      },
+    },
+    {
+      order: 5,
+      type: 'notification',
+      name: 'Send to LPs',
+      config: {
+        channel: 'email',
+        template: 'quarterly_lp_report',
+        to: 'lps',
+      },
+    },
+  ],
+})
+
+// =============================================================================
+// 11. FINANCIALS
+// =============================================================================
+
+export const CatalystFinancials = financials({
+  revenue: 33500000, // Management fees (2% of AUM)
+  cogs: 0,
+  operatingExpenses: 25000000,
+  depreciation: 100000,
+  interestExpense: 0,
+  otherIncome: 0,
+  taxes: 2000000,
+})
+
+export const FirmMetrics = {
+  aum: 1675000000,
+  managementFee: 0.02, // 2%
+  carry: 0.20, // 20%
+  managementFeeRevenue: 33500000,
+  realizedCarry: 45000000, // From exits
+  portfolio: {
+    companies: 42,
+    activeBoard: 18,
+    unicorns: 6,
+    totalInvested: 680000000,
+    totalMarkValue: 1250000000,
+    aggregateArr: 385000000,
+  },
+  dealFlow: {
+    dealsReviewedYearly: 2200,
+    meetingsYearly: 800,
+    investmentsYearly: 12,
+    conversionRate: 0.5, // %
+  },
+  team: {
+    partners: 4,
+    principals: 4,
+    associates: 4,
+    platform: 8,
+    operations: 5,
+  },
+  performance: {
+    blendedIrr: 28,
+    blendedTvpi: 2.8,
+    blendedDpi: 1.2,
+  },
+}
+
+// =============================================================================
+// 12. UTILITY FUNCTIONS
+// =============================================================================
+
+export function getBusinessSummary() {
+  return {
+    company: CatalystVenturesBusiness,
+    vision: CatalystVision,
+    goals: CatalystGoals,
+    funds: Funds,
+    portfolio: Portfolio,
+    services: PlatformServices,
+    kpis: CatalystKPIs,
+    okrs: CatalystOKRs,
+    financials: CatalystFinancials,
+    metrics: FirmMetrics,
+  }
+}
+
+export function getFundPerformance() {
+  return Funds.map(f => ({
+    name: f.name,
+    vintage: f.vintage,
+    size: $.format(f.size),
+    deployed: `${((f.deployed / f.size) * 100).toFixed(0)}%`,
+    tvpi: f.metrics?.tvpi ? `${f.metrics.tvpi}x` : 'N/A',
+    irr: f.metrics?.irr ? `${f.metrics.irr}%` : 'N/A',
+    status: f.status,
+  }))
+}
+
+export function getPortfolioSummary() {
+  const active = Portfolio.filter(c => c.status === 'active')
+  const totalValue = active.reduce((sum, c) => sum + (c.markValue || 0), 0)
+  const totalInvested = active.reduce((sum, c) => sum + c.invested, 0)
+
+  return {
+    companies: active.length,
+    totalInvested: $.format(totalInvested),
+    totalValue: $.format(totalValue),
+    moic: (totalValue / totalInvested).toFixed(2) + 'x',
+    unicorns: active.filter(c => (c.currentValuation || 0) >= 1000000000).length,
+  }
+}
+
+export function getTopCompanies(n: number = 5) {
+  return Portfolio
+    .filter(c => c.status === 'active' && c.markValue)
+    .sort((a, b) => (b.markValue || 0) - (a.markValue || 0))
+    .slice(0, n)
+    .map(c => ({
+      name: c.name,
+      stage: c.stage,
+      value: $.format(c.markValue!),
+      ownership: `${c.ownership}%`,
+      arr: c.metrics?.arr ? $.format(c.metrics.arr) : 'N/A',
+    }))
+}
+
+export default {
+  business: CatalystVenturesBusiness,
+  vision: CatalystVision,
+  goals: CatalystGoals,
+  funds: Funds,
+  portfolio: Portfolio,
+  services: PlatformServices,
+  organization: CatalystOrg,
+  kpis: CatalystKPIs,
+  okrs: CatalystOKRs,
+  processes: {
+    dealSourcing: DealSourcingProcess,
+    dueDiligence: DueDiligenceProcess,
+    portfolioSupport: PortfolioSupportProcess,
+  },
+  workflows: {
+    dealScreening: DealScreeningWorkflow,
+    portfolioMonitoring: PortfolioMonitoringWorkflow,
+    lpReporting: LPReportingWorkflow,
+  },
+  financials: CatalystFinancials,
+  metrics: FirmMetrics,
+}