USER JOURNEYS · A GUIDED TOUR OF THE PLATFORM · NOTHING HERE IS INVESTMENT ADVICE
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Console desks · Asset review desk

From inbound asset to committee decision

The pipeline desk decides what gets listed. Its guarantees: every stage move is legal-next-only, diligence items are evidence-gated, the committee separates recommendation from decision on a frozen input hash, and every decline carries a reason the submitter reads. This journey runs a submission across the whole board.

A recorded run of this exact journey — every step below, performed live on the platform, with every click shown (about 3 minutes).
01

Triage the board

  1. 1

    Open the Pipeline.

    http://admin.blackant.tech/pipeline

    Expect · A seven-stage board: received → screening → diligence → committee → accepted → structuring → ready to launch. Cards age-dot from green to red; amber tags mark “waiting on submitter”.

  2. 2

    Drag a card one stage (only legal targets light up), or open its workbench.

    /pipeline

    Expect · Illegal jumps are not droppable. Dragging to the red bar declines, with a mandatory reason the submitter sees.

02

Work a submission’s record

  1. 3

    Open a submission workbench.

    http://admin.blackant.tech/pipeline/[reference]

    Expect · The asset record, the sponsor organisation, attachments (content-addressed), stage history and SLA state.

  2. 4

    Request information from the submitter (action required).

    /pipeline/[reference]

    Expect · The card leaves its column into “waiting on the submitter”; their answer returns it to the exact stage it left, with the exchange preserved.

  3. 5

    Put a submission on hold with a reason; resume later.

    /pipeline/[reference]

    Expect · Hold pauses SLAs honestly; resume restores the stage.

03

Run diligence

  1. 6

    Work the diligence checklist in the workbench.

    http://admin.blackant.tech/pipeline/[reference]

    Expect · Each item needs linked evidence before it can pass; without evidence it cannot be marked complete.

  2. 7

    Attach or reference legal-entity records for the SPV.

    /pipeline/[reference]

    Expect · Entities carry registration data and status; they follow the deal into structuring.

04

Committee: recommend, then decide

  1. 8

    Record the committee recommendation on the frozen submission input.

    http://admin.blackant.tech/pipeline/[reference]

    Expect · The recommendation hashes the exact inputs it saw. If the record changes afterwards, the decision step refuses on input drift.

  2. 9

    Have a different member decide (accept/decline).

    /pipeline/[reference]

    Expect · Acceptance can attach conditions; waiving a condition later is a dual-control act.

  3. 10

    Watch acceptance hand off to Issuance.

    http://admin.blackant.tech/issuance

    Expect · The accepted deal appears in “ready to structure”, and one click starts the draft offering.

That is every act this role can take.Pick another user type →