Portfolio Command Center
Two views, one glance: swim-lane shows where every SPAC sits along the lifecycle; the constellation zooms into the focused deal's gates. Below, plan the tasks up front from the template library, then flip to track mode to keep them updated.
Portfolio Swim-lane
One row per SPAC · phase bars indicate position along the lifecycle · diamonds mark the next gate.
Click any row to load its workstreams and task board below.
New SPAC · auto-populate planHCA-I · Milestone constellation
Every material gate on one line. Color encodes gate health at that point in the arc.
Encompasses vehicle setup + IPO. IPO is the back half of Formation, not a separate movement.
Carries a live public-reporting obligation underneath — tracked in the compliance strip below.
Post-close steady state — outside the three project movements. Deals flip mode at Closing.
Background compliance · live reporting obligations
1 overdueNot a project gate — tracked, not executed. Vendors handle filing.
Quarterly 10-Q filing
Annual 10-K filing
Annual proxy statement
Board meeting cadence
Extension vote 8-K
Workstreams
Internal owners paired with external counterparts. Progress drives the swim-lane bar above.
Financial Audit (Q3–Q4)
externalMarcum LLP · Internal: J. Ross
S-4 Registration Statement
externalSkadden · Internal: S. Miller
PIPE Syndicate Formation
externalGoldman Sachs · Internal: H. Sterling
Target Due Diligence — Legal
externalWilson Sonsini · Internal: K. Ndiaye
Cheap Stock / 409A Analysis
externalMarcum LLP · Internal: J. Ross
Investor Communications
internalPatek IR · Internal: A. Chen
Task board · Track mode
Tasks stay in their phase. Each task walks its own pipeline: Not started → Planned → In progress → Review → Done. Every change is written to the audit trail.
Q4 financials tie-out
Sponsor audit sign-off
Anchor investor LOIs
IP diligence report
S-4 exhibit list draft
Board consent memo
File initial S-4
409A refresh (Target)
Investor roadshow deck