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.

On track At risk Blocked
Deal
Formation
Target / BCA
De-SPAC
Closing
Next gate

Click any row to load its workstreams and task board below.

New SPAC · auto-populate plan

HCA-I · Milestone constellation

Every material gate on one line. Color encodes gate health at that point in the arc.

41% lifecycle
Lead · H. Sterling
Formation
Target / BCA
De-SPAC
Closing
Now
M1
IPO Priced
M2
Trust Funded
M3
Target Identified
M4
LOI Signed
M5
PIPE Close
M6
BCA Signing
M7
S-4 Filed
M8
SEC Clearance
M9
Shareholder Vote
M10
Closing

Workstreams

Internal owners paired with external counterparts. Progress drives the swim-lane bar above.

Financial Audit (Q3–Q4)

externalMarcum LLP · Internal: J. Ross

Completed
100%

S-4 Registration Statement

externalSkadden · Internal: S. Miller

Board consent gate
68%

PIPE Syndicate Formation

externalGoldman Sachs · Internal: H. Sterling

In progress
74%

Target Due Diligence — Legal

externalWilson Sonsini · Internal: K. Ndiaye

In progress
55%

Cheap Stock / 409A Analysis

externalMarcum LLP · Internal: J. Ross

Awaiting Target data
22%

Investor Communications

internalPatek IR · Internal: A. Chen

Drafting
40%

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.

Formation2/2

Q4 financials tie-out

3/3 sub100%
externalMarcum · J. Ross Done

Sponsor audit sign-off

100%
externalMarcum · J. Ross Done
Target / BCA0/4

Anchor investor LOIs

2/4 sub50%
externalGS · H. Sterling T-14

IP diligence report

2/3 sub67%
externalWSGR · K. Ndiaye T-9

S-4 exhibit list draft

25%
externalSkadden · S. Miller T-21

Board consent memo

50%
internalPatek · A. Chen T-4
De-SPAC0/2

File initial S-4

0%
externalSkadden · S. Miller T-30

409A refresh (Target)

25%
externalMarcum · J. Ross TBD
Closing0/1

Investor roadshow deck

25%
internalPatek IR TBD
Track mode: click a pipeline dot, the status pill, or a subtask to update.
Manage template library →