mundi-orch-deal-origination

name

mundi-orch-deal-origination

description

End-to-end deal-origination pipeline orchestrator — converts a thesis / sector / theme into screened targets with IC-ready one-pagers. Chain: thesis lock → PB screener → signal enrichment → scoring → counterparty-enrich fan-out → one-pager generation → deal-tracker append. Use when running origination sprints, building a pipeline for a specific theme, or refreshing an existing pipeline with new entrants.

Mundi Orch — Deal Origination

Overview

The reusable orchestrator behind /mundi:origination-run. Takes a thesis (sector + stage + geography + signal mix) and produces a ranked pipeline of IC-ready deals, each with a one-pager and tracker entry.

Input: origination thesis (theme YAML under apps/deal-origination/deal-intent-signal-app/deal_intelligence/config/ or signal_engine/signals/, or ad-hoc description) Output: ranked list of deals + per-deal one-pagers + Google Sheets tracker row appended per deal

When to use

• Running a new origination sprint on a specific theme (e.g., "climate-tech growth-stage N.A.")
• Refreshing an existing theme with last-90-day signals
• Re-scoring an existing pipeline against a new intent signal

Skip if:

• Just looking up one company — use mundi-orch-counterparty-enrich directly
• Need investor-side outreach not origination — use mundi-orch-investor-outreach

Pipeline (9 steps)

[1] Thesis lock         → load YAML or ask user (sector, stage, geo, signals, size)
[2] PB screener         → pb_screen_companies / pb_screen_deals with thesis filters
[3] Signal enrich       → pb_signal_enrich per hit (advisor hired, debt maturing, mgmt change, no-deal-in-years)
[4] De-dup + filter     → drop already-in-tracker entries, out-of-box-size, failed-IC-recently
[5] Parallel enrich     → mundi-orch-counterparty-enrich per hit (semaphore=2 PB-safe)
[6] Score + rank        → composite signal_strength + fit_to_thesis + timing
[7] One-pager gen       → investment-banking:one-pager OR private-equity:screen-deal per top-N
[8] Tracker append      → gws: append row to "Deal Tracker" Sheet with deal_id + one-pager link + score
[9] Summary             → markdown digest with top 10 by score + gaps / observations

I/O contract (MWP)

state_reads:

• ~/Mundi Princeps/apps/deal-origination/deal-intent-signal-app/deal_intelligence/config/*.yaml — top-layer signal configs (e.g. top_layer_signals_ma_debt.yaml)
• ~/Mundi Princeps/apps/deal-origination/deal-intent-signal-app/deal_intelligence/signal_engine/signals/*.yaml — signal definitions (universal_signals, ma_signals, trigger_signals)
• ~/Mundi Princeps/config/api_keys.json — PB, CapIQ, Supabase
• Existing tracker Sheet (Google Drive) — dedupe source
• ~/.claude/projects/.../memory/project_signal_audit.md — 94 themes / 1,640 signals inventory

state_writes:

• apps/deal-origination/runs/<theme>-<YYYY-MM-DD>/ — run artifacts
  • hits.json — raw screener output
  • enriched.json — after mundi-orch-counterparty-enrich fan-out
  • ranked.json — with scores
  • one-pagers/<deal_id>.md — per-deal one-pagers
• Google Sheet: append N rows to "Deal Tracker"
• Optional: mcp__supabase__execute_sql insert into deals table

Composition

step	tool
thesis load	Read on YAML + validation (source: deal-intent-signal-app/deal_intelligence/config/ or signal_engine/signals/)
screener	mcp__pitchbook__pb_screen_companies, pb_screen_deals
signal enrich	mcp__pitchbook__pb_signal_enrich, pb_signal_advisor_hired, pb_signal_debt_maturing, pb_signal_management_changes, pb_signal_no_deal_in_years
dedup	Read existing tracker via mcp__gws__readSpreadsheet
counterparty fan-out	Skill(skill="mundi-orch-counterparty-enrich") per hit (semaphore-capped)
scoring	inline Python or dedicated scoring skill
one-pager	Skill(skill="investment-banking:one-pager") OR Skill(skill="private-equity:screen-deal")
tracker append	mcp__gws__appendSpreadsheetRows
CRM write (opt)	mcp__supabase__execute_sql

Rate-limit + safety rules:

• PB screener calls: respect 2-per-second, single session.
• Per-hit enrichment: semaphore=2 strictly. Do not parallelize beyond this.
• Memory: feedback_no_parallel_scraping.md — account-ban protocol.
• On PB 401: hard-stop; apps/pitchbook-mcp/scripts/refresh-pb-cookies.sh; resume from last checkpoint.

Failure modes

failure	recovery
Thesis YAML invalid	halt; surface schema errors
PB screener returns 0	log + surface broader thesis suggestion; do not proceed
Enrichment partial (some hits fail)	proceed with available; mark failed hits in output with enrichment: "failed"
Google Sheet append fails	write to local CSV fallback at apps/deal-origination/runs/<theme>-<date>/tracker-append.csv

Invocation

/mundi:origination-run deal_intelligence/config/top_layer_signals_ma_debt.yaml --depth=full

Skill(skill="mundi-orch-deal-origination", {
  theme_yaml: "apps/deal-origination/deal-intent-signal-app/deal_intelligence/config/top_layer_signals_ma_debt.yaml",
  depth: "full" | "lean",
  top_n_one_pagers: 15,
  append_to_tracker: true
})

Output contract

{
  "run_id": "climate-tech-growth-na-2026-04-20",
  "theme": {...},
  "hits_count": 87,
  "enriched_count": 84,
  "ranked": [
    {"deal_id": "...", "name": "...", "score": 0.87, "signal_mix": [...], "one_pager_path": "..."}
  ],
  "tracker_rows_appended": 15,
  "gaps": ["3 hits failed PB enrichment", "2 one-pagers deferred"],
  "summary_md": "<path>"
}

Cross-references

• Paired slash command: ~/.claude/commands/mundi/origination-run.md
• Sub-orchestrators: mundi-orch-counterparty-enrich, mundi-orch-intent-signal (alternate entry)
• Plugin skills invoked: investment-banking:one-pager, investment-banking:cim, investment-banking:teaser, private-equity:screen-deal, private-equity:ic-memo
• App context: apps/deal-origination/ (ETL pipelines, theme YAMLs), apps/pitchbook-mcp/ (screener tools), apps/investor-outreach-platform/ (downstream pipeline)
• Memory: project_signal_audit.md, project_pb_phase1_*, feedback_pb_account_safety_protocol.md
• KB: docs/knowledge-base/wiki/03-intent-signal-and-origination/INDEX.md
• Plan source: docs/plans/2026-04-19-phase-3-final.md line 866

Safety

• Account safety dominates throughput. Prefer 1 solid run over 3 fast runs that burn an account.
• Always checkpoint at step 5 — if the run crashes during enrichment, resume from enriched.json.
• Never write to the master deal tracker without dedupe step 4.