| name | bd-machine-blocks |
| description | Load whenever a deliverable must end with machine-readable people or portcos JSON blocks (BD dossiers, sponsor profiles). Exact block contracts, plus a validator script to run on the draft before delivering. |
Machine-readable blocks
Deliverables are parsed by the CRM. The machine blocks go at the very END of the
output, each JSON array wrapped in its tag, with nothing after the final closing tag.
<people>…</people> — outreach contacts (dossiers AND sponsor profiles)
<people>[{ "name": "...", "title": "...", "persona": "<one of the buyer personas from the brand canon, or other>", "linkedin": "https://www.linkedin.com/in/…", "source": "https://…" }]</people>
Rules:
- 2–6 people, the ones most relevant for outreach, mapped to the buyer personas in the brand canon where possible.
- Pull names and titles from company leadership/team pages, deal press releases, and the
PE sponsor's team page.
- Include
linkedin ONLY if web search actually surfaced a real profile URL — never guess
or construct one; omit the field if you didn't find one. LinkedIn pages can't be
fetched, so any link is unverified.
- If you genuinely found no named people, emit
<people>[]</people>.
<portcos>…</portcos> — ADD-flagged portfolio companies (sponsor profiles only)
Emit every portco you flagged → ADD, right after </people>:
<portcos>[{ "company": "...", "sponsor": "<this fund>", "hq": "...", "vertical": "...", "fit": "Strong" | "Worth a look", "why_now": "<the dated, specific trigger>", "entry_persona": "<likely buyer>", "green_signals": ["…"], "sources": ["https://…"] }]</portcos>
Rules:
- These are auto-added to the CRM as new targets — only include portcos that genuinely
clear the ICP bar. Quality over count.
- Only
company, sponsor, and fit are required; omit fields you couldn't verify
rather than guessing.
fit must be exactly "Strong" or "Worth a look".
Validate before delivering
Write your draft deliverable to a file and run the bundled validator on it:
python3 scripts/validate_blocks.py draft.md # dossier: people block
python3 scripts/validate_blocks.py draft.md --portcos # sponsor profile: people + portcos
Exit 0 means the blocks parse and follow every rule above. If it reports violations,
fix them and re-run — do not deliver a draft that fails validation.
