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Created March 13, 2026 16:03
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Sprint Update: Week ending March 13, 2026 - Daniel/Adeo Team Progress
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sprint-update-2026-03-13.md

Sprint Update: Week Ending March 13, 2026

Daniel/Adeo Team Progress Summary

📊 Velocity & Team Highlights

Weekly Metrics:

  • Items Completed: 5 items this week (Mar 8-13)
  • Total Velocity Period: 95 items over 5 weeks
  • Trend: ⬆️ Up (avg 19/week over period)
  • Top Contributors: Daniel (17), Houston (14), Terrence (14), Thiago (12), Greg (11)

Key Projects This Period:

  • Platform & Infrastructure: 27 items
  • Capital Operations: 14 items
  • AI Features & Start System: 9 items each

Major Merges This Week:

  • Business Summary Dashboard Phase 2 features (Daniel)
  • KYC identity verification flow with Parallel Markets (Houston)
  • ADV signature request dashboard + new doc sign flow (Thiago)
  • SPV Dashboard & Tabulator refactor (Daniel)
  • Investment/SOI auto-entry when coding JE to 1100 (Greg)

🎯 Engineering Plan Progress by Area

Front Office (Houston, Isabel)

Status: ✅ Strong delivery on monitoring & LP experience

  • ✅ DONE - Monitoring FI Email Deliverability (Houston & Woody)
    • Deployed monitoring solutions for email reliability
  • ✅ DONE - Files Redesign (Isabel)
    • New file system styling deployed
  • 🔄 NOW Travis LP Onboarding Hand Off (Houston)
    • Hand-off in progress, Houston focused on AML/KYC & Email Deliverability
  • 🧪 USER TESTING Back Office and LP K1 Experience (Isabel)
    • Active user testing, K1 experience improvements merged
  • 🧪 USER TESTING LP Majority In Interest Consent (Isabel)
    • User testing in progress

Highlights:

  • KYC identity verification with Parallel Markets fully integrated
  • Email deliverability monitoring deployed
  • K1 experience significantly improved based on user feedback

Back Office (Greg, Daniel, Thiago, Dias)

Status: 🚀 High-impact platform & infrastructure delivery

  • ⚡ PRIORITY Small Bites & Bug Fixes (Greg)
    • Continuous stream of bug fixes and optimizations
  • 📊 NEW SPV Dashboard (Daniel)
    • Complete dashboard for SPV management and monitoring
  • 🔧 ONGOING Business Summary Dashboard (Daniel)
    • Phase 1 deployed, Phase 2 features this week
  • 💼 NEW ADV Signature Request Dashboard (Thiago)
    • Streamlined document signing workflow deployed
  • 🏗️ FOUNDATION Investment/SOI Auto-Creation (Greg)
    • Auto-creates investment entries when coding JE to 1100

Recent Infrastructure Wins:

  • Fixed UGL journal entry bug for cap_adjusted fields
  • Portfolio system optimization and bug fixes
  • Organization registry unification
  • Query lens added to development environment

AI (Woody, Terrence)

Status: ⚠️ WhatsApp integration in progress, agentic features gated

  • 🔄 ONGOING Simple AI Messaging for WhatsApp (Woody & Adeo - Replit)
  • 📋 PLANNED Twillio / A2P Paperwork and WhatsApp (Terrence & WhatsApp - WH API)
  • 🎯 FOCUS Final 10% polish - "AI first 90% is fast, the Final 10% is more difficult"
  • 🛡️ NEW COSTLY_AGENTIC_ENABLED_PRODUCTS gating for AI orchestrator eligibility

Key Discussion Points:

  • What does AI first mean across the org (Internal and external facing)
  • Triage / Customer Success integration planning
  • Questionnaires for migrations workflow

Start Fund (Austin, Woody)

Status: 📋 Questionnaire integration and onboarding focus

  • 📝 ACTIVE Combine Click to Close, Start Fund Onboarding Questionnaires (Woody & Austin)
  • 🔧 TOOL Use the Import Tool for Onboarding Questionnaires
  • 💰 ONGOING Cap Table (Austin)
  • 📊 FOUNDATION Support Formations with Structured Data (Remove Cornerstone Customization)

Customer & External

Status: 🏗️ Foundation work for better LP experience

  • 🚀 DEPLOYED Decile Pro improvements: hiding FMV/TVPI when hide_calculations enabled
  • 📧 IMPROVED Legal pages updated to use Decile Group Inc. entity name
  • 🔐 ENHANCED Personal Outlook allowed, external-domain Microsoft OAuth blocked
  • 📱 NEW Mobile Base Search with current channel result boosting
  • 🏢 FOUNDATION Unified organization registry for better data management

Design & UX

Status: 🎨 Focus on K1 experience and file management

  • 📄 IMPROVED K1 Experience enhancements based on user testing
  • 🗂️ ENHANCED File System styling and organization
  • 🔍 NEW Mobile search interface improvements
  • 📱 IMPROVED LP mobile experience optimizations

⚡ This Week's Major Achievements

  1. Business Intelligence Platform - SPV Dashboard and Business Summary Phase 2 deployed
  2. Compliance Automation - KYC identity verification and ADV signature workflows
  3. Financial Automation - Investment/SOI auto-creation from journal entries
  4. Mobile Experience - Base Search mobile interface with smart result boosting
  5. LP Experience - K1 improvements and Pro platform calculation hiding

🔮 Next Week Outlook

Key Focus Areas:

  • Complete WhatsApp AI integration final 10%
  • Continue LP onboarding optimization with Travis handoff
  • Finalize Start Fund questionnaire integration
  • Deploy additional Business Summary dashboard features
  • Continue SPV and Back Office tooling improvements

Risk Items to Monitor:

  • WhatsApp A2P paperwork and integration complexity
  • User testing feedback incorporation timeline
  • AI agentic features cost management

Generated: Friday, March 13, 2026 at 1:01 PM (Brazil/São Paulo)

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