Dashboard

Intros and placements tracked separately by firm.

My Tasks

Follow-ups and reminders.

Firm Type Tier Intro Count Placement Count Last Intro Last Placement

Firms

Create firms as Company or Investor and connect ownership relationships.

Firm Type Tier Subsectors Ownership Contact

Executives

Create and manage executives in your network.

Name Position Company Subsectors Last Intro Last Placement

Introductions

Investor/company intros only. Search work is not included here.

Date Firm Type Executive Contact

Placements

Track searches and placements separately from introductions.

Date Company Investor Search Placed Executive Level Function Tags

Searches

Track active and completed executive searches.

Title Company Function Seniority Status Started

Thematic Heat Map

Searchable high-level subsectors with retained detail.

Firms

    Executives

      Relevant Work

        Big Brain

        Ask Ariadne anything. It can search firms, executives, tasks, and more.

        Details

        Click intro/placement counts from dashboard to load records.

        Data Tools

        Fresh-start mode. Export or reset your clean dataset anytime.

        PMT Template

        Add, edit, reorder, or remove tasks from the standard search checklist template. Changes apply to new searches only.

        Recent Activity

        Latest 20 local events.

        CSV Import

        Import clean-schema CSV files: firms, executives, introductions, placements.

        Intro Import (Tester)

        Import candidate intros from Project Ariadne Tester format.

        Merge Candidates

        Manually merge duplicate candidate records.

        Backup

        Export all data as JSON.

        Local API Sync

        Current app data source.

        Data source: Browser local data

        Manual sync tools

        CSV Export

        Export core entity tables to CSV.

        JSON Upload

        Preview and merge an Ariadne JSON snapshot into local state.

        No import preview yet.

        Reset

        Clear all local data and restart clean.

        CSV Templates

        • firms.csv: name,type,contactName,contactTitle,tier1,tier2,subsectorDetail,ownedBy
        • executives.csv: name,function,tier1,tier2,subsectorDetail,notes,linkedin
        • introductions.csv: firmName,executiveName,date,contactPerson,notes
        • placements.csv: companyName,investorName,executiveName,candidateLinkedin,searchName,roleTitle,roleLevel,roleFunction,date,status,searchLead,partner,s2,notes
        • searches.csv: title,companyName,functionFocus,seniority,status,source,startedAt,notes
        • Project Ariadne Tester - Sheet1.csv: Name,Title,LinkedIn Profile,Tags,Intro's Made

        Merge Review

        Potential duplicates from the last Tester import.

        No pending merge review items.

        Settings

        Configure your daily brief preferences.

        Daily Brief Sections

        Choose which sections appear in your morning brief.

        Delivery Schedule

        Choose which days you receive your brief.

        Auto-detected on login; override here if needed.

        Resources

        Quick reference for the team. Updated as I think of things.

        Taxonomy

        Tier 1 → Tier 2 → Tier 3. Click any tier to expand. This is the same taxonomy the BD Strategist uses for matching, and the same one we tag firms and placements with.

        Healthcare Taxonomy v2.1

        Three tiers. Used across firms, placements, and BD signal matching. Click any Tier 1 to expand its tree.

        Provider & Care Delivery

        Organizations delivering physical clinical care — PPMs, primary care, post-acute, dental, vet. Excludes behavioral health.

        • Physician Practice Management (PPM) — PE-backed multi-site specialty practice platforms
          • Platform / Rollup
          • MSO / Management Services
          • Single-Specialty Group
          • Dental (DSO)
        • Primary & Urgent Care
          • Primary Care
          • Urgent Care & Retail Clinics
          • Value-Based Care Organizations
        • Post-Acute & Home-Based Care
          • Home Health & Home-Based Care
          • Skilled Nursing & Rehab
          • Hospice & Palliative
          • Senior Living & PACE
        • Veterinary Care
          • Veterinary Practices
          • Veterinary Services & Supply
        Healthcare IT

        Software, platforms, and digital tools serving healthcare. Excludes pharmacy tech (Life Sciences & Pharmacy) and BH tech (Behavioral Health).

        • Data & Analytics
          • Healthcare Analytics Platforms
          • Population Health Analytics
          • Quality Measurement & Reporting
        • Revenue Cycle & Financial Tech
          • RCM Platforms
          • Prior Authorization & Utilization
          • Patient Financial Services
        • Clinical Decision Support & AI
          • Medical Imaging AI
          • Genomics & Precision Medicine Tech
          • Clinical AI & Decision Support
        • EHR & Interoperability
          • EHR Platforms
          • Health Data Exchange
          • Clinical Informatics
        • Digital Health & Therapeutics
          • Chronic Disease Platforms
          • Weight & Metabolic Health Tech
          • Musculoskeletal & Movement
        • Telehealth & Virtual Care
          • Virtual Care Platforms
          • Remote Patient Monitoring
          • Virtual Specialty Care
        • Care Coordination & Management
          • Care Management Platforms
          • Patient Engagement
          • Population Health Management
        • Payor Technology
          • Health Plan Administration
          • Payment Integrity & Processing
          • Benefits & Insurance Tech
        • Workforce & Operations Tech
          • Healthcare Workforce Management
          • Hospital Operations & Optimization
          • Healthcare IoT & Asset Tracking
        • Cybersecurity & Infrastructure
          • Healthcare Cybersecurity
          • Identity & Credentialing
          • Industry Standards & Compliance
        Behavioral Health

        All BH companies regardless of delivery model — in-person, telehealth, digital, or hybrid. Includes mental health, autism, SUD, eating disorders, and BH-specific tech.

        • Mental Health & Counseling
          • Outpatient Therapy & Counseling
          • Digital Mental Health Platforms
          • Crisis & Acute Services
          • Mental Health Networks
        • Autism & Neurodevelopmental
          • ABA Therapy & Autism Services
          • Neurodevelopmental Platforms
          • Developmental Disability Services
        • Substance Use & Addiction
          • Addiction Treatment & Recovery
          • MAT & Harm Reduction
          • Digital SUD Solutions
        • Eating Disorders
          • Eating Disorder Treatment
          • Digital Eating Disorder Support
        • Psychiatric Services
          • Psychiatric Practices
          • Telepsychiatry
        • BH Technology & Infrastructure
          • BH-Specific EHR & Practice Management
          • BH Analytics & Quality
          • BH Content & Education
        Life Sciences & Pharmacy

        The drug ecosystem — pharma services, PharmaTech, PBM, specialty pharmacy, biotech, clinical trials, and RWE.

        • PharmaTech & Medication Management
          • Pharmacy Platforms & PBM Tech
          • Medication Adherence & Access Platforms
          • Pharmacy Analytics & Drug Pricing
        • Pharmacy Services & Distribution
          • Specialty Pharmacy
          • PBM & Drug Cost Management
          • Pharmacy Fulfillment & Delivery
          • Compounding Pharmacy
        • Pharma Services & Commercialization
          • Pharma Commercial Services
          • Real-World Evidence
          • Specialty Drug Services
        • Biotech & Drug Development
          • Genomics & Molecular Diagnostics
          • Drug Discovery & Development Tools
          • Clinical Trial Technology
        Healthcare Services

        Non-clinical services — staffing, supply chain, consulting, outsourced ops. Excludes pharmacy services (under Life Sciences & Pharmacy).

        • Supply Chain & Medical Equipment
          • Medical Supply Chain
          • DME & Home Medical Equipment
          • Healthcare Logistics
        • Staffing & Workforce Services
          • Clinical Staffing
          • Outsourced Clinical Services
        • Healthcare Consulting & Managed Services
          • Management Consulting
          • Outsourced Operations
        • Quality, Accreditation & Compliance Services
          • Quality & Accreditation
          • Health Plan Services
        Payors & Insurance

        Health insurance companies, managed care organizations, and payer-adjacent businesses

        • Health Plans & Managed Care
          • Medicare & Medicaid Plans
          • Commercial Health Plans
          • Specialty & Ancillary Plans
        • Value-Based Care & Risk
          • ACO & Risk-Bearing Entities (Payor-Side)
          • Care Navigation & Utilization
        • Payor Analytics & Cost Management
          • Claims Analytics
          • Network Management & Contracting
        Medical Devices & Diagnostics

        Device manufacturers, diagnostic equipment, surgical technology

        • Surgical & Implantable Devices
          • Orthopedic & Spine
          • General Surgical
        • Diagnostic Equipment & Imaging
          • Diagnostic Imaging
          • Point-of-Care Diagnostics
        • Monitoring Devices & Wearables
          • Continuous Monitoring
          • Consumer Health Devices
        Consumer & Employer Health

        D2C wellness, employer benefits platforms, health content. Excludes clinically-focused digital health (under Healthcare IT).

        • Employer Benefits & Wellness
          • Benefits Administration
          • Employer Wellness Programs
          • Employer Health Navigation
        • Consumer Wellness & D2C Health
          • Nutrition & Food as Medicine
          • Consumer Health Content
        • Vision & Ancillary Benefits
          • Vision Benefits
          • Ancillary & Supplemental
        Conditions (20)

        Cross-cut the tier hierarchy. A signal can carry one or more.

        Behavioral Health · Substance Use · Autism & Developmental · Eating Disorders · Diabetes · Obesity & Weight · Cardiovascular · Renal / Nephrology · Oncology · Respiratory · Musculoskeletal · Women's Health · Rare Disease · Dermatology · ENT & Allergy · Dental · Vision & Hearing · Senior Care · Pediatric · Veterinary

        How to use Ariadne

        Click any section to expand.

        Big Brain

        The chat tab. Ask it anything you'd otherwise look up by clicking through firms, placements, or executives. It'll do the lookup for you.

        What works well:

        • "Have we placed any CFOs at women's-health companies in the last 3 years?"
        • "Show me everything we know about Arsenal Capital."
        • "Prepare a pitch for a CFO search at a Series B home-health company."
        • "Which investors have we worked with on revenue cycle deals?"

        Tips:

        • Be specific. Sub-sector, role level, time window — all sharpen results.
        • Spell out ambiguous acronyms. CMO is Chief Medical Officer or Chief Marketing Officer? Big Brain will ask, but you save a round-trip.
        • For pitch prep, just say "prepare pitch for [company] [role]." It pulls placements, investor overlap, and analogs.
        Your morning brief

        The 6:30 AM Slack DM. What's in it:

        • Narrative — one-paragraph read of your day.
        • Calendar — your Google events with attendee context.
        • Email Highlights — actionable threads from the last 24 hours.
        • Client Watch — Google News on companies you've placed at.
        • BD Opportunities — deals we could pitch (🎯). Relationship Touchpoints (🤝) are firms we know — congrats outreach, not a new pitch.
        • Market News — opt-in. Off by default.

        Toggle sections in Settings → Daily Brief Sections.

        Timezone

        Auto-detected from your browser at every login. Travel and your brief follows — calendar entries render in local time.

        If it picks wrong (VPN, etc.), override it in Settings → Timezone. Heads-up: the next login will re-detect, so the manual setting only sticks while your browser reports that zone.

        Keep this current

        Update HubSpot last-contacted dates. The "last spoke to X on Y" lines in BD opportunities pull straight from HubSpot. If you logged a call there yesterday, it shows up in tomorrow's brief.

        Bugs and feature requests

        DM me on Slack. What you saw, what you expected, screenshot if you have one. I'll get to it.

        Projects

        Active executive searches and their checklists.

        My Projects

        All Projects ▸

        Archive ▸

        Admin

        Manage users, roles, and platform access.

        User Management

        All registered users and their current access level.

        User Email Role Slack Calendar Last Brief Last Login Actions

        Contract Tracker

        Track active contract engagements and their pipeline stages.