My Tasks
Follow-ups and reminders.
Intros and placements tracked separately by firm.
Follow-ups and reminders.
| Firm | Type | Tier | Intro Count | Placement Count | Last Intro | Last Placement |
|---|
Create firms as Company or Investor and connect ownership relationships.
| Firm | Type | Tier | Subsectors | Ownership | Contact |
|---|
Create and manage executives in your network.
| Name | Position | Company | Subsectors | Last Intro | Last Placement |
|---|
Investor/company intros only. Search work is not included here.
| Date | Firm | Type | Executive | Contact |
|---|
Track searches and placements separately from introductions.
| Close Date | Company | Search | Placement | Type | Level | Function |
|---|
Track active and completed executive searches.
| Title | Company | Function | Seniority | Status | Started |
|---|
Searchable high-level subsectors with retained detail.
Click intro/placement counts from dashboard to load records.
Fresh-start mode. Export or reset your clean dataset anytime.
Add, edit, reorder, or remove tasks from the standard search checklist template. Changes apply to new searches only.
Latest 20 local events.
Import clean-schema CSV files: firms, executives, introductions, placements.
Import candidate intros from Project Ariadne Tester format.
Manually merge duplicate candidate records.
Export all data as JSON.
Current app data source.
Data source: Browser local data
Manual sync tools
Export core entity tables to CSV.
Preview and merge an Ariadne JSON snapshot into local state.
Clear all local data and restart clean.
firms.csv: name,type,contactName,contactTitle,tier1,tier2,subsectorDetail,ownedByexecutives.csv: name,function,tier1,tier2,subsectorDetail,notes,linkedinintroductions.csv: firmName,executiveName,date,contactPerson,notesplacements.csv: companyName,investorName,executiveName,candidateLinkedin,searchName,roleTitle,roleLevel,roleFunction,date,status,searchLead,partner,s2,notessearches.csv: title,companyName,functionFocus,seniority,status,source,startedAt,notesProject Ariadne Tester - Sheet1.csv: Name,Title,LinkedIn Profile,Tags,Intro's MadePotential duplicates from the last Tester import.
Configure your daily brief preferences.
Choose which sections appear in your morning brief.
Quick reference for the team. Updated as I think of things.
Tier 1 → Tier 2 → Tier 3. The same taxonomy the BD Strategist uses for matching and the same one we tag firms and placements with. Synced from the "Taxonomy" tab of the Database sheet — edit there and the change flows through on the next sync.
Three tiers. Click any Tier 1 to expand its tree.
Every placement is classified two ways: one Function (what the role does) and one Level (seniority). These are the exact values you filter by on the Placements tab. Synced from the Database sheet — edit there and the filters follow on the next sync.
| Level | What it means |
|---|---|
| C-Suite | All C-level roles and equivalents like President. To find CEOs, filter by C-Suite + the General Management function. |
| SVP | Senior or Executive VPs and equivalent. |
| VP | Vice Presidents; includes "Head of" and other equivalent titles. |
| RVP | Regional, Associate, and equivalent junior VP titles. |
| Director | All Director levels. Does not include IC titles like Account Director. |
| Manager | People-manager titles and equivalents like Leads and Supervisors. Does not include ICs like Account Manager or Product Manager. |
| IC – Senior | Senior individual contributors — the senior version of IC – Professional; typically one level below having reports. |
| IC – Professional | Intermediate skilled ICs such as Account Executive, Software Engineer, or Project Manager. Includes long-term professional roles without a traditional ladder, like Registered Nurse. |
| IC – Junior | Lower-level ICs such as Customer Service Representative, Patient Helper, or Intake Processor. |
| Board/Advisor | Non-employee board members or advisors. |
| Function | What it covers | Example titles |
|---|---|---|
| Accreditation | Accreditation and quality work — a large share of NCQA placements. | Senior Manager, Accreditation Policy; VP, Quality Implementation; Research Scientist |
| Board & Advisory | Board members or advisors. | Board Member; Board Chairman; Executive Advisor |
| Client & Customer Success | External-facing support and leadership. | Head of Customer Success; SVP, Member Experience; Manager of Client Services |
| Clinical | Licensed medical professionals, clinical support, and clinical leadership. | Remote Clinical Supervisor; SVP, Medical Director; Chief Medical Officer |
| Commercial | Account management, partnerships, sales operations, lead generation. | VP, Strategic Partnerships; Director, Payer Partnerships; Director, Demand Generation & Inside Sales |
| Data & Analytics | Data-focused roles, kept separate from Technology. | Senior Data Analyst; VP, Business Intelligence & Analytics; Lead Data Scientist |
| Finance | Financial and accounting support and leadership. | Chief Financial Officer; Director, FP&A; Billing Specialist |
| General Management | CEOs, Presidents, GMs. | Chief Executive Officer; President; General Manager, Life Sciences |
| Human Resources | Traditional HR, recruiting, training. | Chief People Officer; Senior Director of Human Resources; Manager, Talent Acquisition |
| Investor | Placements working directly for an investor rather than at a portfolio company. | Executive Partner; Operating Partner; Executive in Residence |
| Legal & Compliance | Regulatory, compliance, in-house counsel. | Director, Regulatory Operations; Chief Legal Officer; General Counsel |
| Marketing | Marketing support and leadership. | VP, Marketing; Product Marketing Manager; Director, Marketing Automation |
| Operations | Internal and external operations, project management, admin. | Chief Operating Officer; SVP, Client Operations; Integrations Project Manager |
| Product | Product development and leadership. | Product Manager; Head of Product; Chief Product Officer |
| Sales & BD | Conventional individual sales and sales leadership. | Chief Revenue Officer; VP, Business Development; Enterprise Account Director |
| Strategy & M&A | Corporate development and strategy. | SVP, Growth & Development; Corporate Strategy Associate; VP, Head of Corporate Development |
| Technology | Software development and IT, internal and external. | Director of IT; VP of Engineering; Chief Technology Officer |
| Introductions | Projects where we introduced candidate pools without a specific placement. | Pre-Deal Project; Clinical Intros; Research/Introductions Project 2024 |
| Other | Catch-all — not currently in active use. | — |
Click any section to expand.
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:
Tips:
Every search gets a Project Management Tracker with a templated task list across Overview and Calibration tabs.
Firms and Placements both support multi-filter narrowing. Each Tier dropdown cascades — picking Tier 1 narrows what shows in Tier 2 and Tier 3.
From the Placements tab: hover over the rows you want, check the box on the left of each one, then click Generate Slides. A two-slide deck (logos + placements table) is created in Google Slides and opens in a new tab.
The 6:30 AM Slack DM. What's in it:
Toggle sections in Settings → Daily Brief Sections.
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. The next login will re-detect, so the manual setting only sticks while your browser reports that zone.
Active executive searches and their checklists.
Manage users, roles, and platform access.
All registered users and their current access level.
| User | Role | Slack | Calendar | Last Brief | Last Login | Actions |
|---|
Track active contract engagements and their pipeline stages.