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.

        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.

        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