Evaluation workspace Set up the review, then capture the five lens submissions.
Phase A · setup

Create five deal_lenses rows, append evaluation_started, and move the deal to evaluation_open.

Phase B · capture

Each card appends a deal_lens_submissions row and marks its assignment submitted.

Gate · underwriting

The fifth submission appends evaluation_complete and opens underwriting approval in the dashboard.

Connection

Evaluation session

No deal context loaded yet
Initialize the SDK before running evaluation events.
Phase A

Evaluation setup

Runs once per deal

This setup event creates the five evaluator assignments, appends the first evaluation stage event, and moves the deal into evaluation_open.

Technical

Platform

Commercial

Go-to-market

Investment

Committee

Legal

Structure

ETAM

Market
Phase B

Lens submissions

Five cards

Each card submits one evaluator lens. The run appends a submission row, marks the matching assignment submitted, and the fifth card opens the underwriting approval.

Tracked deal

Context snapshot

Expected updates

What changes downstream

After setupFive assignment rows appear in deal_lenses, plus an evaluation_started event in the shared timeline.
After each submissionA new row lands in deal_lens_submissions and the matching assignment flips to submitted.
After the fifth submissionThe dashboard task rail should show the underwriting approval.
Observed status

Execution feedback

No evaluation runs launched yet.