Internal · deal team only
Internal workspace
Allocator documents, working analysis and operating tools in one place. Analysis here is not a verified fact until a source says so.
Before wider distribution
- Final offering and subscription documents
- Matched transaction sample
- Insurance policy schedule and exclusions
- Realised cycle dataset and reconciliation
- Supplier and buyer concentration
- FX, custody and payment-priority mechanics
01 · Data room
What an allocator sees
The documents linked from the allocator site, in reading order. Public-facing does not mean verified.
DOC 01
Product summary
How a trade works, the terms in the current materials, structure and controls, risks, and what to ask for. Read this first.
日本語版
DOC 02
Diligence questions
Direct answers to the questions allocators ask most, each with what to ask for before you subscribe.
日本語版
DOC 03
Process and documents
From first call to term end: the seven phases, what you receive at each one, and what slows things down.
日本語版
DOC 04
Tax notes for investors
Japanese consumption tax, withholding and home-jurisdiction questions to settle with your advisers before you subscribe.
DOC 05
Counterparty evidence
Government registers and independent records on the operating group behind the trade, graded by source, with their limits.
02 · Analysis
Positioning, client fit and operating mechanics
Working analysis for the deal team and counsel. Validate sources before moving a claim into allocator materials.
INT i01
Positioning Analysis
Working category map, comparable products, yield-credibility tests, and structural questions for counsel.
INT i02
Allocator Fit
Prospect qualification criteria, priority tiers, exclusion conditions, and evidence needed before outreach.
INT i03
JCT Operating Analysis
Working model of JCT cash flows, invoice controls, refund timing, and the operating evidence still required.
03 · Tools
Pipeline, scenario and editorial workflows
Tools organise inputs and actions. They do not upgrade an input's evidence state.
TOOL 06
Scenario model
Test cycle length, delays, idle cash and JCT with your own assumptions. Outputs are models, not results.
日本語版
TOOL i04
Vetting Workflow
Live seven-stage prospect workflow backed by vetting-data.json. Tracks ownership, next evidence, and explicit disqualification.
TOOL i05
Translation Claim Review
Deferred translation findings where tone, claim strength, or regulatory meaning requires a human decision.