Modules

Surface-oriented breakdown for workflow ownership and route scoping.

Use these ownership areas to align changes with the current route group design. The intent is to keep feature changes close to route + service boundaries.

Fund Operations

Fund workspace and lifecycle setup

Scope: fund and sponsor entities, closings, fund-level setup, and investor directory context.

Primary routes:

/funds, /funds/:fundSlug, /funds/:fundSlug/search
/funds/:fundSlug/setup, /funds/:fundSlug/closings
/sponsors, /sponsors/:id, /sponsors/:id/edit
/configuration

Investor View Surface

Investor records and commitment context

Scope: global investor index plus fund-scoped investor and commitment detail/edit points.

/investors, /investors/:slug
/funds/:fundSlug/investors, /funds/:fundSlug/investors/new
/funds/:fundSlug/investors/:investorId, /funds/:fundSlug/investors/:investorId/commitments/:commitmentId fragments
/funds/:fundSlug/commitments/:commitmentId/compare/:clauseId

Clause Library and Editing

Cross-fund + fund-scoped clause knowledge

Scope: browsing, grouping, attaching, editing, and comparing clauses.

/library for cross-fund viewing
/funds/:fundSlug/library, /funds/:fundSlug/library/pinned, /funds/:fundSlug/pins/count
/funds/:fundSlug/groups, /funds/:fundSlug/library/compare-group, /funds/:fundSlug/library/:clauseId/assign-set
/funds/:fundSlug/clause/:clauseId/editor, /funds/:fundSlug/clause/:clauseId/shared-with, etc.

Upload and Parsing

Ingestion and review loop

Scope: side-letter source handling, parser queue integration, and human review actions.

/funds/:fundSlug/upload and upload control endpoints
/funds/:fundSlug/upload/:docId/parse-status, /funds/:fundSlug/upload/:docId/inline-parse-status
/funds/:fundSlug/upload/:docId/review, /funds/:fundSlug/upload/:docId/retry
/funds/:fundSlug/upload/:docId/confirm, /funds/:fundSlug/upload/:docId/discard, /funds/:fundSlug/upload/:docId/merge

MFN and ISL

Eligibility and clause selection logic

Scope: MFN policy rules, exclusions, and investor-side clause action workflows.

/funds/:fundSlug/mfn, /funds/:fundSlug/mfn/*
/funds/:fundSlug/mfn/clause-exclusions-list
/funds/:fundSlug/isl/:commitmentId, /funds/:fundSlug/isl/:commitmentId/elect/:clauseId
/funds/:fundSlug/isl/:commitmentId/exclude-group/:groupId

Pro-forma and Intelligence

Precedent reuse and recommendation surfaces

Scope: cross-fund recommender, comparables graph, and fund-specific pro-forma draft outputs.

/recommender, /network, /network/inspect
/funds/:fundSlug/pro-forma, /funds/:fundSlug/pro-forma/preview.docx, /funds/:fundSlug/pro-forma/export.docx
Clause text-variable and precedent utilities used by export and review flows.

Tasks, Activity, and Follow-up

Execution coordination

Scope: LP tasks, per-task history/comments, and fund-level activity views.

/funds/:fundSlug/tasks, /funds/:fundSlug/tasks/activity
/funds/:fundSlug/tasks/:taskId/history, /funds/:fundSlug/tasks/:taskId/comments*
/funds/:fundSlug/investors/:investorId/tasks*
/funds/:fundSlug/tasks/:taskId/:action for archive/complete/edit flows

Export and Templates

Document output and template management

Scope: export generation, template preview/download/remove, and template inheritance settings.

/funds/:fundSlug/export, /funds/:fundSlug/export/:kind/preview-docx, /funds/:fundSlug/export/download/:docId
/funds/:fundSlug/export/recent-exports, /funds/:fundSlug/export/clauses, /export/clauses
/funds/:fundSlug/fund-templates and /sponsors/:sponsorId/export/settings for template inheritance

Integration and Public APIs

Cross-client surfaces

Scope: API clients, Word add-in bridge, and optional chat surface.

/api/funds, /api/funds/:fundSlug, /api/investors, /api/clauses/search
/api/feedback, /api/export-template/draft, /addin/word-feedback
/addin/word-api/* (allowlisted proxy for Word)
/auth/addin-complete for taskpane token handoff
/api/chat and /api/chat/status when enabled