Decisions
Overview
Deal Flow
Lane 3
Financials
Content Strategy
DECISIONS NEEDED
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Deal Revenue
$0
No closed acquisitions
Active Deals
1
In pipeline
Monthly Platform Cost
~$300
AI subscriptions + infra
Lane 3 Products
4
Priced, ready to sell
Land first Lane 3 paying client
Priority #1: Generate BDE consulting revenue
Status at a Glance
Deal Pipeline
1 active deal (Rapid Radios). Screening ongoing.
Lane 3 Revenue
$0. Products priced, demo site live. No outreach started.
Atlas Engine
1,450+ contacts, nightly scoring active, relationship decay tracking
Agent Fleet
Knox, Rook, Atlas all operational. Overnight worker active.
򇨣 Lane 1: PE Acquisitions
Lower-middle market acquisitions. Target: $3M+ EBITDA businesses in healthcare (80%) and B2B services (20%), including trade schools and industrial services. Independent sponsor model. Long-term wealth building.
Christien Louviere: Managing Partner
Rhea Davis: Partner
Hector Resendez: 20% Owner
"c759; Lane 3: AI Operating Partner
Productized AI consulting. Cash flow bridge funding the holding company while Lane 1 and MedDesk (Lane 2) mature. Target buyers: PE firms, search funds, solo operators, managing partners. Demo site: demo.clouvi.com
Credential: Claude Certified Architect
Active Deal Pipeline
Deals in active screening or diligence. Click for details.
Rapid Radios (Project Signal)
Drew Bagot (Serata Capital) + Jason (Website Brokers) | B2B Services
ADVANCE
Advance
1
Active diligence
Watch
0
Monitoring
Pass
0
Declined
Screened This Week
0
Inbox deals reviewed
"c759; Deal Screening Pipeline
Inbound deals are screened against BDE's ICP: $3M+ EBITDA, healthcare or B2B services, owner-operated, clean financials. Atlas scores relationships with brokers and intermediaries to prioritize deal flow.
ICP CriteriaRequirementWeight
EBITDA$3M+ (sweet spot $3M-$10M)High
SectorHealthcare (80%), B2B services (20%)High
GeographyUS, preference for Southeast/TexasMedium
OwnershipOwner-operated, motivated sellerHigh
FinancialsClean books, recurring revenue preferredHigh
Deal TypeTrade schools, industrial services also fitMedium
񑘕 Recent Inbox Deals
Checking for deal flow data...
Open Full Deal Pipeline Board
Kanban view of all deals with detailed scoring
AI Operating Partner
Productized intelligence consulting. McKinsey at 10x cheaper, 10x faster. Cash flow bridge for the holding company.
Revenue: $0. Products are priced, demo site is live, infrastructure is built. The bottleneck is outreach, not capability. Every week without a paying client is a week the platform doesn't pay for itself.
񑘕 Product Menu
AI Operating Partner Installation
$25,000
Full AI operations setup: agent fleet, daily dispatch, deal scoring, relationship intelligence. The flagship. 2-4 week delivery. Christien reviews final output for 30 minutes, not weeks of hands-on work.
95% AI-delivered
AI Operations Audit
$5,000
Assessment of current operations + AI opportunity map. Lower friction entry point. Designed to convert to full installation. 1 week delivery.
90% AI-delivered
Deal Scoring Engine
$5K-$15K
Custom deal scoring model calibrated to client's ICP. Automated screening of inbound deal flow. Integrates with email and CRM.
85% AI-delivered
Monthly Retainer
$5K-$10K/mo
Ongoing AI operations management. Agent monitoring, optimization, new capability builds. Recurring revenue anchor for BDE.
80% AI-delivered
򇨣 Atlas Product Concept
Self-serve version: Users connect Gmail + calendar. Atlas builds a relationship map, scores contacts, surfaces a decision queue ("who needs attention"), and tracks relationship decay. CRM-agnostic intelligence layer.
Current internal capability: 1,450+ contacts scored nightly. Relationship decay tracking. Contact assessments feed fit scores. This is production-grade, but single-tenant (Christien only).
Competitive note: Supersonic just launched with a similar pitch. Decision needed: productize Atlas to compete, or keep it as a consulting moat. See Decisions tab.
񑘕 Target Buyer Segments

PE Firms (Mid-Market)

Portfolio operations teams. Need AI for deal screening, portfolio monitoring, LP reporting. $10K-25K per engagement.

Search Funds

Solo searchers drowning in deal flow. Need automated screening and relationship tracking. $5K-15K entry point.

Independent Sponsors

BDE's own model. Know the pain firsthand. AI Operating Partner is the exact product they need. $10K-25K.

Managing Partners / Operators

Running businesses without AI infrastructure. Daily dispatch + decision queue alone is worth $5K/mo to the right buyer.

"c759; Demo Site & Pipeline
demo.clouvi.com
Live. Personalized demo pages for prospects.
Pipeline
0 prospects, 0 demos scheduled, 0 proposals sent
Outreach
Not started. Atlas warm contacts need review (scoring bug with newsletter contacts).
"c759; Warm Contacts for Outreach
Note: Atlas scoring was flagging newsletter contacts as warm prospects. This needs to be fixed before trusting warm contact lists for Lane 3 outreach. Once resolved, the top-scored contacts in the PE/search fund segments will populate here.

Warm contacts will load from Atlas once scoring is recalibrated.

Open Atlas to review contact scores.

񑘕 Lane 3 Revenue Roadmap
MilestoneTargetRevenue ImpactStatus
First paying clientQ1 2026$5K-25KNot started
3 active retainersQ2 2026$15K-30K/moPending first client
Monthly recurring > $20KQ3 2026$240K+ ARRPending
Atlas self-serve betaQ3-Q4 2026TBDDecision pending
BDE Capital Financials
Revenue, costs, and financial position for the holding company (separate from MedDesk).
Consulting Revenue
$0
Lane 3 (AI Advisory)
Deal Revenue
$0
No closed acquisitions
Monthly Platform Cost
~$300
AI subscriptions + infrastructure
Burn Without Revenue
-$300
Per month, personal runway
"c759; Monthly Platform Costs
ItemMonthly CostPurpose
Claude Pro Max$200Knox (Claude Code), research, browser automation
ChatGPT Pro$200Rook, Atlas, Homebase (flat fee via Codex)
Anthropic API~$15Sage (Sonnet 4.5), per-token agents
OpenAI API~$5GPT-4o-mini agents (MedDesk, Cleo)
Fireflies.ai~$18Meeting transcription
Mac Mini M4 (power)~$5Always-on hub for OpenClaw
TailscaleFreeVPN / remote access
Total~$443/moReplaces $6,700+/mo in headcount
93% Cost Reduction vs. Traditional Headcount
AI infrastructure replaces VA ($2,500/mo) + Sales Rep ($3,000/mo) + overhead ($1,200/mo)
"c759; Lane 3 Revenue Targets
Progress toward first revenue milestone
$0 / $5,000 (first client)
ProductPriceClients Needed for $20K/moMargin
AI Operating Partner$25,000 (one-time)1 per month~90%
Operations Audit$5,000 (one-time)4 per month~85%
Deal Scoring Engine$5K-15K (one-time)2-4 per month~85%
Monthly Retainer$5K-10K/mo2-4 clients~80%
Path to breakeven: One Operations Audit ($5K) covers platform costs for 11 months. One AI Operating Partner installation ($25K) funds the platform for over 4 years. The economics are compelling. The bottleneck is sales, not margin.
񑘕 Revenue Scenarios (Lane 3 Only)
Conservative
1 audit + 1 retainer by Q2
One-time: $5,000
Recurring: $5,000/mo
Annual: $65,000
Profit margin: ~85%
Base Case
2 installations + 3 retainers by Q3
One-time: $50,000
Recurring: $20,000/mo
Annual: $290,000
Profit margin: ~88%
Aggressive
4 installations + 5 retainers by Q4
One-time: $100,000
Recurring: $40,000/mo
Annual: $580,000
Profit margin: ~87%
񑘕 Notes
  • CHR Holdings: CLOSED LOST. No active retainer revenue from prior engagement.
  • BDE does not have a dedicated bank account visible in this dashboard. MedDesk's Mercury account is separate. BDE's operating costs come from personal accounts.
  • Every paying Lane 3 client is proof the system works, which strengthens LP conversations for Lane 1 acquisitions.
  • Expense tracking: Full Amex transaction analysis (2,416 transactions, $182K charges) available at /expenses.html.
Content Strategy
BDE Capital brand, content, and market positioning.
Gail's Diagnosis
8 drafted posts exist. Zero published. Zero clients from content. The machine is built but idle. HBR just published "Has AI Ended Thought Leadership?" (March 2026): AI-generated content is everywhere. The only content that converts is operator content grounded in real systems, real numbers, and real vulnerability. That is Christien's unfair advantage. He is not writing from a consulting deck. He is writing from inside a production system he built and runs daily.
񑘕 Positioning
"Do not position as an AI consultant. Position as a PE operator who happens to have built the AI infrastructure every other PE firm wishes it had."
The framing: "I built this for myself. Then I realized every independent sponsor I know needs the same thing." This is the only positioning that survives the HBR filter, because it is grounded in lived operation, not abstracted advice.
Proof (40%)
Show the system working. Screenshots. Real numbers. Actual outputs. "Here's what Atlas flagged at 3 AM."
Tension (30%)
Challenge assumptions. "McKinsey's deliverable is a PDF. Mine is a live dashboard." Create cognitive dissonance.
Human (30%)
Vulnerability, fatherhood, the real experience. "I haven't taken an anxiety pill in 8 months." Builds relationship.
b6ef3; First 5 Posts (Weeks 1-3)
Wk 1
"I run my entire PE firm on a Mac Mini that costs less per month than one dinner at STK."
The anchor. 11 agents, $300/mo, only 4% of firms have this. PROOF mode.
Wk 1
"My AI scored 590 healthcare capital providers overnight. Here is what surprised me."
Atlas proof with real numbers. 23 contacts I would have missed. PROOF mode.
Wk 2
"Your consulting firm just charged you $200K for a PDF that was outdated before you opened it."
Live dashboards vs. static deliverables. TENSION mode.
Wk 2
"I have not taken an anxiety pill in 8 months."
AI as Mental Health Infrastructure (Part 1 of 3). The 100K impression play. HUMAN mode.
Wk 3
"Vista has VCG. KKR has Capstone. Here is what the rest of us have: nothing."
The offer. AI Operating Partner pitch. This is the conversion post. PROOF + CTA.
b6ef3; Weekly Cadence
Monday: PROOF post (system demo, real numbers)
Wednesday: TENSION or HUMAN post (contrarian takes, vulnerability)
Friday: Trade School Insider reshare OR lighter Lane 3 observation
3x/week on personal page. 2 guaranteed Lane 3, 1 rotating. Trade School Insider runs separately (3x/week on its own company page).
"c759; This Week: Execute
1. Publish Post 1 (the anchor) Monday. Break the zero. Every day of silence is a day with zero inbound.
2. Edit mental health piece into 3 posts (story, framework, system reveal).
3. Create Trade School Insider company page on LinkedIn (claim the brand).
4. Take 3 screenshots from the live system (dashboard, scoring output, daily dispatch).
5. Convert AI SDR post into a 6-slide carousel.
Gail's Bottom Line
"The goal is not followers. The goal is DMs from managing partners who say: 'I need this.' Every post should pass one filter: would an independent sponsor who is frustrated with their current operations stop scrolling for this? If yes, publish. If no, rewrite until yes."
Full strategy (post edits, existing draft prioritization, Supersonic response, mental health piece split guide): saved to data/gail-bde-content-strategy.json
"c759; Quick Links
demo.clouvi.com
Lane 3 demo site for prospects
Content Vault
Strategic content ideas and drafts
Atlas
Relationship intelligence engine