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28 lines
1.6 KiB
Markdown
28 lines
1.6 KiB
Markdown
# Strategic operations, M&A, and PMI
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**Canonical:** [`MASTER_OPERATING_PROMPT.md`](../../MASTER_OPERATING_PROMPT.md).
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This section applies when the product or module touches **corporate development**, **partnerships**, **diligence**, or **post-close integration**.
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## Do not defer integration thinking until after close
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Require early alignment between **deal thesis** and **integration thesis**:
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- **Day-1 readiness** — systems, data, customer comms, support, and access control.
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- **IMO / PMO structure** — accountable owners for streams (technology, people, revenue, legal).
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- **Clean team / controlled pre-close analysis** — only where law and contracts permit.
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- **Synergy realization tracking** — metrics tied to semantic definitions (see [connectors-and-data-plane.md](connectors-and-data-plane.md)).
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- **Post-close milestone governance** — execution-plane workflows with approvals and evidence, not chat-only tracking.
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## Relationship to planes
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- **Decision plane** — scenarios, memos, risk registers, comparables, structured recommendations.
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- **Execution plane** — diligence workflows, data room access, signature flows, PMI task orchestration, regulated communications.
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- **Control / trust** — S3/board materials, A3/R3 gates, full audit and evidence packs.
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## Dealix note
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Dealix spans SaaS CRM and strategic modules. When implementing strategic-deals features, enforce the same **A / R / S** classification and **Class B** defaults for anything that could create external or customer-visible commitment.
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See also: [approval-policy.md](approval-policy.md), [events-and-schema.md](events-and-schema.md), [trust-fabric.md](trust-fabric.md).
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