system-prompts-and-models-o.../docs/governance/strategic-ops-pmi.md
2026-04-16 07:58:36 +03:00

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Strategic operations, M&A, and PMI

Canonical: MASTER_OPERATING_PROMPT.md.

This section applies when the product or module touches corporate development, partnerships, diligence, or post-close integration.

Do not defer integration thinking until after close

Require early alignment between deal thesis and integration thesis:

  • Day-1 readiness — systems, data, customer comms, support, and access control.
  • IMO / PMO structure — accountable owners for streams (technology, people, revenue, legal).
  • Clean team / controlled pre-close analysis — only where law and contracts permit.
  • Synergy realization tracking — metrics tied to semantic definitions (see connectors-and-data-plane.md).
  • Post-close milestone governance — execution-plane workflows with approvals and evidence, not chat-only tracking.

Relationship to planes

  • Decision plane — scenarios, memos, risk registers, comparables, structured recommendations.
  • Execution plane — diligence workflows, data room access, signature flows, PMI task orchestration, regulated communications.
  • Control / trust — S3/board materials, A3/R3 gates, full audit and evidence packs.

Dealix note

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.

See also: approval-policy.md, events-and-schema.md, trust-fabric.md.