Validated items awaiting Alex's signal-vs-noise call. Click Validate to (re-)run the Mach33 Audit Skill before approve/reject. Approving an item writes it to the per-company knowledge base, runs change-of-direction detection, and refreshes the company posture summary.

Pivots, hyperscaler deals, leadership changes, regulatory shifts, guidance reversals — surfaced for review before they reach the digest. Approve to include in next week's digest hero block; reject to suppress.

Forward an email, paste a meeting transcript, attach a document, or drop a link into a named portfolio company's record. Private items are visibly tagged in the timeline and are eligible for the same epistemic validation as public items.

Company Kind Auto-detect Forwarded email Meeting transcript Document Note URL URL (optional) Note (short context — what this is and why it matters) Pasted text (email body, transcript, note) File upload (PDF / TXT) Submit to company record

The digest covers the previous Mon–Sun UTC week and includes only approved items + approved change-of-direction flags. Companies with nothing new appear as a single line ("no material change") — the digest is not padded. V1 does not actually email it; copy or download the email-ready HTML.

Rows removed during ingestion (URL verify, cross-run dedupe) or when you reject a draft. Each row explains the pipeline step and why it was dropped.

Portfolio Intelligence as a roster of agents (Mach33 architecture S3). Aligned agents produce one first-class result each (per-company curated updates, ambient updates, change flags). Cross-cutting agents validate across results (URL verifier, dedupe, Epistemic Validation Agent). Coordinating agents orchestrate the run. Click any card to expand its prompt, settings (env-driven, secrets redacted), and Greek impact.