Documentation
How to Use
Project Sovereign
Your complete guide to navigating the platform, briefing your 21 AI agents, managing deals, and automating your UK SaaS acquisition pipeline.
🚀Quick Start
Get from zero to your first AI-assisted deal brief in under 5 minutes.
AI Command Centre — chat with your 21 specialist agents
1
Sign in at
/loginUse Google (recommended — enables Gmail integration) or email/password. Your account is automatically provisioned with a secure profile and access to all 21 agents.
2
Go to Command
/commandSelect your first agent from the sidebar. Start with S1 Silas Vane (CIO / Sourcing) for deal sourcing, or S3 Bastian Cole (Auditor) for due diligence analysis.
3
Brief your agent
Type a natural language prompt. Example: "Find UK SaaS companies in SIC 62010 with EBITDA between £1M–£3M, ARR >65%, founded 2010–2016." The agent responds with analysis, scores, and recommended actions.
4
Add deals to Pipeline
/pipelineTargets identified by your agents can be added to the kanban pipeline with one click. Track every deal from Sourcing through to Completed.
5
Run Company Intelligence
From Admin → Scraper, run a full Companies House + web + news scrape on any target. S2 Kira Nyx delivers a structured intelligence report with an AI acquisition score.
⚡AI Agents
Sovereign deploys 21 specialist AI agents, each with deep domain expertise in a specific part of the M&A process. They share memory across your deal pipeline and learn from every interaction.
Briefing Your Agents
All agents are accessed via /command. Select an agent from the left sidebar and type your request in natural language.
Best practice: Give agents context. Instead of "analyse this company", try "Analyse CloudData Ltd — they have £2.1M EBITDA, 82% ARR, SIC 62010, founder is 63 and retiring. We want NMD at 6× entry. What are the negotiation risks and how should Vesper approach the LOI?"
Example prompts by deal stage:
${[
{stage:'Sourcing',agent:'S1 Silas Vane',prompt:'"Find UK SaaS companies in SIC 62010/62020, EBITDA £1M–£4M, ARR >60%, founder age 55–68, no external VC. Score each on NMD suitability."'},
{stage:'Approach',agent:'S12 Mila Quinn',prompt:'"Draft a warm initial email to James Patterson, founder of CloudData Ltd. Frame as exploring a strategic partnership. Tone: curious, non-threatening, peer-to-peer."'},
{stage:'LOI',agent:'S6 Vesper Thorne',prompt:'"Draft an NMD LOI for CloudData Ltd at 6× EBITDA. Structure: 80% deferred over 3 years, 20% ABL day one. Include price protection clause and 90-day exclusivity."'},
{stage:'Due Diligence',agent:'S3 Bastian Cole',prompt:'"Audit CloudData Ltd financials. Flag any normalisation adjustments needed. Identify top 5 EBITDA risks and confirm ARR quality."'},
{stage:'Exit',agent:'S15 Elara Sterling',prompt:'"Model a 3-year exit for CloudData post-acquisition. After AI enhancement and SIC migration to 63110, project revenue multiples at 20× and 25×. Show IRR scenarios."'}
].map(e=>`
`).join('')}
${e.stage}
→ ${e.agent}
${e.prompt}
Agent Reference
${[
{seat:'S1',name:'Silas Vane',spec:'CIO · Deal Sourcing · Market scanning',color:'#c9a84c'},
{seat:'S2',name:'Kira Nyx',spec:'Data Architect · Company intelligence · CH scraping',color:'#2dd4bf'},
{seat:'S3',name:'Bastian Cole',spec:'Financial Auditor · EBITDA quality · Normalisation',color:'#60a5fa'},
{seat:'S4',name:'Lyra Belacqua',spec:'Market Sentiment · Sector multiples · Macro trends',color:'#a78bfa'},
{seat:'S5',name:'Jaxen Reed',spec:'IP & Cybersecurity · Tech due diligence',color:'#f87171'},
{seat:'S6',name:'Vesper Thorne',spec:'Lead Negotiator · NMD structures · LOI drafting',color:'#fbbf24'},
{seat:'S7',name:'Caspian Frost',spec:'Lender Liaison · ABL · Vendor finance',color:'#34d399'},
{seat:'S8',name:'Sloane Haze',spec:'M&A Legal · SPA · Contracts · Warranties',color:'#fb923c'},
{seat:'S9',name:'Thatcher Grey',spec:'Tax Strategy · Structuring · EMI schemes',color:'#38bdf8'},
{seat:'S10',name:'Rhea Vance',spec:'Risk Management · Insurance · Reps & warranties',color:'#c084fc'},
{seat:'S11',name:'Kaelen Voss',spec:'Chief Closer · Deal execution · Final negotiation',color:'#e879f9'},
{seat:'S12',name:'Mila Quinn',spec:'Empathy Lead · Seller relations · Founder psychology',color:'#4ade80'},
{seat:'S13',name:'Orion Pax',spec:'Funnel Architect · Pipeline sequencing · CRM',color:'#818cf8'},
{seat:'S14',name:'Soren Vale',spec:'Behavioural Analysis · Seller signals · Body language',color:'#fb7185'},
{seat:'S15',name:'Elara Sterling',spec:'Exit Strategy · Value creation · PE positioning',color:'#f0abfc'},
{seat:'S16',name:'Dr. Aris Thorne',spec:'AI Scientist · Model training · Self-improvement',color:'#67e8f9'},
{seat:'S17',name:'Nova Skye',spec:'Operations Lead · 100-day plan · Integration',color:'#86efac'},
{seat:'S18',name:'Gideon Cross',spec:'Growth & Revenue expansion · AI enhancement',color:'#fcd34d'},
{seat:'S19',name:'Echo',spec:'Interface Intelligence · UX · Workflow design',color:'#93c5fd'},
{seat:'S20',name:'Sentinel',spec:'Security Gatekeeper · Compliance · Access control',color:'#9ca3af'},
{seat:'S21',name:'The Archivist',spec:'Pattern Memory · Self-learning · Institutional knowledge',color:'#c084fc'},
].map(a=>`
`).join('')}
${a.seat}
${a.name}
${a.spec}
▤Deal Pipeline
The pipeline at /pipeline is a live kanban board connected to your Supabase database. Every deal card shows EBITDA, ARR%, deal value, NMD structure, and AI acquisition score.
Adding a Deal
1
Click "+ Add Deal" on the Pipeline page
Fill in company name, sector, EBITDA, ARR, and initial stage. All fields are optional — you can fill them in as the deal progresses.
2
Run company intelligence
Go to Admin → Scraper, enter the company name and website. S2 Kira Nyx will run Companies House, web, and news scraping and populate the intelligence record linked to the deal.
3
Brief your agents
In /command, select relevant agents and brief them with the deal context. Agents can access deal data and provide stage-specific analysis.
Deal Pipeline — 8-stage kanban with AI scoring
Deal Stages
${[
{stage:'Sourcing',color:'#9490aa',desc:'Target identified. Initial research underway.'},
{stage:'Approach',color:'#c9a84c',desc:'Initial contact made or planned. Email/LinkedIn outreach via Mila Quinn.'},
{stage:'LOI',color:'#fbbf24',desc:'Letter of Intent being drafted or submitted. Exclusivity negotiation.'},
{stage:'Due Diligence',color:'#60a5fa',desc:'Deep financial, legal, IP, and operational review. Bastian Cole and team.'},
{stage:'SPA',color:'#a78bfa',desc:'Share Purchase Agreement being drafted and negotiated. Sloane Haze.'},
{stage:'Exchanged',color:'#2dd4bf',desc:'Contracts exchanged. Awaiting completion.'},
{stage:'Completed',color:'#4ade80',desc:'Deal closed. Nova Skye initiates 100-day integration plan.'},
{stage:'Dead',color:'#f87171',desc:'Deal did not proceed. Archived with notes for future reference.'},
].map(s=>`
${s.stage}
${s.desc}
`).join('')}
◎Company Intelligence
The scraper runs automatically for deals in active stages (LOI, DD, SPA) every Monday via the intel_refresh cron job. You can also run manual scrapes from Admin → Scraper at any time.
Company Intelligence — market charts, sector multiples, AI acquisition scoring
Add your
COMPANIES_HOUSE_API_KEY to Supabase Edge Function Secrets to unlock full Companies House director, filing, and address data. Free REST key from developer.company-information.service.gov.uk.
S2 Kira Nyx collects: Companies House (registration, directors, SIC, filings, addresses) · Web scrape (emails, tech stack, description) · Google News (last 8 mentions) · AI summary (acquisition score 0–100, risk/opportunity synopsis via Claude Haiku).
✉Communications
The Comms page connects your Gmail account (via Google OAuth) and lets Mila Quinn (S12) draft outreach emails in your voice.
Comms Hub — Gmail threads, AI-drafted outreach, deal team messaging
1
Sign in with Google OAuth
Use "Continue with Google" on the login page. This grants Gmail read/write scope which enables live email threads in /comms.
2
Select a contact and brief Mila Quinn
In /command, select S12 Mila Quinn and describe the outreach context. She drafts a warm, non-pressured email in your voice. Review, edit, and send directly from /comms.
3
Log all outreach automatically
Every email, call, and SMS is automatically logged in the outreach_log table and linked to the relevant contact and deal.
Agents calling Howard: Once Twilio is configured (Supabase secrets), any agent can call, SMS, or WhatsApp you directly from Admin → Comms. Agents will proactively contact you when deal scores hit thresholds or urgent events occur.
⟳Workflows & Automation
Workflows are multi-step automation sequences that agents execute automatically. View and manage them in Admin → Workflows.
Agents board — autonomous task execution, status tracking, deal-linked actions
How workflows execute:
Trigger
→
Step 1
AI Brief
AI Brief
→
Step 2
Scrape
Scrape
→
Step 3
Email/SMS
Email/SMS
→
Learn
8 Built-in Cron Jobs (run automatically):
⚙Admin Dashboard
The admin dashboard at /admin gives you full visibility of the system. Access requires your user to be in the admin_users table (set by Howard directly in Supabase).
Analytics — deal conversion, pipeline velocity, AI-enhanced event tracking
${[
{sec:'Overview',desc:'Live metrics: deals, contacts, AI conversations, page views, comms counts. Pipeline stage breakdown and recent audit events.'},
{sec:'Agents',desc:'Status of all 21 agents. Recent activity. Learned patterns from The Archivist. Run self-improvement manually.'},
{sec:'Workflows',desc:'View, run, pause, and create automation workflows. Live run history with success/failure counts.'},
{sec:'Architecture',desc:'Visual map of the entire system — browser to edge functions to database to external services.'},
{sec:'Comms',desc:'Send calls, SMS, or WhatsApp to Howard from any agent. View full comms history.'},
{sec:'Scraper',desc:'Run full or partial company intelligence scrapes. Link results to deals.'},
{sec:'Analytics',desc:'Event tracking, device breakdown, page views, ad conversion events. 7/30/90-day windows.'},
{sec:'Pentest',desc:'Run automated security audit across XSS, SQLi, CSRF, IDOR, rate limiting, info disclosure vectors.'},
{sec:'Compliance',desc:'UK GDPR, FCA, AML, KYC, PECR status. Add compliance events. View full event log.'},
{sec:'AES-256',desc:'Generate encryption keys. Encrypt/decrypt data in browser. View key registry and rotate keys.'},
{sec:'Health',desc:'Live service health checks across all 8 edge functions and database.'},
{sec:'Stress Test',desc:'Run concurrent load tests against DB and edge functions. Results saved to system_metrics.'},
].map(s=>`
`).join('')}
${s.sec}
${s.desc}
◆Deal Doctrine
Sovereign is built around a specific acquisition framework. Every agent operates within these constraints.
NMD — No Money Down
Deferred consideration (e.g. 80% paid over 3 years from business cashflow), vendor financing, or Asset-Based Lending. The business acquires itself. No personal capital deployed day one.
0PG — Zero Personal Guarantees
All debt and deferred obligations sit at the SPV level. No personal assets at risk. Achieved through proper legal structuring (Sloane Haze + Thatcher Grey).
Target Profile
UK SaaS businesses. SIC 62010 or 62020 at entry. EBITDA £1M–£5M. ARR >60%. Founder-led, no VC. Entry multiple 4–8× EBITDA. Seller signal: retirement, partnership exit, plateau.
Exit Strategy
Migrate to SIC 63110 (data processing). AI-enhance the product. Reposition for PE/strategic acquirer. Target exit multiple: 15–30×. IRR target >60% over 24–36 months.
🔐Security & Privacy
Sovereign is built with security-first architecture. All sensitive operations go through server-side edge functions — your AI API key never touches the browser.
${[
{t:'AES-256-GCM Encryption',d:'All sensitive data can be encrypted client-side using the Web Crypto API before storage. Keys never leave your browser.'},
{t:'Row Level Security',d:'Every database table has RLS enabled. Users can only access their own data — enforced at the database level.'},
{t:'Server-side AI proxy',d:'All Claude API calls go through the ai-proxy edge function. Your Anthropic key is stored as a Supabase secret, never in browser code.'},
{t:'JWT authentication',d:'All edge functions require a valid Supabase JWT. Tokens expire and auto-refresh. PKCE flow for OAuth.'},
{t:'UK GDPR compliance',d:'Data retention policies enforced via nightly cron jobs. User consent tracked. DSARs processed within 30 days.'},
{t:'Audit trail',d:'Every agent action, API call, and user event is logged in the audit_trail table with timestamp, agent, and status.'},
].map(s=>`
✓
`).join('')}
${s.t}
${s.d}
For security concerns or data requests: mercecomventures@gmail.com ·
Privacy Policy ·
Terms of Service
💳Billing & Trial
Sovereign operates on a subscription model via Stripe. All plans include a 21-day free trial with full access.
1
21-Day Free Trial
Every new account starts with a 21-day free trial — no credit card required for Solo and Deal Team plans. Full access to all 21 agents, pipeline, intelligence, vault, comms, and admin. A countdown banner appears at 7 days remaining.
2
Upgrade at
/upgradeChoose a plan (Solo £149/mo, Deal Team £399/mo, Fund/PE £1,200/mo). Monthly or annual billing — annual saves 20%. Checkout is handled securely by Stripe. You're redirected back to the command centre on success.
3
Manage Your Subscription
Open the user menu (top right) → Manage Subscription. This opens the Stripe billing portal where you can update your payment method, view invoices, or cancel. Changes take effect at the end of your current billing period.
4
Referral Credits
Open the user menu → Invite & Earn. Share your unique referral link. When someone you refer subscribes to any paid plan, you both receive 30 days free credit added automatically to your account. No limit on referrals.
Referral credits are applied as additional trial days. If you have 15 credits when your trial ends, you get 15 more days before your first charge.
When your trial expires, the platform enters read-only mode — your pipeline, deals, and all data are preserved. Upgrade at any time to restore full access. No data is ever deleted.
Billing questions: mercecomventures@gmail.com ·
View Pricing →