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 → Meet the Agents Workflows
🚀Quick Start

Get from zero to your first AI-assisted deal brief in under 5 minutes.

1
Sign in at /login
Use 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 /command
Select 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 /pipeline
Targets 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=>`
${e.stage} → ${e.agent}
${e.prompt}
`).join('')}
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=>`
${a.seat}
${a.name}
${a.spec}
`).join('')}
▤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 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.

⚠
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.

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.

How workflows execute:
Trigger
→
Step 1
AI Brief
→
Step 2
Scrape
→
Step 3
Email/SMS
→
Learn
8 Built-in Cron Jobs (run automatically):
ScheduleJobAgentDescription
06:00 dailydeal_score_refreshS16Recalculate AI scores for all live deals
07:00 dailyself_improveS21Learn new patterns from recent activity
08:00 dailypipeline_healthS13Flag stale deals >14 days, expiring NDAs
Every 6hhealth_checkS20DB latency ping, purge old health records
Mon 09:00intel_refreshS2Re-scrape news for LOI/DD/SPA deals
23:00 dailydata_retentionS20GDPR purge: analytics 90d, health 7d
Fri 17:00weekly_briefingS21SMS Howard weekly pipeline summary
1st monthlycompliance_checkS20NDA expiry audit, compliance log
⚙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).

${[ {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=>`
${s.sec}
${s.desc}
`).join('')}
◆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=>`
✓
${s.t}
${s.d}
`).join('')}
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