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Private Capital Desk · Operator Access
FREQUENCY HAUS

Everything in fixed zones. Pick a channel on the left, watch your status lights up top. Tap any tile to jump in.

›_
Today at a glance
Connect the live feed and this fills in with the one read that matters: market state, mood, and the worst name behind your notes.
Market
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US equities
The book today
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connect to read
Barrier watch
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note underlyings
Deal scanner
Ready
score any pitch

Market mood right now

Is the market scared or greedy today? Read live off things that actually trade (fear, credit, banks). These are proxies, not the official numbers, but they move together.

Overall read
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connect the feed to light this up
SPY
the tape
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VIXY
fear / volatility
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HYG
credit health
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KRE
bank stress
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TLT
flight to safety
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GLD
gold / haven
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This week's read what actually matters

Position-aware market brief: macro pivots, earnings watch, and deals tagged to your book. Refreshes Mondays.

Weekly read fills in Monday mornings from /data/weekly.json.

Deal wire what's moving

Live deal flow: who's getting bought, who's going public, who's raising. Full board and filters in the Wire tab.

Open the Wire or connect the feed to pull live deal flow.

Jump in

Diligence Engine

Underwrite it like an institution.

The full stack a credit or investment committee runs before capital moves: the business, the numbers, the people behind it, the market, the terms, the legal standing, and the way out. Weighted, scored, and gated by hard criteria that override the score. A number alone never clears a deal.

Information completenesshow much of the above is verified, not asserted by the seller60%
Hard criteria, these override the score
Any one of these ends the analysis. A strong composite does not survive a failed criterion, and no committee would let it.

Third-party verification plug in the specialists

The engine scores what it's given. These are the outside checks that fill the pillars with verified fact instead of the seller's word. Toggle what runs on a file, each returns into the pillars above.

Provider categories, not endorsements. Each slot is a plug-in: the platform calls the service, the result writes back into the pillars, and the file records which checks were run and when. Results are evidence for your judgment, never a substitute for it.

The Arb Desk

Money in the gap.

When one company agrees to buy another for a set cash price, the target trades a little below that price until the deal closes. That gap is your return if it goes through. This desk pulls the live price and does the math for you.

Read this first, it is the whole game

About 19 of 20 announced deals close, so this is one of the steadiest plays there is. But the 1 in 20 that breaks hurts: the stock drops back to where it was before the deal. So a wide gap is not free money, it is the market telling you it has doubts (a lawsuit, a regulator, a shaky buyer). Small gap on a boring deal = likely closes. Fat gap = someone thinks it might die. Size accordingly.

TargetBuyerCash/shrLiveGap %Per yearDays

"Per year" annualizes the gap over the days left, so a small gap closing soon can beat a big gap that drags on. Green = tight (likely closing). Amber/red = wide (the market is pricing in risk). Connect the feed to populate the live column.

Add a deal

Cash deals only (a single dollar price). Stock-and-cash deals need the buyer's live price too, so skip those here for now.

Where to find live deals

The three loaded below are real as of the build date but verify before you touch them (deals close and terms change). Fresh pipeline: InsideArbitrage tracks every open deal and spread, and SEC EDGAR has the actual agreements. Drop the cash price and close date in above and this desk does the rest.

Sector Radar

Where the plays are.

Live baskets for the sectors worth watching, each with how it actually pays, where it bites, and the real calendars that move it. Global names are here as US-listed shares so they trade live, no foreign account needed.

Research radar rated, graded, click to open

Everything the engine has been researching, scored and graded. Red is a warning, amber is watch, green is act. Click any item to jump straight to where it lives.

NamePriceDay $Day %

Connect the feed for live prices. These baskets are starting points, not buy lists. Run any name through the Diligence Engine before acting.

The Deal Wire

What's moving right now.

Live deal flow, straight off the public record: who's getting bought, who's filing to go public, who's raising more money, and where activists just took a stake. This is a radar, not a buy list. It surfaces what's happening; you still vet it.

How this pulls live

Two live sources feed this with no cost: SEC filings (every US merger, IPO, and raise is filed publicly the moment it happens) and, once you connect the feed, deal-tagged market news. The filings pull is best-effort. If your browser blocks it (a security rule), the curated live sources below always work, and the morning agent is the permanent fix.

● Idle. Pick a filter, it pulls automatically.
Loading the wire...

Live sources one tap, always current

If the live pull above is blocked, or you want the full picture, these open live and pre-filtered.

Getting bought

M&A, take-privates

Going public

IPOs, direct listings

Raising capital

offerings, private rounds

Activists & distressed

stakes, pushes, restructurings
The honest ceiling

A file can pull public filings and deal-tagged news, but the always-flowing, scored, deduped version (private rounds, distressed, cross-checked) is the morning agent. This wire is the dashboard; the agent is what keeps it full without you opening anything.

The Network · The Moat

The part that's actually yours.

Every other module here, a good dev can build. This one nobody can copy: your verified circle, feeding you deals and connections that live in zero public database. The Wire tells you what the market sees. The Network tells you what only you can see.

Your web the synapse, it grows as you feed it

Add people, pull in contacts already inside the system, or look someone up by handle. Every person you add becomes a node, and the brain starts finding who completes who.

Directory search finds people already inside Frequency Haus. Adding them here places them in your web. Reaching them still goes through the credits handshake below, so nobody gets contacted without agreeing.

\u260EPhone contactsmatch against membersConnect
GGoogle contactsaddress book syncConnect
inLinkedInprofessional graphConnect
\u2913Upload a CSVany exportUpload
Auto-connect anyone in my contacts who is already a verified member

Contacts are matched privately. Nobody is contacted, notified, or added to anyone else's web without both people agreeing. Live connectors switch on with the backend.

Live when your backend is wired

The cards below are examples of how this behaves. The real feed turns on when your dev builds the verified-member logins, the contributor uploads, and the connect-the-dots engine (all in the Deal OS build doc). This module is the front-end it plugs into.

Connect the dots signal, meet your circle

Every market signal gets cross-checked against your network graph. When a name in your circle is one handshake from a deal, it pings you with the path in.

Private signals something hot, no exposure

A member flags a play without revealing the deal. Only the right people see it. This is how guarded people share: the existence goes out, the details stay locked until they choose.

How a signal moves

Member broadcasts "I have something in X." The right people in your circle light up. Whoever has a match dings back, and the system tells you who to call and sets up the collective call. First to bring it gets the credit. The deal itself only opens to the people they choose.

Public deal board post, browse, connect direct

Verified members post projects and decks by sector. Others browse by what they hunt, run the due diligence, and contact each other directly. The platform hosts the listing and the intro. Money never flows through it, which keeps it a directory, not a funding portal.

The deal pool pitches in, like a bank's desk

Verified members bring deals to you. The public pool is open to the room. The private pool is gated, invite-only pitches you route yourself. Every pitch is a verified individual, vetted before it lands.

AI
Applied-AI rollup, three targets

Deck attached. Seeking a lead, open to co-invest.

Verified founder
AI
AI-infra + data-center power

Compute and power play. Data room on request.

Verified operator
Biopharma
Clinical-stage asset, pre-readout

Data room on request. Verified poster only.

Verified member
Energy
Midstream package, cash-flowing

Seeking operating partner. Deck attached.

Verified operator
Mining
Royalty stream for sale

Producing asset, specific region.

Verified holder
Arbitrage
Cross-border spread play

Thesis and deck attached, open to co-look.

Verified member

The board analyst risk / reward on demand

Type a person, company, or deal. The board bot scores risk and reward, its own model now, third-party identity, litigation, sanctions, and news, plus an AI pass, when your backend is wired. Extreme due diligence on an individual starts here.

Illustrative model, from the name alone. The live board bot pulls third-party identity, litigation, sanctions, and news data, plus an AI pass, before you act. It surfaces a read; you decide.

Your fingerprint what you play, where, and what you want

The richer your profile, the better the system matches you. Industries, geography, deal size, and what you're hunting. This is what the brain reads when a deal lands.

Industries you play in
Countries and regions
What you're hunting

The matchmaker the intro you didn't think of

The system reads every fingerprint in your circle and finds the pairs you could connect who don't know each other yet. This is the opportunity most people miss: two contacts in your phone who would do a deal, if someone put them in a room.

Your introductions
Introductions you originate are logged here. If one becomes a deal, this ledger is the record of who put it together. Recognition and reward terms are set by the platform's rules, see the build brief for how that is structured.

Reach out credits, and both sides agree

No cold spam. You spend credits to request a conversation, the credit is held, not charged. It only clears when the other side says yes, and they earn a share for saying it. Decline and your credit comes straight back. Higher brackets cost more to reach, which is the point: the price is the filter.

Your credits
1,200
none held
1 · Request
Spend to ask

Credit is held, not charged. No blind message lands.

2 · Both agree
They say yes

Only a mutual yes opens the room. Decline and you're refunded.

3 · Connected
Credit clears

Charged on connect. They earn a share for taking it.

Requests to you
Who can reach you
However you set this, you can always reach out to anyone yourself. Locking your door doesn't lock you in.
The two lines built in from day one

Verified only. KYC through the roof, real identity, a real company, before anyone posts. You vet the people, not the deals; users run their own diligence. Stay off the money. Members contact each other and transact peer to peer. The platform never holds funds, takes a deal cut, or pools capital, that is what keeps it a directory instead of a regulated portal. Tag every item public, shared-with-permission, or confidential, and never act on non-public info about a public company.

Why people join

Deals are gold, so a member shares only if something comes back: verified status, access to the collective flow, warm intros, co-invest seats. Membership and access are the draw. That exchange is the real design, more than the code.

Research Dump

Park it, find it later.

Drop anything worth revisiting, a ticker, a deal, a link, a half-formed thought. Tag it, search it, promote it into the Deal Engine when you pick it back up. Nothing gets lost.

The Golden Book

The doors are already open.

The real prize. Your father's actual system, his people, his deals, the seat at the table that takes most people a lifetime to earn. Copy how he's set up, plug into who he knows.

The real book, confirmed

Built from his actual account: roughly 40 positions, fully invested. It breaks into four engines plus his coupon deals and a private pre-IPO stash. Copy the shape, plug into the people.

His four engines

① The income machine - pays the bills

Lending-company stocks, property income, pipelines, and covered-call ETFs that throw off monthly cash.

AGNC · Ares · Armour · Blackstone Lending · Ellington · Hercules · Trinity · Starwood · Plains All American · Enbridge · income ETFs JEPI, JEPQ, SPYI, XYLD.

② AI & power - the big bet

The Nvidia / Anthropic supply chain, in real money, chips, power, clouds.

CoreWeave · GE Vernova · CleanSpark · Celestica · Oracle · Shopify · Tesla · NESR · IonQ (public quantum).

③ Defense & drones - the new theme

A whole sleeve aimed at defense spending, including a note built on the big contractors.

SocGen note → GE, General Dynamics, Northrop, Boeing · iShares Aerospace & Defense ETF (ITA).

④ Hard assets & energy - the ballast

Gold, copper, oil & gas, Canadian banks, value that holds when tech wobbles.

Valor Gold · Seabridge Gold · Ivanhoe Electric · Topaz · Whitecap · Enbridge · RBC · CIBC · California muni (tax-free).

+ The home runs (held privately, off this account)

SpaceX (aiming 4x) · a quantum company $14B→~$20B · Bezos's AI-hardware company · a drone-tech deal, via Stack Capital and the SPV guy.

Your Nvidia question, confirmed in real money

You asked who wins off Nvidia and Anthropic. The answer was: chips, power, clouds. His account holds every layer, CoreWeave (cloud), GE Vernova (power), Celestica/Oracle and the AMD-Nvidia notes (chips), even IonQ for quantum. You weren't guessing. The thesis is sitting in the account.

His coupon-deal ledger - your study set

The real notes to pull apart, one by one, with the 6-question check from rail 01. Spread across six different banks, textbook diversification, mostly 2-4 strong names, no risky "worst-of" baskets.

Bank behind itStocks it's tied toNote
Bank of AmericaUber9% contingent income
Crédit AgricoleApple, Netflix, Delllinked note
Morgan StanleyAmazon, Microsoft, Metalinked note
Société GénéraleGE, Gen. Dynamics, Northrop, Boeingdefense basket
Société GénéraleAMD, Nvidialinked note
TD BankAMD, Broadcom, Nvidia, Oraclelinked note
TD BankAMD, Nvidialinked note

The network, the people who open doors

WhoWhat they get youTheir cut
Ralph (Miami)The coupon-deal shelf, your training groundA point per deal
SchwabTrade it yourself, better toolsCheapest
Stack Capital (Jeff Parks)Pre-IPO access, SpaceX, CoreWeave~15% of the profit
The SPV guyDirect pre-IPO deals (quantum, drones)A cut of upside
The PhD note-builderMakes his own coupon deals at 20-22%None, he's the maker
Your fund, the honest path

You kept asking how to run your own thing where people invest alongside you. His answer: don't go solo, handling others' money needs licenses. The real path: co-invest deal-by-deal through SPVs next to proven guys like Stack, build a track record, then launch your own fund. The PhD and Stack's 15% cut are the model for how you eventually get paid.

Become the coupon-deal pro - your steps

  • Get the paperwork on the notes (through Ralph). Pull each apart with the 6-question check.
  • Practice spotting the risk until you can guess the coupon just from how a deal's built.
  • Sit in on one live deal Ralph offers, watch how it's priced and what's hidden.
  • Goal: reach the PhD's level, building or judging deals yourself, so you keep the cut the desk takes.

What he put on the table, go get it

Your moves

  • Take the practice account, small bets to learn on
  • Hit the Arizona rig in August, front row on the big bet
  • Ask for the coupon-deal term sheets
  • Open the Schwab + Miami accounts

Loose threads to chase

  • The Endeavor call (Sacks / Altman-backed)
  • Tax-saving trusts (GRAT/CLAT), ties to your Alberta trust
  • The quantum pre-IPO, ask if there's room
Live Terminal

The real book, live.

Every holding across the four engines with live price and day moves, plus a barrier-watch for the note underlyings. Paste a free key once and it goes live. It reads public prices only, it never touches your brokerage or moves a dollar.

Free, read-only. Get a key in 30 seconds at finnhub.io/register (free tier = 60 refreshes/min). Saved on this device only, you enter it once.
● Not connected, prices show "-" until you connect.

Add a ticker watch anything new

Researching a new name? Drop it in and it goes live with the rest (saves on this device). Remove anything with the ✕.

Barrier watch note underlyings · worst first

The stocks behind the 7 coupon deals, sorted so the biggest droppers sit on top. If any name falls hard, that's the note to check against its barrier.
StockPriceDayDay %In which notes

Live market news freshest headlines

Straight from the same feed as your prices. Tap any headline to read it. Populates once you connect.
Connect the feed to pull live headlines.

Research desk where to find new stocks & notes

Find new stocks

screeners & deep research
  • Finviz ScreenerFast filtering by yield, sector, valuation + heat maps.
  • KoyfinBloomberg-lite. Deep fundamentals, dividend safety.
  • TradingViewCharts + 150-metric screener.
  • MorningstarAnalyst takes, moat & dividend-safety ratings.

Income hunting

dividends · BDCs · REITs · preferreds
  • BDC InvestorEvery business-development company (Ares, Hercules, Trinity).
  • CEF ConnectIncome funds, premiums/discounts & distributions.
  • NareitREIT data and sector trends (Starwood & friends).

Follow the smart money

what the pros are buying
  • WhaleWisdom13F filings, what big funds bought last quarter.
  • ARK Daily HoldingsCathie Wood's daily trades (the Celestica tip's source).
  • DataromaSuperinvestor portfolios, Buffett, Klarman, etc.

Structured notes

find & vet new coupon deals

News & filings

stay current on what you own

Macro dashboard

the few signals that matter
  • FREDRates, credit spreads, the real stress gauges.
  • Treasury Yield CurveWhere rates head; curve shape = recession tell.
Knowledge

The Knowledge Box.

The room's shared shorthand: the rules serious money runs on, words passed down from the top of the network, and every term in plain English. Take what's useful, skip what you already own.

Rules of the room how it's played at this level

Preserve first

A 50% loss needs a 100% gain to undo. Never going backward is the first job. Compounding is second.

Own the terms

Whoever writes the structure keeps the edge. Be the one setting terms, not accepting them.

Access beats analysis

The deal you can get into matters more than the one you can model. Position a rung up the chain.

Size so you survive

No single position ends the game. Be wrong often, be wrong small, stay at the table.

Patience is a position

Sitting in cash waiting for the right asymmetric setup is a move, not a miss.

Structure is return

A dollar saved in tax and structure beats a pre-tax dollar earned. Entity and jurisdiction are part of the trade.

Quick reference levers, tiers, structures

Income levers

Quality dividend equity. Covered calls on what you hold. Cash-secured puts to get paid setting a buy. Private credit for the illiquidity premium. Barrier notes for defined income.

Access tiers

Tier 1: listed, interval funds, BDCs, marketplaces. Tier 2: accredited, SPVs, private-bank shelves, Reg D. Tier 3: institutional, direct LP, co-invest. You climb to 2, then 3.

Structures at a glance

Buffered: best shape, protection stays on. PPN: hard floor, capped. Autocallable: fat coupon, cliff downside. Reverse convertible: only if you'd own the stock. Worst-of: avoid.

Words from the room broadcast from the top tier

A wall where verified top-tier members drop a line of wisdom or encouragement to the network. Fills live as the golden tier speaks.

Terms and acronyms every word, plain

If a term ever tripped you up, it's here. Type to filter.

Accredited investor
A person the rules consider rich/savvy enough to invest in private deals, based on income or net worth. The key that unlocks Level 2.
Asymmetric "small down, big up"
A bet where you can't lose much but could win a lot. The holy grail. Most deals are the opposite.
Autocallable
A coupon deal that pays you, then automatically gives your money back early if a stock is above a line on set dates. Capped upside, nasty downside if it crashes.
Barrier note
The good coupon deal: pays monthly as long as the stocks don't crash past a floor (often −40 to −50%). Your dad's specialty.
BDC business development company
A stock that's really a company making loans to businesses. High income (8-11%). E.g. Ares, Hercules.
Bond / bond ladder
A bond is an IOU, you lend, they pay interest, you get your money back later. A ladder staggers several so cash keeps coming.
Buffer / buffered note
A coupon deal where the first chunk of losses is absorbed for you and the protection never switches off. The safest shape.
Cap
The ceiling on what you can earn. A low cap is how a "great" deal quietly underpays you.
Capital gains (short vs long)
Profit when you sell for more than you paid. Under a year = taxed high (~40%). Over a year = much lower (~20%). Holding longer saves a fortune.
Carry
The deal organizer's cut of profits, typically 15-20% after investors get their money back. How you'll eventually get paid.
Cash-secured put
You get paid today for agreeing to buy a stock at a set price if it drops. Either keep the cash, or buy a stock you wanted anyway, cheaper.
CLAT charitable lead annuity trust
A charity gets payments for a while, then the rest passes to heirs tax-light. Used by very wealthy families.
Coupon
The regular payment a deal sends you, like interest. Big coupon = big hidden risk, not free money.
Covered call
Renting out stock you own for instant cash. Downside: if it shoots up, you may have to sell at the agreed price.
Dividend
A slice of profit a company pays you just for holding its stock, usually quarterly.
Drawdown
How far your money drops from its high point. Avoiding big ones is the whole game for wealthy families.
GRAT grantor retained annuity trust
A trust trick to pass growing assets to heirs with little/no gift tax. Famously used by the Walton (Walmart) family.
Illiquid / liquidity
Liquid = easy to turn into cash fast. Illiquid = locked up, hard to sell. You get paid extra for tolerating illiquid.
Issuer credit risk
The risk the bank behind your deal goes broke, taking your "protection" with it. Always check who's backing it.
Margin
Borrowing money to invest more than you have. Amplifies wins and losses; if it drops they demand cash that day. How people get wiped out.
Muni bond municipal bond
An IOU from a city/state; the interest is often tax-free. Low return, but the tax break can be worth it.
Option (call / put)
A side-bet contract on where a stock goes. Calls bet up, puts bet down. Powerful, dangerous if you bet wild.
Preferred shares
A hybrid, part stock, part bond, paying steady, higher income, paid before regular shareholders.
Pre-IPO
Buying into a company before it lists on the stock market, where home-run gains live (e.g. SpaceX).
Principal protection
A promise you'll get your original money back, only as good as the bank making it.
Private credit / lending
Lending directly to companies (outside banks) for high interest, 8-12%, but locked up.
Reg D
The US rulebook that lets you raise money privately from accredited investors without a full public filing. The framework for your future fund.
REIT
A stock that's really a property empire, owns buildings, pays you most of the rent as income. E.g. Starwood.
Reverse convertible
A coupon deal that pays big but can stick you with a crashed stock instead of cash. Only OK if you'd want that stock anyway.
Secondaries
Buying private shares from an owner who wants out early, often employees selling to pay taxes. How pre-IPO deals get sourced.
SPV special purpose vehicle
A simple company set up to hold ONE investment. A few people pool money to get into one private deal. Your big equalizer.
Strike price
The set price in an option deal, the level where the agreement kicks in.
Structured note "coupon deal"
A bank-built bundle: a loan + a bet, paying a fat coupon unless the stocks behind it crash. All of rail 01.
T-bill / HYSA
The safest places to park cash, short government IOUs and high-yield savings. ~4-5%, near-zero risk.
Worst-of
A deal whose payout depends on the single worst stock in a basket. Huge coupon, huge hidden risk. Avoid.
Merger arbitrage
Buying a company that's being bought out, to pocket the small gap between today's price and the agreed price when the deal closes. Steady, but a broken deal hurts. See the Arb Desk.
Deal spread / gap
The difference between where a takeover target trades now and the price it's being bought for. That gap is your return if the deal closes. Wide gap = the market has doubts.
Catalyst
A known upcoming event that can move a stock hard, like an FDA decision, a trial result, or an earnings date. The whole biotech game.
PDUFA date
The deadline by which the FDA must decide yes or no on a drug. A binary, stock-moving day for biopharma names.
ADR
A US-listed share of a foreign company, so you can own Taiwan Semi or Toyota in dollars without a foreign account. How the Global sleeve works.
Risk-on / risk-off
Market mood. Risk-on = buyers confident, piling into stocks. Risk-off = fear, money running to cash, bonds, and gold. The Market Mood panel reads this live.
Yield
How much income something pays each year, as a % of what you put in. 10% on $100K = $10K a year.
Index

Jump to anything.

Tap any line to go straight there.

Get access & think like the rich

This Command Center is plain-English education and a monitoring tool, not personalized investment, legal, or tax advice, and not from a licensed advisor. Figures and ranges are illustrative and vary by issuer, jurisdiction, and market. Live prices (when connected) are best-effort, may be delayed, and are not guaranteed for trading. Structured products and private investments can lose some or all of invested capital. Any API key you enter is stored only on this device and is used solely to read public prices, it never connects to a brokerage or moves money. Verify all terms and consult qualified professionals before deploying capital.