# Alderan / Comète Asset Management Project

> Confidential. Grand Canal Capital Partners as Asset Manager of the Mandat SP SCI sub-fund.
>
> **→ Project hub: [`index.html`](index.html)** — start here for the full navigator: cover explorations, canonical dashboard, dashboard archive, documents.

The dedicated design hub for GCCP's work on the Alderan SP SCI mandate — covers, dashboards, and branded surfaces for SCPI Comète + Activimmo. **Design-complete and data-pending** — Stage 2 of the two-stage build. The surface holds the institutional shape the committee will see every quarter; data wiring (Stage 3) is downstream.

**Status** · v 0·3·0 · 19 May 2026 · `[AI-DRAFT]` until partner sign-off. **Cover · Comet Tail (v2)** ported as canonical.

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## Deliverables

| File | Purpose |
|---|---|
| `alderan-dashboard.html` | The shipped surface. Single-file HTML, dual-view (Internal / LP), all 11 sections + 3 differentiators wired with realistic placeholders. |
| `alderan-dashboard.data.example.json` | Data contract — JSONC with `//` comments. Every field name maps to a Supabase column/view or a named SharePoint path. CB grep-able for wiring. |
| `alderan-dashboard.md` | Long-form markdown render — the editorial text alongside the HTML. Useful for paste-into-AI tests and for the printable text reference. |
| `README.md` | This file. |
| `screenshots/` | Internal + LP per-section captures (populated post-review). |
| `assets/` | Brand marks shared across versions. |

Exploration tracks live in `v1-hilton-dna/`, `v2-fumbally-dna/`, `v3-song-dna/` and `_INTERNAL/v0-alderan-mimic-discarded/`. They are not the canonical surface — the four files above are.

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## Design register

Editorial / institutional. Hermès · FT Lex · Apollo IR. Not investor-deck-noisy, not SaaS-dashboard-busy.

- **Type** · Playfair Display (display, italic) · Inter (body) · JetBrains Mono (eyebrows, codes, tags)
- **Palette** · Warm parchment + ink · demoted gold used sparingly · terracotta accent · sage for ESG-adjacent
- **Rules** · Hairline only · 0.5px in warm taupe · never coloured borders
- **Numbering** · Numbered sections (§ 01 · ...) and findings (— 01)
- **Verification badge** · Hairline pill or 6px circle in warm taupe for `ai_draft` · no badge for `verified` · ink rule + `REVIEW` small caps for `disputed`. Never traffic lights. Never green checks.

Non-negotiables baked in:

- Grand Canal Capital Partners wordmark top-left on every view
- Compliance footer (`Grand Canal Capital Partners | Confidential`) on every view
- Full firm name spelled out in LP-facing surfaces — never abbreviated
- `AI-DRAFT` masthead tag visible until removed by partner sign-off
- Placeholder figures visually distinct from verified figures (verification badge or hairline dotted underline)
- No emoji · no stock icons · no SaaS-template references

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## Dual-view contract

| Element | Internal | LP (Alderan) |
|---|---|---|
| Headline KPIs | Full | Full |
| Per-asset performance | Full | Full |
| Tenant covenant detail | Trading names + internal scoring | Trading names + covenant grade only |
| Fee mechanics | Full | **stripped** |
| Internal decision log | Full | **stripped** |
| Strategic AM plan | Full | Outcomes-only |
| Lease-event watch-list | Full incl. internal flags | Public calendar only |
| Capex | Full incl. contingency lines | Programme + status |
| ESG | Full | Full |
| Market Intelligence | Full | Full (value-add for LP) |
| Methodology | Full | Summary only |
| Verification badge | Visible on every lease-derived figure | Visible only when status ≠ verified |

**Toggle** · top-right, persistent, URL-state-keyed (`?view=lp` / `?view=internal`). Default behaviour to be set by Cloudflare Access downstream — internal on GCCP devices, LP via Access.

**Implementation** · same DOM both views. `body[data-mode="lp"]` hides `.internal-only` elements and `.vbadge.verified`; `body[data-mode="internal"]` hides `.lp-only` elements. No content duplication, no parallel pages.

---

## Build assumptions · post-audit truth

Authoritative post Stage 1 audit (Supabase probe + SharePoint search, 19 May 2026):

- **16 assets** (15 CMT Comète + 1 AVM Activimmo — IRE-Grattan is the AVM)
- **81 total units** · 53 occupied · 2 vacant · 26 unknown (all IRE-Grattan)
- **Passing rent · GBP £9,853,690 p.a.** (live · v_rental_income aggregate)
- **Passing rent · EUR €0** (Irish rent not yet seeded — IRE-Pavilions 13 units have null rent_pa)
- **AUM ~€150m** — headline carrier only (CMT Annual Review xlsx), no structured source. Treated as placeholder.
- **WAULT** · 9.71 years to expiry · 8.82 years to break · computed off 35 of 81 leases with rent + expiry populated
- **0 of 81 leases verified** — all `ai_draft` today
- **Jurisdictions** · England & Wales + Scotland + Ireland (UK-led commercial portfolio with Irish residential tail)

Reconciled discrepancies surfaced to CB (out of scope here):
- Old governance JSON says 15 assets / IRE-Pavilions AVM. Supabase seed is newer and authoritative.

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## Data wiring · Stage 3 (CB owns)

The data contract (`alderan-dashboard.data.example.json`) names every Supabase column / SharePoint path / GAP. Five tables CB needs to design before wiring is feature-complete:

| Table | Purpose |
|---|---|
| `alderanam_valuations` | Per-asset valuation history. Suggested cols: `asset_id · val_date · valuer · methodology · value_gbp · value_eur · verification_status`. |
| `alderanam_capex` | Capex programme + project rows. Suggested cols: `project_id · asset_id · project_name · phase · budget · spent_to_date · forecast · currency · status · category_tag · esg_linked`. |
| `alderanam_opex` | Non-recoverable operating expense. Template at `gccp-agentic-os/schemas/expense_register.json`. |
| `alderanam_arrears_live` | Live arrears feed (today only filed PDF snapshots exist). |
| `alderanam_covenant_scores` | Output table for the existing `/credit-check` skill. |

Filing drift surfaced by audit (CB to action before wiring §08 EPC):
- Wembley EPCs (Pure Gym, JD, Tesco) misfiled under `01_Title & Conveyancing/`
- Malmaison EPC misfiled under `01_Title & Conveyancing/`

Live wiring sources (no design work needed — just connect):

- `v_portfolio_summary` · headline KPIs (§01, §02)
- `v_rental_income` · per-asset per-currency passing rent
- `v_wault_by_asset` · per-asset WAULT
- `v_vacancy` · per-asset occupancy
- `v_upcoming_events` · lease-event calendar (§09)
- `v_market_context_quarterly` · Morning Intel ribbon (§01, D·1)

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## Differentiators

Three institutional differentiators integrated as designed surfaces:

**D · 1 · Morning Intelligence Ribbon** · slim band under the masthead. Live from `v_market_context_quarterly` today. Shows regime, signal, score, IRL leverage, UK leverage. Today's read: `TRANSITION · HOLD/WEAK · 9.2 · MARGINAL · DEEPLY_NEGATIVE · EUR_FAVOURED`.

**D · 2 · Prime Yields benchmark overlay** · §06. Published prime market yields plotted as a band against each segment's pinned portfolio implied yield. Source: `Prime_Investment_Yields_*.xlsx`. Adjacent live Supabase tables for future wiring: `implied_cap_rates`, `ary_history`, `yield_decomposition`, `required_return_benchmarks`.

**D · 3 · LS1 Lease Abstraction drilldown** · slide-over panel. Opens from any asset card (§03) or tenant row (§04). 13 structured fields per lease: `demise · lease_start · lease_end · rent_pa · rent_frequency · break_dates · review_dates · currency · erv_pa · epc_ber_rating · epc_ber_expiry · management_company_share_percent · verification_status · notes`. Wires to `alderanam_leases` + source markdown abstracts on SharePoint.

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## How to view

Open `alderan-dashboard.html` directly in a browser. The viewport is locked to 1320px; the layout scales uniformly on smaller screens (PDF-on-phone strategy).

**View toggle** · top-right of masthead. Default loads in Internal view. Append `?view=lp` to the URL or click the LP toggle.

**Section nav** · left rail. Active state on scroll. Sections 1–11 + the three differentiators.

**LS1 drilldown** · click any asset card. Slide-over panel from the right. Close with the button, Escape key, or click the backdrop.

**Print** · the dashboard prints clean (one section per page, full nav stripped, fixed-viewport scaling disabled).

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## Ownership

| Responsibility | Owner |
|---|---|
| Design (this stage) | Aaron Sherlock (partner sponsor) · GCCP Design Studio |
| Data wiring (Stage 3) | Christopher Belton (CB) · GCCP Asset Management |
| LP relationship | Mandate sponsor (AS) |
| Cloudflare Access / Zero Trust gating | Operations · separate |
| Quarterly sign-off | Named partner — `[AI-DRAFT]` tag lifts on sign-off |

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## Cross-department firewall

The audit confirmed the AM corpus is clean of SONG / BPA / Alpha Real Capital references. This dashboard contains zero cross-department leakage. Any future contributors must keep that line.

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## Out of scope

- Live data connections (CB · Stage 3)
- Authentication / access control (Cloudflare Access · separate)
- Database persistence (no localStorage · no sessionStorage · state in URL params only)
- Real financials · valuations · capex · ESG · risk data
- Resolved-during-audit items: asset count corrected to 16 · IRE-Pavilions fund tag (CMT, per Supabase seed)

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## Acceptance · self-check

- [x] All 11 sections + 3 differentiators present and navigable
- [x] Internal / LP toggle works · strips per the dual-view contract
- [x] Placeholder figures visually distinct from verified figures
- [x] Verification badge pattern visible on all lease-derived figures
- [x] Editorial register (Hermès · FT Lex · Apollo IR) consistent across sections
- [x] Brand non-negotiables on every view
- [x] `AI-DRAFT` masthead tag visible
- [x] `alderan-dashboard.data.example.json` field names match Supabase column names (CB grep-able)
- [x] Cross-department firewall maintained
