Which Application Do You Need?¶

Choosing the Right Tool for Your Role¶

The DUC Capital Platform consists of three specialized applications, each designed for specific stages of the capital lifecycle. This guide will help you identify which application(s) you need based on your role and objectives.

Quick Decision Guide¶

graph TD
    A[What is your primary role?] --> B{Role Type}
    B -->|Deal Making| C[Investment Banking/M&A]
    B -->|Capital Markets| D[Tokenization/Compliance]
    B -->|Operations| E[Asset Management]

    C --> F[Use Sagacity]
    D --> G[Use Bridge]
    E --> H[Use Lift]

    F --> I[Deal origination, valuation,<br/>structuring, due diligence]
    G --> J[Asset tokenization,<br/>investor management,<br/>compliance]
    H --> K[Performance monitoring,<br/>milestone tracking,<br/>reporting]

Application by Role¶

🏦 Investment Professionals¶

Primary Application: Sagacity

You need Sagacity if you are: - Investment banker structuring deals - M&A advisor evaluating transactions - Corporate development professional - Private equity analyst - Venture capital associate

Key Activities: - Originating and evaluating deals - Building financial models and valuations - Conducting due diligence - Preparing investment committee materials - Creating deal books for execution

Typical Workflow: 1. Source and screen opportunities in Sagacity 2. Run AI-driven valuations and risk analysis 3. Structure terms and prepare documentation 4. Hand off completed deal book to Bridge for tokenization

💼 Capital Markets Professionals¶

Primary Application: Bridge

You need Bridge if you are: - Capital markets specialist - Tokenization expert - Compliance officer - Investor relations manager - Securities operations professional

Key Activities: - Converting deals into tokenized securities - Managing regulatory compliance - Setting up SPVs and cap tables - Onboarding investors - Managing token issuance and distributions

Typical Workflow: 1. Receive validated deal book from Sagacity 2. Structure tokenization (direct, fractionalized, or corporate RWA) 3. Implement compliance framework (KYC/AML, transfer restrictions) 4. Manage investor onboarding and allocations 5. Issue tokens and hand off to Lift for monitoring

📊 Asset & Operations Managers¶

Primary Application: Lift

You need Lift if you are: - Asset manager - Portfolio manager - Project manager - Operations analyst - Performance reporting specialist

Key Activities: - Monitoring asset performance - Tracking project milestones - Managing operational metrics - Ensuring covenant compliance - Generating performance reports

Typical Workflow: 1. Receive tokenized assets from Bridge 2. Set up monitoring dashboards and KPIs 3. Track execution against plan 4. Monitor compliance and covenants 5. Feed performance data back to Bridge for investor updates

Application by Deal Stage¶

📋 Pre-Deal Stage¶

Application: Sagacity - Market research and opportunity identification - Initial financial analysis - Preliminary valuation - Risk assessment

🤝 Deal Structuring Stage¶

Application: Sagacity → Bridge - Final deal terms (Sagacity) - Due diligence completion (Sagacity) - Deal book preparation (Sagacity) - Tokenization structure design (Bridge)

🎯 Execution Stage¶

Application: Bridge → Lift - Token issuance (Bridge) - Investor allocation (Bridge) - Initial deployment (Lift) - Milestone tracking begins (Lift)

📈 Management Stage¶

Application: Lift - Ongoing performance monitoring - Compliance tracking - Investor reporting - Portfolio analytics

Multi-Application Scenarios¶

End-to-End Deal Professional¶

You'll use all three applications if you: - Manage deals from origination through ongoing management - Oversee the complete capital lifecycle - Lead integrated teams across functions

Workflow: Sagacity → Bridge → Lift

Deal Execution Specialist¶

You'll use Sagacity and Bridge if you: - Focus on deal structuring and capital raising - Handle transaction execution but not ongoing management - Specialize in deal-to-close activities

Workflow: Sagacity → Bridge

Post-Issuance Specialist¶

You'll use Bridge and Lift if you: - Manage tokenized assets post-issuance - Handle investor relations and reporting - Focus on operational performance

Workflow: Bridge → Lift

Department-Based Selection¶

Investment Banking Department¶

• Primary: Sagacity
• Secondary: Bridge (for understanding tokenization requirements)
• Focus: Deal origination, valuation, structuring

Capital Markets Department¶

• Primary: Bridge
• Secondary: Lift (for performance data)
• Focus: Tokenization, compliance, investor management

Asset Management Department¶

• Primary: Lift
• Secondary: Bridge (for token administration)
• Focus: Performance monitoring, reporting, optimization

Executive/Portfolio Management¶

• All Three Applications
• Focus: Strategic oversight across entire lifecycle

Quick Reference Table¶

Getting Started Recommendations¶

🚀 New to the Platform?¶

1. Start with Platform Overview to understand the ecosystem
2. Focus on your primary application based on your role
3. Learn integration points with adjacent applications

💡 Experienced User Expanding Role?¶

1. Review the Deal Lifecycle Flow
2. Understand handoff points between applications
3. Practice with cross-application workflows

🎯 Team Leader?¶

1. Map your team's roles to applications
2. Establish clear handoff procedures
3. Set up integrated reporting across applications