Internal Deal Room · Project Helios · Sell-side
Loan Mart
Sell-side engagement — category-leading consumer credit performer, Hugo as owner-operator, 50-state licensed platform.
The Room
01 · Internal Brief
→CEO Insights
McKinsey-grade brief on Hugo distilled from the discovery call. Operating insights, financial performance, strategic positioning, key players, and open questions for diligence.
Source: 2026-05-11 Fireflies call · INTERNAL-ONLY
02 · Market Document
→Valuation Hub
The flagship Hugo surface — full valuation analysis, market positioning, and deal thesis.
public/deal-rooms/loanmart-hugo/valuation.html
03 · Documents
→CIM & Documents
Confidential Information Memorandum and all deal documents indexed from disk and Supabase.
public/deal-rooms/loanmart-hugo/cim.html + uploads
04 · Buyer Universe
→Buyer Profiles
10 named buyers across specialty finance strategics (World Acceptance, CURO, TMX) and PE sponsors (JLL, Prospect Capital). Scaffolded from deal type research — Hunter waterfall pending.
fixlater #232 · Hunter enrichment $2–3
05 · People
→Contacts
Hugo and the Loan Mart team, advisors, and buyer-side contacts tracked on this deal.
From public.deal_contacts
05 · Meetings
→Meetings
Recorded deal meetings, transcripts, and extracted intelligence.
From public.meetings + Fireflies
06 · Public Surface
↗Gated Entry (Helios)
Project Helios — the password-gated blind surface a prospective buyer sees.
Gated · Audience: prospective buyers
More
Repo artifacts tagged to this deal
High confidence(16)
- Canonical codename map; `loanmart-hugo` entry maps to Project Helios
- Substitutions used by `scripts/anonymize-all.mjs` to render Helios blind
- The 15x→7x defendable-multiple methodology capture
- Polish-session transcript backing the methodology
- Engaged-deal registry; `loanmart-hugo` is one of the four engaged deals
- JSON sidecar for the above debrief
- Markdown debrief of a Loan Mart locate-artifact thread
- Blind sibling CIM (Project Helios codename applied)
- Blind valuation hub — GOLD STANDARD per glossy-pack
- Named CIM, internal/post-NDA only
- Swarm-build process trace published as deliverable
- Named valuation hub (3-voice, sensitivity matrix)
- Run #009 notebook: Loan Mart valuation hub v2 build
- Canonical-home CEO insights page under deal slug
- "What We Learned From Hugo" CEO insights gated route
- Password-gated `/hugo` portal entry (Boss123)
Body mentions (3+)(30)
- Build contract for swarm-build run #016 (Helios+Bedrock seed)
- Master Rules cite Loan Mart as the Blind-First known-violation reference
- Burndown audit includes Loan Mart fixlaters
- FIN-F10, FIN-F18, FIN-F19, FIN-F24 all tagged loan-mart
- next.config rewrite to unbreak `/deal-rooms/loanmart-hugo/*.html`
- DPP architecture memo uses Loan Mart as structural reference (not authority)
- JSON of the iteration log above
- Plan iterations citing Loan Mart's sell-side shape as the contrast point
- page-DNA mission lists `/deals/loanmart-hugo` paths
- Loan Mart static HTML flagged as orphans (no-header violation)
- Patch entries scoped to loanmart-hugo
- Catalog entries for Loan Mart / Helios surfaces
- Pass-2 catalog with same entries
- Sequenced #148 (blind CIM) → #147 (buyer profiles) handoff items
- Multiple Loan Mart / Hugo / Helios thread entries indexed
- `slug: 'loanmart-hugo'` mapping rule (email/subject backfill)
- Helios = gold-standard reference; Hugo template language
- Book-report aggregate referencing Hugo deal-room work
- Standalone book-report; Hugo/Helios is its own section
- Run #016 — Helios + Bedrock seed validation deal
- Page-DNA run #047 — verify-and-commit on `/deals/loanmart-hugo`
- Architect journal for the Loan Mart-driven run #015
- Audit-quality journal calling out Loan Mart Blind-First violation
- Quarterback journal selecting Helios as validation deal
- "Premium 1" or planning page lists Loan Mart (Hugo) blind-buyer-shortlist task
- 2026-05-22 techjournal entry on Hugo polish
- Inline fixlater entries for #147 buyer profiles + #148 blind CIM + next.config rewrite
- Shared gated-room handler factory; doc-comments use Hugo/Helios as the canonical example
- Test cases use `/deals/loanmart-hugo/*` as the canonical example
- Seeds `deals` (slug='loanmart-hugo'), `deal_codenames` (Helios), `deal_pages` (helios/hub)
Incidental (background)(27)
- Run #047 references `/deals/loanmart-hugo` as page-DNA verify gate
- Drive→deal_files routing knows `loanmart-hugo` slug
- Fireflies→deal_files routing knows `loanmart-hugo` slug
- Gmail→deal_files routing knows `loanmart-hugo` slug
- Incidental loanmart-hugo mention in a different bug
- Mentions Loan Mart CIM in a broader CIM-build thread
- Aggregate registry references the slug
- Earlier version of catalog (pre-pass2)
- Quarterback-Build #03 verdict
- Slug listed in apply-to-all triage set
- Platform audit mentions Loan Mart in synthesis
- Same book-report served publicly
- Anonymizer script — comment uses `/hugo` as canonical example
- Logs the architect veto on #148 (Loan Mart blind CIM) as a case study
- Working-set entries naming Helios as reference
- Prior-swarms archive copy
- Run #015 architecture decision references Loan Mart shape
- Run #042 — page-DNA panel v0; `/deals/loanmart-hugo` test case
- Architect contribution for run #015
- Data-architect contribution for run #015
- Data-architect journal for run #015
- Run #016 audit verdict citing Helios
- Names Loan Mart in active-named-deal trigger list
- Generic deal-detail page; `loanmart-hugo` is one of the slugs it renders
- Maps `loanmart-hugo` to `/hugo` shortcut and "DEAL ROOM" tile label
- Maps `loanmart-hugo` → valuation hub URL