Deal Tracking
OTC Pipeline
Live deal pipeline — Millie creates and advances cards as contacts progress through the 11 conditions.
Counterparty Registry
Broker Registry
All known counterparties — procedures verified, MBT token status, risk band, linked deals.
Process Reference
OTC Process & System
11-condition gate, risk scoring rubric, active profiles and skill inventory.
11-Condition Gate
Risk Scoring Rubric
Positive signals
Negative signals