Workflow · not a task manager
The loop serious funds rehearse
No infinite checklist — four phases with clear hand-offs. RMFU holds the spine; your process owns the deadlines.
01 · Anchor
Brief + pulse
What matters before models spin. Same surface for PM, risk, and sector — atlas.
- Time-box the read
- One escalation path if data is stale
02 · Sharpen
Library + drills
Language everyone retrieves under stress — library + drills.
- Tag discipline
- Spaced reps weekly, not hero sessions
03 · Stress
Risk + macro
Scenarios at thesis breakpoints — risk, macro.
- Name the break
- Record assumptions next to outputs
04 · Ship
Decide + export
Evidence leaves the desk with trace — what you believed, when, and why it still holds.
- PDFs are snapshots
- Desk remains source of truth