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USF Investment Club · Asset Management Division

Run the entire cycle in one place.

Cycle tracker. Plan block. Sourcing pipeline. Pre-ICM check-ins. Mock. Calendar. Awards. Readiness scorecard. Built for analysts through advisors.

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The infrastructure the cycle runs on

Every workflow, every gate, every recognition ritual. None of it lives in a Google Sheet anymore.

Seven-phase cycle tracker

P0 sourcing through P6 ICM delivery. 79 hours per analyst per cycle, expected vs. actual, per-team and per-division roll-ups.

Plan block tracker

Beginning Plan, mid-block work, End commit-vs-shipped. Auto-flags below 70 percent commit-shipped over 2 consecutive blocks. Per-team day-of-week (default Wednesday).

Pre-ICM check-ins and hard-pass triggers

Week 2 GO / NO-GO. Week 4 SUBMIT / RECYCLE / KILL. 8 hard-pass triggers, 24-hour Head SLA, full audit log.

Mock escalation

Mock 1 (Internal) Week 2, Mock 2 (Associate) Weeks 5-6, Mock 3 (Head) Weeks 7-8. Persona library for stress-testing.

Advisor log + reciprocity tracker

Insight capture, last-action tracking, quarterly synthesis pull. Sensitivity tagging built in.

Awards + annual letter

Five award categories, eligibility auto-detected from cycle data. Annual letter auto-pulls metrics.

Save IC's edge. Grow its capacity.Improve every division.

The structure that survives the founder transition cliff is the structure analysts inherit, not the structure handed down.