Quantus Pulse // Operating Doctrine
Operator & Principal Field Manual
Everything you need to file mandates, review intercepts, seal documents and manage partners.
Edition October 2026 · Confidential
Chapter 1
Doctrine & Architecture
Quantus Pulse is a deal production engine. It intercepts off-market assets and delivers commit-ready transactions. It is not a CRM, broker, or custodian.
What the platform does
- Takes a principal's brief (a mandate) and scores it against official company and estate records.
- Surfaces strong matches as gold Intercept Alerts for the operator to pursue.
- Holds no client funds and gives no regulated advice.
The verticals
- Real Estate, Aviation, Marine, Art & Antiquities, Hard Assets, Sovereignty, Longevity, Security, Sovereign Finance, Jewelry & Gemstones, Automotive, Natural Resources.
Chapter 2
Filing a Mandate
There are four ways a brief enters the pipeline. All of them land in the same live pipeline.
1. Apply (/apply)
- Choose an asset class, enter budget, corridor, horizon, constraints and decision authority.
- All seven fields are required before the brief can be submitted.
2. Concierge onboarding (/concierge/start)
- Create an account, file the brief, then pay the engagement retainer.
- Retainer bands: £2,500 up to £1M · £7,500 for £1–10M · £15,000 for £10–50M · £25,000 above £50M.
3. Operator wizard (/quantus-pulse)
- Internal staff use the 5-step Mandate Intake Wizard.
- Budgets can be entered in GBP, USD, EUR, CHF, AED or SGD. Each brief is capped at roughly £21M.
4. Partner API
- Partners such as Aurelia post briefs with an issued API key. See /docs/aurelia-api.
Chapter 3
Interception & Match Scoring
Every new mandate is scored automatically against all registry records the moment it is filed.
How a score is built
- Vertical match: 50 points.
- Jurisdiction / corridor match: 30 points.
- Budget envelope fit: 20 points.
Intercept Alerts
- A score of 80 or more creates a gold Intercept badge on the mandate card.
- The mandate owner receives one notification. Closed mandates are skipped.
Reviewing matches
- Tap the gold badge to open ranked matches with official record links.
- Use “View in Entity Graph” to see the company in context, or “Export tear-sheet (PDF)” for a one-page dossier.
Chapter 4
The Sovereign Vault
Upload deeds and documents. Key facts are read on your device before anything is sealed.
Uploading
- Open /vault and choose a file (PDF or text).
- The platform extracts deed dates, entity names and figures (including m / billion / k amounts).
Sealing
- Review the “Extracted Deed Intelligence” card.
- Choose Confirm & seal, Seal without summary, or Cancel.
Where it appears
- Sealed documents add a gold ring to matching companies in the Entity Graph.
Chapter 5
Entity & Estate Graph
A live map of UK Companies House and US SEC EDGAR records grouped by vertical.
Using the graph
- Open /dashboard/entities. Select any node to view its details and sealed Vault intelligence.
- Links from a match open the graph with that company pre-selected.
Sovereign List
- Add any company to your private watchlist with notes from /quantus-pulse.
Chapter 6
Partner Operations
Tools for managing referral partners such as Aurelia.
Partner briefs (/admin/partner-briefs)
- See every brief submitted by partners.
- Generate single-use client invitations attributed to a partner.
API keys (/admin/aurelia-api)
- Issue and revoke partner keys, choose scopes, inspect webhooks and track referrals.
Chapter 7
Security & Account Protection
Accounts are protected by server-side checks that cannot be bypassed from the browser.
Sign-in protection
- Five failed attempts lock the account for 15 minutes.
- Email one-time codes protect sensitive actions. Sign out all devices from /settings/sessions.
Privacy
- Obsidian Mode masks client and vendor identities with one tap.
- Emergency and duress procedures are briefed privately to principals by their operator, never in writing.
Chapter 8
Integrations & Keys
Every external service the platform relies on. Live status is on /admin/integrations. Key values are never written down.
Stripe
- Powers: Retainers, memberships, partner fees and payouts.
- Get it: Stripe Dashboard → Developers → API keys.
- Without it: No payments can be taken.
- Rotate: Roll in Stripe, then update in Lovable payment settings.
- Outstanding: Switch from test to live keys before launch.
Stripe webhooks
- Powers: Confirms payments and payouts sent back from Stripe.
- Get it: Stripe Dashboard → Developers → Webhooks → signing secret.
- Without it: Paid fees are not marked as settled.
- Rotate: Roll the endpoint secret in Stripe and update here the same day.
ElevenLabs
- Powers: Spoken Voice Line and Concierge voice.
- Get it: Connectors → ElevenLabs.
- Without it: Voice falls back to text.
- Rotate: Reconnect in Connectors.
- Outstanding: Current key is rejected — reconnect with a new key.
Firecrawl
- Powers: Broker listing scraper and vendor discovery.
- Get it: Connectors → Firecrawl (Lovable-managed).
- Without it: No new broker listings are read.
- Rotate: Managed by Lovable.
UK Companies House
- Powers: UK registry sweeps for intercepts.
- Get it: developer.company-information.service.gov.uk → Your applications.
- Without it: UK registry falls back to other sources only.
- Rotate: Create a new key, update here, delete the old one.
OpenCorporates
- Powers: Fetch button on Company Records Review.
- Get it: opencorporates.com → choose an API plan → account page API token.
- Without it: Upload exported files instead.
- Rotate: Regenerate in your OpenCorporates account and replace here.
- Powers: Company page posting and lead sync.
- Get it: Connectors → LinkedIn.
- Without it: No LinkedIn posting or lead import.
- Rotate: Reconnect in Connectors.
- Outstanding: Lead sync also needs Marketing Developer Platform approval from LinkedIn.
Slack
- Powers: Operator alerts: intercepts 80+, introductions, fees paid. Posts to #quantus-alerts (or the main channel).
- Get it: Connectors → Slack. Create #quantus-alerts and type /invite @Lovable App in it.
- Without it: Operators get no instant alerts.
- Rotate: Reconnect in Connectors.
Twilio
- Powers: Text alerts to principals when a new intercept lands (uses the phone on their profile).
- Get it: Connectors → Twilio. Needs one SMS-capable number on the Twilio account.
- Without it: No text alerts.
- Rotate: Reconnect in Connectors.
- Outstanding: Buy one SMS number in Twilio (none on the account yet). Turn on SMS Pumping Protection and limit Geo Permissions in Twilio.
Google Calendar
- Powers: Books a meeting when an introduction is accepted.
- Get it: Connectors → Google Calendar.
- Without it: Meetings must be booked by hand.
- Rotate: Reconnect in Connectors.
Lovable AI & connector service
- Powers: Mandate Advisor, Vault extraction, all connector calls.
- Get it: Provisioned automatically.
- Without it: AI and connectors stop.
- Rotate: Rotated by Lovable on request.
AWS
- Powers: Archival storage and backups.
- Get it: AWS IAM → user → Security credentials.
- Without it: Off-site archive is skipped.
- Rotate: Create a second key, update both values, deactivate the old key.
Sentry
- Powers: Error monitoring.
- Get it: Sentry → Project settings → Client keys.
- Without it: Errors only appear in the in-app Error Log.
- Rotate: Not secret-critical; replace if the project changes.
Zapier
- Powers: Outbound automation hooks.
- Get it: Zapier → Catch Hook trigger URL.
- Without it: Zaps are not triggered.
- Rotate: Create a new hook and replace the URL.
Aurelia Partner API
- Powers: Partner-to-platform calls.
- Get it: Issued in /admin/aurelia-api.
- Without it: Partner integration stops.
- Rotate: Issue a new key, give it to the partner, revoke the old one.
Partner webhooks
- Powers: Signs webhooks sent to partners.
- Get it: Generated by the platform; shared with the partner.
- Without it: Partners cannot verify events.
- Rotate: Agree a switch date with partners before changing.
Scheduled jobs
- Powers: Authorises the daily sweeps and reminders.
- Get it: Generated by the platform.
- Without it: Scheduled jobs are rejected.
- Rotate: Regenerate, then update scheduled job headers.
Deal ingest
- Powers: External deal feed intake.
- Get it: Generated by the platform.
- Without it: External feeds are rejected.
- Rotate: Regenerate and give the new key to the feed owner.
Prime Deal gateway
- Powers: Prime deal relay.
- Get it: Supplied by the gateway operator.
- Without it: Prime relay is skipped.
- Rotate: Replace both values together.
Encryption
- Powers: Encrypts stored sensitive fields.
- Get it: Generated by the platform.
- Without it: Encrypted fields cannot be read.
- Rotate: Never change without a re-encryption run.