cc-disco Repo Reorg

Analysis: migrating the Askel playbook from Google Docs to skills. Repo-level structural implications.

Updated: 2026-05-13 Source: Playbook v2 EN (canonical) Status: Ready to execute

Execution Context

Everything a fresh Claude Code instance needs before touching any file.

ItemValue
Repo path/home/askel/cc-disco
Google Workspace accountsimo.siilanen@askelventures.com — set GOG_ACCOUNT env var before any gws call (see examples below)
SecretsAll via op CLI from the askel-server 1Password vault
Git userMike Solomon — commit and push after each phase

Skill file format

Every skill is a directory under /home/askel/cc-disco/.claude/skills/{name}/ containing a SKILL.md file. Frontmatter is required:

---
name: playbook-thesis
description: >
  One or two sentences — used by Claude to decide when to load this skill.
  Be specific about triggers.
---

# Skill title

Content here in markdown.

How skills reference each other

By name, in prose — there is no import mechanism. A cron skill that needs the thesis says:

Score every new listing against the thesis in the `playbook-thesis` skill.

Claude loads the named skill automatically when it encounters the reference. Convention: use backtick-quoted skill names when cross-referencing, and always include a one-line note of what you need from the referenced skill.

Deprecating a skill

Two steps: (1) replace the body of SKILL.md with a redirect note pointing to the replacement; (2) after two weeks with no incidents, delete the directory. Do not silently delete — the redirect note is the paper trail.

---
name: sourcing-tradecraft
description: DEPRECATED — use playbook-sourcing instead.
---

# Deprecated

This skill has been absorbed into `playbook-sourcing`. Use that instead.
All content, tradecraft, and references have been migrated there.

Resolving Drive document content (gws)

To export a Google Doc as plain text for reading or migration, use the gws CLI with the file ID from the inventory table below. Example:

# Export as plain text (for Google Docs)
GOG_ACCOUNT=simo.siilanen@askelventures.com \
  gws drive files export \
  --params '{"fileId":"1pjyuvlImFjGNSGA8LBkJjd6kVzVMcstv905Tdbkga6o","mimeType":"text/plain"}'

# List files matching a name
GOG_ACCOUNT=simo.siilanen@askelventures.com \
  gws drive files list \
  --params '{"q":"name contains \"playbook\"","supportsAllDrives":"true","includeItemsFromAllDrives":"true"}'

Thesis merge strategy (Phase 1)

Playbook v2 EN ↗ Ch. 2 has the canonical criteria table. The repo file sourcing-tradecraft/references/thesis.md has richer operational content: sector ratings, the Melers pattern, adjusted EBITDA methodology, ideal seller profile. Both go into playbook-thesis — v2 provides the structure, the repo file provides the depth. Neither is discarded. Where they conflict (e.g. geography: v2 says Finland + Sweden + Estonia, repo says Finland only), v2 wins.


Drive Linking — The Rule

Rule: every Google Drive document referenced in a skill must be a hyperlink. Every time. No exceptions. If a document is mentioned four times in a skill, the link appears four times. Never reference by name alone — a name can resolve to multiple versions, as we just proved with the .docx. File IDs are permanent regardless of renames or moves — always use the ID-based URL.

No separate registry file. No indirection. Just inline links at every point of reference, baked in as the skills are written. The table below is the complete inventory of known documents. URLs are shown in full — copy-paste directly into skill markdown.

Google Drive documents

DocumentFull URL (copy into skills)Used by skill(s)Notes
Playbook v2 EN Canonical https://docs.google.com/document/d/1pjyuvlImFjGNSGA8LBkJjd6kVzVMcstv905Tdbkga6o/edit playbook, all sub-skills Primary migration source. Link this everywhere.
Playbook v1 EN https://docs.google.com/document/d/1cZfNoRGWtNByNuhQhTxJRFX7ceWZFStCYl4DDJuFSu0/edit playbook-sales-system Needed only for Sales System EPICs + Melers lessons (absent from v2). Legacy once migration done.
Playbook .docx Stale https://docs.google.com/document/d/1XRapOoCtbo9qQjKAmnMYhoXEoIIBKnyF/edit Superseded by v2 EN. The one we almost migrated from. Do not use.
Financial Analysis Sheet (Varia) https://docs.google.com/spreadsheets/d/1llwFP6A7K8D7KaMK9hUOZrz_Bh69od0q/edit playbook-screening, playbook-dd, trello-cli Already linked by ID in sourcing-tradecraft and CLAUDE.md — the one document currently done right.
Broker List (Välittäjät) https://docs.google.com/spreadsheets/d/1QaasfdJ-7vASWp1R7VSR4KDrE8O7fWK_/edit playbook-sourcing "Data Gathering for Business Brokers in Finland.xlsx" — confirmed accessible to simo.siilanen.
LOI — Investor + Advisor Role https://docs.google.com/document/d/1eShC2EbviEnjc49v3j0CRHSrBGciU_nT5yc1hRhmRwQ/edit fundraising skills (future) Investor/advisor LOI — distinct from the acquisition LOI.
Staff Interview Form (DD) https://docs.google.com/forms/d/e/1FAIpQLSeRBaUzRB0THKq4lyDHCjD3-Mz15m4O57Sz71eWkKji0k15wQ/viewform playbook-dd Google Form for DD2 staff interviews.
Melers Hinnasto (price list) https://docs.google.com/document/d/1uIxDkNYRHnoXT6-LLGSxH4gnWp8WBCnXwOgpaGQRY4E/edit knowledge/portfolio/melers/ Operational. Link from the Melers portfolio folder, not a playbook skill.
Melers Markkinointi sheet https://docs.google.com/spreadsheets/d/1EWnNdbOZN1nrcBfjqaWatBE39wRlswSJ9WPYvzt2RmA/edit knowledge/portfolio/melers/ New customer acquisition tracking. Operational.
MARKKINOINTI folder https://drive.google.com/drive/folders/1F3pfLceGvfEmjiJaj-Hk1eqtrvxTIV_r knowledge/portfolio/melers/brand/ Brand kit, logos, fonts, flyers, videos, icons.

External references (non-Drive)

ResourceFull URL (copy into skills)Currently linked inline?Used by
Trello TEMPLATE card (📋 PROSPEKTI) https://trello.com/c/ZWY6fNrB Partial In sourcing-tradecraft + CLAUDE.md, but not in cron skills that create cards All prospect card creation
Trello Case Scouting board https://trello.com/b/01KUlg8H/case-scouting Partial Absent from cron-yritysporssi-scrape, cron-weekly-sourcing, cron-yrityskaupat-newsletter, cron-walk-of-shame All sourcing crons
Exec Summary Canva template https://www.canva.com/design/DAGpYhfKLSs/kD_LoR1zZKiStdoD_73XHA/edit No Not in any skill yet playbook-ic
DD Template Trello board https://trello.com/b/p9gyEgEZ/dd-template-avoiding-idiocy No Not in any skill yet playbook-dd
Trello DayToDay Ops board https://trello.com/b/lMuMegjL/askel-ventures-day-to-day-ops No General ops reference
Trello gap: The template card URL exists in sourcing-tradecraft and CLAUDE.md, but none of the cron skills that actually create cards repeat it. Every cron skill that says "create a card" needs both the Case Scouting board and template card linked inline. Affected: cron-yritysporssi-scrape, cron-weekly-sourcing, cron-yrityskaupat-newsletter, cron-walk-of-shame — all four are in Phase 1's modify list.

Canonical Source

Use v2 EN, not the .docx. There are three versions of the playbook in Drive. The .docx shared by invite is the oldest. v1 EN is richer. v2 EN ("The Playbook — Flipping Boring Businesses (v2 EN)") is the most complete and the one to migrate from. It resolves every content gap identified earlier, adds a Valuation Risk Scoring Tool, and generalises the Knowledge Transfer section away from Melers-specific content.
VersionFormatUse for
Playbook v2 EN ↗ CanonicalNative Google DocMigration source. Everything comes from here.
Playbook v1 EN ↗Native Google DocOnly needed for Sales System EPICs and Melers lessons (both absent from v2).
.docx ↗ StaleWord uploadIgnore — older draft. The one we almost migrated from.

What v2 Resolved

Every content gap identified in the previous analysis is now closed.

ItemBeforeAfter (v2)
Dataroom requirements Missing Done Full checklist: Financial (3yr statements, current P&L, monthly cash flow), Legal (articles, shareholder register, contracts), Operational (staff list, customer register, asset inventory)
Assets Inventory Template Missing Done Complete table in Appendix C — vehicles, equipment, IT, customer register, brand/domain, contracts, permits
Cost Structure Template Missing Done 3-year P&L table in Appendix B — Revenue, COGS (labour/materials/fuel), Gross Profit, overheads, EBITDA, margins
CPT Sheet / Psychological Matrix External ref Resolved The matrix is Chapter 5. Appendix D points back to Ch. 5. No separate doc needed.
30-60-90 Day Plan External PDF ref Done Full 3-phase template in Appendix F: Stabilise (D1-30), Systematise (D31-60), Grow (D61-90)
Thesis Heading only in .docx Done Full criteria table in Ch. 2: Revenue €400K–1.5M, Profit €100K+, Ask ≤€1M, Age 10yr+, 5+ employees. Also Immediate Disqualifiers checklist.
Knowledge Transfer Melers-specific Generalized Ch. 9 is now a generic charter template with placeholders.

New content not in the original plan

ItemWhereImplication
Valuation Risk Scoring Tool NEW Appendix G 34-item scored checklist across 5 categories. Maps score → yield rate → Business Value = Cash Flow ÷ Yield Rate. Goes into standalone playbook-valuation skill so IC and DD can reference it independently.
Investment Philosophies NEW Ch. 1 5 clean principles ("Boring is beautiful", etc.). Goes in playbook router preamble.
Geography: Sweden + Estonia NEW Ch. 2 thesis table The thesis now says Finland + Sweden + Estonia. This directly affects playbook-thesis and the cron-swedish-sweep skill. The existing repo thesis file says "Finland only" — needs updating. Estonia has no sourcing cron yet — see Estonia note in Phase 1 below.
DD1 / DD2 / DD3 structure Clarified Ch. 7 DD1 = financial/market data from screening. DD2 = full operational & legal due diligence before signing. DD3 = bank/Finnvera alignment + covenant review. Maps neatly to playbook-dd with three subsections.

Content only in v1 EN (not in v2)

Two sections exist in v1 EN that v2 dropped. Both should still be migrated — from v1 EN, not v2.

Decisions (All Locked)

Google Doc fate
Keep live. Add header pointing to the published playbook site once migration is done.
Language
Skill files in English. Finnish preserved where it's a proper noun, form label, or has no clean equivalent.
Knowledge transfer section
Stub skill only (v2 template is generalized, good enough for stub). Varia's Melers anecdotes → knowledge/portfolio/melers/learnings/.
Drive links
Inline at every mention. No registries. Full URL as link text — if 4 mentions, 4 links. File IDs are permanent.
Valuation tool placement
Standalone playbook-valuation skill — strong enough (34 items + formula), and IC + DD both need to reference it.
Deprecation timeline
Two weeks with no incidents. Not one "sprint" — two weeks, concretely.

Remaining Blockers

No blockers. v2 resolved every content gap. All phases can start and complete without waiting on anyone.

Updated Skill Taxonomy

Routing model: playbook is the dispatcher — reads context, surfaces the relevant sub-skill. Cron jobs load playbook-thesis directly. Interactive acquisition work routes through playbook. Progressive disclosure — never load the whole playbook when one chapter is enough.
SkillSource (v2 chapter)Trigger conditionKey contentStatus
playbook Ch. 1 Any acquisition question without a clear stage ("should we pursue this?", "what next?") Router. Investment philosophies preamble. Lists all sub-skills and one-line trigger for each. To create
playbook-thesis Ch. 2 Scoring a lead, deciding pass/fail, any thesis question Full criteria table + Immediate Disqualifiers. Geography updated to Finland + Sweden + Estonia. Replaces sourcing-tradecraft/references/thesis.md. To create
playbook-sourcing Ch. 3 Any sourcing sweep, lead discovery, weak-signal scan Broker platforms, weak-signal sourcing (owner age 55+, declining revenue, stale web, etc.). Absorbs sourcing-tradecraft. To create
playbook-screening Ch. 4 + 5 First pass on a lead that passed thesis; before IC 4-lens screening checklist. Psychological Driver Matrix (all 5 drivers). Cost Structure + Assets Inventory templates. To create
playbook-valuation NEW Appendix G Any valuation question, yield rate, Business Value calculation 34-item Valuation Risk Scoring Tool. Score → yield rate (20–30%) → Business Value formula. Standalone so IC and DD can reference it. To create
playbook-ic Ch. 6 Preparing for IC, running the IC meeting, post-IC Pre-IC kill questions, IC process (champion → pre-read → vote 3/4), post-IC (LOI signing). Canva exec summary template ↗. To create
playbook-dd Ch. 7 + 8 Any due diligence task, dataroom, DD1/DD2/DD3 DD1/DD2/DD3 structure. DD2 charter template. Full dataroom checklist. 30-60-90 Day Plan (Appendix F). Staff interview form ↗. DD Trello template ↗. To create
playbook-knowledge-transfer Ch. 9 Post-acquisition transition, handover, team onboarding Stub. v2's generalized charter template is a good base. Points to knowledge/portfolio/melers/learnings/ for real-world lessons. Revisit after ~10 acquisitions. Stub (intentional)
playbook-sales-system Ch. 10 (v2) + Sales EPICs (v1 EN) Post-acquisition sales system setup, CRM, B2B/B2C outreach Askel tech stack (mandatory). Detailed B2B/B2C EPICs with named owners (from v1 EN ↗). Varia=CMO, Niklas=CFO, Mike=CTO. To create
sourcing-tradecraft Replaced by playbook-sourcing. Deprecate

Repo Reorganization

Three-axis structure after migration: process (playbook skills, published as website) · market (sourcing sessions, competition intel) · portfolio (per-company operational knowledge).

Current

cc-disco/
├── .claude/skills/
│ ├── sourcing-tradecraft/ ← thesis buried here
│ ├── cron-*/ ← hardcoded thesis × 3
│ └── [10 other skills]
├── knowledge/
│ ├── competition/
│ ├── sourcing/ ← sessions + portfolio.yaml
│ ├── melers/ ← brand assets (misplaced)
│ ├── legal/
│ ├── outreach/
│ └── fundraising/
├── scripts/
├── data/
├── fan-art/
└── CLAUDE.md

After

cc-disco/
├── .claude/skills/
│ ├── playbook/ ← router + philosophies
│ ├── playbook-thesis/ ← FI+SE+EE
│ ├── playbook-sourcing/
│ ├── sourcing-tradecraft/ ← deprecated redirect
│ ├── playbook-screening/
│ ├── playbook-valuation/ ← new
│ ├── playbook-ic/
│ ├── playbook-dd/
│ ├── playbook-knowledge-transfer/ stub
│ ├── playbook-sales-system/
│ └── [crons ref playbook-thesis]
├── knowledge/
│ ├── portfolio/
│ │ └── melers/
│ │ ├── brand/ ← current melers/*
│ │ └── learnings/ ← Varia's
│ ├── competition/
│ ├── sourcing/
│ ├── legal/
│ ├── outreach/
│ └── fundraising/
├── scripts/
├── data/
├── fan-art/
└── CLAUDE.md

Migration Phases

Phase 1 — Fix thesis fragmentation + board links · 1 session · start now

Files to create:

Files to modify — remove hardcoded thesis criteria, add playbook-thesis reference, add board + template card links:

Estonia gap: The thesis now covers Finland + Sweden + Estonia. Sweden has cron-swedish-sweep. Estonia has no cron. Decision: Estonia is manual-only for now. Add a note to cron-swedish-sweep/SKILL.md saying: "Estonia is in the thesis but has no dedicated sweep — flag Estonian opportunities ad-hoc when encountered; a dedicated cron can be added once we have a reliable Estonian source." Do not create a cron for Estonia in Phase 1.

Convention: every Drive/Trello reference in every file touched is a full URL hyperlink. Every mention, every time.

Phase 2 — Port playbook stages · 3–4 sessions

Files to create (source doc in parentheses):

Files to modify:

Phase 3 — Repo restructure · 1 session

Phase 4 — Web publish · 1–2 sessions

Publishing spec

The playbook site is built with MkDocs + Material theme — free, open-source, Mintlify-tier design. Dark mode, sticky nav, search, and admonition callouts are all built in. Output is a static site/ folder deployed as-is.

Setup (one-time):

pip install mkdocs-material
# mkdocs.yml lives at repo root (or /home/askel/playbook-site/ — TBD)

mkdocs.yml skeleton:

site_name: Askel Ventures Playbook
theme:
  name: material
  palette:
    scheme: slate          # dark mode
    primary: custom
  features:
    - navigation.sections
    - navigation.sticky
    - search.highlight
extra_css: [overrides.css] # "Askel Ventures — Confidential" banner + brand tweaks
nav:
  - Overview: playbook.md
  - Thesis: playbook-thesis.md
  - Sourcing: playbook-sourcing.md
  - Screening: playbook-screening.md
  - Valuation: playbook-valuation.md
  - IC: playbook-ic.md
  - Due Diligence: playbook-dd.md
  - Knowledge Transfer: playbook-knowledge-transfer.md
  - Sales System: playbook-sales-system.md

Build step: for each skill in nav order, copy SKILL.md (everything after frontmatter) to the docs source folder. Run mkdocs buildsite/ folder. The skill order above maps directly to the nav list.

Deploy: via the askel-pages skill: npx wrangler pages deploy site/ --project-name playbook --branch main, then add a DNS CNAME for playbook.askelventures.com via the CF API (see askel-pages skill for exact DNS call pattern).

Confidentiality

CF Zero Trust auth gating is not available (CF API token lacks Zero Trust permissions — confirmed during this planning session). Mechanism: add a prominent "Askel Ventures — Confidential" banner via MkDocs Material's announce block (set in overrides/main.html), and rely on URL obscurity for now. The URL is not linked from anywhere public. If stronger access control is needed later, a Cloudflare Worker with Basic Auth can be added as a wrapper — but that's out of scope for Phase 4.

Cleanup steps


Steve 🦔 · cc-disco · mikesol/cc-disco