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Today
My active mandates
My KPIs · Q2
Upcoming
My training
Group Overview
Consolidated view across all four entities. Read-heavy, insight-driven, decision-focused. Q2 2026.
Entity performance
Capacity vs pipeline
Performance distribution
Top revenue contributors · YTD
| # | Operator | Entity | Deals | Revenue |
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Risk register
Operator Profile
Dynamic identity record — capability, contribution and trajectory in one surface.
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Capability profile
Recent deal contribution
| Code | Mandate | Role | Sector | Value | Status |
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Performance trajectory
Compensation
Education
Organisational Structure
Live representation of the firm. Toggle between entities, group view, and succession planning.
Operator Directory
Search, filter and resource the firm's 143 operators across all entities.
Deal Execution
38 live mandates across the firm. Resourcing, stage progression, and economics in one surface.
Deal Resourcing
Allocation heatmap, capacity headroom, and intelligent resource recommendations.
Capacity heatmap
Allocation by mandate
| Mandate | Team | Stage | Lead |
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System recommendations
Performance Management
— Self-reviews → manager reviews → calibration → publication.
My direct reports · Q2 status
| Operator | Self-review | Manager review | KPI | Status |
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Rating distribution
Calibration brief
Goals & KPIs
Group → Entity → Individual cascade. Real-time progress, monthly check-ins, and visual progression.
Group goals · 2026
My personal KPIs · Q2
Cascade map
Monthly check-in
Cavari Academy
Required modules, recommended pathways, and skill-gap intelligence — for every level.
Onboarding Workflow
Pre-Day 1 → Day 1 → First 30 days. Auto-triggered when a new operator is created.
In-flight onboarding
Hiring Pipeline
— authorised roles · — candidates · — in interview · — offers extended.
| Role | Entity | Hiring manager | Sourced | Screen | Interview | Final | Offer | Target |
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Calendar & Booking
Personal calendar with public booking page. Shareable link for clients and counterparties.
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Public booking page
Email Signature
Centralised signature template — auto-filled from operator profile, version-controlled, push-deployed.
Live preview
Auto-filled fields
Coverage
Compensation & Incentives
Your reward picture, linked to performance and deal contribution. Restricted view · self only.
FY26 bonus drivers
Long-term incentive plan
Alerts & Risk
Cavari Intelligence monitors people, capacity, deal, and compliance signals — surfacing exposures before they manifest.
Compliance & Policies
Policy library, acknowledgements, conflict declarations, and full audit trail.
Policy library
| ID | Policy | Category | Effective | Required | Acknowledgement |
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Internal Feed
Group announcements, deal wins, leadership updates. Filterable by entity.
Pulse & Culture
Anonymous pulse, engagement trends, and burnout indicators across the firm.
Engagement by sentiment
Recent pulse responses
By entity
Admin Console
User management, RBAC, system status. Restricted to super admins only.
System status
User management
| # | Operator | Role | Entity | Logins | Last login | Status |
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Audit Log
Every write action across the platform — actor, entity, payload, IP, timestamp.
| When | Actor | Action | Entity | ID | IP |
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