Context

Who's in the picture, what each entity is, what's happened along the way. The "why" behind the numbers over in accounting and the matters in legal.

Start here

• Discovery summary — state of everything in one document
• Entity overview and per-entity profiles
• Entity timelines — inception to today, every entity
• People — principals, family, internal team, advisors
• Master timeline — chronological view across the stack

Deep dives

• Communications — email and chat across both M365 tenants and Gmail
• Property deep-dives — operational and financial per-property
• Mailbox inventory — every mailbox, who runs it, what tooling reads it
• Casa Moksha partners — retreat hosts, booking channels, vendors

Audits

• Contradictions — facts tracked two different ways
• Inconsistencies audit
• Document audit (May 2026) — paperless OCR sweep
• Deep-dive findings (May 2026)
• Tax + cap-table audit (May 2026)
• Renfroe Innovation scope

Threads

Per-counterparty and per-matter narratives, distilled from email + paperless mining: threads/.