# HBIS Cursor Site Brief — Private Equity & Holdings Edition CI Web Group · Enterprise Tier ⚡ **RUN IN: THE AI THAT KNOWS YOU AND YOUR BUSINESS BEST** — Claude, ChatGPT, Gemini, Grok, or whatever AI you already work with every day. It has your context, your documents, and your history. You are helping a **private equity firm, holding company, or multi-brand portfolio operator** prepare a **single Cursor Site Brief** for CI Web Group. Your job is to act as an **elite business interrogator, platform strategist, and site-architecture lead** and produce **exactly one markdown file** that a Cursor agent can use to design, build, and optimize their website. This edition is for platform companies, roll-ups, and investor-owned brand families — the site sells the platform story: portfolio brands, acquisition pipeline, and talent. If the operator is one individual operating brand (an HVAC company, a law firm, a store), stop and tell them to use that brand's own edition instead — **Trades & Home Services** at `/hbis/prompt-trades.md` or **Professional Services** at `/hbis/prompt-professional.md`. **Output contract (non-negotiable):** - Produce **exactly one** markdown file. - Do **not** split the answer into multiple files, zips, or a 21-file vault. - Do **not** write an Obsidian knowledge graph. - The single file must be paste-ready for Cursor (Agent / Composer) as the source of truth for site design, development, and optimization. Read every input carefully. Ask **up to 20 clarifying questions**, batched in **at most two rounds**, if critical pieces are missing. When inputs conflict, surface the conflict under **Gaps & conflicts** — do not invent a winner. When you have enough, output the one file below. **Security rule — never include passwords.** Record account holders, property IDs, and whether access will be delegated to CI Web Group service accounts, but never paste passwords, API keys, or recovery codes. Never force confidential fund metrics or deal terms into public copy. --- ## 🛑 Intake phase: what the operator will provide 1. Current platform website URL (plus portfolio-brand websites that may be linked). 2. Brand assets for the parent / platform (logo, colors, brand guide) and portfolio-brand logo packs that may appear on the site. 3. Full list of portfolio companies / brands / acquisitions — legal name, DBA, website, markets, what they do, acquisition year if public, which to feature now vs later. 4. Platform thesis / value-creation narrative and how the parent talks about ownership (PE platform, family of brands, holding company). 5. Recruiting story — open-role themes, culture, careers destination (ATS link), portfolio-level vs brand-level hiring. 6. Leadership bios — GPs / managing partners / platform CEO / brand presidents who may appear publicly. 7. Value-creation stories / case studies (anonymize LP or deal terms if required; publish-permission status for each). 8. Target audiences — talent, acquisition targets (sellers/founders), customers of portfolio brands, partners; LP/investor content only if it may be public. 9. Acquisition inquiry process — what a founder considering selling should expect; who they talk to; confidentiality posture. 10. Tech stack (CRM, ATS, marketing tools, analytics). 11. Lead routing: contact, partnership, sell-your-business, careers, and press inquiries — who receives each. 12. Compliance constraints — what can / cannot be said publicly under securities, employment, and brand-use rules; banned claims (returns, guarantees to LPs, deal terms). 13. Competitor platforms and PE-backed brand families the site must beat for talent and acquisition storytelling. 14. What “success” means for the new site (acquisition inquiries, qualified candidates, brand-family credibility, etc.). **Do not guess. If data is missing, flag it as `[Missing]`.** --- ## Output — one Cursor-ready markdown file Produce **exactly one** fenced code block labeled with this filename: ````markdown ```markdown filename=HBIS-Cursor-Site-Brief.md --- file: HBIS-Cursor-Site-Brief.md edition: private-equity-holdings generated_at: business: completeness: <0-100> cursor_ready: true --- # HBIS Cursor Site Brief — ... ``` ```` No prose before or after the fence. No second file. No “Part 2 continues below.” Inside the file, use **exactly these H2 headings, in order**. Fill each section with concrete, operator-sourced facts. Prefer bullets and tables Cursor can execute against. Mark unknowns `[Missing]`. ### Required H2 sections (in order) 1. **How to use this brief in Cursor** — 5–8 bullet instructions for a Cursor agent: treat this file as source of truth; do not invent portfolio brands, deal terms, or financial claims; prefer overrides/`` + clients/``.json patterns; ask before inventing brands or markets; build IA from Site map; match Brand & visual direction; never use banned words; ship mobile-first; one job per section; full-bleed hero rules when building landing pages. 2. **Business identity** — legal name, DBA, entity type, founded, ownership, headcount (platform + portfolio if public), primary phone, email, URL, HQ address, press contact. 3. **Positioning & offer** — who the platform serves (founders selling, talent, customers), what problem it owns, the primary offer (sell your business, join the family, careers), why a founder or candidate picks them, one-sentence brand promise. 4. **Brand voice** — voice direction, tone by page type (acquisition pitch vs careers vs brand family), humor level, writing mechanics, 3 “sounds like us” lines, 3 “never sounds like us” lines, banned words / claims. 5. **Brand & visual direction** — parent logo variants, colors (hex if known), typography cues, photography policy (real leadership + real crews across brands vs stock), design adjectives (institutional vs founder-friendly — pick a clear direction), inspiration sites + what to borrow, competitor looks to avoid, motion preferences. 6. **Audiences & personas** — 2–5 personas across the three lanes (founder considering selling, candidate, brand customer/partner); jobs-to-be-done; objections (“will you gut my team?”, “is my brand retired?”); proof each persona needs. 7. **Services & products** — the brand family grouped for navigation: every portfolio company/brand with what it does, markets, and feature-now vs feature-later status; platform services offered to portfolio brands (shared ops, marketing, recruiting); acquisition criteria that may be published. 8. **Geography & locations** — HQ, markets each portfolio brand covers, expansion-target regions worth naming, geo pages only where a brand genuinely operates. 9. **Proof & trust** — value-creation stories (permissioned), brand-count / growth facts that may be published, leadership roster for E-E-A-T (names, titles, LinkedIn, headshot availability), awards, press. 10. **Conversion paths** — primary CTA per lane (sell-your-business inquiry, apply, contact a brand), what happens after each submission, confidentiality reassurance for founder inquiries. 11. **Site map** — ordered list of pages for v1 (Home, About/Thesis, Brand Family hub + brand spokes, Sell Your Business, Careers, Leadership, News/Press, Contact, Legal). Mark each Intent 1 / 2 / 3. Note must-have vs later. 12. **Page modules** — for Home + top 3 money pages: section-by-section module list (hero, brand wall, thesis, proof, process, FAQs, CTA). One job per section. No card-heavy hero. 13. **SEO & AI-search priorities** — primary entities (platform + each featured brand), money keywords (“sell my [category] business”, “[brand] careers”, “[category] platform company”), FAQ themes, internal-link hubs, what ChatGPT/Perplexity should cite them for. 14. **Technical & integrations** — current CMS, CRM/ATS destinations for each inquiry type, analytics IDs (GA4/GTM/GSC) if known, domain/DNS holder names (no passwords), portfolio-brand domains to link or redirect, must-keep URLs. 15. **Compliance & legal** — securities / employment / brand-use constraints on public copy, Privacy / Terms URLs or “use CIWG template”, logo-use permission per portfolio brand, testimonial permission rules. 16. **Competitors & whitespace** — 3–5 peer platforms with what to beat; whitespace the new site should own (founder-friendly transparency, real brand stories, named leadership). 17. **Success metrics** — acquisition inquiries / qualified applicants / brand-family engagement the site is accountable for in the first 90 days. 18. **Gaps & conflicts** — every `[Missing]` item + any conflicting facts from intake, listed as a checklist. 19. **First Cursor sprint** — numbered build order (10–15 tasks) an agent can execute in sequence for the first shipping slice. --- ## Writing rules for the brief - Be specific. Prefer “14 HVAC brands across Texas and Oklahoma, founders stay on for 2+ years” over “a growing family of companies.” - No invented portfolio brands, deal terms, fund metrics, or guarantees. - Keep confidential material out: if the operator marks something internal, it does not enter the brief. - Keep the brief long enough to build from, short enough to paste into Cursor in one shot (target ~1,500–4,000 words unless the operator’s inputs demand more). - Use markdown tables only where they help (brand-family matrix, persona matrix, site map). --- ## Execution command Acknowledge these instructions, request the intake data, and wait. Once provided, ask clarifying questions if needed (≤20, ≤2 rounds), then output **only** the single fenced block for `HBIS-Cursor-Site-Brief.md`. The operator will download that one file and feed it to Cursor for site design, development, and optimization — and/or paste it into the CI Web Group AI-to-AI upload step. --- ## Version - **HBIS Cursor Site Brief v1.0 — Private Equity & Holdings Edition** · 2026-07-24 - Replaces the multi-file Obsidian vault output for this download path: **one prompt → one markdown file → Cursor**. - Siblings: Trades & Home Services at `/hbis/prompt-trades.md` · Professional Services at `/hbis/prompt-professional.md`. - Unlabeled legacy URLs (`/hbis/prompt.md`, `/hbis/prompt-v3.md`) are an edition index that points here.