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NewCo Team Onboarding Playbook

Reserved for future hires — framework and 90-day arc

NC-ONB-001 v1.1 · 12 May 2026 · Internal

v1.1 changes from v1.0: Reframed as a reserved framework for future hires rather than a live in-use document. Individual names removed. "Steven defines scope" → "The Principal defines scope." "1:1 with Steven" → "1:1 with the Principal." "Who knows what" table replaced with functional roles to be filled when team scales. The 90-day arc and reading list stand as designed; what changes is who fills the supervisor role (the Principal until a COO or technical lead is hired).

1. Welcome

You are joining a team building a clean-energy infrastructure investment platform across Southeast Asia. Your job is not to model deals from scratch — that is what platforms like NewCo exist to escape. Your job is to learn the engine, contribute to its evolution, and apply it to scope new opportunities in days rather than weeks.

This playbook is your guide to the first 90 days. By day 90 you should be able to:

  • Scope a new estate or asset class with minimal supervision
  • Pass the QA checklist on your own deliverables without remediation
  • Use the methodology, audit register, and sprint board fluently
  • Know who to ask when you don't know

If at day 90 you cannot do these things, something is wrong. Raise it with the Principal.

2. What NewCo is

Read Platform Charter (NC-CHRT-001 v1.1) first. The five-minute version:

  • Clean energy infrastructure investor across Southeast Asia
  • Six products (solar, cooling, steam, air, EV, LED)
  • Multiple programs (IEAT industrial estates, WB LCC municipal, Treasury Mint, SAT, MOPH, plus pipeline)
  • Differentiator: a proprietary engine that scopes investments in hours, not weeks
  • Operating reality (per §9 of the Charter): solo-Principal-plus-AI-execution today; functional roles reserved for hires

The Charter takes 15 minutes to read. Read it before anything else in this playbook.

3. Your first day

Morning:

Afternoon:

  • 1:1 with the Principal (1 hour) — your role, current priorities, expectations
  • Tour the Drive folder structure (30 min)
  • Open the Sprint Board (NC-SPRINT-001), see what is in motion (15 min)
  • Browse the methodology-package folder (30 min)

End of day 1 deliverable: a 5-bullet email to the Principal describing what you understood and what was confusing.

4. Your first week

Required reading, in this order:

  1. Platform Charter — complete (done on day 1)
  2. Operating Manual — complete
  3. NC-METH-001 Part A Framing — purpose, scope, conventions
  4. NC-METH-001 Part B Pipeline — the 10-stage analytical flow
  5. NC-METH-001 Part C Typologies — T1, T2, T4A, T4B-DC, T6W, BESS
  6. NC-METH-001 Part D Cross-cutting — yield, CAPEX, OPEX, carbon, BESS, financing, tax
  7. Parameter Book (NC-PARAM-001 v1.1) — scan once, refer back often
  8. Annex J Audit Register — current OPEN items
  9. NC-IC-LC-001 Laem Chabang IC Paper v1.1 — see the methodology applied end-to-end

That is roughly 6–8 hours of reading.

Exercises:

  • Open the Laem Chabang segment register. Pick three random segments. For each: identify typology, confidence score, offtaker attribution, capacity, CAPEX. Verify your interpretation against NC-METH-001 Part C.
  • Open the LC financial model. Find the inputs tab. Identify which inputs come from the segment register and which come from the Parameter Book.
  • Read one weekly summary memo (most recent week) to understand the cadence.

End-of-week-1 deliverable: a 1-page memo to the Principal summarizing what you learned, what is unclear, and three questions you still have.

5. Your first month

By end of week 4, you should:

  • Have observed one complete weekly cadence (Friday summary, sprint board review)
  • Have observed at least one IC discussion (if scheduled within the month)
  • Have completed your first independent small task — a delegated sub-component of an active workstream
  • Know the 13 IEAT estates by name and their key characteristics
  • Know the six products and which is in which Fund I allocation band
  • Have run the methodology pipeline mentally for at least one segment of one estate other than LC

Recommended first task (~1–2 days of effort): pick one OPEN audit register item that does not require subject-matter expertise — e.g., a documentation cleanup item or a cross-reference correction. Close it. Produce a 1-page memo describing what you did, why, and what the closure looks like in Annex J.

This is your first contribution to the platform. The methodology gets better because you closed something.

6. Your first 90 days

By end of month 3:

  • Independent ownership of one workstream (delegated by the Principal)
  • Lead one methodology PATCH version end-to-end (documentation cleanup, no calculation change)
  • Pass the QA checklist on a deliverable without remediation
  • Take an estate or asset class through Stages 1–4 of the methodology pipeline and produce a brief
  • Use the audit register fluently — add new findings, close existing ones, link from your work to relevant AUDIT items

90-day deliverable (your "graduation" exercise): scope a new estate or asset class through the methodology pipeline and produce an investment brief (~10 pages).

Suggested candidates:

  • IEAT-industrial: Bangplee, Map Ta Phut, Lat Krabang (T2/T4A only — no T1), or Smart Park (acknowledge UMC lapse)
  • Non-IEAT: a specific MitrPhol mill, a specific CPN mall, a specific BDMS hospital, or a Treasury-affiliated complex

The Principal defines the scope for your specific exercise and reviews the final brief.

7. Where things live

Type Location
Canonical methodology and platform documents Drive folder methodology-package (ID 1NgoWojh63BXcbGgB7sIdfW79b5ail4p3); migrated to MkDocs site
Deal-specific work products Drive folders per program (LC, BP, BMA, MOPH, etc.)
Live workstream tracking Sprint Board NC-SPRINT-001 in methodology-package
Methodology backup + acceptance tests Git repo nc-methodology (current at v1.1.0-rc)
Active audit findings Annex J of NC-METH-001
Team chat Slack
Email Gmail
Calendar Google Calendar
Code execution (financial models, scripts) Local Python + Streamlit at v1.1.0-rc; production portal in Phase 3

If you cannot find something: search Drive first, ask the Principal second.

8. Functional roles and escalation

Until functional roles are filled, all topics escalate to the Principal. Once filled, the routing is:

Topic First ask (when filled) Default (today)
Methodology, technical Technical reviewer / COO Principal
IRR, financial structure, debt sizing Financial structuring lead / CFO Principal
Credit risk, per-tenant grading, structuring Risk reviewer / CRO Principal
Carbon, ERPA, TGO, GS PoA Carbon lead Principal
Regulatory, BOI, IEAT, ICC, MAS Country director (Thailand) Principal
IEAT relationship, government counterparties Country director (Thailand) Principal
LP relationships, board, external Principal Principal
Day-to-day operations, sprint board COO Principal (with AI execution)
Methodology version policy Technical reviewer / COO Principal
QA discipline Technical reviewer / COO Principal (with AI self-check)
Drive structure, folder hygiene COO Principal (with AI execution)
Specific deal context Principal or relevant functional lead Principal

Default: when in doubt, the Principal. When a future hire is in role, the table updates.

9. Common pitfalls

These are the recurring mistakes new analysts make. Read them now. Re-read them at week 4. Avoid them.

  1. Using deprecated parameter values. FX 32 unqualified was deprecated in May 2026 (now 35 main / 32 IET-only / 32 BMA RFP locked context). BESS $400/kWh was deprecated in April 2026 (now $175 + thermal premium). Grid EF: 0.4750 tCO2/MWh is canonical (per Principal decision 12 May 2026); the interim 0.4091 reference is retired. ITMO/CORSIA pricing for solar PV is deprecated per Thai ICC Aug 2025 (now T-VER domestic only $5–15/t). Always reference the Parameter Book.

  2. Proposing T1 rooftop at Lat Krabang or Lamphun. These are land-lease estates; IEAT does not own the factory buildings. T1 there requires per-tenant consent that has not been negotiated. Use T2/T4A/T6W instead.

  3. Forgetting LC has no carbon revenue by design. LC is 100% BTM self-consumption; no separate carbon ERPA. Adding carbon revenue to an LC pro forma is wrong.

  4. Forgetting "NewCo" cannot appear externally. Every external deliverable substitutes "the Investment Manager" or the formal SPV name. The Operating Manual QA checklist catches this — run it.

  5. Putting individual names on internal documents. Internal documents use role language only. External documents use the institutional framing defined in NC-TEMPLATE-001 v2.1.

  6. Using British English. Memory edit 30 is explicit: American English only.

  7. Building a model from scratch. Don't. Use the canonical model (NC-FM-LC-001 for LC; equivalent for other estates).

  8. Treating the methodology as static. NC-METH-001 has open audit findings. Cite the AUDIT-XXX flag when you depend on a pending item.

  9. Mistaking BMA tariff 4.20 for an IEAT rate. 4.20 THB/kWh is user-locked for BMA. IEAT LC is 3.85. The Parameter Book disambiguates.

  10. Assuming P181082 is a live IBRD loan. It is currently pipeline.

  11. Reporting carbon revenue at ITMO/CORSIA pricing for solar. Thai ICC Aug 2025 excludes solar PV from international transfer. Solar = $5–15/t T-VER domestic. EE = $25–55/t ITMO-eligible where Article 6.2.

  12. Assuming IBRD is the equity LP for Fund I. It is not. IBRD cannot invest equity per Articles of Agreement. IFC is the direct LP candidate. IBRD participation routes through the WB LCC sovereign loan.

  13. Forgetting MAS LFMC is the regulatory regime, not RFMC. RFMC repealed Aug 2024. Full LFMC required. Application filing overdue and is a priority workstream.

Appendix — 90-Day Checklist

Day 1

  • Drive, Slack, Gmail, GitHub access live
  • Platform Charter read
  • Operating Manual §1–3 read
  • This Onboarding Playbook read
  • 1:1 with the Principal done
  • Drive folder tour done
  • Sprint Board reviewed
  • End-of-day-1 5-bullet email sent to the Principal

Week 1

  • Charter + Operating Manual + NC-METH-001 Parts A–D + Parameter Book read
  • Annex J audit register reviewed
  • NC-IC-LC-001 LC IC Paper read
  • Three random LC segments interpreted
  • LC financial model inputs traced
  • One weekly summary memo read
  • End-of-week-1 1-page memo sent to the Principal

Month 1

  • Observed one full weekly cadence
  • Attended at least one IC discussion (if available)
  • First independent small task complete
  • All 13 IEAT estates known by name + key characteristics
  • Six products known + Fund I allocation bands
  • First audit register closure complete
  • First contribution to a weekly summary memo

Month 3 — 90-day graduation

  • Own one workstream
  • Led one methodology PATCH end-to-end
  • Passed QA checklist without remediation
  • Stage 1–4 methodology pipeline run on one estate or asset class
  • Used audit register fluently (added + closed items)
  • 90-day deliverable complete: investment brief for one new estate or asset class
  • 90-day debrief with the Principal done

Version history

Version Date Notes
1.0 12 May 2026 Initial publication; closes F-13 (keystone, partial) and F-16 (operations manual, partial)
1.1 12 May 2026 Reframed as reserved framework; individual names removed; "Steven" / "Steven defines scope" → "the Principal"; "Who knows what" table rebuilt around functional roles to be filled when team scales

End of Onboarding Playbook v1.1.