Friday, August 14 — Daily Brief

Leads today

14 in Work Today · team book, 1433 leads

Read live from the CRM's own Work Today lane — same rules, same team scope, not a second copy. + list pulls one onto your list. A why-line states what the record says, never what you owe — check the quoted subject before you act.

Jim Bowerman

last word was theirs — Apr 2 · 134d ago

“Re: James Bowerman and Cooper Parks”

Bitrock Capital · 143d old

Cooper Parks

Samer Barakat

last word was theirs — Apr 6 · 130d ago

“Nanostar Ventures <> Allocate”

Nanostar Ventures · 133d old

Cooper Parks

carey paris

meeting canceled — rebook

allocate · 126d old

Cooper Parks

Hugh ODonnell

last word was theirs — Apr 14 · 122d ago

“Re: Follow Up: True Equity”

True Equity · 123d old

Cooper Parks

Rubin Miller

last word was theirs — May 11 · 95d ago

“Re: Peltoma Capital <> Allocate”

119d old

you

Jerry Yu

meeting canceled — rebook

“Re: Jerry Yu and Peter Epstein @ Thu, Jun 4, 2026 12:00pm – ”

Principal · Baker Tilly · 91d old

Austen McGregor

Boomer Welles

last word was theirs — Jun 9 · 66d ago

“Re: A quick intro from Allocate”

Director, Strategic Growth · Trove · 91d old

Austen McGregor

Tito —

meeting canceled — rebook

“Re: Could I Learn From You + A Coffee Chat?”

60d old

you

Luke Siwula

meeting canceled — rebook

Copper · 58d old

Cooper Parks

Simon Smundak

last word was theirs — Jul 7 · 38d ago

“Re: Allocate follow-up (7/1/26)”

50d old

Peter Epstein

Hershel Mehta

meeting canceled — rebook

“Re: 2am VC - Follow Up + Materials”

Co-Founder · 44d old

you

Tony Yu

last word was theirs — Jul 4 · 41d ago

“Re: Introduction to a fellow 506 Member”

TW Property Holdings LLC · 42d old

Austen McGregor

Deborah Najarro

touched today — carry it forward

Pennington Partners & Co. · 0d old

you

Jayashri T

snooze is up

Fulton Financial Corporation · 35d old

you

Who has gone quiet

234 relationships · 104 your firms + 130 of Austen's you're on

Last real conversation, not last marketing email. Salesforce logs blasts — and even email opens — as activity, which is why hundreds of accounts can share one "last activity" date. Those are stripped out here. Your own book is counted as firms, not records: 303 account records are only 104 firms (Americana Partners alone is dozens of rows).

≤30 days78

31–90 days87

91+ days silent26

never contacted43

43 firms have never had a real conversation logged, and 26 more have been silent past 90 days. Those 69 are the outreach list — not the ones a blast made look warm.

Reading the docs right now

11 people · 4 vehicles · 2 with no owner

From this morning's LP activity alert — people moving through the data room while the Co-Investment Fund closes. Two have no owner at all and one of those lost theirs when Fahad departed, so nothing reaches them automatically. + list puts a name on today. Note: you archived #lp-activity-alert at 6:20 tonight, so these link to the admin profile, not the channel.

Skylar Bennethum

Logged in 6 days this week, no downloads. Owner Fahad Shoukat has departed — needs reassignment.

Song United · Co-Invest I

Unassigned

Michael Manning

Logged in 3 days this week, no downloads. Not in the CRM; name matches 2 SF contacts (NEPC and a16z), so no owner is asserted.

Co-Invest I

Unassigned

Peter Wilson

Read the July deck this morning. Already invested $600K in Premier Access I and II.

Co-Invest I

you

Peter Cerbin

Read the July deck on Wednesday.

506 Investor Group · Co-Invest I

you

Brendan Ciecko

Read the July deck this afternoon. Invested $825K across 9 funds — Khosla 2025, GC Creation III, Eldridge GP1, Premier Access III.

Co-Invest I

Cooper Parks

Jinal Jhaveri

Read the July deck and the Premier Access III deck in one sitting. Invested $650K in Alpha Fund II and Premier Access II.

Co-Invest I

Austen McGregor

Cassie Seifert Wuollet

Logged in Aug 11 and 12, no new downloads. Read 7 of 13 docs including the LPA on Aug 2. Soft commitment on the books.

Wuollet Family Office · Co-Invest I

Cooper Parks

Chris Fisher

Pulled the LPA execution version, the PPM and the July deck this morning. First touch.

LiveLife Capital Partners · Co-Invest I

Jeremy Diem

Luis Aranguren-Trellez

Pulled the LPA execution version and the July deck late this morning. Invested $250K in Premier Access I.

Arancia · Co-Invest I

Austen McGregor

Christian Salomone

Pulled the PPM supplement and both overview presentations on Wednesday. Back after 30+ days away.

Ballast Rock Private Wealth · Eldridge GP1

Jeremy Diem

Osman Alp Arli

Read the overview presentation Wednesday and again Thursday night.

FOMO Ventures · Eldridge GP1

Austen McGregor

Asher Siddiqui

Read the July deck on Wednesday. Back after 30+ days away.

Co-Invest I

Samir Kaji

Dave Breslin

Read the Fund XIII strategy presentation on Wednesday.

GC Wealth · GC XIII

Peter Epstein

Cleared — waiting on you to send

queue not yet running

Everything the team has produced that has passed the compliance gate and now needs a named person to actually send it. Ranked by what runs out of time first, not by who asked last. Nothing reaches this list without a Cerberus PASS and a named owner.

Leo has not published a queue yet. This section fills once cf-leo-beat runs — until then it is deliberately empty rather than showing rows written by hand.

Leads

501 open and yours · 1,430 across the team

The leads dashboard is the working surface — this is only what it says you have to do today. Snapshot taken Thu 5:13 PM, with Salesforce re-checked live at 8:15 PM for anything newer.

Four Alts Day registrants are queued as net-new inbound

Kirsten Stainer (Palladius), Jake Rogers (Sante), Alexander McLachlin (Confluence) and Mihir Shah (Altos Equity) all submitted FORM: Alts Days on Aug 12–13. HubSpot stamps that form name in the alert only — it never writes Salesforce LeadSource, so all four arrived blank, and none are in alts_day_ids.json. In the dashboard right now they read noOutreach = false, status New, which puts them in the 24-hour SLA queue as cold inbound. They are event registrants. Your own standing rule says they must not be worked as standard outreach — append the four ids and rebuild.

Leads CRM2 days

Eight leads emailed you and nothing went back

The CRM's unanswered-inbound flag, which overrides meeting parking because you owe the reply: Roger Ferguson (AWM Capital), Rebecca Schmidt and Kevin Santo (Water & Wall), Manny Henriquez (Stifel), Karim Simplis (Dynasty), Jonathan Ugarte, Rubin Miller, Simon Sabonaitis. These are old — 56 to 170 days since the lead was created — so the honest move on most is a close-out, not a pitch.

Leads CRM8 open

Ted Wilson is your lead, but Samir takes the call at 3:30 today

Managing Director at Stifel Bank, booked through Calendly for 3:30 PM today as "Zoom Call with Samir" — the event is owned by Samir Kaji, the lead is owned by you. Your 3:00 slot just freed up when 2am VC canceled. Worth sending Samir a line on where the relationship stands before he dials in.

Salesforce3:30 today

Lester Chen is booked twice, with two different people

A 30-minute Calendly with Carey Paris on Aug 18 and a second one with Hana Yang on Aug 19, both live, both against your lead record. One of them should be cancelled before he gets two calendar invites from Allocate in as many days.

SalesforceMon & Tue

The backlog behind all of this

320 of your 501 open leads have no recorded contact at all, and 309 are flagged stale. Team-wide it's 628 in New / Uncontacted against 1,430 open. That is the number the Thursday RIA-aging session exists to move — not something to chip at today.

Leads CRMstanding

Leads dashboard

Work Today, Focus, Route lanes

Backlog

320 with no contact recorded

Waiting on someone else

their move — chase only what's dated

Sofoklis Michail — signature on the Cyprus RSL

Sent 7:17 last night. Jack confirmed the entity at 5:41 PM Thursday — "teliki technologia in cyprus" — after Alejandro explained both his entities were ineligible as non-US. The RSL is set up for Sofoklis since he is the signatory on the sub, and you offered to revise it if Jack would rather sign. Still unsigned — Bobby confirmed no movement from this group at 3:33 this afternoon.

Gmailcloses today

Sam — whether he wants FINTRX training

Kevin Clare asked; you passed it to Sam yesterday afternoon. Sam has since booked the platform demo for Aug 24, 7:30 and his credentials are issued. Your MCP trial runs out Saturday noon ET regardless.

Gmailyesterday

Jodie White — which firm the IR seat is actually at

Recruiter pitching a senior IR role at a "$3.5bn+ SF buyout firm." You asked the obvious question yesterday at 12:04 and haven't heard back. No action needed unless you're curious.

Gmailyesterday

A plan for Monday

suggested — nothing here is on your real calendar

This writes nothing to Google Calendar. It takes Monday's real meetings and fills the gaps with what this page says is actually open — your dated to-dos, the rebooks, the unowned readers, the never-contacted firms. Two genuine conflicts are called out; both need a decision tonight, not Monday morning.

8:008:45

Deep work — write the 30/60/90 cap-formation plan

Your own to-do, dated Mon. First clear block of the week and the only one before the 9:00 pile-up.

suggested

9:009:30

Innotek SA <> Allocate — and Associate RM weekly

Genuine double-book. Innotek is external (Owen Reynolds, with Austen); the RM weekly is internal and recurs. Pick one tonight.

conflict

9:3010:30

Leads — the 5 canceled meetings needing a rebook

carey paris, Jerry Yu, Tito, Hershel Mehta, Luke Siwula. Rebooking is a two-line email each; batching them is the cheapest hour in the week.

suggested

10:3011:00

Weekly RM team connect

Agenda item 2 is literally you sharing the RM Conversation Digest — have it open before you join.

on your calendar

11:0011:30

The two unowned LP readers

Skylar Bennethum (6 logins this week, owner departed) and Michael Manning. Assign or claim them before the RM connect ends and it slips another week.

suggested

11:3012:00

Project Ashcroft co-invest, Allocate <> Overbay — overlaps recruiting standup 11:45

External and you accepted; the standup is internal and 15 minutes. Send regrets to one.

conflict

12:001:30

Lunch + the never-contacted top 5

Procyon, ICON Wealth, Summit Trail, Interchange, Concentus — 46 contacts between them, none ever contacted. One intro email each.

suggested

2:002:45

Fund Solutions pipeline / ops review

You are still needsAction on this invite. Accept or decline it tonight.

on your calendar

2:453:30

GC Group XIII — closes Wednesday

Your own to-do. Two days out; the three unassigned readers still have no owner in Salesforce.

suggested

3:304:30

Austen's book — the 4 quietest you're on

Susan Vecsey, Urruela Family Office, Lightspeed, Kalle Dahl. 40 emails between you and silence past 90 days.

suggested

The week ahead

Sat 15 → Thu 20 · so Monday doesn't arrive cold

Weekend is clear. Monday is the heaviest day you have — seven meetings, two of them external — and Wednesday carries both the GC XIII close and the birthday party. Anything you dated on your own list shows up on its day here — check it off in place, or hit today to pull it back to the top of the page.

Sat 15 · Sun 16

Clear. Nothing but your recurring email holds. The only live thread across the weekend is the FINTRX MCP trial, which expires Saturday noon ET.

open

Mon 17

Seven meetings, in the office. Innotek SA on Khosla 9:00 · Associate RM weekly 9:00 · Weekly RM team connect 10:30 · Project Ashcroft co-invest, Allocate <> Overbay 11:30 · recruiting standup for the Associate RIA RM seat 11:45 · Fund Solutions pipeline / ops review 2:00 · vehicle UI sync 3:30. Note the 9:00 double-book and the 11:30/11:45 overlap.

heaviest

Tue 18

Kane Investment 8:00 · Evergreen weekly sync 9:45 · RM onsite in PA hold from 10:00, agenda still to follow · RPS I weekly 11:00 · client-facing team gathering at Samir's, 5:15.

watch

Wed 19

GC Group XIII Access Fund closes. Also: CIO Group 10:00 — booked off the website form yesterday, Sean McDermott plus Abraham Ouano · Greycourt 1:30 · Beyond Summit '27 kickoff 2:00 · Zhao Liu / Coolriver 3:00 · Allocate five-year birthday at HQ, 5:30.

Thu 20

RM Context Store demo 9:00 · combing the RIA aging report and assigning next steps, 10:00 · Alts Day '26 internal drivers 1:30.

prep

Fri 21 +

Past this window. No calendar pulled this far out yet — these are your own dated items.

Longer projects

nothing due today — here so they don't vanish

GC Group XIII — closes Wednesday

You've been issuing Famiglia platform access one at a time all week — roughly a dozen sent since Tuesday. Three high-intent readers still have no owner.

Gmail

LP activity alerts — decide the cadence and the owner

You shipped v3 into #lp-activity-alert last night; framing it against the existing book beat the cross-sell tag. Open question is whether it runs daily, and who picks up rows with no RM.

Slack

Alts Day '26 — Sep 28–29, Four Seasons Austin

Registration effectively closes around Labor Day against a ~150 RIA target. Internal drivers meeting Thursday. John in Milwaukee is a maybe and may send his CIO instead — late September is his heavy travel window.

Zocks

FINTRX — MCP addendum and the Aug 24 demo

Trial through Saturday noon ET. Sam is provisioned and the demo is set for Aug 24 at 7:30 with Kevin Clare and Jeremy. Kevin confirmed the MCP does not let your own agents reach FINTRX data directly — that's the open commercial question.

Gmail

RM context store — team rollout

Demo Thursday 9:00, ten people invited.

Calendar

RIA aging report — assign next steps

Working session Thursday 10:00. Pairs naturally with the past-close list below, which has the same problem.

Calendar

Opportunities past close

19 open · $8.75M where an amount exists

Open opportunities you own whose close date is already behind them. Six carry no amount at all, and four look like CRM debris rather than pipeline — the names ending in a bare hyphen, still sitting in Prospect.

Account	Stage	Amount	Close	Days
Seedling Asset Management	Due Diligence	$2,500,000	Apr 15	121
Niraat	Due Diligence	$250,000	Apr 29	107
Kai Huang	In Diligence	—	Apr 30	106
506 Group	Onboarding	$1,000,000	Apr 30	106
Mirath Investments	Due Diligence	$500,000	Apr 30	106
Manoj Reddy	Due Diligence	$75,000	Apr 30	106
Manoj Reddy (second opp)	Due Diligence	$100,000	May 1	105
Jonathan Oberheide	Due Diligence	$250,000	May 22	84
Jonathan Oberheide (Blue Sea Ventures)	Due Diligence	$1,000,000	May 22	84
Floreat Ventures	Due Diligence	$250,000	Jun 22	53
McArron Partners (Jones Family Office)	Due Diligence	$1,500,000	Jun 30	45
Antonello Di Meo	Due Diligence	$1,000,000	Jun 30	45
Floreat Ventures (second opp)	Due Diligence	$250,000	Jun 30	45
Eric Gerber	Due Diligence	$75,000	Jun 30	45
Anthropic — Series D (quiet secondary)	Prospect	—	Jul 31	14
Plus four Prospect-stage rows with no amount and a trailing hyphen in the name — Copper Hill, Company Placeholder, careysam, Prime Quadrant. Hygiene, not pipeline.

Two of these moved yesterday and the CRM doesn't know. Samir met Jon Oberheide at 2:00, and Jon holds the two oldest May opportunities on this list — $1.25M combined. Separately, Jamel Gordon at Rose Capital met Bobby yesterday morning and showed up in last night's LP alert pulling the co-invest PPM. Neither shows as recent activity here.

Salesforce opportunities

Fix the close dates

Dossier library

4 published · both of today's externals covered

Khosla webinar — Luma

Live registration count

#lp-activity-alert

Your alerts channel