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All of my meeting items

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Nov 7, 2022
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meeting


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Agenda

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🟢 11/7/2022
Nov 7, 2022
10/31/2022
Oct 31, 2022
Agenda
Updates
Let’s talk about the conference
Review the latest portfolio performance
Deals
Port Cos
People
Updates
Quarterly reports due
“VCs with Skis” event scheduled for Feb 2, 2023 ⛷
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No results from filter
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Select deals to discuss

Discuss
Affinity Sync
Company
CEO
Status
Deal Date
Investment Round
Est Investment
Add Note
Add To Do
1
✔ Scheduled
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Up to date
Blossom
Aaron Veale
7050053
2022-11-02
7050035
25000
Note
2
To Do
2
2
✔ Scheduled
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Up to date
Softr
Mariam Hakobyan
7050051
2022-10-10
Series A
25000
Note
1
To Do
1
3
Discuss
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Up to date
Whalesync
Matthew Busel
7050051
2022-10-17
7050035
25000
Note
0
To Do
0
4
✔ Scheduled
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​
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Up to date
Xano
Prakash Chandran
7050053
2022-12-05
Series B
25000
Note
4
To Do
3
5
Discuss
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Up to date
Switchboard
Philip Lakin
7050049
2022-10-03
Series A
25000
Note
0
To Do
0
There are no rows in this table
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Select port cos to discuss

Discuss
Affinity Sync
Company
CEO
Status
Pitch Deck
Investment Round
Amount Invested
Add Note
Add To Do
1
✔ Scheduled
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Up to date
Canva
Melanie Perkins
7167365
7167352
1,000,000
Note
1
To Do
1
2
✔ Scheduled
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​
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Up to date
Airtable
Howie Liu
7167371
7167353
100,000
Note
0
To Do
0
3
✔ Scheduled
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​
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Up to date
ClickUp
Zeb Evans
7167371
7167353
100,000
Note
3
To Do
2
4
✔ Scheduled
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​
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Up to date
Affinity
Ray Zhou
7167365
7167355
100,000
Note
1
To Do
1
5
Discuss
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Up to date
Coda
Shishir Mehrotra
7167365
7167352
100,000
Note
0
To Do
0
There are no rows in this table
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Select people to discuss

Discuss
✔ Scheduled
Discuss
✔ Scheduled
Discuss
✔ Scheduled
✔ Scheduled
✔ Scheduled
✔ Scheduled
Discuss
✔ Scheduled
✔ Scheduled
Discuss
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Update to do items

Pending
1
Let’s walk-through the AI tech with their CTO
Review On
Nov 14
Related To
Xano
In Progress
10
Intro potential CMO hire
Review On
Nov 7
Related To
Affinity
Let’s begin due diligence
Review On
Nov 7
Related To
Blossom
Intro to RevOps operator
Review On
Nov 7
Related To
Canva
Source potential co-investors
Review On
Nov 7
Related To
ClickUp
Collect latest monthly update
Review On
Nov 7
Related To
ClickUp
Invite to host webinar on no code
Review On
Nov 7
Related To
David Hsu
Invite to our panel on no code
Review On
Nov 7
Related To
Philip Lakin
Intro Phillip to Brian as a potential speaker
Review On
Nov 7
Related To
Philip Lakin
Brian to connect with CEO next
Review On
Nov 30
Related To
Xano
Connect with CEO
Review On
Nov 7
Related To
Xano
On Hold
2
Ask if willing to advice port cos
Review On
Nov 7
Related To
Matthew Busel
Source potential CMO intros
Review On
Nov 7
Related To
Zeb Evans
Completed
3
Confirm cap table
Review On
Nov 1
Related To
Blossom
Intro to Dir. of Eng. candidate
Review On
Nov 7
Related To
Mariam Hakobyan
Request demo
Review On
Nov 7
Related To
Softr
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Nov 7, 2022 meeting
Agenda
Select deals to discuss
Select port cos to discuss
Select people to discuss
Update to do items
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