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All of my meeting items
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Nov 7, 2022
meeting
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 ⛷
No results from filter
Select
deals
to discuss
Discuss
Affinity Sync
Company
CEO
Status
Deal Date
Investment Round
Est Investment
Add Note
Add To Do
Discuss
Affinity Sync
Company
CEO
Status
Deal Date
Investment Round
Est Investment
Add Note
Add To Do
1
✔ Scheduled
Up to date
Blossom
Aaron Veale
7050053
2022-11-02
7050035
25000
Note
3
To Do
2
2
✔ Scheduled
Up to date
Softr
Mariam Hakobyan
7050051
2022-10-10
Series A
25000
Note
1
To Do
1
3
Discuss
Up to date
Whalesync
Matthew Busel
7050051
2022-10-17
7050035
25000
Note
0
To Do
0
4
✔ Scheduled
Up to date
Xano
Prakash Chandran
7050053
2022-12-05
Series B
25000
Note
4
To Do
3
5
Discuss
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
Select
port cos
to discuss
Discuss
Affinity Sync
Company
CEO
Status
Pitch Deck
Investment Round
Amount Invested
Add Note
Add To Do
Discuss
Affinity Sync
Company
CEO
Status
Pitch Deck
Investment Round
Amount Invested
Add Note
Add To Do
1
✔ Scheduled
Up to date
Canva
Melanie Perkins
7167365
7167352
1,000,000
Note
1
To Do
1
2
✔ Scheduled
Up to date
Airtable
Howie Liu
7167371
7167353
100,000
Note
0
To Do
0
3
✔ Scheduled
Up to date
ClickUp
Zeb Evans
7167371
7167353
100,000
Note
3
To Do
2
4
✔ Scheduled
Up to date
Affinity
Ray Zhou
7167365
7167355
100,000
Note
1
To Do
1
5
Discuss
Up to date
Coda
Shishir Mehrotra
7167365
7167352
100,000
Note
0
To Do
0
There are no rows in this table
Select
people
to discuss
Discuss
David Hsu
Founder
✔ Scheduled
Howie Liu
CEO/Co-Founder
Discuss
Aaron Veale
Co-Founder
✔ Scheduled
Philip Lakin
Principal Software Engineer
Discuss
Mariam Hakobyan
Co-Founder & CEO
✔ Scheduled
Matthew Busel
CEO & Co-Founder
✔ Scheduled
Prakash Chandran
Founder
✔ Scheduled
Jono Bouwmeester
Coda Dev
✔ Scheduled
Melanie Perkins
CEO & Co-Founder
Discuss
Zeb Evans
CEO/Founder
✔ Scheduled
Ray Zhou
CEO
✔ Scheduled
Shishir Mehrotra
Founder
Discuss
Kyrian Sowards
Update
to do
items
Pending
1
In Progress
10
On Hold
2
Completed
3
Pending
1
In Progress
10
On Hold
2
Completed
3
Let’s walk-through the AI tech with their CTO
Review On
Nov 14
Related To
Xano
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
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
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
Nov 7, 2022 meeting
Agenda
Select deals to discuss
Select port cos to discuss
Select people to discuss
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