Current CapTable Investor targets
Search
Investor
Fund (If any)
Email
Phone Number
Round
Willing to Invest?
Projected Investment amount
Prioity
Notes:
Last spoken to?
1
Azul
No
Open
5/15/2023
2
James Kahrs
(706) 461-0373
Open
5/30/2023
3
Timothy Wolf
Yes
P1
Open
5/31/2023
4
Ben Baldanza
‭(954) 494-2816‬
Yes
$15,000.00
Open
6/1/2023
5
Ian Dailey
(214) 412-0929
No
P2
Open
6/2/2023
6
Kyle Mounts
No
$1-2M
Open
6/7/2023
7
Alex Manick
No
$1,000,000.00
P2
Open
6/21/2023
8
KEVIN HIGGINS
No
Open
6/21/2023
9
Titash R
Seed
Yes
P0
Open
9/18/2023
10
Gerald Goss
‭(716) 510-1928‬
Angel
Yes
P0
Open
11
Ravi Armilli
‭(512) 659-6711‬
Maybe
$100,000.00
P1
Open
12
John Pigott
‭(404) 931-8780‬
No
$100,000.00
P1
Open
13
Louis Beryl
P1
Open
14
Joe Paull
(703) 389-3947
$100,000.00
P2
Open
15
Cam Murphy
‭(786) 473-4218‬
P1
Open
16
Jim Phaserfelt
Open
17
David Rutter (Rutter Capital)
Open
18
Wayne sobal
Open
19
Mark Powell
Yes
$500,000.00
Open
20
Charles Hudson
Maybe
Open
21
Alex Moore
P2
Open
22
Kyle Mounts
No
P1
Open
23
Paige Doherty
Maybe
Open
24
Jacob Avery
1.346.242.0408
Open
25
Alex Dumas
Maybe
Open
26
Alex Creasey
Open
27
Enpo Tu
Open
28
Nate
Open
29
David
Open
30
Ben Lambert
Open
31
Maureen
Open
32
Open
33
Open
34
Open
35
Kevin
Open
36
Russell
Open
37
Open
38
Open
39
Open
40
Open
41
Open
42
Open
43
Open
44
Open
45
Open
46
Open
47
Open
48
Open
49
Open
50
Open
51
Open
52
Open
53
Open
54
Open
55
Open
56
Open
57
Open
58
Open
59
Open
60
Open
61
Open
62
Open
63
Open
64
Open
65
Open
66
Open
67
Open
68
Open
69
Open
70
Open
71
Open
72
Open
73
Open
74
Open
75
Open
76
Open
77
Open
78
Open
79
Open
80
Open
81
Wolff
Pride Fund
Angel
$50,000.00
P0
Open
82
Devon Blake
Angel
$5,000.00
P0
Open
83
Jim Stirgus
Angel
$10,000.00
P0
Open
84
Open
85
Cam Murphy
Angel
$10,000.00
P0
Open
86
Amol
Angel
$5,000.00
P0
Open
87
Credit
Angel
$48,000.00
P0
Open
88
USAF
Angel
P0
Open
89
Clark Davis
Angel
$20,000.00
P0
Open
90
Emily McMahan
AIN Ventures
pre-seed
No
P0
Open
91
Daniel Apo
Angel
P0
Open
92
Open
There are no rows in this table
Sum

Tracking Warm investors
Firm/Company
Contact First name
Contact Last name
Title
Check Size
Round
Email:
1
Standard Industries
Round
2
Insight Partners
Saamia
Principal
Round
3
There are no rows in this table

Schooler Capital Call:

Product / Value proposition: Commercial Aviation

Reduction in Human error, human risk
time savings
Ability for customers to stay current on the airframe throughout the aircrafts lifecycle
Historical model referencing


Sales process - Commercial Aviation

Champion will be Head of Maintenance:
Need to tell COO that they’ve seen the tech work, they’ve seen results, and give need to the COO.
Airlines are being force to pay pilots much more, So the only way to offset the pilot costs, is finding ways to save money in the non-pilot world.
Ultra does save.

Prospecting: Identify potential customers (airline operators, aircraft service providers, MROs) who could benefit from UltraView’s inspection technologies. Utilize various methods such as market research, online networking platforms, industry events, and referrals.
Initial Contact: Reach out to the prospective clients identified. This could be through emails, phone call, referrals, and confrences such as MRO Americas, Paris Airshow, and ISTAT. Provide a brief introduction about Ultraview and its offerings and seek to understand their needs and challenges.
Qualification: Determine if the prospect is a suitable fit for UltraView’s solutions. Key considerations include their needs, budget, decision-making process, and timeframe. An acronym often used here is BANT (Budget, Authority, Need, Timeline).
Presentation/Demonstration: Tailor a presentation or demonstration of UltraView’s inspection technologies to show how it can address the prospect's needs and challenges. Highlight the unique value proposition and competitive advantages of UltraView’s solutions.
Objection Handling: Address any questions, concerns, or objections raised by the prospect. Provide reassurances, additional information, or even customer testimonials where necessary.
Closing: Once the prospect is satisfied and ready to proceed, finalize the sale. Discuss pricing, contract terms, delivery, and any other necessary details. Always try to get a verbal agreement or even better, a signed contract.
Follow-up and Customer Retention: After the sale, maintain a relationship with the customer. Regularly check in to ensure they are satisfied with the product and offer support where necessary. Look for opportunities for upselling or referrals.

Product / Value proposition: Defense Aviation


Sales process - Defense Aviation

Looking into federal Markets
Looking at agency’s that we could be servicing (intel, otherwise)
Vertical analysis:
NAISC - North American Information Classification system
Determine which codes are going to fall into
Look at top 20 agency’s/entities that are responsible for our NAICS code:
Understand spending and NAISC codes ( to understand if its worth our time, effort, and energy to pursue)
There are seasons that DoD does not market (Calendar quarter 2/4 are frozen for funds)
Break down large and small business vendors to understand competition.
Can also partner with these competitors as a sub.
Look at Forecasting spending for 2024
Hire someone that does this for a living
Understand concentration of efforts
NASA SEWP 6- contracting vehicle
200k individual task order, totalling 50B in contract obligations
Fastest vehicle, and no sign of slowing down
Looking at anticipated procurement pipeline
GWACS - Government wide acquisition system
market vertical overview needs to happen
Total value awarded by the fed was $53B, 12% increase from last year.

Need to generste enduser demand signal, but it is already obvious.

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