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GTMOne Verbal yes from West Mountain - Need to conclude the ContractPulling on all open leadsFocusing on issuers and rated feedersLooking at regulatorsFundraisingI have done some soft outreach. Some No’s based on the complex GTM ProcessPausing until we can really illustrate demandProductLimit Functional Development and use the next two months to make sure we are ready for clientsSteve has developed a planLargely tech-focusedGeneralWe are in a critical phase where we have to establish demand - if we can’t establish demand, then we will have a material change to how we operate in 2026
Buy vs BuildAlex - Objections Conversations with BuildReengage with everyone
GTMPinebridge - Unfortunately, pause our pilot2 Live Pilots (26N, Atlas SP)Private Beta Launch - Low use rateFocusing on smaller ABF Funds and insurance solutions providersMuch tighter ICPFundraisingRaising a smaller roundNot enough momentum for a full seedFirst Institutional RoundProductDecent progress on productFocus on Private Credit CoveragePeopleCecil Smart - New AdvisorReview Product work done in Sep
Creating urgency with fear and greedHow to make it easier for clients to signClient ExpectationsProductComparisons What else do they want to seeAI FunctionalityFeatures on AIConsulting PivotsCapabilities in houseScale that common to all the companiesSoftware -
GTMTwo Live SOW Discussion (Pinebridge and West Mountain)3 Additional Potential Pilots (26N, Axonic, Atlast)Private Beta + Waitlist (75 invites to be sent)Keeping up the momentumReview of PerformanceFund RaisingDeck is ready - Need ReviewsOctober - Focused PitchBalancing speed vs progressFull Seed vs Extention of Pre-SeedVC’s identifiedProductAI product is ready to goUser TrackingPeopleSteve - Chief ArchitectHaolin - Head of EngineeringCraig - ProductNeed to get more engineers in
Creating urgency with fear and greedHow to make it easier for clients to signLOIs
v1 up and runningStrong core to be exposed to the front endEngineering pace is impressivePilot conversations with LibFin and GoodfinchThis is our main focusAggressive outreach and marketing The team has hit the ground runningKey risk is how we cope when the interns leaveSaksham Gupta - Stanford MBA internVISAs+-3 VC reaching out every weekSep - Jan, Seed Window $2.5mBurn Rate and Cash
Paid PilotsSeed Round PrepHiring Plan for Phase 2
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Management Tracking
🎯 Key objectives
Objectives
Build Product
Secure Design Partners
Get Team Running Smoothly
Raise Seed Round
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Q3 +1
Success plan
Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Build Product
Take in feedback from BD
Q3
000
74
Polish product and remove all placeholder
Q3
000
69
Advanced AI Term Sheet Analysis
Q3
000
100
Improved Instrument Coverage
Q3
000
76
Economic Stress Engine
Q3
000
90
Secure Design Partners
Secure Design Partners
Q3
000
59
20+ New Contacts and Meetings
Q3
000
81
15 Email outreaches per week (+-180Contacts)
Q3
000
72
3-5 Client Meetings and Engagements per week
Q3
000
66
2 Signed Pilot Contracts
Q4
000
33
Get Team Running Smoothly
Plan for Seed
Q3
000
76
Performance Reviews
Q3
000
100
Hiring in Q4
Q4
000
Raise Seed Round
Create List of VCs that we’ve connected with
Q3
000
86
Warm connections with target firms
Q3
000
84
Raise Seed Q4
Q4
000
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Review GTM Strategy
Tue, May 27
Planning for Pilots
Tue, May 27
Planning for Seed round
Tue, May 27
Review of BD for July
Tue, Jul 29
Product Feedback
Tue, Jul 29
Seed Round Preparations
Tue, Jul 29
Review BD Work
Tue, Sep 2
Seed Round Preparations
Tue, Sep 2
Update on Funding Plans - $1.5m
Wed, Sep 24
Product Review - Build vs Buy
Wed, Sep 24
Pilots - 26N, Atlas
Wed, Sep 24
GTM - Opening the door, but can’t close
Wed, Sep 24
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Status
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AI - Succession
In Progress
POM Reader
Done
Language
Done
Consulting Arrangement - Pilot Approach
Done
Specific Numbers on the TAM
Done
Competitors + Pricing
Done
BD Roles and Reponsibilities incentives
Done
Zane Technical Requirements
Not started
AI Job Spec
Done
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Key Updates (October)
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Key Updates (August)
Key Feedback (August)
Key Feedback (May)
Product
GTM
Team
Fundraising
Q3 Goals
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