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AS/LA 07.05.2023

This week will be successful if:

Goal 1: Complete Session Slides + Collateral Prep

Goal 2: Complete Compass Collegiate connect call

Goal 3: Start Compass Collegiate + Fine Arts Assessment

Allison’s Input

NC Conference Prep

Session + Collateral to provide

Set up dinner for Monday Night?

Lee Teague possible?

Key Updates from Last Week

National Conference

Lead outreach/Meetings

NAPCS Todd meeting

Updates in CRM + overall interest in sharing our details with individuals looking for facility/financing support

Fine Arts

Diligence details received, interested in possible facility project

Manchester Academy

Outreach email sent, no response ATM

Rochester Charter Champions

Will connect at end of July

CRM Details updated for National conference conversations

Leads

Compass Collegiate

Meeting Set to connect for this week

Mark Adkins | Tiller School

Connect meeting complete

Early stage support

MVP

Assess memo diligence completed + shared with team

Moved to Assess stage after memo discussion

Youth Build

Details sent to school about possible sites

Jerry will continue PM convos

Deals

Barack Obama

Conversation around timeline had

Interested in starting diligence on property

Circled back to where we started

School can finance on own so risk involved with deal and likely will be just a $3M project

Who keeps track reimbursement funds and if we are close to max amount?

Action Items This Week

Conference

North Carolina

Complete Session prep

Possible campaign to be sent out

Set up dinner for Monday Night?

Texas

Laura swamped last week and would get back to me about cocktail details

Reconnect with Laura + Adam about cocktail party

Leads

Sea Island Heritage

Awaiting details for RFP

Plato Academy |Clearwater, FL

Follow up with Rich

Fine Arts Prep | James Dudley

Start Assess Memo Diligence

Compass Collegiate

Connect call

Start Assess Memo Diligence

MVP

Determine next steps with Jerry + Lizzie

FACTS

Review financial document sent with Iliya

Assess Memo

General Outreach

Opus Software demo

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