โ† All Dashboards

๐Ÿฆ Closing Desk

Reserved Allocation ยท Verbal Agreement ยท Term Sheet Sent  |  Refreshed 2026-08-13 06:03 CT
11
Total Deals
$6.8M
Total Value
8
๐Ÿ”ด Stale >10 days (ยง8 #11)
Deal Name Size Stage Last Touch Days Since Touch Next Scheduled Touch Owner
Betelgeuse Capital SCR, SAU $500K Reserved Allocation 2026-03-05 160 โ€” Luis / Michelle
NonPublic - New Deal $1.0M Reserved Allocation 2026-07-03 40 โ€” Luis / Michelle
MasterTech Capital $2.0M Reserved Allocation 2026-07-10 33 โ€” Luis / Michelle
IUL-YC3 SPV $500K Reserved Allocation 2026-07-16 27 โ€” Luis / Michelle
Luis Sanchez - New Deal $500K Term Sheet Sent 2026-07-21 22 โ€” Luis / Michelle
Abdo Achkar $500K Term Sheet Sent 2026-07-21 22 โ€” Luis / Michelle
Christoph Schroeder - New Deal $350K Term Sheet Sent 2026-07-27 16 โ€” Luis / Michelle
James Hoch - New Deal $250K Term Sheet Sent 2026-07-27 16 โ€” Luis / Michelle
2013 Irrevocable Trust FBO Patrick $500K Term Sheet Sent 2026-08-03 9 โ€” Luis / Michelle
Homie Fund III $500K Reserved Allocation 2026-08-04 8 โ€” Luis / Michelle
Ricardo Jimenez $250K Reserved Allocation 2026-08-04 8 โ€” Luis / Michelle
Red = zero touch >10 days (Charter ยง8 threshold #11 โ€” flag in Monday Brief + Slack DM Jared)
Next Scheduled Touch: populated when sequence-state engine wired in.