Network

People who matter to this business. Not prospects, not cold outreach — real relationships.

What goes here

Anyone we actually know: advisors, mentors, connectors, potential clients we've broken bread with, investors we have a personal connection to. The bar is "we'd recognize each other on the street."

Each person gets a directory. Inside:

profile.md — the living record of the relationship (who they are, how we're connected, what matters)
calls/ — individual call notes, one file per conversation (for people we talk to regularly)

Structure

network/
├── dan-wilson/
│   ├── profile.md
│   └── calls/
│       ├── 2026-02-11.md
│       └── 2026-02-13.md
├── kevin-coloton/
│   └── profile.md
├── jeremy-friese/
│   ├── profile.md
│   └── calls/
│       └── 2025-12-08.md
├── brad-fluegel/
│   └── profile.md
└── ...

How it works

Michael or Thomas talks about someone → Claude updates their profile
Call happens → call notes go in {person}/calls/YYYY-MM-DD.md, interaction table in profile gets a new row with a link
Relationship shifts (prospect → advisor, contact → client) → profile stays here, new entries in clients/ or fundraising/ as needed. Network profile is the person; other directories track engagements.

Hot board vs. network

The hot board (ops/hot-board.md) is for things that need action in the next few days. Items should not sit there longer than a week — either they move forward, get resolved, or get noted here as a longer-term play.

The network is the slower layer. Relationships that we're maintaining, not urgently acting on. When something goes quiet on the hot board, the context lands back in the person's profile so nothing is lost.

Keeping relationships warm

Not everyone needs action this week. But some people shouldn't go cold either. When a relationship doesn't have an active thread but we want to stay connected:

Note the last meaningful interaction in their profile
Flag a rough cadence if it matters ("check in quarterly", "ping after their next fundraise")
When reviewing the network, surface anyone who's gone quiet too long

Taxonomy

No formal categories. Tags in frontmatter capture the flavor (advisor, connector, founder, investor, healthcare-exec, etc.) but people don't fit neatly into one box. The profile contents tell the real story.