🔴 Urgent
Premera demo — due Friday March 6. Sarah wants a prior auth demo EOW with realistic case data. Thomas is the blocker. Nothing ships without this.
REFRACT VC — 26 days dark. Caesar said "couple of days" on Feb 5. That's 26 days ago. This was a warm re-engage. Silence this long is a bad signal. Michael sends a note today.
PRIMARY VENTURES — 32 days since Hannah's call. Sam Tool call was supposed to follow. It never appears to have happened. $2–10M check, they do 3–4 deals/year. Don't let this rot.
NORWEST — demo video still not sent, 25 days overdue. Bayan explicitly said this is his gate. The product demo failed on the call. No recovery has happened. Thomas records a 3-min Loom this week.
McBee Associates — 27 days since $40K + $150–200K ACV proposal. Verbal thumbs up from Jonna, nothing formal. This is real revenue. Michael pings today.
HOT BOARD IS 18 DAYS STALE (last updated Feb 13). OBJECTIVES IS 15 DAYS STALE (Feb 16). Neither reflects Premera's current status, ViVE outcomes, or post-Feb-26 investor calls.
📋 This Week
- Premera demo env — top priority, Friday deadline (Thomas)
- Sorensen call Wednesday — huddle confirmed they're scheduling it; Michael locks the time today
- Post-call debriefs missing — Pear (Feb 19), Violetta (Feb 26), Sidekick (~Feb 26), BCV (Feb 27) all happened with no notes captured. 4 live relationships going undocumented.
- Stephen Sammut — week of March 9 meeting was proposed on Feb 11. Lock it in before this week is over.
- Recorder bot — auth + E2E test still pending (Thomas); needed before demo env work
📞 Overdue Follow-ups
| Name | Last Contact | Days Since | What's Owed |
|---|---|---|---|
| Caesar Djavaherian (Refract) | Feb 5 | 26 days | He said "couple of days." Nothing. Follow up now. |
| Sam Tool (Primary) | Jan 30 | 32 days | Partner call never happened. Re-surface. |
| Bayan (Norwest) | Feb 6 | 25 days | Demo video was promised. Still not sent. |
| Jonna Mayfield (McBee) | Feb 4 | 27 days | Proposal sent, verbal yes, no formal response. |
| Chris Hulme (Sorensen) | Feb 6 | 25 days | Wednesday call being planned — confirm today. |
💰 Investor Pipeline Snapshot
| Investor | Temp | Last Contact | Days | Next Step |
|---|---|---|---|---|
| Sorensen Capital | Warm-Hot | Feb 6 | 25d | Confirm Wednesday call TODAY |
| Refract VC | Warm | Feb 5 | 26d | FOLLOW UP WITH CAESAR NOW |
| Seae Ventures | Warm | Feb 17 | 14d | Await Karlos; full team pitch pending |
| Wavemaker 360 | Warm | Feb 19 | 12d | Update post-Premera traction |
| Primary Ventures | Warm | Jan 30 | 32d | Sam Tool call never happened |
| Norwest VP | Warm | Feb 6 | 25d | Send demo video |
| Pear VC | Warm | Feb 19 | 12d | Post-call debrief missing |
| BCV (Kevin Zhang) | Warm | Feb 27 | 4d | Post-call debrief missing |
| Violetta/Acrew | Warm | Feb 26 | 5d | Post-call debrief missing |
| Sidekick | Warm | ~Feb 27 | 4d | Post-call debrief missing |
| Battery | Warm | Jan 13 | 49d | Re-engage when Premera live |
| .406 Ventures | Cold | Feb 11 | 20d | Michael activates Jeremy Friese |
| Define | Cool | Feb 18 | 13d | Do not chase (Cohere conflict) |
🎯 Suggested Focus
Thomas — today:
- Recorder bot auth + E2E test (unblock the tool you'll need for everything else)
- Start Premera demo env — case data first, Friday is real
- Record 3-min Norwest demo video (you can do this in under an hour; it's been 25 days)
Michael — today:
- Confirm Sorensen Wednesday call — this is the warmest investor in the pipeline
- Email Caesar (Refract) — 26 days is too long, even one line resets the clock
- Ping Jonna Mayfield (McBee) — $150–200K ACV sitting on verbal yes for 27 days
- Email Sam Tool (Primary) — 32 days since Hannah's call, partner intro hasn't happened
- Lock Stephen Sammut for week of March 9 before it slips