Activity

10 activities

Jan 9, 2026

Meeting·
DC
Dr. Amanda Chen
·yesterday

Contract review call with Amanda and legal team. Discussed pricing tiers and implementation timeline.

Outcome:Positive - moving forward with enterprise tier
Send revised contract by Friday

Jan 8, 2026

Note·
SM
Sarah Mitchell
·2d ago

Sarah mentioned budget approval is likely next week. Council meeting on Tuesday.

Follow up Wednesday after council meeting

Jan 7, 2026

Call·
JO
James Okonkwo
·3d ago

Quick check-in with James. Foundation board approved the pilot budget. Ready to move forward.

Outcome:Board approved $45k for pilot
Schedule kickoff meeting for next week

Jan 6, 2026

Email·
RF
Ryan Foster
·4d ago

Sent integration documentation and API specs. Ryan will review with their engineering team.

Technical call scheduled for Jan 15

Jan 5, 2026

Task·
SM
Sarah Mitchell
·5d ago

Prepare custom demo for Metro City Council

Due 3h ago

Jan 3, 2026

Meeting·
MP
Michael Park
·1w ago

Monthly investor update with Michael. Discussed Q4 metrics and Q1 pipeline.

Outcome:Michael happy with progress. Offered intros to 2 portfolio companies.
Send intro requests by EOW

Jan 2, 2026

Call·
JW
Jennifer Walsh
·1w ago

Jennifer has a new client who might be a good fit. Healthcare nonprofit in Boston.

Outcome:Warm referral incoming
Expect intro email next week

Dec 28, 2025

Note·
DC
Dr. Amanda Chen
·1w ago

Pilot going well. 85% user adoption in first month. Amanda wants to expand to 3 more departments.

Dec 20, 2025

Task·
JO
James Okonkwo
·3w ago

Send Greenfield Foundation proposal

✓ Completed 3d ago

Dec 18, 2025

Meeting·
MT
Marcus Thompson
·3w ago

Technical deep-dive with Marcus. Covered security architecture and data handling.

Outcome:No blockers identified. Marcus satisfied with our approach.
Send security documentation