Opsinternal · Henry onlyPipeline · Prospects
By stage. Real, not projected. Each card shows the next action so nothing stalls in "I should follow up with them."
Henry Allen — portfolio distribution partnership
Cape Town meeting 16 Apr · last touch 2026-04-16
→ Decide which of his 6 portfolio cos should be shared-client #1
Two UK CFO groups in his distribution. Thinking fund horizon 18–24mo. 'Distribution vs delivery' frame — he wants delivery.
Mally — co-delivery partnership (data + tech)
Verbal yes 21 Apr · last touch 2026-04-21
→ Draft 1-page partnership agreement
Full tech + data partner. Needs 1-pager drafted before next conversation.
Richard Berliand — network introductions
Family + fintech network · last touch Today (planned)
→ Show /richard page + STATUS panel
Ex-CEO LSE-listed exchange, board director regulated fintechs. City network access. /richard page tailored for AI-novice + fintech-sophisticated audience.
Gil Mandelzis — Jamie Cole intro
Email sent · last touch Week of 15 Apr
→ Await reply — chase Thursday if silent
Fintech head role via Jamie Cole intro. Head of AI / Director of AI target.
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