Interactive demo — every person, company, and deal is fictional. Changes you make are real but reset periodically.AboutREADMEArchitecture
Siryous CRM
← Companies

Lumen Programs

🌱New· Fractional COO conversation, early

Insurtech — cyber MGA

Next action: Decide: propose 2-day/month operating advisor scope or passlast touch 2026-07-01
✎ Update status / next action

Business Context

What this company cares about and where we fit

  • What they do: Cyber MGA for SMB contractors — embedded distribution through construction software platforms.
  • Priorities: Getting to first carrier paper; founder is solo on ops.
  • Where Siryous helps: Possible fractional COO / operating advisor role.
✎ Edit

Relationship Intelligence

Our footprint inside the org

  • Origin: David Rosen found me through the Siryous site's insights posts.
✎ Edit

Engagement Strategy

  • Watch: Pre-revenue; keep scope tight if this proceeds.
✎ Edit

Notes

Nothing here yet.

✎ Edit

Interaction Log

+ Log interaction

Logging also bumps “last touch” if this is the newest interaction.

  1. 2026-07-01Call(w/ David Rosen)

    Inbound founder call. Embedded cyber for SMB contractors via construction-software platforms — interesting wedge, but pre-revenue and solo on ops. He asked about fractional COO help. Next: decide scope vs. accelerator referral.