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

David Rosen

🌱NewColdcybermgafounder
Founder & CEO · Lumen Programs
Next action: Decide on advisory scope vs. referrallast touch 2026-07-01
✎ Update status / next action

Relationship Intelligence

How we're connected and how strong it is

  • How we met / origin: Inbound — found the Siryous insights posts on MGA operations.
  • Strength rationale: One call. Earnest, deep in cyber, thin on ops experience.
✎ Edit

Business Context

What's going on in their world that matters to us

  • His mandate: First carrier paper for an embedded cyber MGA aimed at SMB contractors.
  • Where I help: Possible 2-day/month operating advisor — but pre-revenue, so scope discipline matters.
✎ Edit

Engagement Strategy

The plan for moving this relationship forward

  • Next best action: Decide whether to propose the light advisory scope or refer him to an accelerator.
✎ Edit

Notes

Nothing here yet.

✎ Edit

Interaction Log

＋ Log interaction

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

  1. 2026-07-01— Call

    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.