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Robert Ellis

🔍Exploring· Wants to co-invest in an MGA studio conceptWarmventuremgainvestor
Angel investor · former MGA founder · Sold his MGA in 2023 (fictional)
Next action: Build the one-page studio economics modellast touch 2026-06-18
✎ Update status / next action

Relationship Intelligence

How we're connected and how strong it is

  • How we met / origin: Bill Hartley's introduction — 'you two should start something.'
  • Mutuals: Bill Hartley, Tom Okafor.
  • Strength rationale: Three long calls about the MGA-studio thesis; capital ready, wants an operator partner.
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Business Context

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

  • His thesis: Incubate niche MGAs with shared back-office and AI-native ops from day one.
  • Where I fit: He wants me as the operating partner; I'm unconvinced on the economics.
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Engagement Strategy

The plan for moving this relationship forward

  • Next best action: Pressure-test unit economics with a one-page model before the next call.
  • Watch-out: Don't drift into unpaid venture-planning; timebox it.
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Notes

Nothing here yet.

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Interaction Log

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

  1. 2026-06-18Zoom

    Third studio-thesis call. He's ready to seed the first MGA concept (contractor's pollution liability) with $2M. Wants me as operating partner at meaningful equity. I committed only to pressure-testing the unit economics. Next: one-page model, then decide whether to continue.

  2. 2026-05-28Zoom

    Second call on the MGA studio concept. Shared back-office thesis is sound; distribution assumptions feel optimistic. Asked him for the pipeline of niche concepts he'd actually fund.