People
5 contacts
ⓘProfiles are the heart of the systemexpand
The roster is ordered by relationship status, filterable by status chips or text. Open any profileto see the full template: a snapshot (role, contact info, strength, keep-warm cadence, tags), the four markdown sections — Relationship Intelligence, Business Context, Engagement Strategy, Notes — every one editable in place, plus that person's deals, open items, and a dated interaction log. Logging an interaction there bumps their last-touch date and resets the keep-warm clock. Try James Park for the richest example in the demo.
- Anna Sokolova🌱NewCo-founder & CTO
- David Rosen🌱NewFounder & CEONext: Decide on advisory scope vs. referral
- Grace Kimura🌱NewProgram Manager, Underwriting Ops
- Lisa Tran🌱NewCo-founder & Head of DataNext: Schedule product deep-dive call
- Omar Haddad🌱NewPrincipalNext: Send landscape map
| Name | Company | Status | Strength | Last touch | Next action |
|---|---|---|---|---|---|
| Anna Sokolova Co-founder & CTO | Brightline AI | 🌱New | Acquaintance | 2026-06-29 | — |
| David Rosen Founder & CEO | Lumen Programs | 🌱New | Cold | 2026-07-01 | Decide on advisory scope vs. referral |
| Grace Kimura Program Manager, Underwriting Ops | Atlas Underwriting Partners | 🌱New | Warm | 2026-07-15 | — |
| Lisa Tran Co-founder & Head of Data | Quill Analytics | 🌱New | Acquaintance | 2026-07-04 | Schedule product deep-dive call |
| Omar Haddad Principal | Northgate Capital | 🌱New | Acquaintance | 2026-07-07 | Send landscape map |