Good morning, Alex
Here's what's happening across your portfolio
Portfolio Health
79
Active Outcomes
5
Stalled Outcomes
1
Achieved
2
2 Overdue Commitments
Active Outcomes
View allAchieve 95% adoption of predictive maintenance module
KestrelWorks
Due Mar 31
Establish executive sponsorship for platform expansion
Copperline Systems
Due Feb 28
Achieve SOC2 compliance readiness
Ironclad Data
Due Apr 15
Expand from 3 teams to full R&D organization
Vantage Point Labs
Due May 31
Secure multi-year renewal with expansion
SilverOak Partners
Due Feb 15
Upcoming Commitments
View allSend Copperline expansion proposal
Copperline Systems
Complete KestrelWorks board presentation materials
KestrelWorks
Weekly check-in with Taylor on security review status
Meridian Dynamics
Top Streak
Risk Scanning Ritual
22 days
Latest Reflection
1 day agoWhat patterns are emerging across your portfolio this week?
I'm seeing a theme of security and compliance becoming a bigger deal across accounts. Meridian's stalled security review, Ironclad's SOC2 push, and even Vantage Point asking about our security certifications. Makes me think I should be more proactive about understanding each customer's security posture and requirements upfront.
View all reflections