ExecMemoryAIPrivate access

Today · Tuesday, May 12

Tomorrow’s board prep. This week’s follow-ups. Last week’s decisions.

A private chief-of-staff view across every conversation the executive holds — quiet, memo-driven, and pre-organised for the next session.

Follow-ups due

9

0 overdue

Unresolved decisions

3

Needs CEO time

Stakeholders waiting

3

Outstanding threads

Follow-up debt

51

elevated

Today’s brief

What deserves the executive’s attention before noon

  • Apex Industrial — post-mortem and credit letter due Friday. Outage exposure is the #1 risk this week.
  • Investor follow-up to Lakeside expects a refreshed metrics deck Friday. Two reference intros queued.
  • Decision needed on fractional vs full-time CFO by end of week — board signal points toward fractional in the interim.
  • Board prep: 2 of 6 deliverables are missing. Bring forward the pricing recommendation before the next board.

Risk reminders

Stay close to these

  • Apex churn risk — next incident triggers RFPhigh
  • SOC2 timeline slip blocking two enterprise dealshigh
  • Senior platform engineer flight riskmedium
  • Hiring pace ahead of revenue planmedium

Follow-up queue

3 items active this week

  • Send updated runway model to leadership

    Founder team sync · May 12

    Priya N.

    in 2d

    highin-progress

  • Refreshed metrics deck for Lakeside

    Investor call · May 8

    A. Park

    in 3d

    highopen

  • Apex post-mortem + service credit letter

    Customer escalation · May 10

    Head of CS

    in 3d

    highopen

  • Revised hiring tape for board

    Board meeting · May 1

    CEO

    May 26

    mediumin-progress

  • Customer cohort detail by industry

    Board meeting · May 1

    Head of Analytics

    next week

    mediumopen

  • Close two staff engineer roles

    Leadership 1:1 · May 6

    VP Engineering

    Jun 12

    mediumin-progress

  • Two reference customer intros for Lakeside

    Investor call · May 8

    Head of CS

    next week

    mediumopen

  • Positioning sprint kickoff with marketing

    Strategy review · Apr 28

    CMO

    May 29

    lowopen

  • Confirm signing bonus authority for staff+ roles

    Leadership 1:1 · May 6

    Head of People

    next week

    mediumopen

Decisions this week

Threads still waiting on the executive

  • Open formal fundraise this quarter or wait

    open

    CEO · due next week · Investor call · May 8

    Lakeside engaged; metrics trajectory is the gating factor.

  • Pricing reset for mid-market segment

    in-review

    Head of Pricing · due Jun 1 · Board meeting · May 1

    Board asked for a recommendation within 30 days.

  • Hire fractional CFO vs full-time search

    open

    CEO · due next week · Founder team sync · May 12

    Cash discipline is the priority signal from board and team.

  • Split platform team into reliability + DX

    watch

    VP Engineering · Leadership 1:1 · May 6

    Surface again after staff hires are closed.

  • Healthcare vertical as primary enterprise focus

    decided

    CEO · Strategy review · Apr 28

    Strategy review aligned; needs internal narrative + GTM plan.

Board prep

Next board readiness

2 gaps

  • Q3 narrative one-pager

    Owner: CEO

    In progress

  • Revised hiring tape

    Owner: CEO

    In progress

  • Customer cohort detail

    Owner: Head of Analytics

    Missing

  • Pricing reset recommendation

    Owner: Head of Pricing

    Missing

  • Cash + runway view

    Owner: CFO

    Complete

  • Top customer renewal plan

    Owner: Head of CS

    In progress

Stakeholder memory

People — and the threads you still owe them

  • A. Chen

    Lead investor · Northstar Ventures

    • ·Bridge terms confirmed
    • ·Requested hiring tape revision

    warm

    Last: 2026-05-02

    Next: 2026-05-26

  • L. Ortiz

    Growth partner · Lakeside Capital

    • ·Metrics deck owed Friday
    • ·Two reference intros pending

    neutral

    Last: 2026-05-08

    Next: 2026-05-15

  • Apex Industrial

    Strategic customer · Apex

    • ·Outage post-mortem
    • ·Credit letter from legal

    cooling

    Last: 2026-05-10

    Next: 2026-05-13

  • M. Lee

    Board observer · Spruce Partners

    • ·Cohort detail by industry

    neutral

    Last: 2026-04-29

    Next: schedule

  • Priya N.

    Head of Ops · Internal

    • ·Runway model refresh
    • ·Quarterly hiring plan

    warm

    Last: 2026-05-09

    Next: 2026-05-16

Investor update — draft

Refreshed metrics, sent Friday

L. — quick refresh before Friday.

• NRR trending +4pts QoQ; enterprise net new on track.
• Two reference customer intros scheduled — Apex and Northwind.
• Bridge extension approved; hiring tape will be revised in tandem.

Will follow up with the deck Friday AM.

Next meeting agenda — Founder sync

Walk in already prepared

  1. 01Decide fractional vs full-time CFO12 min
  2. 02Apex status review + executive talking points10 min
  3. 03Mobile release scope decision (cut analytics module)10 min
  4. 04Hiring tape — confirm staff+ signing bonus authority8 min
  5. 05Round-robin: blockers + AOB10 min