Founders Lens · Tuesday
EA
TL
The firm Week 32

Quietly ahead.

AUM up 4.2% this quarter. Three new households in pipeline. One client needs a real call this week.
The pulse Live · 11:42 AM
AUM
4.2%
$87.4M
30 households · $2.91M avg
Equity
$55.9M
Fixed inc.
$19.2M
Alts
$9.6M
Cash
$2.7M
Revenue · YTD
11%
$612K
Pacing to $1.04M · Plan: $980K
Advisory
$441K
Insurance
$147K
Planning fees
$24K
Pipeline
3 new
$14.2M
8 prospects · 2 closing this quarter
Hot · 2
$8.4M
Warm · 3
$4.1M
Cold · 3
$1.7M
Households
+2 Q3
30
100-target by Sept 2027 · On pace
Both lead
9
You lead
12
Tyson leads
9
The quiet numbers August
Operating burn
$38.4K
+$2.1K vs plan
Tech stack
$4.8K
−$600 saved
Net margin
37%
+3pts QoQ
Cash reserve
$214K
5.6 mo runway
5.6 months of runway Target: 6+ months
Movement Last 7 days
Win Yesterday
Anders household closed
$3.2M AUM moved over from Edward Jones. Took 11 weeks from first call. Tyson led, you joined the second meeting and the close.
BOTH Open file
Heat 2 days ago
Will Stringer · Chisos Golf pilot
Verbal yes on the 2-player pilot. One-pager drafted, ready to send before your 12:30 today. Could open the athlete-vertical category for the firm.
YOU Send it
Friction 3 days ago
Hollings · Slow on disability paperwork
$84K of life premium in UW depending on the disability rider. Hollings hasn't returned the medical questionnaire since Aug 1. Tyson followed up Tuesday. No response.
TYSON See thread
Win 5 days ago
Stafford QSBS framework finalized
C-Corp vs LLC analysis structured for Tuesday's call. AI handled appendix on Section 1202 mechanics. You took the lead modeling.
YOU AI Open file
Joint work Live
7
Live
4
On you
3
On Tyson
Stafford · QSBS structuring
Call at 8:30 AM · Memo on you · Tax math on Tyson
YOU TY
Chisos Golf · pilot launch
One-pager on you · Partnership lead
YOU
Parker · Preliminary plan
AI finishing draft · Tyson on assumptions
AI TY
Hollings · Disability rider stuck
Awaiting client docs · 9 days idle
TY
Roberts · Satellite portfolio
3 options modeled · Decision today · Box spread flagged
YOU
What I'm watching
Client health · slipping
The Wesleys haven't been touched in 47 days. Average for your top-tier is 23. They were 24% above household average for engagement Q1, now bottom quartile.
Pattern · pipeline
3 of your last 5 prospect intros came through Tyson's golf network. Worth doubling down on golf-channel rituals this quarter?
Revenue · upside
If Chisos closes pilot and Hollings disability lands, you finish Q3 14% over plan instead of 11%. Hollings is the swing factor.