Operating · This week Commitments Every promise your team made, who it was made to, and whether it's on track.

Open14

Slipped3

At risk5

Revenue at risk$480K

Team: All × Customer · all Quarter: Q3 × Risk · high Status · open + filter

Owner Promise To Deadline Status

SK S. Kapoor Ship pricing v3 deck to Northwind Northwind · Maya P. Aug 14 Stalled · 6d →

MO M. Okafor SOC 2 evidence package to security review Helix Robotics Aug 19 At risk →

JT J. Tan Confirm Q3 launch date to board Board Aug 22 Contradicted →

RB R. Bauer Hire 4 IC engineers by end of quarter CEO Sep 30 At risk · 2/4 hired →

DN D. Nguyen Customer renewal report — Helix Robotics Internal · J. Tan Aug 12 Delivered →

KY K. Yong Mobile relaunch scope to design review Design + CX Aug 18 Stalled · 9d →

TA T. Aoki Expansion proposal — Atlas Bio Atlas Bio · Jordan L. Aug 26 At risk →

JT J. Tan Pricing exception — Ramsey Cap renewal Ramsey Cap · S. Park Aug 30 On track →

Operating · Surfaced this week Contradictions When the story drifts across rooms, audiences, or weeks. Routed privately to the relevant exec.

Open3

Resolved 30d7

Median to resolve2.1 days

High severity2

J. Tan · Q3 launch
Stated to two audiences within 48 hours

surfaced 2h ago

to the board · Aug 6 "We are confident in a Q3 launch. Marketing is ready."

vs.

to eng standup · Aug 8 "Realistically this is a Q4 launch. Don't ship anything you'd regret."

Δ 2 days Audience overlap · 0 Severity · high ▶ Aug 6, 00:08:14 ▶ Aug 8, 00:21:03

Surface to J. Tan View transcripts Mark resolved

S. Kapoor · Northwind pricing
Pricing said two different ways to the same customer

surfaced 1d ago

to Maya P. · Aug 3 "We can hold the $48K/yr price if you sign by end of Q3."

vs.

in internal pricing review · Aug 7 "Floor on Northwind is $54K. We can't go lower without renegotiating term."

Δ 4 days Audience overlap · 0 Severity · high Revenue exposure · $6K/yr

Surface to S. Kapoor View transcripts Mark resolved

R. Bauer · Hiring plan
Number of hires said differently to CEO vs eng team

surfaced 3d ago

to CEO · Jul 30 "We need four IC engineers by end of quarter."

vs.

in eng all-hands · Aug 2 "We're targeting two senior, one staff. Quality bar over headcount."

Δ 3 days Severity · medium Headcount delta · 1

Surface to R. Bauer View transcripts Mark resolved

Operating · Real-time heartbeat Stall radar Workstreams without a heartbeat. Surfaced before the customer notices.

Active workstreams28

Stalled4

At risk6

On heartbeat18

CX workstream

Onboarding v2 rollout 2d Since last touch Owner · D. Nguyen

Pricing v3 deck 1d Since last touch Owner · S. Kapoor

SOC 2 evidence package 6d Since last touch Owner · M. Okafor

Helix QBR prep 0d Since last touch Owner · J. Tan

Mobile relaunch 9d Since last touch Owner · M. Okafor (re-assigned)

Q3 launch plan 5d Since last touch Owner · J. Tan

Sales workstream

Atlas Bio expansion 1d Since last touch Owner · T. Aoki

Fieldnote · Q3 renewal 12d Since last touch Owner · T. Aoki

Ramsey Cap pricing 4d Since last touch Owner · J. Tan

Meridian POC 2d Since last touch Owner · K. Yong

Halberd integration deal 14d Since last touch Owner · S. Park (gone cold)

Cardinal partnership 3d Since last touch Owner · J. Tan

Operating · Narrative arcs Threads Recurring topics across weeks of meetings. The story the company keeps coming back to.

All × Acting Stalling Resolved + filter

Q3 launch readiness Stalling · 18d in arc 42 mentions · last 6 weeksSpeakers: J. Tan, R. Bauer, K. Yong + 43 commitments · 1 contradiction

Pricing strategy — enterprise tier Acting · 4w in arc 31 mentions · last 8 weeksSpeakers: S. Kapoor, J. Tan, T. Aoki2 commitments · 1 contradiction

SOC 2 audit + evidence Acting · 6w in arc 28 mentions · last 10 weeksSpeakers: M. Okafor, J. Tan, security firm4 commitments

Mobile relaunch — scope creep Stalling · 9d in arc 19 mentions · last 5 weeksSpeakers: K. Yong, D. Nguyen, design2 commitments stalled

Hiring — eng senior + staff Acting · 7w in arc 23 mentions · last 8 weeksSpeakers: R. Bauer, J. Tan, recruiters1 commitment · 1 contradiction

Northwind renewal + expansion Acting · 3w in arc 17 mentions · last 4 weeksSpeakers: S. Kapoor, J. Tan, Maya P.2 commitments · 1 contradiction

Fieldnote — going dark Going cold · 12d silence 14 mentions · went silent 12 days agoLast speaker: T. Aoki1 commitment unowned

Series B fundraise prep Dreaming · 2w in arc 11 mentions · last 3 weeksSpeakers: J. Tan, board membersNo commitments yet

Library · Last 48 hours Meetings Every conversation Teriara processed. Speaker-attributed, citation-linked, searchable.

All sources × Zoom Meet Slack Email In-room

just now

Northwind QBR prep

J. Tan, S. Kapoor, D. Nguyen · 32 min

2 commitments Zoom

9:42 am

Board sync — Q3 status

J. Tan, board (4) · 48 min

1 contradiction Meet

9:14 am

Eng standup

R. Bauer, eng (6) · 24 min

1 commitment Meet

8:58 am

Pricing review — Q3 enterprise tier

J. Tan, S. Kapoor, T. Aoki · 41 min

1 contradiction Zoom

Yesterday

Helix Robotics weekly

D. Nguyen, Helix CTO + 2 · 50 min

1 commitment delivered Zoom

Yesterday

Atlas Bio expansion call

T. Aoki, J. Tan, Atlas Bio (3) · 1h 8m

3 commitments Meet

Aug 8

#cx workstream sync — async

D. Nguyen, M. Okafor, K. Yong · 14 messages

Stall flagged Slack

Aug 8

Eng all-hands — hiring + roadmap

R. Bauer, eng (18) · 1h 4m

1 contradiction Zoom

Aug 7

Security firm — SOC 2 evidence walkthrough

M. Okafor, security firm (2) · 56 min

2 commitments Meet

Aug 6

Board meeting — Q3 update + Series B

J. Tan, board (5) · 1h 32m

4 commitments · 1 contradiction In-room

Upcoming · Auto-generated 5 min before each meeting Briefs Pre-reads built from what was promised, what's slipping, and what to claim.

Ready · 4:55 pm

Northwind QBR · tomorrow 10:00

Attendees · 6 · You + S. Kapoor, D. Nguyen + 3 from Northwind Duration · 60 min scheduled Sources · 12 prior meetings, 47 Slack messages, 8 emails

Status 2 open commitments at risk. Pricing v3 (S. Kapoor, due Aug 14) is stalled. SOC 2 evidence delivered Tuesday.

Wins to claim SOC 2 evidence delivered to Northwind's security team last Tuesday — earlier than promised. Mention this. Helix renewal closed at full ARR — Northwind asked about it on the last call.

Watch for Last call, Maya said "we'd consider expansion if pricing landed by Q3." Pricing has not landed. She also asked twice about your mobile roadmap — that workstream is now 9 days stalled.

Asks to make Get a date on Phase 2 rollout. Northwind has not committed to one in 47 days. Probe the expansion comment — they brought it up unprompted twice.

Risks to defuse They will ask about pricing. Your two recent statements diverge by $6K/yr. Decide which number is the real one before the call.

Ready · Today 6:30 pm

Board prep call · J. Tan + chair · tomorrow 8:30

Attendees · 2 · J. Tan + R. Schwartz (chair) Duration · 30 min scheduled Sources · 4 prior board meetings, 23 internal docs

Status 1 high-severity contradiction unsurfaced. Q3 launch date told differently to board vs. eng team within 48 hours.

Watch for Chair will likely ask about Q3 launch confidence. Honest answer is Q4. Eng team has said this internally. Get ahead of it.

Asks to make Series B intro to Greylock partner — chair mentioned it on Aug 1 and has not followed up.

Library Customers Per-customer view: what was promised, who said it, what's outstanding.

Northwind

Maya P. + 4 contacts · QBR tomorrow

Last touch · 2h ago · 47 messages this quarter · ARR $48K

2 open Active

Helix Robotics

M. Reyes + 3 contacts · Renewal closed

Last touch · Yesterday · 38 messages this quarter · ARR $112K

Healthy Active

Atlas Bio

Jordan L. + 5 contacts · Expansion in flight

Last touch · 1d ago · 22 messages this quarter · ARR $36K → proposing $84K

3 open Expanding

Meridian

A. Castellanos + 2 contacts · POC week 3

Last touch · 2d ago · 18 messages this quarter · POC, no ARR yet

1 open POC

Fieldnote

P. Acharya + 2 contacts · Going cold

Last touch · 12d ago · 6 messages this quarter · ARR $24K · renewal due Q4

At risk Cold

Ramsey Cap

S. Park + 1 contact · Operating partner

Last touch · 4d ago · 14 messages this quarter · ARR $72K

1 open Active

Library Pipeline What's being said about each open opportunity — vs what's in the CRM.

Open opps12

Pipeline value$1.84M

CRM-stated closeQ3

Conversation-implied closeQ4

$184K

Atlas Bio · Expansion to platform tier

CRM stage: Negotiation · Conversation says: Awaiting security review

Stage mismatch Q3

$96K

Meridian · Platform license

CRM stage: POC · Conversation says: POC succeeding, paper next

Aligned Q3

$48K

Fieldnote · Renewal

CRM stage: Active · Conversation says: Going cold, 12d silence

Stage mismatch Q4

$72K

Halberd · Integration deal

CRM stage: Proposal · Conversation says: No reply in 14d

Stage mismatch Q3