Outreach

38 communications logged · 5 drafts awaiting a human. This application never sends anything: it drafts, you approve, you send, then you record it here.

What actually happened

OutboundCohort analysis by dealer size — as requestedLakeshore CommerceSofia ReyesSep 9, 2026
Email · Follow Up · Positive · The company CFO
→ Walk through on tomorrow's call
OutboundContractor IP assignments — 2023 cohortArcadia AuctionsDaniel OkaforSep 8, 2026
Email · Follow Up · Positive · Legal Counsel
→ Chase the sixth assignment
InboundPhoneVantage Retail CloudElena MarshSep 7, 2026
Phone · Positive · The company Founder
OutboundChannel-conflict analysis — timingMeridian Automotive GroupJordan KeaneSep 7, 2026
Email · Follow Up · Positive · M&A Advisor
→ Send the analysis
InboundPhoneSolstice Equity PartnersMichael StrandSep 6, 2026
Phone · Very Positive · The company Founder
OutboundVideo CallCardinal Automotive GroupBrianna HoltSep 3, 2026
Video Call · Very Positive · The company Founder
→ Next QBR
InboundIndication of interest — Vantage Retail CloudVantage Retail CloudTom WhitfieldSep 2, 2026
Email · Very Positive · The company Founder
→ Decline exclusivity in writing
InboundNDA — Solstice Fund IVSolstice Equity PartnersClaire DuboisSep 1, 2026
Email · Positive · Legal Counsel
→ Return the mark-up
OutboundPhoneRidgeline Dealer MarketingOwen PetrakisSep 1, 2026
Phone · Positive · The company Founder
→ Second call
InboundEmailKestrel Dealer SystemsLisa TranAug 31, 2026
Email · Positive · Internal Team
InboundIndication of interest — Arcadia AuctionsArcadia AuctionsDaniel OkaforAug 29, 2026
Email · Very Positive · The company Founder
→ Walk through the letter with Okafor and Ferris
OutboundEmailOrchard Valuation GroupPaul NakamuraAug 29, 2026
Email · Investor Introduction · Neutral · M&A Advisor
→ Chase
OutboundEmailPinnacle Vehicle DataHannah BergAug 27, 2026
Email · Follow Up · Neutral · M&A Advisor
→ Follow up
OutboundEmailHarbour Inventory SystemsIngrid SolbergAug 23, 2026
Email · Corporate Development Outreach · No Response · The company Founder
→ One follow-up, then park
InboundPhoneLakeshore CommerceSofia ReyesAug 21, 2026
Phone · Positive · The company Founder
OutboundConferenceQuillon AISana IqbalAug 1, 2026
Conference · Positive · The company Founder
OutboundEmailRidgeline Dealer MarketingOwen PetrakisJul 27, 2026
Email · Corporate Development Outreach · Positive · The company Founder
OutboundSecurity policies, pen test report, integration architectureVantage Retail CloudTom WhitfieldJul 20, 2026
Email · Follow Up · Positive · Internal Team
OutboundTop-twenty retention, engineering org, training-data provenanceArcadia AuctionsHelen FerrisJul 17, 2026
Email · Follow Up · Positive · The company CFO
OutboundEmailBeacon Used CarsFrank DorseyJul 14, 2026
Email · Follow Up · Neutral · The company Founder
OutboundVideo CallPinnacle Vehicle DataSamuel OrtizJul 12, 2026
Video Call · Positive · The company Founder
InboundPhoneBeacon Used CarsFrank DorseyJul 12, 2026
Phone · Negative · The company Founder
OutboundVideo CallIronwood Capital GroupJessica MoreauJul 10, 2026
Video Call · Positive · M&A Advisor
→ Send the bolt-on integration overview
OutboundEmailKestrel Dealer SystemsLisa TranJul 6, 2026
Email · Strategic Update · Neutral · The company Founder
OutboundEmailIronwood Capital GroupJessica MoreauJul 2, 2026
Email · Advisor Introduction · Positive · M&A Advisor
InboundEmailMeridian Automotive GroupJordan KeaneJun 6, 2026
Email · Positive · Legal Counsel
OutboundIntroductionSolstice Equity PartnersMichael StrandJun 2, 2026
Introduction · Investor Introduction · Positive · The company Founder
OutboundConfidential information memorandum and financial packageArcadia AuctionsDaniel OkaforMay 29, 2026
Email · Strategic Update · Positive · The company Founder
InboundMutual NDAArcadia AuctionsDaniel OkaforMay 15, 2026
Email · Positive · Legal Counsel
OutboundIntroductionBrightpath AutoDerek VaughnApr 23, 2026
Introduction · Customer Introduction · Positive · The company Founder
OutboundEmailPinnacle Vehicle DataSamuel OrtizApr 13, 2026
Email · Corporate Development Outreach · Positive · The company Founder
OutboundVideo CallVantage Retail CloudNaomi ChenApr 3, 2026
Video Call · Very Positive · The company Founder
OutboundEmailLakeshore CommerceGrant HalloranMar 26, 2026
Email · Follow Up · Positive · The company Founder
OutboundEmailKestrel Dealer SystemsHarold BennettMar 24, 2026
Email · Direct Executive Email · Neutral · The company Founder
OutboundExtending appraisal into sourcingLakeshore CommerceGrant HalloranMar 19, 2026
Email · Direct Executive Email · Neutral · The company Founder
OutboundIntroductionVantage Retail CloudElena MarshMar 10, 2026
Introduction · Warm Introduction · Very Positive · The company Founder
OutboundIntro: private-party sourcing for dealersArcadia AuctionsDaniel OkaforMar 8, 2026
Introduction · Advisor Introduction · Positive · M&A Advisor
OutboundIntroductionMeridian Automotive GroupRebecca LinMar 4, 2026
Introduction · Customer Introduction · Positive · The company Founder