Deal Pipeline

Stalled past 60d

Stalled past 45d

Stalled past 30d

→ Keep warm; a partnership announcement would help the AI narrative

Stalled past 30d

→ Wave 4 outreach via the advisor

Stalled past 30d

→ Wave 3 outreach once the LOI round is set

→ Chase the introduction to Nakamura

Stalled past 14d

→ One follow-up to Solberg, then park — Harbour is mid-layoff

→ Partnership call with Petrakis; keep acquisition on the table

→ Send Moreau the bolt-on integration overview for their DMS platform

→ Follow up with Ortiz on the data-licensing term sheet as a parallel track

→ Quarterly business review with Holt; listen for whether Camden's interest is real

→ Send Vaughn the acquisition-cost model he asked for and gauge whether Brightpath wants into the formal process

→ Return the marked-up NDA to Dubois and schedule the management session for the week after

→ Ask Bennett directly whether he intends to participate; if not, move to dormant before the LOI round

→ Send Keane the channel-conflict analysis Adeyemi asked for; IOI expected within two weeks

→ Deliver the cohort analysis by dealer size to Reyes and ask Halloran to convert the verbal range into a written IOI

→ Return earnout counter-proposal and agree LOI timetable with Okafor

→ Decline exclusivity in writing and request the IOI be revised to all-cash or a higher stock component with a collar