Kinetik Capital · CRM

Activities

Auto-logged from Signl, Notos, and manual entries

task

Send SBA term sheet to Marcus Webb

Follow-up Thursday 3pm

Marcus Webb · May 26, 2:19 PM

sms

SMS reply

Yes, interested. Call me Thursday 3pm.

Marcus Webb · May 26, 2:17 PM

call

Discovery call — strong fit

Talked through working capital needs, $280K

Angela Russo · May 26, 1:02 PM

note

Objection logged: personal guarantee concern

Priya hesitant on PG — flag for objection clinic

Priya Anand · May 26, 11:46 AM

meeting

Follow-up demo scheduled

Daniel Cho · May 26, 10:12 AM