This plan serves three purposes: 1) set the strategy, 2) drive day-to-day activity, and 3) create the artifacts we show our team and investors.
| JULY | AUGUST | SEPTEMBER | OCTOBER | NOVEMBER | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Task | Start | End | Who | 20 | 27 | 3 | 10 | 17 | 24 | 31 | 7 | 14 | 21 | 28 | 5 | 12 | 19 | 26 | 2 | 9 | 16 | 23 | 30 |
| PRODUCT | |||||||||||||||||||||||
| BURNING PLATFORM 1: THE MEMORY ENGINE · a memory product that visibly works, in a real guest's hands | |||||||||||||||||||||||
| Deploy the engine off my laptop onto live cloud services | Jul 27 | Aug 28 | Ani | ||||||||||||||||||||
| Auto-generate on upload, ending in Book and Share buttons | Jul 27 | Aug 28 | Ani | ||||||||||||||||||||
| Operator accounts live for Blair + test accounts | Jul 27 | Aug 12 | Stein | ||||||||||||||||||||
| Star Zero test run: their render vs ours | Aug 3 | Sep 21 | Stein | ||||||||||||||||||||
| Operator and crew B-roll feed (tutorial + shot list) | Sep 1 | Nov 6 | Stein | ||||||||||||||||||||
| Ship memories to 10+ real guests, measure shares | Sep 9 | Nov 30 | Stein + Ani | ||||||||||||||||||||
| Define the narrow patent claim from real usage | Oct 9 | Nov 30 | Stein + Chase | ||||||||||||||||||||
| 10+ guests received a memory, 5+ shared it | Nov 30 | Nov 30 | Stein | ◆ | |||||||||||||||||||
| BURNING PLATFORM 2: THE PRE-SEED · close $600K on one uniform standard: 20% discount, $12.5M cap | |||||||||||||||||||||||
| Financial model built: SaaS tiers + full cost stack | Jul 20 | Jul 22 | Stein | ||||||||||||||||||||
| Investor deck updated: operators first, one rate | Jul 20 | Jul 22 | Stein | ||||||||||||||||||||
| Freeze the one-page standard: 20% discount, $12.5M cap | Jul 22 | Aug 1 | Stein + Chase | ||||||||||||||||||||
| Top-five closer list: Fred, Craig, plus three | Jul 22 | Aug 1 | Stein | ||||||||||||||||||||
| Stein reaches out to 10 of his contacts to raise the SAFE | Jul 22 | Aug 22 | Stein | ||||||||||||||||||||
| Fundraising trip: 2 to 3 closes aboard | Jul 26 | Aug 7 | Stein | ||||||||||||||||||||
| Personalized demo memory for Craig (his trips, the Amber 51) | Aug 3 | Aug 8 | Stein + Ani | ||||||||||||||||||||
| Member event: Craig demo + close conversations | Aug 9 | Aug 9 | Stein | ◆ | |||||||||||||||||||
| Work the round: calls, follow-ups, rolling closes | Aug 10 | Nov 30 | Stein | ||||||||||||||||||||
| $600K pre-seed closed | Nov 30 | Nov 30 | Stein | ◆ | |||||||||||||||||||
| BURNING PLATFORM 3: OPERATOR SUPPLY · 6 signed founding operators to 20+ | |||||||||||||||||||||||
| Onboard and support the 6 signed founding operators | Jul 27 | Sep 29 | Stein | ||||||||||||||||||||
| Run operator pricing calls, set SaaS pricing into the model | Jul 24 | Sep 29 | Stein | ||||||||||||||||||||
| Sign 5 new operators | Aug 3 | Oct 30 | Stein | ||||||||||||||||||||
| Charge up front for reusable B-roll on 2+ operator trips | Aug 25 | Oct 31 | Stein | ||||||||||||||||||||
| 20 operators signed | Oct 20 | Oct 20 | Stein | ◆ | |||||||||||||||||||
| COMPANY | |||||||||||||||||||||||
| Team | |||||||||||||||||||||||
| Role specs, comp and equity bands, 409A + options plan | Jul 27 | Aug 28 | Stein + Chase | ||||||||||||||||||||
| Job descriptions to Hunter, roles posted on LinkedIn | Aug 3 | Aug 21 | Stein + Hunter | ||||||||||||||||||||
| Source: LinkedIn, network, yacht crew (pursers, chief stews) | Aug 10 | Oct 15 | Stein + Hunter | ||||||||||||||||||||
| Interviews and final candidates | Sep 1 | Nov 20 | Stein | ||||||||||||||||||||
| Backend Engineer hired | Nov 6 | Nov 6 | Stein | ◆ | |||||||||||||||||||
| Product Manager hired (luxury purchase insight) | Nov 20 | Nov 20 | Stein | ◆ | |||||||||||||||||||
| Director of Operations hired | Nov 30 | Nov 30 | Stein | ◆ | |||||||||||||||||||
| New hires fully onboarded | Nov 6 | Nov 30 | Stein | ||||||||||||||||||||
| Finance & Infrastructure | |||||||||||||||||||||||
| Accounting, payroll, and expense systems live | Aug 10 | Oct 15 | Stein | ||||||||||||||||||||
| Budget and burn forecast approved (hires fit the raise) | Aug 25 | Oct 1 | Stein | ||||||||||||||||||||
| Mid-100-day financial review | Sep 14 | Sep 18 | Stein + Blair | ||||||||||||||||||||
| End review and revised burn forecast | Oct 26 | Nov 3 | Stein + Blair | ||||||||||||||||||||
| Data & Trust | |||||||||||||||||||||||
| Document the on-device AI stance (the $0.00 cost receipt) | Aug 10 | Sep 12 | Stein | ||||||||||||||||||||
| Guest media consent framework: ownership, visibility, revocation | Aug 25 | Oct 31 | Stein + Chase | ||||||||||||||||||||
| Data custody and security posture memo: encryption, access, AWS | Aug 25 | Sep 28 | Ani | ||||||||||||||||||||
| AI usage policy: no training on guest imagery without consent | Aug 25 | Sep 28 | Stein + Chase | ||||||||||||||||||||
| SOC 2 readiness scoping (post-seed) | Oct 24 | Nov 30 | Stein | ||||||||||||||||||||
| Legal | |||||||||||||||||||||||
| Operator terms and conditions | Aug 10 | Oct 15 | Chase | ||||||||||||||||||||
| Traveler and curator terms and conditions | Aug 10 | Oct 15 | Chase | ||||||||||||||||||||
| SAFE closings papered as they land | Jul 27 | Nov 30 | Chase | ||||||||||||||||||||
| File the patent provisional | Oct 9 | Nov 30 | Chase | ||||||||||||||||||||
| Patent provisional filed | Nov 30 | Nov 30 | Chase | ◆ | |||||||||||||||||||
| INVESTORS | |||||||||||||||||||||||
| Build the seed investor list: 50 names | Aug 10 | Oct 15 | Stein | ||||||||||||||||||||
| First monthly investor update sent | Aug 14 | Aug 14 | Stein | ◆ | |||||||||||||||||||
| Second monthly investor update sent | Sep 15 | Sep 15 | Stein | ◆ | |||||||||||||||||||
| First-wave outreach to 20 seed investors | Oct 15 | Nov 30 | Stein | ||||||||||||||||||||
| Seed data-room skeleton, diligence-ready | Sep 9 | Nov 15 | Stein | ||||||||||||||||||||
| Seed narrative deck drafted on the memory proof | Oct 9 | Nov 30 | Stein | ||||||||||||||||||||
| Preliminary seed conversations | Oct 9 | Nov 30 | Stein | ||||||||||||||||||||
| SALES | |||||||||||||||||||||||
| Work the charter pipeline: Kevin's 16, Tommy's 1, 2 serious leads | Jul 27 | Nov 30 | Stein + Kevin | ||||||||||||||||||||
| 5+ discovery conversations with new prospects | Aug 10 | Nov 12 | Stein | ||||||||||||||||||||
| Operator bookings begin | Sep 9 | Nov 30 | Stein | ||||||||||||||||||||
| Close 1 to 2 charters | Nov 30 | Nov 30 | Stein | ◆ | |||||||||||||||||||
| $100K booked (contract + deposit) | Nov 30 | Nov 30 | Stein | ◆ | |||||||||||||||||||
| MARKETING | |||||||||||||||||||||||
| Website and product one-pagers finalized | Aug 10 | Oct 15 | Stein | ||||||||||||||||||||
| GTM plan drafted | Aug 25 | Oct 31 | Stein | ||||||||||||||||||||
| Share loop instrumented: share, attributed link, booking | Aug 25 | Oct 31 | Ani | ||||||||||||||||||||
| Memories from recent trips, guests sharing them | Aug 10 | Oct 31 | Stein | ||||||||||||||||||||
| Damen and La Datcha film premieres at the Monaco Yacht Show | Sep 24 | Sep 24 | Stein | ◆ | |||||||||||||||||||
| OPERATIONS | |||||||||||||||||||||||
| Weekly accountability check-in | Jul 27 | Nov 30 | Stein + Blair | ||||||||||||||||||||
| Stand up a metrics dashboard | Aug 10 | Sep 12 | Ani | ||||||||||||||||||||
| Move relationships into the graph and CRM | Aug 25 | Oct 31 | Stein | ||||||||||||||||||||
| Roll the plan: next 100 days drafted | Nov 16 | Nov 30 | Stein | ||||||||||||||||||||
| PARTNERSHIPS | |||||||||||||||||||||||
| Pressure-test this plan with Blair and Helix | Jul 20 | Jul 22 | Stein | ||||||||||||||||||||
| Email Blair the supplier research and strongest operators | Jul 22 | Aug 14 | Stein | ||||||||||||||||||||
| Aug 8 deep dive: present the sharing question (authentic, natural, low friction) | Jul 27 | Aug 8 | Stein | ||||||||||||||||||||
| Meet Bobby and Tosta (engineer sourcing) + Mike Costa | Aug 9 | Aug 9 | Stein + Blair | ◆ | |||||||||||||||||||
| Deepen EYOS, Ice Axe, and Expedition Terra into co-builders | Jul 27 | Sep 29 | Stein | ||||||||||||||||||||
| Close the Helix engagement letter | Aug 10 | Sep 22 | Stein | ||||||||||||||||||||
| Activate the LINX Legends founding curator program | Aug 25 | Oct 8 | Stein | ||||||||||||||||||||
| Run the DePrez partnership on its own track | Aug 25 | Oct 8 | Stein | ||||||||||||||||||||
| October member highlight: prepare and present | Oct 1 | Oct 15 | Stein | ||||||||||||||||||||
| Advance Tanzania to open the safari vertical | Sep 24 | Nov 30 | Stein | ||||||||||||||||||||