Six Peak Capital - Weekly L10

• The meeting combined L10 personal/business segues with an operational review of a proposed 10‑metric company scorecard, rock status updates, and business development progress.
• Social and logistics: The team discussed coordinating a group dinner and agreed to pursue a Steak 48 reservation for September 1; Schuyler will attempt the booking and noted the restaurant takes reservations six weeks in advance with the last available date for the target window on August 4.
• Informal personal updates included a few travel and life items and confirmation that Riverton is expected to break ground in roughly two weeks.
• Scorecard and reporting: Bob Kennedy presented a proposed 10‑metric company scorecard to capture quantitative status (green/yellow/red) for revenue, profitability, and risk reduction, with plans to upload it to the L10 portal and automate weekly refreshes via a Dropbox→Claude linkage.
• Metric owners will report weekly; Bob will circulate the document on Slack and likely adjust some owner assignments before finalizing.
• Rocks and finance engine: Bob reviewed company rocks and said the finance engine institutionalization is on the company rock list with a target completion by the end of August; he will run a session next week with Aiello and Andreessen to keep progress on track.
• Other company rocks include making the 6P Coldco EOS fully live, establishing weekly L10 cadence, pre‑quarter rock setting, and an annual December off‑site.
• Business development and deal process: Tom and Chris developed a Claude-based tool to pull and rank LEDBS leads, are refining the lead process rather than building a large pipeline immediately, and identified high-quality prospects including a church-owned 130‑unit affordable project.
• Tom’s rock on defining LV third‑party platform and capacity readiness is on track and was recently kicked off.
• Closings and operational checklists: Bob outlined plans to build a Litech closing checklist by compiling meeting notes and inbox content via Claude after completing the Francis closing; the company remains reliant on MRK for transactions but intends to reduce that dependence.
• Operational reporting updates include the board portal running with May actuals and the expectation that the related rock will finish next cycle with June financials by mid‑July.
• Open issues and risks: Francis deal progress is stalled per Derek; the mayor’s office has been unresponsive while foundation fundraising requirements continue; Robert reported office connectivity issues from a cut wire but confirmed draws were submitted before travel.
• These items were noted as negatives or constraints to monitor.

• ◻
  Schuyler Schuyler will try to make a reservation for the team on September 1st
  → To-Dos
• ✓
  Bob Kennedy Bob Kennedy will follow up with Schuyler about the mayor’s office / foundation next steps later
  → To-Dos
• ◻
  Chris Andresen Chris Andresen will complete the board‑portal rock with June financials by mid‑July
  → To-Dos
• ◻
  Bob Kennedy Bob Kennedy will circulate the proposed 10-metric scorecard on Slack for review
  → To-Dos
• ◻
  Bob Kennedy Bob Kennedy will update metric owners on the scorecard before sending it around
  → To-Dos
• ◻
  Bob Kennedy Bob Kennedy will work with Chris Aiello and Chris Andreessen to integrate the scorecard with Claude for weekly automated updates
  → To-Dos
• ✓
  Bob Kennedy Bob Kennedy will set a session next week with Chris Aiello and Chris Andreessen to keep the Finance Engine rock on track for end-of-August completion
  → To-Dos
• ✓
  Bob Kennedy Bob Kennedy will check in with Chris Aiello on his three-week deadline when Aiello returns next week
  → To-Dos
• ◻
  Tom Taggart Tom Taggart will involve LV leadership over the next couple of months to complete the LV third-party platform and capacity readiness rock
  → To-Dos

None.