Circle Meeting

Circle Meeting

Agenda

😀
What’s good? Share something good about you or your work (1 min each)

🎯
Quarterly Goals. What do we want to prioritize for the next 90 days? (10mins)
  1. Navigate ZU members to capital. How?
    1. Get commitments for the ICC credit enhancement facility, regranting facility, and institutional pipeline.
    2. Marketing event at SOCAP
  2. Streamline the ZU Capital navigation experience
    1. Engage co-op members to contribute more patronage
    2. Increasing the number of WeFunder eligible members and other crowd platforms
  3. Advancing the Capital Collectives in Europe and SE Asia
    1. Next phase of round table discussions in Berlin with German investors
🥅
Long Term Goals. Where are we going? (5 mins)
  1. Mobilize BILLIONS of dollars to Zebra companies
🏁
Scorecard. Are we progressing the work? What are our measurable outcomes due when? (DOC)

To-do List/Agenda Specific Items
Devin + Francene Supercrowd22 [Work together offline]
Ross + Francene update on on-boarding process & Capital Circle Dashboard
Capital Circle MN Group (to engage broader network to support)
Chris + Francene meeting next week!
Francene to send out to the capital circle to track your patronage
Francene to connect Madelyn on ops
Astrid to discuss w/Cameron on what we can do together for timing
⚠️
IDS. Identify, Discuss, Solve. What are our blockers, solve them and move to To-do.
Content Calendar (Francene) - In progress
Event Calendar (Francene) - In progress
WeFunder Overhaul / Process Design (Francene) - In progress
⚠️
Conclude.
Recap To-Do List
Cascading Messages
Rating (1-10)
Move your To-Do’s to Asana if that’s how you like to work 🙂

Notes

  • Will talks Family Houses event
    • Is there an opportunity to connect ZU with those houses at the SOCAP event?
  • Francene + Ross want to setup the MN Group
  • Redacted version of updates to MN group to increase engagement from broader ZU membership
  • Shoot out the patronage
  • Encourage people to apply to pitch. Just now, this minute, we've begun accepting applications to pitch at SuperCrowd22. Here's the link to apply: https://www.supercrowd22.com/pitch.
  • Ostella - membership circle to go out in the newsletter