Circle Meeting 27 Sep 2022

Circle Meeting 27 Sep 2022


What’s good? Share something good about you or your work (1 min each)
  • Ross - considering starting a chapter in central Pennsylvania + attracting funding for his venture
  • Astrid - getting ready for fall travel! Bought some new duds
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
clean up calendars: move this meeting to every other week, and accommodating Southern Hemisphere [@Francene can you tackle?]
clean up Google group —> take out Esme and others who are no longer showing up
Ross meeting with Jonny at Wefunder on Friday
IDS. Identify, Discuss, Solve. What are our blockers, solve them and move to To-do.
Recap To-Do List
Cascading Messages
Rating (1-10)
Move your To-Do’s to Asana if that’s how you like to work 🙂


  • White Rose Ventures, PA — potential new chapter co-lead
  • Ross thinking about coming into Philly the week of Oct 10 to catch up with Astrid and Najaah
  • ICC Black Paper on relationship based lending drops Wed 28 Sep
  • @Astrid Scholz and @Najaah Daniels will be speaking at BBF’s Chroma event on the 13th
  • comparing notes on Denizen + Post Growth Institute
  • work on
    Zebras Unite Capital Products
    is proceeding at pace; CTA: we are looking for investors. The sooner we bring capital under management, the faster we get fees, the more the co-op and all of us benefit
  • Ditto for
    Capital Ecosystem Design & Development
    , where we are in the process of fundraising for 2-3 at the moment
  • Ross interested in investigating a psychedelic capital collective via CPE, fits with their remit
  • no updates on onboarding flows, waiting for @Francene’s move to be done
  • Ross meeting with Jonny at Wefunder on Friday
  • need to frame up the Wefunder webinar