Circle meeting

Circle meeting

Agenda

😀
What’s good? Share something good about you or your work (1 min each)
  • @Francene — Mark's credit score came back lower than expected, FICO-2 score that’s used to calculate default risk. Can be massaged, e.g., removing him from credit card, knocked 100 bps off mortgage rate
  • Carrie — Regenerative movement is the way to go! And part of the ZU MOU is complete!
  • Ross — the next wave of psychedelics is coming!
  • Will — Three new investments! 2 new commitments from LPs 😊
  • @Astrid Scholz - Multi-day hiking trip coming up! 4 days and 3 nights 😎
🎯
Quarterly Goals. What do we want to prioritize for the next 90 days? (10mins)
  1. Navigate ZU members to the 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

⚠️
IDS. Identify, Discuss, Solve. What are our blockers, solve them and move to To-do.
@Astrid Scholz is putting together a proposal for Mozilla around the portfolio services we might provide to them. Need input and ideas, not least on pricing.
Also: starting the process to identify potential investors in the ICC CEF.
Get terms to Will
How can we drive interest to Will and Havell’s funds?
WeFunder Update and Friends
⚠️
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

  • Progress with capital collectives:
    • Carrie and the team working with ZU to grow the Regen capital collective
    • European Capital Collective: design process with nucleus and partners like the BMW Foundation hopefully kicking off on 7 Sep.
      • We need to kick up the marketing for Thursday, September 8th event in Berlin
    • SE Asia, now called the Adaptive Collective mostly funding women
    • Collective Ownership project: National Co-op Bank may do loan servicing for a product that they themselves may not be able to underwrite [but might be investing in a loan loss reserve]
  • Spin up a mechanism for matching investors with funds like Will’s
  • Advance a marketing campaign, e.g. ZU Medium page takeover, with a “Recessions and Regeneration” article, webinars, social media, etc.
  • Everybody: review and input to Mozilla Foundation proposal