Circle meeting

Circle meeting


What’s good? Share something good about you or your work (1 min each)
  • Devin - excited for Supercrowd in a couple of weeks!
  • Astrid - 🎉 kiddo just started high school today! + headed to 🇩🇪 on Fri
  • Ross - ☔️ it’s raining in PA, good all around
  • Will - catching up + kicking off another fundraise
  • Chris - 🎉 accepted position as chief lending officer at CDFI, small biz focus
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
@Astrid Scholz to reach out to Annika Horn about any contacts in Berlin:
Chris to report back on OFN attendance and attendance
@Francene to follow up on calendaring with Cam Neill, and implementing an every-other-week cadence at a later time
@Francene and Ross to tee up Wefunder event via the planning form —>
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 🙂


  • Chris will be bedazzling the CDFI sector from the inside, and has mandate to do some lending into co-ops; here is the paper summarizing our preliminary findings:
  • anything the circle can to do help @Astrid Scholz? — Robert Rubinstein
  • ICC capital events in Oct
    • Will taking another look at the deck with family office hat
    • Will can share contacts as long as they are marked his
    • Astrid and Najaah in Philly —> Ross will give some thought to contacts
  • OFN meeting collides with SOCAP, Oct 18-21 —> Chris will be at it, in NYC, will report
  • Tue 2 pm Pacific / 5 pm Eastern could work every other week, to accommodate folks down under, @Francene
  • Francene & Ross in pursuit of Wefunder event, tentatively Sep 12 — Ross would have to hustle to get his campaign ready