Onboarding Handbook

1Welcome

2How we’ll work together

The job, in one line. Our task is to reach people. We have two strategies and three events this autumn where the right investors will be in the room. June is about motion: each day, move a prospect one step forward, and tell me what is stuck. If our message does not land, I want to learn that quickly by reaching many people — not slowly by reaching none.

You start sending from day one

The way to learn this work is to do it. You will read what you need as you go, but from your first morning you also work real outreach with me. We will send your first approved message together on day one.

You will never be exposed

Here is how sending works: you draft, I see every message before it leaves, and nothing goes out under my name until I approve it. Whether a message is right to send is my decision, not yours — so write freely and bring me drafts. I am your safety net. In hospitality you were trained never to intrude on a guest who had not invited you. This work is the opposite, and I will hold that line so you can lean forward.

How your bonus is graded

Your monthly bonus is set by what actually goes out the door and by prospects advancing in our system — not by polish, and not by hours. The more real, approved outreach you drive, the higher your grade; the top grade means we have hit our goals for June. Your base and bonus bands do not change. What changes is that you now know exactly what “excellent” looks like: messages sent, and prospects advancing.

How we find people

We use AI deep-research tools — Gemini and Claude — to identify the high-net-worth individuals and family offices attending the three events. Your work is to turn that research into outreach: a named list, a reason to meet, and a message I can approve.

3Your first morning — Monday, June 1

The one thing this morning is built around: you send your first real, approved message before we finish. Everything else supports that.

Who’s who, in one breath

I am the principal — I own the relationships, approve every message, and send. You are the operator who drives the daily outbound. “Fred” is the fundraising system you operate. Aneep builds and runs our systems and data — he and I do the coding together. Gabriella will get you set up in our tools and is your first call when something will not open. Behind the scenes, our work is reviewed by Oskar (the auditor), and there are sibling teams for each product — Charlie (CMFDH II), Kate (Shadow Edge), and two others, Ulysses and Sabina. Paul Aidoo leads our North America effort and receives prep from you; he is not someone you report to.

The mandate

One sentence: push every prospect one step forward each day, and tell me what is stuck. The number-one deliverable is outbound motion, not polish.

The morning, roughly

• The frame and the team — the one-line mission and who does what.
• A tour of the system — the daily brief, the prospect pipeline, and the approval queue, plus setting up your access.
• 10:00–11:00 · Dropbox and Zoho with Gabriella — Gabriella gives you a short, hands-on walkthrough of Dropbox (where our files live) and Zoho (our prospect system), so you can find your way around both on your own. Keep her details handy — she is your first call when something will not open.
• How sending works — the approval gate, walked through once so it is concrete.
• Where we stand — the real picture today, so the urgency becomes yours: the qualified pipeline and the event calendars are close to empty, and filling them is the job.
• Your first live send — together we take one real, time-sensitive follow-up that is due today, you make the final fixes, I approve, and it goes. Then you log the note and set the follow-up reminder. The full loop, demonstrated once, start to finish.

4Your goals for June

Concrete and measurable. The through-line: the pipeline starts turning, your first prospects advance, and the Coinfest calendar begins to fill. Every number is a real target.

Week 1 — ends Sat June 7 · Orient

• Read the core reference materials and the last week of daily briefs.
• Able to say in two sentences what each of our two strategies does.
• Logged into the system; can open a prospect and read its stage.
• Produced one piece of work — drafted, edited, reviewed — with me.

Week 2 — ends Sun June 14 · First sends, qualification begins

• Your first outbound messages sent, on my sign-off.
• Qualification underway on our existing prospect list: at least 30 contacts advanced to “Contacted.”
• The Coinfest meeting-request sequence drafted; first 5 requests staged for approval.

Week 3 — ends Sun June 21 · Pipeline visibly moving

• Qualified-prospect count up to 40+ (on the path to 100).
• A note logged on every prospect you have touched — no exceptions.
• A family-office target list of 12 names built.
• Coinfest: 15+ meeting requests sent.

Week 4 — ends Sun June 28 · The events engine starts

• Coinfest: 3+ meetings confirmed; both event venues scouted.
• Qualified count 60+ (stretch: 100).
• We sit down for the end-of-June review together.

What a strong June looks like

At the end of June we decide together whether to move to the 90-day path — the routes are described in your welcome above. June is about activity, not closes: if a message does not resonate, that is useful information, and your job is to generate it by reaching people.

5How approvals keep you safe

Every outgoing message runs through one simple loop, so nothing leaves under my name without my yes:

1. You draft. Each letter you write appears in the approval queue with its full text, the prospect, and a quick check that it follows our rules.
2. I decide. On each one I either approve it to send, ask for an edit (I tell you what to change), or hold it.
3. It goes. Approved messages are sent from nick@levenstein.net. Edited ones come back to you to rework; held ones wait.

Two things worth knowing. First, the edits make this better over time — the more I reshape a draft, the closer the next one starts to where it needs to be, so over the month you will need fewer changes. Second, this is your protection: the judgment call “will this land the right way?” is mine, not yours. Write freely. Your safety net

6The five rules that keep us safe

1. Nothing sends without my approval. Every outgoing message clears the queue first. No exceptions.
2. Never repeat a performance number you are not certain is approved. If a figure looks off or unfamiliar, bring it to me immediately — even if you are unsure.
3. Never say “full upside.” Our hedged strategy protects the downside and gives up some of the gain in a strong rally. Always lead with the protection, never with “full upside.”
4. Never name an investor in anything public. Names, ticket sizes, and returns stay inside the firm — the same discretion you held at Raffles.
5. When in doubt, ask — but decide the small things. A one-day delay beats a wrong send; and on the low-stakes calls, “decide and tell me after” beats “ask first.”

7The strategies & the team

CMFDH II — in plain words

It pairs Bitcoin exposure with a one-half hedge. The design protects capital in flat and declining markets — investors keep compounding in USD and BTC terms when the market is soft — in exchange for capped participation in strong rallies. It is built for people who want crypto exposure without the full drawdown profile. The one sentence to own: “It protects your capital when crypto falls, in exchange for giving up some of the gain in a strong rally.”

Shadow Edge

Our second strategy. It launches in mid-July, so for now your work on it is research and warm-listing only — no outreach until I give the word.

The three events

• Coinfest Asia — Bali, August. Our home-turf event and the first calendar to fill.
• Token2049 Singapore — September.
• FII Riyadh — October, booked ahead by end of September.

Who’s who