What we're building this quarter

Close $4M in new investor commitments by Sept 30, blended across CMFDH-II and the new Shadow Edge fund. Because the major conference vehicles (Token2049, FII Riyadh) skew to the edge of and just past Sept 30, the realistic in-window win zone is $1.2–2M closed, with the balance committed/papered for Q4 close-out. Of the $4M target, $500K is carved out to Paul Aidoo for North America (see KR 2.8); Nicholas owns the remaining $3.5M across EMEA / APAC / Family Offices.

Build a CRM-tracked pipeline of 100 qualified prospects — every entry has name, source, stage, ticket size, next action, and owner. This is the foundational KR. Nothing else in this objective is real until this exists. Stand up by end of May.

Execute the conference strategy: 20+ qualified investor meetings at Coinfest Asia (Bali, Aug); 15+ pre-scheduled meetings at Token2049 Singapore; 10+ FII Riyadh meetings pre-booked by Sept 30 so the Q4 close motion is already loaded.

Drive the four named warm prospects to a clear yes/no decision by Sept 30. Minimum 2 closes. Names tracked in the internal pipeline; no more "committed but not closed" purgatory. Paul Aidoo is a named prospect on this list AND is also now a co-owner — he runs the NA-resident portion of these conversations (e.g. Paul Janowitz).

Open structured conversations with 8 family offices and convert 2 to committed capital at $250K+ ticket size. The unlock KR — average ticket size in our existing network is ~$50K, so reaching the $4M target requires bigger checks from family offices. Paul Aidoo contributes ≥3 NA family-office introductions from his accounting/CMFDH-II network.

Two segregated systems, two different deadlines: (a) Shadow Edge (daily product) — executing live orders on Polymarket via Aneep's V1 script on real (small) capital by June 15, generating ≥30 days of operating history before the July 15 fund launch; (b) CMFDH-II (quarterly product) — status page moved from the May 7 static snapshot to the live Deribit websocket feed by Aug 1; (c) both systems publicly visible with live PnL by Coinfest opening day; (d) used as the credibility anchor in 30+ of the 45+ conference meetings (KR 2.3). The systems are the proof. Without them, the pitch is theory.

Launch Shadow Edge as a real, investable parallel fund alongside CMFDH-II — fund must be able to accept capital by July 15: (a) legal entity and fund structure complete by July 1; (b) distinct fund deck and one-pager — leading with the CMFDH-I track record (8.9× hypothetical $1M from 2019 to Q1 2026, net of fees) — by July 1; (c) subscription docs and investor onboarding flow live on levenstein.net by July 15 — the hard launch date; (d) first 1 Shadow Edge committed investor by Aug 31 (during Coinfest); (e) at least 2 Shadow Edge committed investors by Sept 30, separate from CMFDH-II commitments.

Paul Aidoo, as our designated Americas / Europe accounting advisor and CMFDH-II investor, owns the North America capital-raise track end-to-end this quarter: (a) take 12–15 inbound briefing calls via his existing Calendly at levenstein.net/#book, qualified and pre-briefed by Nicholas 24h in advance; (b) deliver ≥3 NA family-office warm introductions from his accounting network (rolls into KR 2.5); (c) close $500K of the $4M stretch target from NA-resident investors; (d) co-present at 1 NA virtual investor briefing (Zoom webinar) by Aug 31; (e) own NA pipeline entries in the shared CRM (KR 2.2). Designed to fit ~4–6 hrs/week around Paul's primary accounting role. Nicholas handles all prospecting, call prep, and post-call follow-up so Paul's time is concentrated in the high-value moments: meetings and intros.