Nicholas Levenstein & Company – Q4 2025 OKRs

Quarter Ends: December 31, 2025

Purpose: Guide our team’s focus toward capital growth, strategy innovation, new client acquisition, and quantitative rigor. These objectives are designed to deliver measurable results by the end of Q4 2025.

Objective 1: Raise $3,000,000 in New Capital

• KR1: Secure $3,000,000 in new capital commitments by December 31.
• KR2: Re-engage 5 past investors/donors, with a combined reinvestment target of at least $100,000.
• KR3: Every week: Generate 25+ qualified investor leads via events and LinkedIn, resulting in at least 5 serious follow-up meetings.
• KR4: By July 15: Start a weekly viral video or social media outreach using AI Video.

Objective 2: Launch 2 New Market-Neutral Trading Strategies

Setup Actions:

• Personally outline high-potential strategy concepts.
• Hire a specialist from Upwork or through known industry referrals.
• Attempt to reconnect with Joseph (previous contributor to similar models).

Key Results:

• KR1: Design and live-test 2 market-neutral strategies (e.g., condor + DeFi arbitrage), executing at least one trade per strategy.
• KR2: Deliver a positive P&L or hedge validation in each demo trade by December 31.
• KR3: Document each strategy with a one-page brief covering assumptions, execution rules, and risk parameters.
• KR4: Implement an algorithm (via code or platform tool) to automatically execute qualified trade signals.

Objective 3: Complete Quantitative Review of Existing Strategies

• KR1: Publish an internal report analyzing IV vs. RV across key structures (condors, butterflies), including performance backtests.
• KR2: Solicit expert feedback from at least 3 outside quants via LinkedIn or Upwork and document their insights.
• KR3: Implement 2+ measurable improvements to strategy design or execution rules based on findings, and update internal documentation.

Objective 4: Successfully Launch AI Service Business

• KR1: Place successful ads that are free.
• KR2: Do weekly VLOG on AI experiences.
• KR3: Work successfully with a potential client like Yoni Chriqui of Eden Roc to perfect first project:
  • a. Service offering refinement
  • b. Testimonial on home page

Daily Checklist – Erik Maulidan

Instructions: Erik is responsible for reviewing progress daily and reporting delays or stalls.

• ☐ Review CRM or lead spreadsheet: Are 25+ new investor leads being tracked weekly? Are at least 5 follow-ups scheduled?
• ☐ Confirm 1 past investor has been contacted this week for re-engagement.
• ☐ Verify that the weekly AI or viral video was created and shared.
• ☐ Monitor strategy logs: Was there a new test trade or algorithm update?
• ☐ Confirm updates to quantitative review report and expert outreach.
• ☐ Track AI business progress:
  • Ad performance reviewed?
  • VLOG posted?
  • Yoni/Eden Roc project in progress?

Note: If any line item is stagnant for more than 3 business days, raise it with Nick directly.