High Priority

1

Secure $3,000,000 in new capital commitments.

KR: 3 Term Sheets Signed KR: $10M Pipeline Value
2

Re-engage 5 past investors/donors ($100k target).

Metric: 100% Contact Rate by Jan 31
3

Start a weekly social media post.

Metric: >5% Engagement Rate
4
Monitor data scraping & Workflow Hygiene:
- Deep search using AI for appropriate family offices
- Importation to Zoho (Target: 100% of leads logged w/in 24hrs)
- Scheduling with Nick/Paul (Target: 10 New Meetings/Month)

Innovation

1

Develop an AI-driven app to post on our webpage.

KR: Beta Launch by Feb 15 KR: < 2s Page Load Time
2

Actively seek opportunities in Contango and covered calls.

KR: Generate 5+ Valid Signals/Day KR: >65% Backtest Accuracy
3

Include other cryptos and commodities in the search scope.

Metric: Integrates Top 20 Cryptos Metric: Integrates 5 Major Commodities

New Business

1

Run Daily Solicitations through our Deep Search Results.

Target: 20 Personalized Emails/Day Metric: >15% Reply Rate
2

Produce weekly VLOG sharing AI experiences and capabilities.

Metric: 500+ Avg Views Metric: Publish by Friday 5PM EST
3

Develop Seminar to be held around travel schedule and events (Token 2049).

KR: 30+ Qualified Attendees KR: 5 Follow-up Proposals

Strategic Expansion

1

Execute 2–3 Private Credit Deals (Short-Term Notes).

KR: Deploy $500k+ in Bali KR: Target Net ROI >50%

Activity: Host "Bali Notes" seminar with United Founders.
2

Operationalize Coffee Arbitrage "Hedging" Pilot.

KR: 1 Full Trade Cycle Complete KR: 100% Price Risk Hedged
3

Achieve Quarterly Income Target from New Products.

Metric: Generate $X,XXX Non-Crypto Profit
4

Standardize the "Bali Alpha" Underwriting Process.

Metric: Create Formal "Deal Scorecard"

Nicholas Levenstein & Company

Q1 2026 OKRs