Overview
Sprint Mode
Pegasus Lodges
Personal
Claude Projects
Integrations
Active Projects
7
across 4 entities
Open Tasks
23
↑ 5 this week
Next Payroll
Feb 28
Gusto — Nomada
Next Filing
Mar 15
K-1s / Tax Prep
Entities
4
Nomada · SM · Osma · PL

⚡ Action Required

Now
  • Clayton partner paperwork
    Legal Sprint Mode
  • Leor → Nixon (Clayton)
    Ops Sprint Mode
  • SC 90 Day Plan — H/C Feedback
    Review Sprint Mode
  • SI MVP — Feedback needed
    Review Sprint Mode
  • Nomada — SF Gross Receipts / Exec Tax review
    Finance Nomada
  • Mass Mutual — Complete & send forms
    Finance Personal

📅 Upcoming

Calendar
Feb
15

Reschedule Alex, Deborah

Admin — Sprint Mode

Feb
28

Payroll Run

Gusto — Nomada payroll processing

Mar
1

Sprint Mode Invoicing

Monthly client invoices due

Mar
15

Tax Filing — K-1s

Sam — Partner/Investor K-1 prep

Mar
15

State Registration Review

TN & CA licensing check — Nikola

📊 Project Pulse

Sprint Mode
Active — 12 open tasks
Pegasus Lodges
Active — 2026 season
TIL v2
Dashboard → action items
Aix-01
Create additional guides
SS / Privacy AI
Waiting — Evan response
Osma
MVP Plan — Eugenio

💰 Finance & Entities

Needs Setup
  • Create master entity doc (accounts, EINs, filing dates)
    Ops Nikola — all entities
  • Sprint 2026 Budget & Plan
    Finance Hugh × Aaron review
  • Review 2026 cash flow / budget
    Finance Sprint Mode
  • Tax File Prep — K-1s for partners/investors
    Finance Sam — Nomada/Personal
  • Check local taxes / annual reports — TN, CA
    Legal SM / Nomada / Osma

🔗 Bookkeeper: Plotpath (QuickBooks)  |  Payroll: Gusto

Sprint Mode

Active

This Week — 2/9

  • Clayton partner paperwork
    Legal
  • Leor — Nixon (Clayton)
    Ops
  • Dani — Quill dev outsources (mobile app)
    Done
  • SC 90 Day Plan — H/C Feedback
    Review
  • SI MVP — Feedback
    Review
  • Resourcing plan & Cash Flow tied to Mast 90 day
    Finance

Osma (Eugenio)

  • Tasks — 1/20 & 2/2 action items
  • Finances — Budget & Team Plan
  • MVP Plan
  • Enterprise Sales Pack
  • Investor Deck

Sprint Capital (Clayton)

  • Setup Requirements
  • GDC Ops Tasks
  • PR Plan — Clayton announcement
  • Lawyer outbound / meetings
  • Buy SprintCap domain, setup emails
  • Notion setup → Nikola sync

Studios (Dani)

  • Clarify Autonomy Doc
  • Raise Decision Framework / Doug Memo
  • Jira tickets
  • Add Ops duties (now through June)
  • Studios Re-tooling plan

PlatOps (Nikola)

  • Bios, promotions, bonus plans, LinkedIn update
  • Finalize MSA — next draft
  • Sprint 2026 Budget & Plan
  • Hugh × Aaron — 2026 review/decisions
  • State licensing/registration — TN & CA
  • Master entity doc (EINs, filing dates)

Pref Round / Foundry (Hugh)

  • LabsCo/Foundry fundraising plan (SI, Osma, Cubista)
  • SM final Pref round — Hugh/Clayton
  • Finalize Successor Grant / Advisor Equity template
  • RL/ER — Successor Grant & Side Letter

Pegasus Lodges

2026 Season
Status
Active — 2026
Booking Sheet
Linked
Google Sheets
Historical
4 yrs
2022–2025 data

Tasks

  • Dingo — Video for Google Business
    Marketing
  • TIL Instagram access
    Marketing
  • Send Rudi — PL 2023 & 2024 P&Ls + fee details
    Finance

Key Links

  • Summary KPIs → Google Sheet
  • 2026 Bookings → Google Sheet
  • 2026 Finance → Google Sheet
  • Mgmt Fees → Google Sheet
  • Booking Tracking → 2023–2026

Personal

Nomada — Admin

  • Guardian → Fix autopay [Elle]
    Finance
  • Privacy Soldier → Cancel GSuite, domains
    Cleanup

Hall — Financial

  • Hall/Steiner Financials — check Aly's action items
    Finance
  • Mass Mutual — Complete & send forms
    Finance
  • Palmingo Dispute — decide on response
    Legal
  • Pool Cover — review response
    Legal
  • USBank transfer/close
  • Taxes — Nomada/Personal prep + Worksheet
  • Home Insurance

Hall — To-Do's

  • Skis
  • USTA signup
  • Amazon returns
  • TC HOA — follow up on dispute/refund
  • Trips — JP, CA, Spring Break (Third Home Keys)
  • Update Kraken PW/2FA
  • Quicken updates for 2026 — cloud, budget, loans

1712 Projects

  • Greathouse Maintenance — schedule start
    Home
  • Kevin — Chicken Coop
  • Screen Porch
  • Leo — Landscaping (stone path, planting)
  • Lighting — NLI ($239/light)
  • Firepit zone — sprinkler, gravel, edging, chairs
  • Quotes — Shower/dog wash, kitchen, pergola
  • Basement — closet shelving, gym mirrors
  • Master Bath — power to toilet, shower head
  • Attic — BWS crank, ladder/stairs/lift

Claude Projects

Aix-01 — Demand Intercept

Active
  • Create additional guides for Ridgelineguides.com
    Next action

→ Claude Project

SS / Privacy AI

Waiting
  • Need Evan response → then feed Claude
    Blocked

TIL v2

In Progress
  • Dashboard → action items
    Next step

Pegasus Lodges v2

Planning
  • Roadmap / Plan
    Needs scoping

Nomada Hub

This Project
  • Build landing page + dashboard
  • Squarespace → GoDaddy domain transfer
    Waiting on transfer code
  • Cloudflare Pages + nameservers setup
  • GitHub repo setup
  • Deploy to Cloudflare Pages
    After domain transfer
  • Add Cloudflare Turnstile CAPTCHA
  • Setup Cloudflare Access auth

Integrations

v3 — Operational Hub Roadmap

Data Sources

G
Google Calendar
Sync all calendars — deadlines, meetings, payroll dates
Phase 1
G
Gmail
Parse action items, flag urgent messages
Phase 1
S
Slack
Cross-workspace message aggregation
Phase 2
Q
QuickBooks
Pull financials — Sprint Mode, Osma, Nomada via Plotpath
Phase 2
G
Gusto
Payroll dates, processing, employee data
Phase 2

AI & Automation

AI
Claude Chat Agent
Ask anything about your business — reports, data, decisions
Phase 3
↺
Auto-Invoice
Generate & send Sprint invoices on schedule
Phase 3
📊
Financial Dashboard
Consolidated P&L, cash flow, assets & liabilities
Phase 3

Implementation Roadmap

Phase 1 — Now

Deploy site + Static dashboard

  • ✓ Landing page + contact form
  • ✓ Dashboard with task cards
  • ○ Domain transfer → Cloudflare
  • ○ Cloudflare Turnstile CAPTCHA
  • ○ Cloudflare Access (auth)
  • ○ GCal + Gmail read-only sync

Phase 2 — Month 1

Live data + Financial integrations

  • ○ QuickBooks API (via Plotpath)
  • ○ Gusto payroll sync
  • ○ Slack aggregation
  • ○ Task persistence (D1 database)
  • ○ Mobile-optimized views

Phase 3 — Month 2-3

AI agent + Full automation

  • ○ Claude chat agent (Anthropic API)
  • ○ Auto-invoice generation
  • ○ Payroll trigger automation
  • ○ Consolidated financial dashboard
  • ○ Elle user access
  • ○ Asset/liability tracker