Red Oak Portfolio · Centauri

Build Dashboard

Week of Aug 17 (Week 1 of 13) · live at redoak.wayfindercapital.co · three views
3
Live raises
$15.5M
Portfolio target
Fri 21
Account transfers due
6 done
Foundation items
Build progress — where every workstream stands~30%
Week 1 of 13. Infrastructure is done; the accounts, the CRM, and Tom's outreach engine are the active builds.
Infrastructure & domain
Done · live
Accounts & tracking
In progress · gated on David
Team & comms (Slack, Drive)
Invites to send
Canvas raise
Deck + 97 leads underway
Tom outreach engine
Scoping · see card below
Moxie & Pine Haven
Next week
Canvas Moving
$6M · $2M through Oct · $100K min
Deck core + 97 warm leads underway
Moxie Foundation
$5.5M · $1M in 3 mo · $100K new class
Deck update + funnel next
Pine Haven Pending URL
$4.5M recap by end 2026 · $100K min
Warm-base cadence + investor LP URL

Outreach engine — Tom & David new workstream

The system a warm lead moves through: land, book, talk, get recorded, route to the right deal. Build once, reuse per deal.

  • Investor deck the leads actually see (Canvas first)Alex
  • Landing page the outreach points toAlex
  • Dialer decision: dialer.io for Tom + David, or manual outreachDecision
  • Call-booking calendar set up + routing to the right dealTom + Alex
  • Investor-call recording: per-deal folder + API access to analyze objections & performanceAlex + Tom

This week

Foundation sprint + Canvas momentum

  • Account ownership → Centauri (Ads, GA, Clarity)Zach + David
  • David creates Meta portfolio + Centauri accountDavid
  • Meta: shared pixel + 3 ad accountsZach + Katie
  • Slack workspace live — send the invitesAlex
  • Master shared DriveTom + Alex
  • Canvas: investor deck coreAlex
  • Canvas: work the 97 warm leadsAlex / Tom

Next week

Turn the foundation into the catcher

  • Canvas nurture sequence live to the 97Alex
  • Canvas landing page v2 → CRMAlex
  • ActiveCampaign seats + Moxie/PineHaven pipelinesAlex
  • Moxie deck update for the $100K classAlex / Red Oak
  • Pine Haven warm-base cadence beginsDavid
  • Compliance template set → counselAlex / counsel
  • Setter hiring opensAlex / Red Oak

Done — foundation locked

  • Custom domain live — redoak.wayfindercapital.coAlex
  • DNS moved to Cloudflare, email verified intactAlex
  • Dashboard deployed (Vercel), green configAlex
  • Control tower + 90-day roadmap builtAlex
  • Roles / RACI confirmedAlex
  • Cloudflare connected for API managementAlex

Open — waiting / decisions

  • Pine Haven investor landing-page URL ("Invest in Serenity")Tom
  • Dialer vs manual outreach — pick the approachTom + David
  • Email DKIM in Google Workspace (deliverability)Alex / Tom
  • Brand + video source files (on Dropbox)Tom
Done In progress Planned / decision Blocked
Week of Aug 17 — what we're hooking up. Foundation week across all three raises: standing up the ad and tracking accounts under Centauri, the team workspace, Canvas's investor materials, and the outreach engine so the first conversations can start.
Where the build stands~30%
Infrastructure is done and live. This week is accounts, the workspace, Canvas materials, and the outreach engine.
Canvas Moving
$6M raise
Deck + warm leads in motion
Moxie Building
$5.5M raise
Deck update + funnel next
Pine Haven Building
$4.5M recap
Warm base + funnel next

Getting hooked up this week

  • Ad + tracking accounts moved under Centauri ownership
  • Meta Business Manager, shared pixel, and per-deal ad accounts
  • Team workspace (Slack) + shared asset drive
  • Canvas investor deck core
  • Outreach engine scoped: deck, landing page, call booking, recording
  • Outreach started to the 97 warm Canvas leads

Coming next week

  • Canvas nurture sequence + landing page live
  • CRM pipelines built for Moxie and Pine Haven
  • Moxie deck updated for the new $100K class
  • Pine Haven warm-base outreach begins (from David)
  • Compliance templates to counsel for review
  • Hiring opens for the appointment setter
What Alex is building this week: the shared operating system all three raises run on — account ownership, tracking and pixel setup, the CRM foundation, Canvas investor materials, and the outreach engine (deck, landing page, call booking, recording). The goal of week one is a foundation we build once and reuse on every deal, so nothing gets rebuilt three times.
Zach — your lane this week. Most of this pairs with David creating the Centauri accounts, so grab a call with him and knock it out together. Target: everything transferred by Friday the 21st.

This week

  • Wait for David to create the Meta portfolio + Centauri accountGate
  • Google Ads: new Centauri payments profile + MCC, add all, drop personal GmailZach + David
  • Google Analytics: add Centauri + David, move off personal GmailZach + David
  • Microsoft Clarity: recreate 2 projects under Centauri, add allZach + David
  • Meta: shared pixel + 3 ad accounts (bill per deal-LLC)Zach + Katie
  • Per-deal custom conversionsZach

On deck

  • Pull existing Canvas creative into the shared driveZach
  • Refresh Canvas creative set for the day-30 relaunchZach
  • Confirm the Canvas ad account + pixel transfer completesZach
  • Moxie + Pine Haven ad accounts once decks/LPs are readyZach

The one rule

Ads don't turn back on until a lead can be caught. This week is plumbing and creative, not spend. Budgets and spend caps come later, once the catcher works.