Priority Setting
Week of May 5, 2026
ABBI's Suggested Priorities
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1
Fund III Final Close
Investors / LPsComplete final close documentation, LP commitment tracker, and side letter reconciliation for Fund III investors.
Due: Sat, May 9Score: 94Assigned: Shelby, Rob, Jackie, Sara
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2
Meridian CEO Escalation
Portfolio Company CEOsCEO has raised concerns about Q2 operating plan alignment. Prepare background brief and draft response for JS review.
Due: Wed, May 6Score: 88Assigned: Rob
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3
IC Prep: Atlas Bolt-on Acquisition
Internal Deal TeamsPrepare IC memo, executive summary, and financial model review for Atlas bolt-on acquisition. Board Alignment doc coordination.
Due: Fri, May 8Score: 76Assigned: Rob, Cornelius
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4
Q2 LP Update Draft
Investors / LPsDraft quarterly update letter for Fund III LPs. Include portfolio performance summary, key developments, and outlook.
Due: Sat, May 16Score: 62Assigned: Shelby
Team Workload
S
Shelby65%
R
Rob85%
C
Cornelius40%
J
Jackie20%
S
Sara15%
Unassigned Capacity
Shelby: 14h available
Cornelius: 24h available
Jackie: 32h available
Sara: 34h available
Incoming This Week
Asana items due12
Meetings on calendar8
Investor emails pending3
Board deck due Friday1
Action Items Extracted
From email9
From meetings1
Added to Asana10