YuzuFi

Tier drives priority, not chronology. A Tier 1 prospect on Day 3 gets IR bandwidth before a Tier 3 prospect on Day 20. Tier assignment references the priority stack in Ideal Client Profile.
Qualification checklist gates movement Sourced → Intro Call. If <6 of the 8 qualification items are yes (accredited status, alts allocation, PC experience, lockup tolerance, USD wires, mgr-level reporting, ABF framing, named-obligor DD), the prospect stays Sourced or moves to Wrong Fit.
Days in stage matter more than absolute age. A card sitting >14 days in Intro Call is a stalled deal — either re-engage or archive.
Wrong Fit is intentional and public. Recording declines protects IR bandwidth from the same inbound cycling back and forces the team to name the structural reason (IPS, 40-Act, ERISA, sub-accredited).
Ticket size < $250k = Class A ($100k). $500k+ = Class B (institutional). Route Sourced → Intro Call with the right class already in mind; a Tier 4 SFO walking into the $100k class reads "retail" and stalls.
Two rollovers = anchor client. Post-Phase 7 rollover cards should carry an "anchor" flag — those are the references the next 10 diligence calls will lean on.

Sourced → Intro Call: Contact made, 30-min slot booked, accredited/AI/PI status pre-confirmed. Target: 7 days.
Intro Call → NDA & Diligence: NDA countersigned, materials package delivered, data room access granted. Target: 5 days post-call.
NDA & Diligence → Subscription: Mgmt call held, references cleared, sub package requested by prospect. Target: 10 business days.
Subscription → Funded: Sub docs countersigned, Form 17 delivered to JP tax rep, wire received. Target: 10 business days.
Funded → Term End: Minimum 3 months (2–4 cycles). Fixed by product terms — no acceleration.
Term End → Rollover / Exit: Distribution package or new subscription. Target: 5–10 business days from term-end date.

Japanese translation of customer-facing docs. With JP-domestic prospects now on the board (brloren, Matt Romaine) and the Tether contact potentially routing via a JP relationship, translate The Product, Investor FAQ, and Process & Next Steps into Japanese. Skill: /translate-slides handles decks; a parallel MD-based flow needed for research docs.
Calendaring system for intro calls. Move from ad-hoc scheduling to a bookable calendar so Sourced → Intro Call handoff is one click for the prospect. Options: Calendly / Cal.com / SavvyCal instance for YuzuFi IR — embed on The Product page and link from every "Next: book intro call" note on the pipeline. Should sync JP + US timezones, gate the booking form on accredited/PI status pre-confirmation, and auto-log the booking as a stage move to Intro Call.

python vetting.py list — show all prospects, or filter --stage intro
python vetting.py show <id> — full detail on one prospect
python vetting.py add <id> --name "..." --stage sourced --tier 2 --type "..." --jurisdiction "..." --ticket "$500k" --sourced "..." --note "..."
python vetting.py mv <id> <stage> — move stage (also resets enteredStageAt to today)
python vetting.py set <id> --ticket "$1M" --note "..." — update fields
python vetting.py touch <id> — reset stage entry date to today
python vetting.py rm <id> — delete prospect

Vetting Pipeline — Confirmed-Order Trade Finance Note