Objectives · through Q2 2027
What the next six months are for
The table is the quarter in one line. The list under it is work you can finish, block, or retire when a customer proves the assumption wrong.
| Organization | Q4 2026 | Q1 2027 | Q2 2027 |
|---|---|---|---|
| Eligibl | Charlotte outreach and champion discovery | Develop a local pilot and recruit users | Evaluate the pilot and institutional expansion |
| WalletKing | Recruit 20 beta testers and validate the experience | Deploy improvements and evaluate retention | Evaluate monetization and acquisition |
| Caldera Compliance | Prepare the offering and identify leads | Discover and secure the first client | Deliver, measure, and refine the first engagement |
| Vector Core | Build a lightweight internal portal | Improve decision records, knowledge, and reporting | Introduce organization-aware AI capabilities |
| Vector Labs | Establish organizational structure and goals | Review portfolio performance and allocate resources | Strengthen operations and team capacity |
6 objectives. 0 in motion. 0 done.
Vector Core/By November 8, 2026
Vector Core is useful enough to run the week from
Dashboard, venture profiles, trees, quarterly objectives, decisions, the knowledge base, and a place for costs. Mark this done when you have used it, not when the screens exist.
Eligibl/First 30 days
Identify five Charlotte-area contacts and conduct outreach
The five named organizations are the starting list. Update each one when the outreach is real.
Eligibl/First 30 days
Three discovery conversations and one potential institutional champion
A champion is someone who will help carry a pilot, not someone who took a meeting.
WalletKing/First 30 days
Recruit and onboard the initial testers
Start near ten people. Watch the friction yourself.
Caldera Compliance/Q4 2026
Refine the service offer, identify leads, and prepare client-facing materials
Discovery conversations are a January activity. Q4 is for having something true to say.
Vector Labs/Q4 2026
Establish the organizational structure and goals
The November 1 blueprint is the first version. It stays the reference only if it is revised when facts arrive.