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Add Aurelius Capital to OCS if deal closes — $250K deal in pipeline #193

Description

@urbantech

Summary

Aurelius Capital (Alon Lifshitz, Co-Founder & Managing Partner) has a $250K deal open in the ZeroPipeline CRM. If/when this deal closes, a stakeholder and SAFE record must be created in OCS.

Current State

  • CRM: Deal "Aurelius Capital - AINative Investment", value $250K, score 30, status open
  • OCS: No stakeholder or SAFE record exists

Action (When Deal Closes)

  1. Create stakeholder: Aurelius Capital / Alon Lifshitz, investor role
  2. Create SAFE with agreed terms
  3. Link to CRM deal record

Note

This is a pipeline deal, not a closed investment. Only action when status changes to "won".

Activity

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