Filter
R
DD-FIN-001 is the critical-path blocker. The 2024 audited financials are still outstanding, and the quality-of-earnings task (DD-FIN-005) is blocked behind them. With 37 days to IC, this is the one to push — the CFO committed to delivering by the 15th.
Priority
Title & source
Account
Owner
Due
Status
ID
Open & in progress · 9
Sorted by priority, then due date
P1
Request 2024 audited financials from CFO
FIN
Financials
AP
Amir Patel
Due in 3d
In Progress
DD-FIN-001
P1
Schedule Acme Health reference call — concentration risk
CON
Concentration
MV
Maya Vargas
Due in 5d
Open
DD-CON-002
P1
Downside model: Acme Health churns at renewal
RConversation
CON
Concentration
AP
Amir Patel
Due in 6d
Open
DD-CON-003
P2
CTO security & architecture call — prep questions
TEC
Tech & security
DK
Devin Kim
Due May 1
Open
DD-TEC-004
P2
Quality-of-earnings — normalize one-time items
FIN
Financials
AP
Amir Patel
Blocked · awaiting financials
Blocked
DD-FIN-005
P2
Management retention / earn-out framing for IC
MGT
Management
SL
Sarah Lin
Due in 8d
Open
DD-MGT-006
P3
Partner agreement review — channel concentration
COM
Commercial
MV
Maya Vargas
Due in 9d
Open
DD-COM-007
P3
Draft IC memo — risks section
IC
Deliverable
SL
Sarah Lin
Due in 10d
Draft
DD-IC-008