📋 Projects HQ

⚡ Command Center 🏢 Office 📡 Signal Desk
🧬 Dialectic
📺 APMC / Victory+
💎 JDH / Animal Health
🔴 Urgent 0
Review PEPN2411 FDA draft responses
FDADue: Mar 25
DT2216 Ovarian Trial update — review Larry Tremaine email
TrialDue: Mar 25
Review IST Budget (25-076) — Josh Sills / Emily Karpinski
BudgetDue: Mar 25
🟡 In Progress 0
COG call follow-up — align with Josh, Larry, Michael, Jim
MeetingOngoing
Dialectic Representation Change — David Hitt handling
LegalIn progress
UF T19119 PCT Filing — Josh Sills / David Hitt
IPIn progress
PD data consideration for PEPN2411
DataJosh reviewing
✅ Done 0
Dialectic animation site deployed
Ship
Convertible Note Omnibus Amendment reviewed
Legal

🔗 Key Links & Resources

📧
DT Sciences Email
friedberg@dtsciences.com
🧬
DT2216 Trial Data
Ovarian cancer phase updates
📋
PEPN2411 FDA Tracker
Draft responses & timeline
💊
Dialectic Animation
dialectic-animation (Vercel)
🔴 Urgent 0
Evercore model update — they will send updated version
ModelWaiting
Narendra redirect pattern — send action items email
PoliticalToday
Dallas Stars contract — payment timing vs model assumptions
LegalReview
🟡 In Progress 0
Allstar Operating Model v12 — latest iteration on Lenovo
ModelActive
Summary Old v New — waterfall + bridge (sent to Neil/Jon)
DeliverableSent Mar 20
MG restructuring — flat → balloon, 28 → 23 teams
StructureComplete
NBA device assumptions — negotiation data replacing estimates
DataUpdated
Bookings pipeline — Joe owns this (NOT Stephen)
CYARedirected
✅ Done 0
McKinsey waterfall charts (FY26-31) — 6 charts built
Charts
EBITDA bridge — 3 categories verified to $0 variance
Analysis
V Team Summary DCF integrated — 24 teams, $3,026M xNPV
Model
Victory TopGrade Analysis complete
Analysis
Allstar MG fix — balloon aligned to correct seasons
Model

🔗 Key Links & Resources

📧
APMC Email
s.friedberg@aparentmedia.com
📊
Allstar Model v12
Latest on Lenovo Rockbrook folder
📋
V Team Summary
DCF by team with toggles
📈
APMC V+ COGS Analysis v2
Cost analysis workbook
🏒
Dallas Stars Contract
Digital Rights License Agreement
📑
FY2026 Q1 BOD Deck
Board presentation
🔴 Urgent 0
Reply to John Harkey — he responded Mar 19, no feedback yet from legal
HarkeyOverdue
Sign Axial NDA — medical equipment planning (TX) $4.9M/$1.2M
Deal5 deals pending
Review Russ Paulson 3-yr P&L — sent Mar 17, QB issues noted
DealDue: today
Tron / Eclipse follow-up — IC was Monday, check at 1pm
InvestorToday 1pm
🟡 In Progress 0
SPAC deck — waterfall with actuals ($748.6M / $22.5M EBITDA)
DeliverableReady for review
Animal Supply Company (distressed) — Grand Prairie TX, $500M-$1B
Score: 90Monitor
Pet acquisition memo — sent to Rockbrook inbox with Excel backup
DeliverableSent Mar 24
Niche manufacturing target — $50M rev / $10M EBITDA thesis
StrategyProfile built
DDSprints — Sandeep + Project Mana outreach
RevenueDM pending
Greg Kovsky call — CGK Business Sales (469) 998-1968
BrokerScript ready
✅ Done 0
Nelson Wholesale FY2025 financials — OCR extracted from PDF
$86.5M rev / ~$1M EBITDA
Platform financials verified — $748.6M / $127.9M GP / $22.5M EBITDA
All actuals
LVS EBITDA corrected to $7.1M (was $9.2M)
Fix
AHSI + Anderson's investment summaries sent to Harkey
Deliverable
Deal screener CLI built and tested
Tool
15 DFW broker contacts compiled
Pipeline

🔗 Key Links & Resources

📧
Harkey Email
sfriedberg@harkey.net
📧
Rockbrook Email
stephen@rockbrookventures.com
🎯
Axial
5 deals pending review
🔍
SearchFunder
DDSprints outreach targets
📊
SPAC Deck + Waterfall
Allstar_OM_VSEND2_COMPLETE.xlsx
📋
Pet Acquisition Memo
JDH_Pet_Acquisition_Opportunities.docx
🏭
Mfg Target Profile
niche-manufacturing-target-profile.md
🔬
Birdie Intel Report
McKinsey/BCG March 2026