Next Era Legacy

INV-030

Charles Barkley

Charles Barkley

Priority AOverdue Open in Zoho

Relationship owner

Bob Bush Jr.

Investor segment

Prospect - named

Track

Active

Contact

Not recorded

Fundraising stage

The current position of each investor from first outreach through documented commitment.

  1. No contactCompleted
  2. 2First email or text sentCurrent stage
  3. 3First call heldUpcoming
  4. 4Ongoing dialogueUpcoming
  5. 5Teaser sentUpcoming
  6. 6NDA signedUpcoming
  7. 7Full deck presentedUpcoming
  8. 8Soft commitmentUpcoming
  9. 9Hard commitmentUpcoming

Funding

Prior position
—
Soft commitment
—
Hard commitment
—

Follow-up

Effective status
Overdue
Zoho touch status
Scheduled
Last dated touch
Sep 11, 2026
Next touch due
Sep 13, 2026

Communication

Ongoing emails
—
Ongoing calls
—
Zoho owner
Eric Baker

Relationship path

Channel / path in

Direct relationship with Bob Bush Jr.

Constraint / watch

Initial contact made by text message on Sept 11, 2026. Direct relationship, pre-existing limb satisfied on its face; record financial circumstances before offering detail moves.

Relationship basis and source

Relationship basis

Connection stated by Bob Bush Jr., Sept 9, 2026; text contact confirmed Sept 11, 2026

Source reference

S-33

Milestones

First email or text

Sep 11, 2026

First call

—

Teaser sent

—

NDA signed

—

Deck presented

—