Next Era Legacy
INV-015
Ray McGuire
Ray McGuire
Relationship owner
To confirm
Investor segment
Prospect - named
Track
Active
Contact
Not recorded
Fundraising stage
The current position of each investor from first outreach through documented commitment.
- No contactCompleted
- First email or text sentCompleted
- First call heldCompleted
- Ongoing dialogueCompleted
- 5Teaser sentCurrent stage
- 6NDA signedUpcoming
- 7Full deck presentedUpcoming
- 8Soft commitmentUpcoming
- 9Hard commitmentUpcoming
Funding
- Prior position
- —
- Soft commitment
- —
- Hard commitment
- —
Follow-up
- Effective status
- Overdue
- Zoho touch status
- Overdue
- Last dated touch
- Sep 9, 2026
- Next touch due
- Sep 11, 2026
Communication
- Ongoing emails
- —
- Ongoing calls
- Yes
- Zoho owner
- Eric Baker
Relationship path
Channel / path in
Named in the Larry Wert briefing as a prospect
Constraint / watch
Teaser sent Sept 9, 2026. Channel behind 'ongoing' needs confirming. President & Co-Head of Financial Advisory, North America, Lazard.
Relationship basis and source
Relationship basis
Status stated by Bob Bush Jr., Sept 9, 2026; title verified Sept 11, 2026
Source reference
S-25, S-36
Milestones
First email or text
—
First call
—
Teaser sent
Sep 9, 2026
NDA signed
—
Deck presented
—