Next Era Legacy
INV-006
Byron Trott
Byron Trott
Relationship owner
To confirm
Investor segment
Existing shareholder - individual
Track
Active
Contact
Not recorded
Fundraising stage
The current position of each investor from first outreach through documented commitment.
- 1No contactCurrent stage
- 2First email or text sentUpcoming
- 3First call heldUpcoming
- 4Ongoing dialogueUpcoming
- 5Teaser sentUpcoming
- 6NDA signedUpcoming
- 7Full deck presentedUpcoming
- 8Soft commitmentUpcoming
- 9Hard commitmentUpcoming
Funding
- Prior position
- —
- Soft commitment
- —
- Hard commitment
- —
Follow-up
- Effective status
- No contact
- Zoho touch status
- No contact
- Last dated touch
- —
- Next touch due
- Sep 8, 2026
Communication
- Ongoing emails
- —
- Ongoing calls
- —
- Zoho owner
- Eric Baker
Relationship path
Channel / path in
Personal holding outside BDT & MSD; second path through Nick Gialamos
Constraint / watch
No direct contact as of Sept 9, 2026. Characterised as disgruntled with a spirits background.
Relationship basis and source
Relationship basis
Status stated by Bob Bush Jr., Sept 9, 2026; Larry Wert briefing; Project Legacy dossier
Source reference
S-09, S-25
Milestones
First email or text
—
First call
—
Teaser sent
—
NDA signed
—
Deck presented
—