What changed since this morning's run
No sentiment ratings moved. These are corrections and new signals from 6:45am to the re-run.
- Nucleon — correction. The 8:30am call with Austyn was a separate internal conversation, not the FY2025 expectation reset this morning's dashboard assumed. The reset is still owed and still Andrew's.
- Firefly Solar. Alistair, 8:48am in #inflection-firefly: “Chris is ready when you are.” The Chris Nastase intro is live and the next move is ours.
- Manta. The recurring internal Manta check-in slot came off the calendar this morning (today's 3:30pm instance is gone; Michelle declined). Nothing client-facing is booked and Adrian's Oct 1 email is still unanswered.
- Elastic Energy. Today's coverage-plan update names the actual SR&ED blocker: Elastic has not paid the accountant's invoice, so the FY2025 claim cannot go in. Oct 31 is statutory.
- Portfolio. Four Alberta Innovates Strategic Industries EOIs are now marked ASAP — BigGeo, PrePad, Firefly, Brilliant Harvest — alongside Wosler's RTRI. Batching them with one owner and shared boilerplate is the fastest way through.
- Brilliant Harvest. CAAIN still has no submission confirmation as of this run; it closes tonight at 11:59pm. This morning's client page said “submitted” — corrected to “final pass for tonight's deadline”.
Elastic Energy
🔴 At Risk
Keiver Tremblay, COO — keiver@elasticenergy.com · Ben Hilborn, CEO — ben@elasticenergy.com
Grid-edge energy intelligence · BC
Engagement since 2025-Q4 · $3,000/mo · term ends late Nov 2026 · Oct retainer and invoices 1071/1083 on hold · NPS n/a
Work done to date
- NGIF scope change request filed Oct 2 — trial cut from up to 150 homes to ~30, budget workbook adjusted. Michelle's target: “shoring all of this up before the 19th.” [Email, Oct 2]
- NGIF pushed back on sequencing Oct 5 — full CA and all documents required before member approval. Full package re-sent same day. [Email, Oct 5]
- Three further NGIF corrections Oct 6 — funding letters re-addressed to NGIF Accelerator, financial-statement clause clarified, Appendix A refiled. Four corrected documents circulated Oct 8. [Email, Oct 6–8]
- MCE Virtual Power Plant RFQ assessed and closed in one day. Ben: “We don't meet those, I'll push back on Genaro to keep leading.” Clean no-go. [Email, Oct 7–8]
- Oct 5 client sync built out the Japan mission EOI — contact set documented (Schulman Advisory, PwC Japan, Sanshu Wireless Harness, Tokyo embassy trade commissioners). [Granola, Oct 5]
- New funding scan delivered Oct 9. NorthX EOI date confirmed Oct 30; CEC Proposition 4 DEBA (~US$46.1M) added as a watch item; NYSERDA PON 5848 flagged with conflicting status. [Drive, Oct 9]
Coming up — next 2–3 weeks
- Oct 13 — NRC IRAP Japan mission EOI. Registration in; waiting on ITA sign-off from Trevor Moat and on Keiver sending the ITA update note. Neither confirmed. [Drive, Oct 9]
- Overdue — Innovate BC Integrated Marketplace go/no-go (up to $500K at 40%). SkyScout, the candidate BC partner, is committed to its own Innovate BC filing with BigGeo. Kill it or find another partner. [Granola, Oct 5–6]
- Oct 19 — target to have the NGIF CA package fully shored up. Appendix C (financial statements) is the funder's last open question. [Email, Oct 2–8]
- Oct 30 — Innovate BC closes; NorthX Climate Tech EOI with BC Hydro due. NorthX eligibility still being confirmed. [Drive, Oct 9]
- New since 6:45am Oct 31 — statutory FY2025 SR&ED deadline. The blocker is now named: Elastic hasn't paid the accountant's invoice, so the claim can't be filed. Confirm payment, then confirm submission. Owner on payment conversation: Andrew. [Drive, Oct 9 coverage plan]
- Late Nov — term ends; 10% fee-cap reconciliation due. Owner: Andrew. [Drive, Oct 8]
Sentiment
Red on commercials, not on the relationship. Keiver raised the fee cap Sep 30 — “Section 2 caps total fees at 10% of secured funding” — and the reconciliation is overdue with Andrew as owner while the October page publicly promised it. Invoices are on hold. Against that, both founders were highly responsive this week and Keiver's tone on the billing fix was warm. Exposure: the term ends in ~7 weeks with the reconciliation unsent, NGIF unsigned, and now an unpaid accountant invoice sitting between us and a statutory deadline.
Source evidence
- Email, Oct 2–8 — NGIF scope change, Rosalby's sequencing pushback, corrections; grants inbox 2FA lockout so the client forwarded on our behalf.
- Email, Oct 7–8 — MCE RFQ 2026-06; Ben's no-go.
- Granola, Oct 5–6 — client sync; SkyScout's Innovate BC capacity committed elsewhere.
- Drive, Oct 9 — funding scan; SR&ED filing-status discrepancy (tracker says submitted, notes say pending).
- Drive, Oct 9 — NDF Client Transition & Coverage Plan: accountant invoice unpaid is the SR&ED hold-up.
- Email/Slack, Sep 30 — Keiver on the 10% cap.
BigGeo
🔴 At Risk
Brent Lane, CEO — brent@biggeo.com · Ryan Atkins, ops/finance · Prashant, Senior Advisor · Brett (S&P deal)
Spatial data infrastructure · defence & dual-use
Engagement since 2026-Q1 · retainer cut to $5,000/mo + tax from Oct 1 (from $8,000) · Amendment No. 1 unsigned · 10% aggregate cap · NPS n/a
Work done to date
- First IRAP ICAP claim paid — $2,600 deposited Oct 2 against the $49,515 award. First money through the door. [Slack, Oct 2]
- CENGN direction resolved Oct 6: four-part stack (SkyScout, Spexi, BigGeo, ThinkON), summer 2027 test start, ~$250K R&D, ~60 days to go live. [Granola, Oct 6]
- Alberta Innovates play defined around S&P Global: $1.5M project, S&P $750K, BigGeo matching via Alberta Innovates at 50% up to $750K. Brett pitched it to S&P Oct 7. [Granola, Oct 6]
- S&P Global deal going to contract — BigGeo as data distribution arm for 400 Canadian energy clients, scale quoted at $15M–$40M. [Granola, Oct 6]
- PrairiesCan RAII EOI drafted Oct 7; PrairiesCan confirmed Oct 8 RAII can be filed with a BSP under review. [Drive, Oct 7 / Slack, Oct 8]
- Funding scan delivered Oct 9 — Alberta Innovates Strategic Industries, CENGN as validation not R&D, IDEaS Radio Data Fusion, IRAP Defence Industry Assist, SSC Sovereign Public Cloud. [Drive, Oct 9]
Coming up — next 2–3 weeks
- By Mon Oct 12 — go/no-go on IDEaS Radio Data Fusion. Date conflict: scan says Oct 20, Michelle's Oct 8 comment and the coverage plan say Oct 29. Three IDEaS files already pending. [Drive, Oct 9]
- Mid-to-late Oct — CENGN full proposal (up to $500K). Portal sent a no-activity reminder Oct 2 and the proposal hasn't been started. [Slack, Oct 2 / Drive, Oct 9]
- New since 6:45am ASAP — Alberta Innovates Strategic Industries EOI off the S&P conversation; Michelle owes Brett the program blurb. One of four AI SI EOIs now flagged ASAP across the book. [Drive, Oct 9 coverage plan]
- Oct 15 — Brent biweekly. Oct 21 ISC Minerva. Oct 30 Innovate BC via SkyScout. [Calendar / Drive, Oct 9]
- Mid-to-late Oct — Elevate IP ($25K), IDEaS and Calian Ventures decisions pending. [Drive, Oct 9]
- Amendment No. 1 redline still with Ryan/Brent; reduction already in effect on unsigned paper. Owner: Andrew. [Granola, Oct 1]
Sentiment
The clearest churn risk in the book, and Andrew named it himself: “8–9 months in, good pipeline, no results yet — this is the churn risk.” Only $2,600 has landed. Brent is negotiating in good faith and warmly, but his unprompted framing that he'd rather hire if fees approach a salary is a cost-benefit test a results drought will answer for him. The CENGN portal reminder is a slip with an external witness. The antidote in flight is the Alberta Innovates / S&P $1.5M file.
Source evidence
- Slack #biggeo-internal, Oct 2 — IRAP $2,600 deposit; CENGN no-activity reminder; Andrew's churn-risk line.
- Granola, Oct 1 — amendment call; Ryan to redline.
- Granola, Oct 2 — Prashant: Speccy and the CENGN winery proposal are incompatible.
- Granola, Oct 6 — Spexi/SkyScout call; S&P scale and Alberta Innovates structure.
- Slack, Sep 23 / Oct 9 — IRAP needs signed SOWs for Brent and Brett that don't exist on paper. Unresolved.
Manta
🔴 At Risk
Adrian Bautista, EVP/President — adrian@mantahealth.ai · Wayne Sim, co-founder
Medical-imaging AI infrastructure · agentic orchestration
Engagement since 2026-Q1 · $6,500/mo · relationship held by Andrew · NPS n/a
Work done to date
- Refreshed funding scan delivered Oct 2. AICE verified open — Validate up to $300K, Market Access $300K–$600K, 75% cost share, intake Nov 27, full app Jan 15, 2027. [Drive, Oct 2]
- Scan establishes that corporate structure gates AICE, RAII, IRAP, Mitacs and SR&ED. [Drive, Oct 2]
- AICE effort sized at 40–60 hours end to end. [Slack DM, Oct 7]
- Nothing else moved Oct 2–9. No new Drive doc, no #manta-internal post since Sep 25, no Granola meeting since Sep 25, no email since Oct 1. [All sources]
Coming up — next 2–3 weeks
- Reply to Adrian's Oct 1 email (Santis Health survey, sent unprompted). Still unanswered as of this run — nine days. [Email, Oct 1]
- New since 6:45am Book a client touchpoint. The recurring internal Manta check-in slot came off the calendar this morning; nothing client-facing is scheduled. [Calendar / Email, Oct 9]
- Put a date on the corporate structure brief. Sole deliverable justifying the retainer through the pivot; gates every program. [Drive, Oct 8–9]
- Chase the Labeldeep technology overview; confirm whether the Oct 2 Alberta Innovates intro happened. [Drive, Oct 2–9]
- Nov 27 AICE intake · Jan 15, 2027 full application. [Drive, Oct 2]
Sentiment
Red for a reason that inverts the usual one — the silence is ours. Adrian paid #1075 ($6,825) Sep 25, took the reset meeting, and sent market intel unprompted Oct 1. Wayne asked us to stay involved. No complaint anywhere. But Manta pays $6,500/month with zero applications in flight, an unanswered founder email, no internal activity in two weeks, and as of this morning no check-in slot on the calendar at all. The October page promised four things and none shows movement. Most likely account to lose through inattention rather than dissatisfaction.
Source evidence
- Email, Oct 1 — Adrian to Andrew and Michelle, Santis Health survey; one message in thread as of Oct 9.
- Calendar, Oct 9 — “Manta <> Check in” series updated 8:12am; Oct 9 instance no longer on Andrew's calendar; Michelle declined.
- Granola, Oct 2 — internal sync: Oct 2 check-in cancelled; light engagement posture.
- Drive, Oct 2 — refreshed scan; Drive, Oct 9 — coverage plan: brief has no date.
- Drive — Manta Health Technologies incorporated Feb 6, 2026; short of ~2-year operating-history tests.
Nucleon
🔴 At Risk
Austyn Matheson (main contact) · Douglas Gray, CAO (signer) · Ashley Wilkes, finance · Ron Just, technical
Nuclear fuel — UF6 conversion · SR&ED only
Engagement since Sep 18, 2026 · no retainer — pure contingency on credits received, FY2025 + FY2026 · NPS n/a
Work done to date
- Expanded GL worked through — ~$75K additional eligible costs; FY2025 refund estimate up toward ~$50K. [Granola, Oct 2]
- Professional-fees reconciliation resolved: $648,980 in statements vs ~$150K in the spreadsheet; Ashley's per-person breakdown same afternoon. [Email, Oct 1]
- FY2025 allocations recorded — ~15% Ryan, ~25% Pablo. [Email, Oct 1]
- Detailed open-items list sent Oct 5 (Dustin Wilkes / Douglas Gray equity, Paul Toupin and Greg Lamarre roles, Ron's payroll status). [Email, Oct 5]
- Audit-risk position recorded: first-time claims ~25–30% selection probability. Salwa: give the client both options. [Slack, Oct 1]
- New since 6:45am Correction: the Oct 9 8:30am Andrew–Austyn call was a separate internal conversation, not the claim reset. This morning's dashboard recorded it as the reset; it wasn't. [Granola, Oct 9]
Coming up — next 2–3 weeks
- New since 6:45am The expectation reset is still owed, and still Andrew's. Nucleon hasn't been told the number moved from the published $65K–$152K range. [Drive, Oct 9 coverage plan]
- Settle which number stands first. Live figures: $65K–$152K published, ~$19K (Slack Oct 1; still in today's coverage plan), ~$50K (Granola Oct 2). Today's plan also cites a ~$60K base with only ~$3K of the $648,980 fees eligible. [Slack / Granola / Drive]
- Deliver the file-or-skip recommendation on FY2025 with the honest audit read. [Drive, Oct 8]
- Chase the Oct 5 document list — Austyn promised a same-day response Oct 5; nothing has landed. [Email, Oct 5]
- Ron's technical report draft still owed from the Sep 28 interview. [Granola, Sep 28]
- Dec 31 — FY2026 year end; tracking must be running before then. [Drive, Oct 8]
Sentiment
Red on our delivery, not on the client. Nucleon is responsive — same-afternoon turnarounds, contacts looped in within 90 minutes. The problem is the October page told them we'd bring a revised estimate and walk them through it, and a week later three internal numbers are live and nobody has told them. This morning's run thought today's call closed that gap; it didn't.
Source evidence
- Granola, Oct 2 — expanded ledger, ~$75K additional, refund toward ~$50K.
- Slack #nucleon-internal, Oct 1 — ~$19K working figure; audit-risk framing.
- Email, Oct 5 — open-items list; Austyn's same-day promise, no follow-up through Oct 9.
- Granola, Oct 9 8:30am — Andrew–Austyn call; no FY2025 claim discussion recorded.
- Drive, Oct 9 — coverage plan: reset should come from Andrew; FY2025 ~$60K base.
Firefly Solar
🔴 At Risk
Alistair Shipley, VP Technology — alistair@fireflysolar.ca · Chris Nastase, co-founder
Commercial & residential solar · Alberta
Engagement since 2026-Q2 · $4,000/mo · 5% success fee · renewal exposure at ownership level · NPS n/a
Work done to date
- AEEP taken from a cold question to a filed application in three days. Application open ~a year for further US events. [Slack, Oct 6–8]
- Senior developer question answered: no standalone hiring grants; fold into the Alberta Innovates / Home Depot project with two interns (~$25K, ~$15K offset via Tech Nation). [Granola, Oct 8]
- Entity question resolved — Firefly Solar keeps the employee and bills Firefly HVAC. [Granola, Oct 8]
- Funding-stack mechanics settled (BSP + Alberta Innovates 50/50, SR&ED on the balance). [Granola, Oct 8]
- RAII reversal — PrairiesCan confirmed Oct 8 RAII can be filed with BSP under review. [Slack DM, Oct 8]
- Thin Air Labs success-fee claim withdrawn after our dated evidence. IRAP site visit confirmed Oct 19. [Granola, Oct 8]
- New since 6:45am Alistair, 8:48am today: “Chris is ready when you are.” Intro is live. [Slack #inflection-firefly, Oct 9]
Coming up — next 2–3 weeks
- New since 6:45am Book the Chris Nastase call this week and decide whether Andrew joins. This is the renewal conversation in miniature — bring AEEP in 3 days, Thin Air resolved, the IRAP visit. [Slack, Oct 9]
- Blocked on client — STEP / Canada Green Corps (~$24K) replacement hire needs naming. [Granola, Oct 8]
- ~Oct 15 IRAP Claim 4 · Oct 19 IRAP site visit. [Granola, Oct 8]
- New since 6:45am ASAP — Alberta Innovates Strategic Industries EOI (Home Depot tool, Conservation Energy partner, up to $750K). One of the four to batch. [Drive, Oct 9 coverage plan]
- BSP expectation reset — Alistair thought the Sep 14 EOI was the full application; expect a full-proposal invite ~mid-Nov. [Granola, Oct 8]
- Still open from September: Red Seal under Alberta Jobs Now; ESDC SWIF joint view. [Slack, Sep 30 / Oct 5]
Sentiment
Red because of ownership, not Alistair. He's our strongest advocate anywhere and is defending the retainer internally. But he reported the owners' view plainly on Oct 8 — on BSP timelines, “why are we even bothering with this stuff?”, and that founder friends wrote their own grants and “saved themselves the 5%.” That is real renewal risk one conversation away. Today's news is that the conversation is now open: Chris is ready. Treat the booking as this week's priority on the account.
Source evidence
- Granola, Oct 8 — biweekly; ownership commentary verbatim.
- Slack #inflection-firefly, Oct 6–8 — AEEP turnaround; Chris intro briefed.
- Slack #inflection-firefly, Oct 9 8:48am — “Chris is ready when you are.”
- Slack DM, Oct 8 — four RAII EOIs queued.
- Drive, Oct 9 — coverage plan: Firefly downsizing over winter; frame asks around low client effort.
Wosler Diagnostics
🟡 Neutral
Henry Madubuobi, CEO — henry@wosler.ca · Marco Gallone, CTO (holds the GL)
Autonomous diagnostic ultrasound · ~$5.4M ARR, 28 FTE, $4M round closed
Engagement since 2025-Q4 · $3,000/mo · term ends ~Dec 9, 2026 · 90-day notice · NPS n/a
Work done to date
- Invoice paid — $3,150 auto-deposited Oct 3, unprompted. [Email, Oct 3]
- PrairiesCan RTRI has a named sponsor — Oba Harding recommended it at a $4M ask ($1M grant + no-interest loan), narrative on reshoring SonoSystem manufacturing from Mexico. [Granola, Oct 2]
- AI Industry Commercialization Associate ($120K) at final sign-off. NATO DIANA (~$160K) now expected within weeks. [Granola, Oct 2]
- Funding scan delivered Oct 9 — RTRI terms confirmed (non-repayable cap $3M); SR&ED Budget 2025 enhancements; no hard deadline inside 30 days. [Drive, Oct 9]
Coming up — next 2–3 weeks
- Recruitment proposal unsigned after 10 days; Andrew's Oct 8 nudge unanswered. Worth a call rather than a third email. [Email, Oct 8]
- This week — GL from Marco (gates a $300K+ SR&ED claim) and the closed-round investment agreement. [Drive, Oct 9]
- Settle the RTRI ask before scoping — Henry anchored at $4M; our scan caps the non-repayable side at $3M and says tariff impact isn't yet demonstrated. Today's coverage plan lists RTRI as ASAP. [Slack, Oct 2 / Drive, Oct 9]
- Within 2 weeks — refreshed BSP EOI; call PrairiesCan on RTRI eligibility. [Drive, Oct 9]
- ~Dec 9 — term ends with 90-day notice; renewal conversation effectively starts now. Owner: Andrew. [Drive, Oct 8]
Sentiment
Yellow, functional. No negative signal: Henry pays without chasing, engages properly on funding, and brought RTRI in himself. Soft spot is recruitment — proposal sitting since Sep 29, Andrew's Oct 8 nudge unanswered. Reads as a deprioritised commercial decision, not dissatisfaction. No touchpoint since Sep 25 is the real explanation for the quiet.
Source evidence
- Email, Oct 3 — $3,150 e-transfer.
- Email, Oct 8 — recruitment follow-up; no reply through this run.
- Granola, Oct 2 — RTRI via Oba; ICA sign-off; DIANA timing.
- Standing instruction: profile figures unreconciled (clinics, billings, FTE vs T4, raise, MDSAP) — attest nothing until fixed.
Virtuo
🟡 Neutral
Brett Halvorson, CFA, CFO — brett.halvorson@virtuo.com · Nathan Hauville (product) · Vasudev Krishnan (FY2026 SR&ED technical, departing for India)
Homie AI · Alberta · FY2024 revenue ~$4.4M, ~11 on payroll
Engagement since 2026-Q1 · no retainer — SR&ED on contingency · retainer under discussion since Sep 10, no amount · NPS n/a
Work done to date
- FY2025 SR&ED approved in full — $112,339 refund. [Prior period]
- Oct 2 scan rebuilt from filed financials; RAII confirmed as strongest non-SR&ED fit. [Drive, Oct 2]
- Client priority recorded: RFPs, then grants, then other capital. [Drive, Oct 8]
- Oct 8 roadmap session didn't happen — Brett confirmed in 13 minutes, Nathan and Vasudev accepted; Andrew cancelled 29 minutes before start. No new date as of this run. [Email, Oct 7–8]
Coming up — next 2–3 weeks
- Send Brett a specific date before Monday. Cheapest repair available. [Email, Oct 8]
- Vishu is leaving for India and holds the FY2026 technical context — rebooking has to beat his departure. [Drive, Oct 8]
- RAII EOI — one approval per calendar year, so before/after Dec 31 decides which slot is used. [Drive, Oct 8]
- Retainer decision — open since Sep 10, no number. The Oct 8 session was the vehicle. [Drive, Oct 8]
Sentiment
Yellow, and the friction this week was ours. Three of their people cleared an hour and we cancelled with 29 minutes' notice and no replacement date — against a client we're trying to convert to a retainer, at the second stall on that step. The underlying relationship is strong. No change since this morning.
Source evidence
- Email, Oct 7–8 — confirmations; Andrew's reschedule note.
- Granola — no Virtuo meeting Oct 2–9.
- Drive, Oct 8 — Tier 3; no retainer amount recorded.
- Slack #virtuo-sred-internal — silent since Sep 10.
PrePad
🟢 Positive
Sean Hervo, CEO & Co-Founder — sean@prepad.io
Well-site planning & emissions software · Alberta
Engagement since 2026-Q1 · $5,000/mo · #1079 ($5,250) paid Sep 30 · term ends Feb 2027 · NPS n/a
Work done to date
- PrairiesCan BSP EOI submitted — $3M project, $1.5M interest-free repayable. ~30 days to decline or invitation. [Slack, Oct 5 / Granola, Oct 8]
- RAII back as a parallel track. [Slack DM, Oct 8]
- IRAP shape settled — two scopes (core R&D, AI) for a spring start. [Granola, Oct 8]
- ERA isn't viable without Alberta Innovates first. Combined scenario ≈ $2.5M. [Granola, Oct 8]
- Oct 9 scan — FY2026 SR&ED $300K–$350K; NGIF methane may have passed; no confirmed OCIF Express call. [Drive, Oct 9]
Coming up — next 2–3 weeks
- ~Oct 22 — 2027 funding roadmap for the Series A data room. Confirm owner Monday. [Granola, Oct 8]
- Live risk — FY2025 SR&ED not confirmed filed with Fort Group; ~$289K refund hangs on it. [Granola, Oct 8 / Drive, Oct 9]
- New since 6:45am ASAP — IRAP scopes to the ITA, and the Alberta Innovates Strategic Industries EOI (one of the four to batch). [Drive, Oct 9 coverage plan]
- Early Nov BSP window closes · mid-late Nov CRA decision. [Granola / Drive]
- Reconcile headcount before the next application — IRAP was told 20, the scan used 18. [Drive, Oct 9]
Sentiment
Green, healthiest file in the portfolio. Sean forwards his own funder transcripts, says “I don't intend to be the blocker”, pays fast, and is pulling us into the Series A story. Only friction is aimed at his accountants. No change since this morning.
Source evidence
- Granola, Oct 8 — biweekly.
- Slack, Oct 5 — PrairiesCan portal account.
- Email, Oct 5–6 — Northreach intro thread.
- Drive, Oct 9 — scan; coverage plan.
AuX Labs
🟢 Positive
Ted Jin, Founder/CEO — ted@auxlabs.com · Gary (AI lead) · Ivan (Phase Genomics)
Precision fermentation · food ingredient replacement
Engagement since 2026-Q2 · $5,000/mo + tax, auto-renews · NPS n/a
Work done to date
- Ted replied to the September recap within hours — only client of eleven who did. [Email, Oct 3]
- PIC consortium finalised at four partners; budget $5M toward wages; four milestones; IP split agreed. [Granola, Oct 6]
- BioCreate C8 closed deliberately — Ted refused the $50K convertible note. [Granola, Oct 2]
- Phase Genomics acquisition progressing (~45 days to close). [Granola, Oct 6]
- Vector FastLane session attended Oct 7; Data Readiness recruiting opens Oct 20. [Granola, Oct 7]
Coming up — next 2–3 weeks
- This week — PIC EOI milestone review owed to Ted (promised Oct 6). Shouldn't slip past Monday. Salwa now leads the PIC file. [Granola, Oct 6 / Drive, Oct 9]
- Daiya declaration-form pushback is a live risk to the four-partner narrative. [Granola, Oct 6]
- Oct 20 Vector recruiting · Oct 30 Deep Tech Roadshow go/no-go · mid-Oct CENGN off hold. [Granola / Slack]
- Nov 6 GFO · wk of Nov 9 IAC · ~Nov 13 FCC · Nov 30 PIC Supply Chain. [Drive, Oct 8]
Sentiment
Green on the relationship, with one number to watch. Ted is decisive, responsive and doing his share. Honest caution: ~$12.5M requested and nothing landed yet. PIC is where the account gets proven. No change since this morning.
Source evidence
- Granola, Oct 6 — biweekly with Ted, Michelle, Salwa.
- Granola, Oct 7 — Vector FastLane notes.
- Drive, Oct 6 — PIC EOI with PIC comments.
- Drive, Oct 8 — ~$12.5M requested, nothing landed.
Brilliant Harvest
🟢 Positive
Remi Schmaltz, CEO — remi@brilliantpowered.com · Michaela (budget/finance)
Agtech — equipment parts & maintenance optimisation · 27 staff
Engagement since 2026-Q3 (signed May 7) · $5,000/mo + tax · NPS n/a
Work done to date
- CAAIN 2026 full proposal in final pass against tonight's 11:59pm deadline — $500K ask on a $1M project. [Slack, Oct 5–8]
- Partner structure held — Webb's and RME letters returned inside 48 hours. [Slack, Oct 5]
- Reviewer risk flagged to Remi; right-to-repair angle added. [Slack, Oct 7]
- Lucas Quiroz report filed and accepted; IRAP Claim 14 submitted. [Drive, Oct 8]
- Alberta Innovates Product Demonstration rejected. Corrected on the client page. [Drive, Oct 8]
- Oct 8 scan — Alberta Innovation Employment Grant (claimed on AT1 Sch. 29, no application). [Slack, Oct 8]
Coming up — next 2–3 weeks
- New since 6:45am Tonight — confirm CAAIN actually went in. No submission confirmation found as of this run. This morning's client page said “submitted”; corrected. [Slack DM, Oct 8 / sweep, Oct 9]
- One email to Remi's accountant on the Innovation Employment Grant. [Slack, Oct 8]
- New since 6:45am ASAP — Alberta Innovates Strategic Industries EOI mirroring the rejected PDP app, and the RAII EOI (AI compute). [Drive, Oct 9 coverage plan]
- Oct 15 Shackleton report · September IRAP claim owed. [Drive, Oct 8]
- Revenue gate — TTM $773,234 vs $1M floors. Don't pitch RTRI / LIFT / Pivot to Grow. [Drive, Oct 8]
Sentiment
Green and high-velocity on the client side; the friction is ours. Remi turns drafts overnight during harvest and chases his own partner signatures. The one negative is historical and on us (late draft before his September travel). Over-communicate timelines.
Source evidence
- Slack #grants, Oct 5–7 — deadline, substitution, review.
- Drive, Oct 6 — CAAIN FPP Oct 5 draft.
- Drive, Oct 8 — PDP rejected; reporting status.
- Slack #brilliantharvest-internal, Oct 8 — funding scan.
Lilac
🟢 Positive
Wyatt Warkenthien, co-founder — wyatt@lilac.ag · Natalie DiNicola, CEO · Jinny Petrofsky (billing/documents) · Barney Geddes, CSO (NDSU)
Agricultural biologicals · pulse crops · North Dakota, expanding into Canada
Engagement since Sep 29, 2026 · $7,000/mo + tax (highest in the book) · 5% admin fee · NPS n/a
Work done to date
- Data room populated by the client Oct 4–5 — 40+ documents. (Coverage plan still says empty — stale.) [Drive, Oct 4–5]
- US funding landscape scan delivered — 18-item table, calendar to Sep 2027. [Drive, Oct 6–7]
- ND Soybean Council (Nov 12) and USDA AMS Multi-State (Dec 4) confirmed. [Drive, Oct 7]
- Weekly held Oct 6 with all three contacts. ND LIFT corrected to up to $500K. [Granola, Oct 6]
Coming up — next 2–3 weeks
- SBIR invitation question gates November. Not answered on record. [Drive, Oct 7]
- ND LIFT go/no-go — Nov 9 close; drafting starts week of Oct 12 if go. [Granola, Oct 6]
- Tue Oct 13, 11am MT weekly · Oct 15 APUC Q3 · mid-Oct SBIR draft review. [Drive, Oct 7–8]
- Two deliverables overdue — revised funding roadmap (promised week of Oct 5) and Canadian entity analysis. [Page / Granola]
- Confirm the shared Slack channel exists and is watched. [Slack]
Sentiment
Green — genuinely engaged. Unprompted 40-document data-room drop, full attendance, Wyatt executing actions next day. One watch item, on us: the roadmap was our first public promise to a brand-new $7K/month client and it has slipped a week. No change since this morning.
Source evidence
- Drive, Oct 4–5 — data room.
- Drive, Oct 6–7 — client profile and US landscape (Salwa).
- Granola, Oct 6 — weekly check-in.
- Constraint — APUC one active grant at a time, locked to May 31, 2027.