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Vertex FinTech
Active Client · EK Ethan Kaplan · AI Agents · site ↗
Status
Next Best Action
Next step overdue on deal "Vertex FinTech — Onboarding Agent": Schedule discovery
$6,000/mo
Retainer / mo
4
Open deals
6
Open tasks
5
Overdue
29-06-2026
Last touch
—
Next meeting
OverviewDealsTasksMeetingsNotesFiles

Contacts (2)

Payments · $30,000

  • $6,000 · Retainer · Retainer · 2026-06-04
  • $6,000 · Retainer · Retainer · 2026-05-05
  • $6,000 · Retainer · Retainer · 2026-04-06
  • $6,000 · Retainer · Retainer · 2026-03-07
  • $6,000 · Retainer · Retainer · 2026-02-06

Activity

20-06-2026 20:18 · Meeting · Ethan Kaplan · Sarah Cohen
CEO confirmed appetite for an enterprise tier; milestones under discussion.
19-06-2026 20:18 · Call · Ethan Kaplan · Adam Klein
Reviewed escalation requirements; CTO wants stricter human review thresholds.