Agenda:

1. Overview of Vessel’s priority for Q4 going into 2026: CARTO Quarter!
2. Q3 2025 Rock reflection
3. Q4 2025 OAC Priorities

Reflection:

• What created energy this quarter?
  • Fundraising and diligence support - s/o Ryan B & Will/Mason
  • Learning a lot from the CORE Sub program
• What drained energy this quarter?
  • Subscription engagement
  • Consistent outreach during fundraising

Assessment:

What are the Q4 2025 OAC Priorities? Rocks:

What is the goal? How do we get there?

1. New membership acquisition has slowed down. So, how do we increase the engagement.
   1. 20 first time check writers in Q4 in OAC
2. One deal per month > 120K
3. Sponsorship (Spilt or USAC) - with Yon + OFF (Vessel Priorities)
4. Portfolio impact

Adjust:

• Asks from Engine:
  • GMT & Marketing (Jonas) - TOF generation for new OAC members
  • Research & Diligence (Will & Mason) - portco value delivery
  • Operations (PK, Kevin & Khushi) - fundraising prep, event management
  • Finance & Legal (Amit & Naveen) - long term OAC model within Vessel (low priority)
  • People & Talent (Corey & Josiah) - intros for platform partners
  • Capitalization & Fundraising (Ryan B.) - fundraising prep and mass comms