Friday Sep 11 2026 · 2:00–3:00 PM MT
SilverGuard × Kovo
Kovo status update for Ted, plus Andrew Berman intros. Click any section to put it on screen. Arrow keys move between sections, Esc returns here.
- 01 · Fri Sep 11 2026 · 2:00–3:00 PM MTSilverGuard × KovoFirst working session with a Kovo principal in the room. Commercial questions go to Ted, not Bryce.
- 02 · 60 minutesHow the hour runs
- 03 · Lead with thisKovo+ forbearance, and who owns AI Vector in January
- 04 · 0–5 minIntroducing Andrew Berman
- 05 · 5–10 minJon Mott successionFirst Kovo meeting since Aug 4. Name it, then move on.
- 06 · 10–25 minWhere Kovo sits in the stack
- 07 · The commercial cruxOne stack. Two front doors.Identical core: Engine + SGOS + ILM + SGGLM. Kovo is in one channel, not both.
- 08 · Framing gapTwo incompatible descriptions of Kovo
- 09 · Stack deck, slide 9The deck's own three open decisions
- 10 · 35–50 minUtah is named revenue, not a technology preference
- 11 · Named accountsThe three picks
- 12 · Leverage and exposureKovo is already inside a signed MOU's delivery scope
- 13 · 50–60 minNutriStyle and CareGuard AIEvidence of pipeline breadth, not a new agenda item.
- 14 · Before the hour endsDecisions to land today
- 15 · Internal, do not screen-shareInconsistencies a partner could find
- 16 · ReferenceEverything, one click away
Internal prep. The “Watch-outs” section is not for screen-sharing.