First Contact and Disqualify Fast

Marcus, congrats on the round. What does Eastpoint actually want you to do with the money?

Two things. One: complete the platform integration so we can present a unified financial picture to the board. Two: prove that the platform is actually generating cross-portfolio leverage — that we're not just a holding company with twenty-eight brands paying corporate fees. Cybersecurity is the metric Hank picked. He thinks attach rate across the portfolio could go from 19% to 40% if we ran a single playbook. I think he's right. I have no idea how to do it.

Why cyber?

Three reasons. It's the highest-margin service line. It has the worst variance brand-to-brand — best brand attaches at 47%, worst at 6%. And the buyer at our portfolio brands is the SMB owner, not the IT manager — so the conversation is one we should be able to standardize. We're failing at it everywhere.

Adam — Tideline is real. Marcus is the buyer. Hank Whitfield at Eastpoint is the chairman. They want to take cyber attach from 19% to 40% across 28 brands. Pure platform thesis. Want to do a vision call together? I think CEO presence is warranted because Marcus is asking for executive sponsorship from his vendor — he wants to know who he's marrying.

Yes. Schedule it. I'll bring the financial model.