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Morgan Stanley

company
2 meetings, 16 action items
Meetings (2)
Mar 23 4:01PM
Action Items (16)
Apr 28, 2026
Schedule meeting with Elise for business/sales overview
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Apr 28, 2026
Connect Bryan with Daniel for dev team discussion
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Apr 28, 2026
Arrange meeting with offshore team contact (First Rate)
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Apr 28, 2026
Grant Bryan access to ProductBoard roadmap
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Apr 28, 2026
Add Bryan to Vaanta SOC 2 compliance tool
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Apr 28, 2026
Create app login credentials for Bryan
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Apr 28, 2026
Discuss GitHub code commit practices with Daniel
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Apr 28, 2026
Schedule follow-up meeting with James for March 13th
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Apr 28, 2026
Review Vaanta SOC 2 compliance status and strategy
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Apr 28, 2026
Clarify GitHub Claude/Copilot commits and code review process
done · View Meeting
Apr 28, 2026
Assess offshore team (First Rate) burn rate and timeline
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Apr 28, 2026
Evaluate product readiness for enterprise clients
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Apr 28, 2026
Digest stakeholder meetings and prepare preliminary assessment
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Mar 23, 2026
Develop infosec strategy for investor deck
done · View Meeting
Mar 23, 2026
Evaluate and plan QESI AI QA tool integration
done · View Meeting
Mar 23, 2026
Align investor narrative and prepare diligence materials with James
done · View Meeting