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Today

Serif2:47 PM

A competing offer just came in on 84 Elm St, $15K above asking. The listing agent wants a decision by 5 PM today.

I've drafted a message for the Parkers to keep them in the running.

To: David & Sarah Parker

Subject: We need to move on 84 Elm St

Hi David and Sarah,

Quick update on 84 Elm, another offer just came in above asking price. If you want this house, we need to submit today.

I'd recommend coming in at $520K with an escalation clause up to $535K. That keeps you competitive without overextending.

Can you call me in the next hour so we can lock this in?

Send

Schedule a tour for 742 Evergreen Terrace at 3 PM tomorrow

Serif2:49 PM

Done. I've scheduled a showing at 742 Evergreen Terrace for tomorrow at 3:00 PM and sent a confirmation to the listing agent.

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Serif7:02 AM

Good morning. 13 emails came in overnight nothing urgent. I sorted, labeled, and drafted replies to the ones I could.

Two things worth circling back on today:

David Liu hasn't replied to the revised proposal from Thursday.

It's been 11 days since Mark at Meridian said he'd “loop in his CTO.”

Suggested follow-ups

David Liu

Re: Revised proposal check in

Send

Mark Thompson

Re: Meridian CTO intro gentle nudge

Send

Action item

Review and approve Q1 budget draft from finance

Due today

Clear your inbox in minutes.

Serif pre-drafts replies directly in Gmail and Outlook so you can clear your inbox before lunch.

me, Sarah, James, Draft52:41 PM

Re: Q2 Partnership Agreement

Hi all, I've reviewed the latest draft and have a few comments on section 3...

1: Needs Response

David, me, Priya, Draft311:20 AM

Budget approval for Q2 campaign

David, can you take a look at the revised numbers? I updated the...

1: Needs Response

Redfin9:05 AM

New listing: 742 Evergreen Terrace

A new home matching your saved search just hit the market. 3 bed, 2 bath...

2: FYI

Ryan from AcmeMar 2

Quick question about your workflow

Hi there, I noticed your team is scaling fast. We help companies like yours...

7: Marketing

Cut down on meeting admin.

Serif researches attendees, tracks action items, and drafts follow-ups so you can focus on the meeting.

Serif1:48 PM

Your call with Caldwell & Associates starts in 12 minutes. Here's a quick brief:

Mar5

Serif x Caldwell

2:00 – 2:45 PM · Zoom

They're evaluating outside counsel for a $40M Series B that needs to close by end of Q3. Rachel Holtz flagged timeline concerns in her last email. She wants a draft term sheet reviewed before their board meeting on the 18th.

James Ngo previously worked with Baker McKenzie on a similar raise, so lean into your speed and sector expertise. This is the decision meeting. They're choosing counsel this week.