Deals/104th RE Holdings - Pete Curtis

104th RE Holdings - Pete Curtis

$7,000 · Negotiation · close Nov 27 · Jeremy McMahon

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Oct 30 · in 2d

Book accounting consult — 104th RE (storage LLC)task · Nicole · @mentiondue in 2d

Oct 28 · Today

Consult — 104th RE (storage LLC)11:30am–12pm · Google Calendar · Jeremy McMahonOct 28

Oct 27 · Yesterday

Jeremy McMahonnoteOct 27 · 5:20 PM

Pete wants to decide by Friday. @Nicole can you hold a 30-min consult slot Thu 11am for the storage LLC question? @Eric Epperson this one's a good multi-entity reference if it closes.

Send sample consolidated P&L to Petetask · Jeremy McMahon · Fathom action itemdue Yesterday

Oct 26 · 2d ago

Re: Proposal v2 — 5-entity pricingreceived · GmailOct 26 · 1:40 PM

Thanks Jeremy. Looks closer. Can we talk Thursday about whether the storage LLC needs full bookkeeping or just annual?

Oct 24 · 4d ago

Proposal v2 — 5-entity pricingsent by Jeremy McMahon · GmailOct 24 · 4:12 PM

Pete, attached is the updated proposal with per-entity pricing we discussed. The consolidated P&L sample is linked at the bottom…

Validation → Negotiation104th RE Holdings - Pete Curtis · by Jeremy McMahonOct 24 · 4:00 PM

Proposal v2Sent$7,000 · $450/mo · Airtable recA1…Oct 24

Multi-Entity setup (5 LLCs) · one-time · $2,500 Core Bookkeeping × 5 entities · monthly · $450

Oct 22 · 6d ago

Proposal v1Superseded$8,900 · $600/mo · Airtable recA0…Oct 22

Multi-Entity setup · one-time · $2,500 Core Bookkeeping × 5 · monthly · $600

Oct 21 · 7d ago

New Opportunity → Validation104th RE Holdings - Pete Curtis · by Jeremy McMahonOct 21 · 7:00 PM

Uplinq demo — Pete Curtis / 104th RE Holdings47m · Fathom · host Jeremy McMahonOct 21 · 3:00 PM

Pete walked through five LLCs; main driver is year-round visibility and proactive tax strategy. Agreed to a proposal for multi-entity setup plus ongoing. Asked for a sample consolidated P&L.

↳ Send sample consolidated P&L↳ Send proposal v2 with 5-entity pricing↳ Book accounting consult w/ Nicole

Play recording

Proposals2

v2 · $7,000 · $450/moOct 24

Sent

v1 · $8,900 · $600/moOct 22

Superseded

Proposals sync to Airtable · Customer Proposals (system of record for revenue).

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Pete CurtisOwner

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Company

104th RE HoldingsReal Estate Professional · 5 entities

Opportunity

Workflows on this deal

Fathom recording ends → follow-up deck + emailOct 21 · 3:50 PM · Email draft + deck · 5 SPICED suggestions · 3 tasks