People3620LBJCCompany memory
All relationships Connected knowledge
NameCompanyLinked recordsContext
AMAlex MorganNNorthstar InfraNorwayFinancingLinking context…Call linked
ELEmma LawsonMMeridian CapitalUnderwritingCare homeLinking context…8.60% yield
DRDaniel ReedSStonebridgeNorwayIntroductionsLinking context…Follow-up
SBSophie BennettNNorthlineNorwayAssessmentLinking context…Proposal
OHOliver HayesOOakridgePropertyFinanceLinking context…Call linked
MCMarcus ColeSStonebridgeNorwayDevelopmentLinking context…Email linked
NPNoah ParkSStonebridgeNorwaySite reportLinking context…Email linked
LBLiam BrooksSStonebridgeNorwayNDALinking context…Source linked
IGIsabel GrantCCedar HouseIntroductionsNorwayLinking context…History linked
THTheo HartMMeridian CapitalPropertyInvestmentLinking context…Email linked
ACAmelia ChenWWestbrookIntroductionsMeridian CapitalLinking context…Source linked
ZEZoe EllisLLinden CapitalProjectsCoordinationLinking context…History linked
JCJames CooperLLinden CapitalCompanyNorwayLinking context…Call linked
LBLucas BergLLinden CapitalCompanyNorwayLinking context…Call linked
FreyaNorway relationshipsFiles
FreyaYour company agentYouWhere did we get to with the Norway conversations?
FreyaEDDA Of course. Here’s where the recent conversations stand. Want me to pick up the follow-ups?
StonebridgeYour team shared the site assessment and requested a catch-up.
NorthlineInitial assessment and IM proposal received.
Northstar InfraFinancing conversation with Alex.
Stonebridge · 18 SepNorthline · 21 OctNorthstar · 21 Oct
AtlasInvestment memoFiles
AtlasInvestment analystYouCan you pull the Willowmere IM together for Anna? Same format as last time.
AtlasEDDA I’ve got it ready. I’ve used Anna’s usual layout and the points she raised last time. Shall I take you through it?
Last approved IMAnna’s review notesDeal history
Willowmere care homeInvestment memorandum · Anna’s review
Willowmere · Investment memorandum
FreyjaWesthaven meetingFiles
FreyjaYour company agent YouWesthaven negotiation in ten minutes. What matters, and where do we hold?
FreyjaEDDA The QS supports the £60k of groundworks. Alex has also asked twice about keeping the start date, which looks like the useful opening here. I’d explore what he could do on price in return for getting that date agreed.
Westhaven · negotiation briefThe leverage · your position · what to trade
Westhaven · Negotiation brief
Their price moved.
Their start date didn’t.
Additional cost requested£180,000
£60k evidenced£120k to explain
What changed
The QS supports £60k of groundworks. The other £120k is still an allowance, with no breakdown.
QS review · 6 Nov / revised quote · 9 NovThe useful connection
Alex reopened price but twice asked to lock the 24 November start. Programme certainty is something you can trade.
Alex’s email · 9 Nov / last meeting · 3 Nov↳Your last instruction Keep phase one separate. No phase-two commitment before funding is confirmed.
Alex Morgan · Managing directorRead: he needs a committed start. His QS needs a defensible cost.
How I’d open it“It sounds like start-date certainty matters. If we fix it this week, what changes in your price?”
What you have to trade
Earlier mobilisation↔Itemised uplift + fixed preliminaries
Approve evidenced costs↔A cap on access works
Questions worth asking
“Which part of the £120k is a cost, and which part is contingency?”
“Who can agree the revised figure in this room?”
What I’d aim to come away withA cost breakdown by Friday, an agreed programme and a named decision-maker. I’d keep the second bidder warm while we work through the terms.
FreyaNorway · introductionsFiles
Atlas Investment analystThat IM’s ready for Anna. Shall I take you through it?
FreyaYour company agent YouWho would you speak to first about Norway? Remind me where we left it.
FreyaEDDA Alex looks like a good one to pick up with. His new remit includes Nordic infrastructure, and your last conversation was about the power constraints. I’ve put two other people alongside him, with where you left each conversation.
Norway · relevant peopleRelationship context · who, why & when
Relationship brief
Norway · who to approach
EAlex Morgan New roleLinkedInNorthstar Infrastructure · last spoke 21 OctNow leads Nordic development. Your last call covered early-stage power constraints. Daniel ReedLinkedInStonebridge · last spoke 9 SepAsked for the updated power roadmap before involving the development team. Sophie BennettLinkedInNorthline · last spoke 16 OctSent an assessment outline. The phase-one assumptions are where you left the conversation. Alex’s new remit includes Nordic digital infrastructure.