LightSpeed Holdings · 03 Briefings · Office of the Chair

Daily Brief

LightSpeed Holdings

Eight readings, twelve items, one page. Rewritten every morning before six.

Written 06:00Friday 17 October 2026 4 need you today Overnight +$185k
This Morning eight readings, taken at 06:00
--:--:-- New York

The Brief three columns, twelve items, five minutes

Needs you today

Halvorsen renewal, $24.0M Their new CFO wants the service credit clause reopened. Legal says it is worth conceding. You have until Friday. Decide
Vela Health bridge The $4M bridge matures in eleven days. Extend, convert, or call it. Decide
Two signatures outstanding Quarry Road insurance renewal and the Kestrel board consent. Sign
Dan Whitlock, 38% to quota Third quarter under. His manager has asked for a conversation with you. Talk

Moved overnight

Tenpoint Labs +8.8% Their licensing deal was announced at 23:40 our time. The mark is now $24.8M against a $14M basis. Good
Corvus Retail −3.4% year to date Fourth consecutive month of soft footfall. The turnaround plan is due at the November board. Watch
$185k booked before 06:00 Two closes, both Northbeam, both from the Tokyo trip pipeline. Good
Sterling weakened 0.6% Immaterial at this size, but it moves the US book by $1.1M. Note

Ahead of you

London, this afternoon BA 178 at 14:35. Lumen Digital at 19:00, informal, no papers. Travel
Quarterly close, eleven days Finance needs the Vela valuation memo by the 27th. Deadline
Board pack, three weeks Draft is at 60%. The pricing section has not been started. Deadline
Ashgrove harvest window Opens in nine days. Weather is holding. Note

Today New York time

Where This Was Written

The desk, 05:40 London · 05:40

Markets at the New York open

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