Forge Collective

Forge Console

Restricted access — authorised personnel only

Overview Console

Manage inquiries, model travel economics, and track milestones.

David Portrait
David Founder & Curator
Total Applications 2 Lead registrations in database
Projected Annual Profit $212,000 Based on annual projection mixer
Active Programs 3 Greece, Brazil, and Egypt

Visual Analytics

Member Intro Requests

0 pending

Founder Milestones

Welcome back, David. Here are the core strategic focus areas for the Forge Collective launch as outlined in your business plan:

  • Validate the Wedge: Launch Greece Wind Week and Brazil Downwinder in Year 1 to test price elasticity ($5,995–$7,995) and operational readiness.
  • Protect the Margins: Maintain target contribution margins between 30% and 40% per trip, factoring in all lodging, safety, and founder costs.
  • Circle Retention: Focus on transition to Forge Circle membership ($500–$2,000/yr) to secure recurring community revenues.
  • Mitigate Risk: Offload technical liability by choosing top-tier local operator schools (certified IKO or equivalent) for water and alpine activities.

Community Status

Forge Circle Target 50 Members Mature business model target

Forge Circle membership serves as the community retention engine, curating regional dinners and peer circles while providing first right of refusal on new experience bookings.

Guest Intake Status

0 guests completed
Guest details Waiver Release Travel Insurance Preferences & Sizes Tuition Price Billing Status
No guest intake files active yet. Once you approve a lead in the Leads manager, they will appear here and can log into guest.html to complete their waivers and sizing profiles.

Circle Applications

Review incoming applications for the Forge Circle community and upcoming trips.

Applicant Details Professional Info Interests Disciplines / Skill Status / Action
No incoming applications found or matching current filters.
Total CRM Profiles 0 Clients in ecosystem
Vetted Circle Members 0 Active community directory
Active Trip Guests 0 Confirmed travel roster
Inquiry Leads 0 New candidate requests
Cumulative Client LTV $0 Consolidated sales & tuition
Client Details Professional Info Lifecycle Stage Trips LTV

Client Profile Editor

Select a client from the database on the left to review, edit details, add notes, and trigger stage promotion actions.
3 partners active
Partner Category Liability Ins. Contract Terms Tax & 1099 Compliance Actions

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Partner CRM Insights

Database Analytics

Distribution by Category

Program Utilization Rankings

Partner Location Map

Geographic Distribution

Contract & Document Storage

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📊 Stats: Pot: 0 | Hi: 0 | Vet: 0
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Schedule Day
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Greece Wind Week: Day 1 Timeline

Live Synced to Guest Portal

Guest Booking Payments

0 guests synced
Guest Deposit ($1,500) Balance Paid Gross Received

Trip Cash Flow Ledger

Real Margin tracking
$61,450 Gross Revenue
-$44,000 Real Expenses
$17,450 Net Profit
Expense Item Date Estimated Budget ($) Actual (Foreign) Currency Actual ($ USD) Tax Category
Net Profit Contribution Margin 28.6%

Scouting Trip & Tax Deductions Manager

Log location-scouting and startup expenses and view tax deductibility guidance.

Total Deductible: $0.00

Log Scouting / Startup Cost

Deductibility Audit Ledger

Expense Item Category Audit Status Business % Amt ($) Deductible ($) Actions

IRS Defensible Trip Memo Builder

The IRS requires documentation showing a scouting trip is "ordinary, necessary, and directly tied to business."

Vendor Contract Deadlines & Payments

Vendor & Trip Item Description Deposit Details Final Balance Details Status Actions

Sponsor Portfolios

Brand Category Valuation Status

Sponsor Deliverables

  • AG1 Welcome Kits: 12 bags of green supplements packed in guest rooms on arrival.
  • IM8 Wearable Demos: Sync rings/bands with members on Day 1 to track active recovery.
  • Kite Brand Demos: Track active board counts and promo codes allocated to guests.

Sponsor Pitch Builder

Pitch Deck · Slide 1

Curated Adventure.

Connecting high-performing creators, founders, and executives through wind, alpine, and expeditions.

We start narrow with Forge Wind: curating deep, authentic relationships where the terrain is the canvas and connection is the result.

Prepared for: AG1 Supplement Co. CONFIDENTIAL · 2026
Slide 1 of 3

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Revenue Mix
10
$5,995
$1,500
Trip Expenses
$18,000
$4,000
$3,000
$3,500
$4,000
$3,500
$4,500
9 days

Estimated Earnings

Net Trip Margin
$17,605 Net Profit
$1,956 Profit / Hosting Day
Gross Guest Fee Revenue $59,950
Upgrades & Add-ons $1,500
Credit Card Fees (3%) -$1,844
Total Gross Revenue $61,450
Trip Operations Expenses -$32,000
Marketing, Media & Admin -$7,500
Founder Travel Expenses -$4,500
Total Expenses -$44,000
Contribution Margin 28.6%

Margin Guide

The business plan targets a 30% - 40% contribution margin where possible. Founder travel costs (lodging, transit, coaching offset) are factored in as direct expenses to accurately reflect lifestyle subsidy values.

Ensure that guest counts, lodging contracts, and coaching rates align to achieve at least $1,800 to $2,200 profit per hosting day. Chasing lower guest pricing usually leads to operational overload and brand dilution.

Forge Wind
Forge Summit
Forge Expeditions
Members & Partners
Product Category / Line Quantity / Active Count Avg. Net Profit / Unit Projected Annual Margin Contribution
Forge Wind Portfolio 4 Trips $18,000 $72,000
Forge Summit Portfolio 2 Trips $15,000 $30,000
Forge Expeditions Portfolio 1 Trip $20,000 $20,000
Forge Circle Community Membership 50 Members $1,000 / year $50,000
Sponsorships & Brand Partnerships Flat Account Allocation Multiple Contracts $25,000
Total Annual Projections 7 Trips / 50 Members Consolidated Net $197,000

Circle Community Manager

0 messages
Sender Message Content Date Published Actions
Total Shop Orders 0
Store Net Revenue $0.00
Pending Fulfillment 0
Shipped & Delivered 0

Active Customer Orders

0 orders
Order ID Customer Details Items Purchased Total Status Tracking Number

Print-on-Demand Simulator

Printful API Sandbox
Select an order from the list on the left to activate the Print-on-Demand auto-fulfillment diagnostic controls.
[SYSTEM] Printful API sandbox online. Waiting for order triggers...

Curated Matchmaking

This engine pairs incoming leads with existing Circle Members. It prioritizes shared activity alignment (Wind, Summit, Expeditions) and optimizes for diverse professional backgrounds based on industry, role, and LinkedIn profiles.

Pending Leads

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🧠 Select a lead from the left to generate algorithmic matches.

Social Studio Lite

Your built-in content engine. Upload photos, select them, and use Gemini AI to instantly generate slick, Forge-branded social media posts. You can also generate a full month's content calendar.

Photo Library & Gemini Post Generator

Upload: Click the area below or drag & drop files. You can also press Ctrl+V / Cmd+V anywhere on the dashboard to instantly upload a copied image!

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Click to Browse or Drag & Drop Photos
Supports PNG, JPG, WEBP

Forge Kite Analytics

AI-powered performance tracking bridging SURFR and Strava data for the Forge Circle.

Click 'Generate AI Coach Insights' to view mock performance data for the Forge Circle.

Forge Summit Analytics

AI-powered performance tracking for Alpine, Backcountry, and Snowboard sessions via Strava.

Click 'Load Summit Sessions' to view recent alpine and backcountry data.

Forge Expedition Analytics

AI-powered performance tracking for Hiking and Trail Running sessions via Strava.

Click 'Load Expedition Sessions' to view recent hiking and trail running data.