Carrera Crest Holdings LLC

Private Equity Portfolio Command Center · Generated April 03, 2026 at 06:39 AM
~$10M
Portfolio Value
$6.75M
2026 Rev Target
3
Salon Locations
$6M+
RE Assets
14
Active Agents
17
Dashboards
Morning Pipeline · 2026-04-03
Daytime Watcher · 2026-04-03
Phorest Ingestion · 2026-04-03

Today — April 03, 2026

📋
CEO Briefing
Not yet generated
—
 💇
Salon Manager
Not yet generated
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 🎯
COO Daily
Not yet generated
—
 📚
Education
Not yet generated
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 👥
APL — Chelsea
Not yet generated
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🏛️ CCH Holdings 🏠 Yacht Club Salon ✂️ MM · Lugano Crest 🔷 ACM · Apex Crest 🏗️ CairnDevco 🏢 Cairn Crest 🏡 Reach Properties 🏙️ 92H Condo
Carrera Crest Holdings LLC
Private Equity Portfolio
2 OpCos · 2 RE Entities · ACM Platform · 1 Condo
~$10M
Portfolio Value
$6.75M
2026 Rev Target
$6M+
RE Assets
3
Salon Locations
OpCo Portfolio
🏠Yacht Club Salon (YCS)philip@luganoridge.com
✂️MM · Lugano Crest LLCClosed Mar 31 2026
💈TEN · (Next Acquisition)Pipeline
Real Estate
🏗️CairnDevco — YCS Buildingphil@cairndevco.com
🏢Cairn Crest — MM Building13 S Broadway
🏡Reach Properties (5 props)phil@reachpartnersllc.com
🏙️92H CondoMonthly owner reports
CCH Dashboards
👔CEO Executive Dashboard — All Entities.html31KB · Apr 03, 2026 06:03 AM 💰P&L Flow — Multi-Entity View.html207KB · Apr 03, 2026 06:17 AM 🗺️CCH System Diagram — Architecture.html48KB · Mar 24, 2026 11:45 AM 🤖Agent Pipeline Status & Health.html63KB · Apr 03, 2026 06:17 AM 🔷ACM Revenue Modeler — Fee Scenarios.html33KB · Apr 02, 2026 10:59 AM
Document Library
📊CCH Investor Deck 2026.pdf 📋Portfolio Summary.pdf ⚖️CCH Operating Agreement.pdf 📝MM Purchase Agreement.pdf 💰MM P&L with SDE 2025.xlsx 📊CCH Annual Budget 2026.xlsx
Reach Properties — 5 Properties · 5 Owners
🏠Reach Properties Dashboard (0 bookings · Airbnb + VRBO).html16KB · Apr 02, 2026 09:00 AM 💰P&L Flow — Reach Properties Tab.html207KB · Apr 03, 2026 06:17 AM
📧 Statements → Julee Wright (julee@reachpartnersllc.com) Monthly · first 5 business days
📁 Data: AIRBNB Reports/ + VRBO Reports/ — auto-watched by Daytime Watcher 5 properties · 5 owners
Salon Entity
Lugano Crest LLC
DBA Matthew Morris Salon
📍 13 S Broadway
Quicken pk=14 · Opened Mar 18, 2026
contact@luganocrest.com
Building Entity
Cairn Crest LLC
Owns 13 S Broadway
Tenant: Lugano Crest LLC
Quicken pk=15 · Opened Mar 18, 2026
Email TBD — not yet set up
Acquisition Status
✅ CLOSED
Matthew Morris Salon
Closed March 31, 2026
CCH Entity: partners@carreracrest.com
Pipeline: Active OpCo
MM Dashboards
💰MM · Lugano Crest P&L.html41KB · Apr 02, 2026 11:43 AM 📦MM Inventory Dashboard.html501KB · Apr 01, 2026 04:43 PM 👥MM Employee Roster.html31KB · Apr 01, 2026 05:01 PM
Financial Documents
💰MM P&L with SDE 2025.xlsx 📝MM Purchase Agreement.pdf
Pipeline & Deals
📈M&A Deal Pipeline — MM + TEN.html74KB · Apr 03, 2026 06:17 AM
📬contact@luganocrest.comMM inbox
CairnDevco — YCS Building Entity
💰P&L Flow — CairnDevco Tab (Rent Income · Building Expenses).html207KB · Apr 03, 2026 06:17 AM
🏗️ Cairn Developments LLC — Owns YCS Building phil@cairndevco.com
📬 Tenant: Yacht Club Salon philip@luganoridge.com
Property Documents
📋YCS Property Appraisal.pdf 💰YCS Property Valuation.pdf 📄YCS Assessor Records.pdf 🗺️YCS ALTA Survey.pdf
Entity Info
📬Email: phil@cairndevco.com
🏛️Cairn Developments LLCDevelopment entity
🏠Property: YCS Building at Yacht Club
92H Condo — Property
💰P&L Flow — 92H Condo Tab.html207KB · Apr 03, 2026 06:17 AM
🏙️ 92H Condo — Monthly Owner Reports CCH entity · monthly reports
📊 Expenses: USLI Insurance · Waste Connections (92H entity) Tracked in CEO Dashboard expense panel
🔷
Apex Crest Management
ACM · philip@apexcrestgroup.com
Fee Modeling & Revenue
🔷ACM Revenue Modeler — Fee Scenarios.html33KB · Apr 02, 2026 10:59 AM
📊Management Fee: 6% default (configurable 4–10%)~$185K/yr @ 6%
📍YCS — Live revenue data activeSince May 2025
📍MM — Revenue data pending (deal closed Mar 31)Apr 2026+
Inventory Control
📦YCS Inventory — LivePhorest daily sync
📦MM Inventory — PendingAgent build pending
Workforce & Benefits
👥YCS Payroll — Active (14 agents)Paychex via pipeline
👥MM Payroll — Setup pendingcontact@luganocrest.com
ACM Documents
📋SalonOS PRFAQ.pdf 📦Inventory Design Doc.pdf ⚖️ACM Management Agreement.pdf
📬philip@apexcrestgroup.com
🏢
Cairn Crest LLC
Quicken pk=15 · Owns MM Building · Opened Mar 18, 2026
Property Overview
📍13 S Broadway — MM Salon BuildingAcquired Mar 31, 2026
🏛️Cairn Crest LLCQuicken pk=15 · $2,300 equity deposit
📬Email: TBD — not yet set up
👤Tenant: Lugano Crest LLC (MM Salon)contact@luganocrest.com
Financial
💰P&L Flow — Cairn Crest Tab (Rent Income · Building Expenses).html207KB · Apr 03, 2026 06:17 AM
💰Rent Income from Lugano Crest (MM)Monthly
🔧Building Expenses — 13 S BroadwayTracked in P&L
Broadway RE Documents
📋Broadway Property Appraisal.pdf 🗺️ALTA Survey.pdf 📄Title Report.pdf 📝Purchase Agreement.pdf 📐Record Drawings.pdf
Salon Entity
Lugano Crest LLC
DBA Matthew Morris Salon
📍 13 S Broadway
Quicken pk=14 · Opened Mar 18, 2026
contact@luganocrest.com
Building Entity
Cairn Crest LLC
Owns 13 S Broadway
Tenant: Lugano Crest LLC
Quicken pk=15 · Opened Mar 18, 2026
Email TBD — not yet set up
Acquisition Status
✅ CLOSED
Matthew Morris Salon
Closed March 31, 2026
CCH Entity: partners@carreracrest.com
Pipeline: Active OpCo
📈M&A Deal Pipeline.html 💰P&L Flow — Multi-Entity.html
💰
Lugano Crest P&L
MM_PL_Dashboard.html · Apr 02, 2026
📦
MM Inventory Dashboard
MM_Inventory_Dashboard.html · Apr 01, 2026
📊
Cairn Crest Property
Coming Soon — building entity setup pending
💼
MM Payroll Dashboard
Coming Soon — Paychex setup pending
📋 CEO Briefing
▶March 2026
📋2026-03-30.html .pdfMar 30, 2026 10:05 AM
📋2026-03-29.html .pdfMar 30, 2026 10:05 AM
📋2026-03-28.html .pdfMar 30, 2026 10:05 AM
📋2026-03-27.html .pdfMar 27, 2026 11:25 AM
📋2026-03-26.html .pdfMar 27, 2026 08:06 AM
📋2026-03-25.html .pdfMar 27, 2026 08:06 AM
📋2026-03-24.html .pdfMar 27, 2026 08:06 AM
📋2026-03-23.html .pdfMar 27, 2026 08:06 AM
📋2026-03-22.html .pdfMar 27, 2026 08:06 AM
📋2026-03-21.html .pdfMar 27, 2026 08:06 AM
📋2026-03-20.html .pdfMar 27, 2026 08:06 AM
📋2026-03-19.html .pdfMar 27, 2026 08:06 AM
📋2026-03-18.html .pdfMar 27, 2026 08:06 AM
📋2026-03-17.html .pdfMar 27, 2026 08:06 AM
📋2026-03-16.html .pdfMar 27, 2026 08:06 AM
📋2026-03-15.html .pdfMar 27, 2026 08:06 AM
📋2026-03-13.html .pdfMar 27, 2026 08:06 AM
📋2026-03-12.html .pdfMar 27, 2026 08:06 AM
📋2026-03-11.html .pdfMar 27, 2026 08:06 AM
📋2026-03-10.html .pdfMar 27, 2026 08:06 AM
📋2026-03-09.html .pdfMar 27, 2026 08:06 AM
📋2026-03-08.html .pdfMar 27, 2026 08:06 AM
📋2026-03-07.html .pdfMar 27, 2026 08:06 AM
📋2026-03-06.html .pdfMar 27, 2026 08:06 AM
💇 Salon Manager
▶March 2026
💇2026-03-30.htmlMar 30, 2026 07:08 AM
💇2026-03-29.htmlMar 29, 2026 09:08 AM
💇2026-03-16.html .pdfMar 27, 2026 08:06 AM
💇2026-03-10.html .pdfMar 27, 2026 08:06 AM
🎯 Agent Reports
▶March 2026
🎯2026-03-30_coo_weekly_scan.htmlMar 30, 2026 10:05 AM
🎯2026-03-30_coo_daily_scan.htmlMar 30, 2026 10:05 AM
🧠2026-03-29_system_learning.htmlMar 30, 2026 10:05 AM
🎯2026-03-29_coo_daily_scan.htmlMar 30, 2026 10:05 AM
🎯2026-03-28_coo_daily_scan.htmlMar 30, 2026 10:05 AM
🎯2026-03-27_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-26_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-25_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-24_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-23_coo_weekly_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-23_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🧠2026-03-22_system_learning.htmlMar 27, 2026 08:06 AM
🎯2026-03-22_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-21_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-20_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-19_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-18_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-17_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-16_coo_weekly_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-16_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🧠2026-03-15_system_learning.htmlMar 27, 2026 08:06 AM
🎯2026-03-15_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-14_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-13_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-12_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-11_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-10_coo_weekly_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-10_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-09_coo_weekly_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-09_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-08_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-07_coo_daily_scan.htmlMar 27, 2026 08:06 AM
🎯2026-03-06_coo_daily_scan.htmlMar 27, 2026 08:06 AM
👥 Associate Program
▶March 2026
👥2026-03-30.htmlMar 30, 2026 10:05 AM
👥2026-03-23.htmlMar 27, 2026 08:06 AM
👥2026-03-16.htmlMar 27, 2026 08:06 AM
👥2026-03-10.htmlMar 27, 2026 08:06 AM
👥2026-03-09.htmlMar 27, 2026 08:06 AM
👥2026-03-07.htmlMar 27, 2026 08:06 AM
📚 Education
▶March 2026
📚2026-03-30.htmlMar 30, 2026 07:14 AM
📚2026-03-23.htmlMar 23, 2026 07:37 AM
📚2026-03-16.htmlMar 16, 2026 09:27 AM
📹 Zoom Meetings
📹View all zoom meetings
📖Master Automation Plan v5 — Full Agent System Docs.html161KB · Mar 30, 2026 10:05 AM 🚀Activation Guide — Mac Setup & First-Time Configuration.html19KB · Mar 30, 2026 10:05 AM 🤖Agent Pipeline Status — Run History & Health.html63KB · Apr 03, 2026 06:17 AM
416M facts
8 fact tables monitored
April 03, 2026 last check
SourceTypeRowsSizeLast UpdatedFreshness
Sales TransactionsPhorest → CSV fact table12402121MB04-03Today
AppointmentsPhorest → CSV fact table211KB04-03Today
Inventory On HandPhorest XLS → CSV fact table1492130KB04-03Today
Staff PerformancePhorest Swing Aware49238KB04-03Today
TipsPhorest Swing Aware2412386KB04-03Today
Clock In/OutPhorest Swing Aware199812MB04-03Today
Slack MessagesSlack API archive1992344KB04-03Today
Reach BookingsAirbnb + VRBO CSVs00KB04-02Today