Notes on frozen SAFE 5437. Picked back up after the last review.
Related: auxiliary post-money 3589, private eval 3645.
Cross-section thread: weekly cap table 784. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Learning → principle → pitch. Worth a second pass; the learning angle keeps coming back.
- Thesis → infra → objection. Worth a second pass; the thesis angle keeps coming back.
- Model → runway → objection. Worth a second pass; the model angle keeps coming back.
- Review → follow-on → lead investor. Worth a second pass; the review angle keeps coming back.