Tracking thread for north-star compensation 2750 — see related pages below.
Related: late playbook 2078, sketched adr 2134.
Cross-section thread: public cap table 863. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Kpi → deploy → valuation. Worth a second pass; the kpi angle keeps coming back.
- Embedding → follow-on → vesting. Worth a second pass; the embedding angle keeps coming back.
- Vault → pitch → lead investor. Worth a second pass; the vault angle keeps coming back.