Working doc on Ari Patel. Open questions inline.
Related: Iris Rossi, Cyrus Kim.
Cross-section thread: private model 8409. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Seed → onboarding → objection. Worth a second pass; the seed angle keeps coming back.
- Burn rate → convertible note → advisor. Worth a second pass; the burn rate angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.