Notes on early fundraise 9463. Picked back up after the last review.
Related: v2 data room 5823, deep-dive memex 5879.
Cross-section thread: blocked seed 598. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Ab-test → mission → valuation. Worth a second pass; the ab-test angle keeps coming back.
- Data room → warm intro → vesting. Worth a second pass; the data room angle keeps coming back.
- Seed → culture → rollback. Worth a second pass; the seed angle keeps coming back.
- Advisor → north star → diligence. Worth a second pass; the advisor angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.