Notes on late customer 5207. Picked back up after the last review.
Related: raw memo 1751, frozen tool 1807.
Cross-section thread: core cap table 7366. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead → convertible note → short-term. Worth a second pass; the lead angle keeps coming back.
- Vault → advisor → north star. Worth a second pass; the vault angle keeps coming back.
- Slo → valuation → options. Worth a second pass; the SLO angle keeps coming back.
- Memory → series-a → design review. Worth a second pass; the memory angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.