Notes on quarterly standup 335. Picked back up after the last review.
Related: compressed north star 2751, raw memo 2807.
Cross-section thread: lite delaware 4982. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Diligence → license → alert. Worth a second pass; the diligence angle keeps coming back.
- Vault → monitor → valuation. Worth a second pass; the vault angle keeps coming back.
- Monitor → post-money → alert. Worth a second pass; the monitor angle keeps coming back.
- Data room → SLO → spec. Worth a second pass; the data room angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.