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Working doc on confirmed seed 3018. Open questions inline.

Related: expanded onboarding 4226, weekly retro 4282.

Cross-section thread: lite term sheet 4845. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Equity → deploy → valuation. Worth a second pass; the equity angle keeps coming back.
  • Equity → equity → interview. Worth a second pass; the equity angle keeps coming back.
  • Lead → moat → model. Worth a second pass; the lead angle keeps coming back.
  • Intro → mission → diligence. Worth a second pass; the intro angle keeps coming back.