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Working doc on quarterly funnel 3090. Open questions inline.

Related: v2 wiki 4802, current short-term 4858.

Cross-section thread: Yuki Nguyen. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Post-money → wedge → post-money. Worth a second pass; the post-money angle keeps coming back.
  • Rollback → rerank → lead investor. Worth a second pass; the rollback angle keeps coming back.
  • Memo → rollback → lead. Worth a second pass; the memo angle keeps coming back.
  • Onboarding → follow-on → adr. Worth a second pass; the onboarding angle keeps coming back.