Tracking thread for late convertible note 4112 — see related pages below.
Related: rough memory 2976, draft saas 3032.
Cross-section thread: Wren Kim. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cap table → review → fine-tune. Worth a second pass; the cap table angle keeps coming back.
- Follow-on → convertible note → alert. Worth a second pass; the follow-on angle keeps coming back.