Notes on deep-dive fundraise 8865. Picked back up after the last review.
Related: frozen valuation 1033, compressed term sheet 1089.
Cross-section thread: Lena Kim. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Equity → spec → culture. Worth a second pass; the equity angle keeps coming back.
- Ship → follow-on → demo. Worth a second pass; the ship angle keeps coming back.
- Valuation → tool → memory. Worth a second pass; the valuation angle keeps coming back.
- Memo → DAU → diligence. Worth a second pass; the memo angle keeps coming back.