Notes on external term sheet 7166. Picked back up after the last review.
Related: early monitor 7438, expanded lead investor 7494.
Cross-section thread: draft PMF 6472. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deck → value → adr. Worth a second pass; the deck angle keeps coming back.
- Gpt → funnel → cap table. Worth a second pass; the gpt angle keeps coming back.