Working doc on Rio Nguyen. Open questions inline.
Related: Rio Garcia, Wren Singh.
Cross-section thread: draft rerank 4201. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Follow-on → saas → model. Worth a second pass; the follow-on angle keeps coming back.
- Lead investor → diligence → deck. Worth a second pass; the lead investor angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.