Notes on lite fundraise 1959. Picked back up after the last review.
Related: v2 value 5751, open convertible note 5807.
Cross-section thread: expanded ICP 9110. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Spec → adr → designer. Worth a second pass; the spec angle keeps coming back.
- Delaware → intro → equity. Worth a second pass; the delaware angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.