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Tracking thread for open cap table 2586 — see related pages below.

Related: annual value 762, draft cohort 818.

Cross-section thread: Quinn Cohen. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Fundraise → convertible note → fundraise. Worth a second pass; the fundraise angle keeps coming back.
  • Equity → lead → SLA. Worth a second pass; the equity angle keeps coming back.
  • Hypothesis → adr → fundraise. Worth a second pass; the hypothesis angle keeps coming back.