🌼 DaisyAI OS

Monday, March 9 · Good evening

Hot Board28 items

Waiting on Us

**Premera IP/Legal Review** — Review contract for background IP, foreground IP, residuals protections. Use separate computers for Premera vs. DaisyAI work. Dan's advice: define this cleanly before signing. Budget $10-35K for lawyers.Feb 13
**Tax Advisor — S Corp/LLC Subsidiary** — Dan flagged: C Corp double-taxes consulting income. Consider an S Corp or LLC subsidiary for the Premera consulting revenue. Pay minimal salary, dividend the rest. Talk to your tax person.Feb 13
**Fundraise Recalibration** — Dan pushed hard: "Why would you fundraise if you've got the FDE thing?" Premera revenue changes the calculus. Strongest signal yet to deprioritize or pause the raise. Need to decide.Feb 13
**Sorensen Capital** — Team reviewed Monday (Feb 10). Should have heard by now. Follow up with Chris.Feb 10
**Refract VC** — Caesar said "couple of days" on Feb 5. It's been a week. Follow up with Caesar.Feb 5
**Fix deck/blurb** — Tau's "wrapper" feedback still relevant. Need to rewrite blurb to lead with business model before Feb 19 calls. Now have REAL Premera scope to reference.ongoing
**Record demo video** — Still needed for Norwest and product-focused investors. Even 3 min Loom.ongoing
**.406 Ventures** — Thomas cold-emailed Kathryn, but Michael knows Jeremy Friese (CEO of Humata, .406 portfolio company). Should we loop Jeremy in for a warm path?Feb 11
**Kartik Hosanagar** — Michael's Wharton AI professor. Angel investor, only invests in former students + data/AI. Reach out next week when fundraise is more mature.target: ~Feb 17
**Stephen Sammut** — Michael's Wharton VC professor. Agreed to meet but in peak semester — proposed week of 3/9. Follow up to lock in a time.Feb 11
**a16z** — Eva gave what felt like a pass, but Daisy (the real champion) is on maternity leave. Need to decide: wait for Daisy to return, or find another path in? Don't burn the relationship by pushing Eva.Feb 11
**Thomas: Ping Abhinav Kurada at Percepta/Summa** — Dan starts as outside CIO at Summa Monday. Turns out Dan is Abhinav's boss at Percepta. Abhinav (Thomas's close friend) is already there doing call center work. Crazy overlap — say hi, compare notes.Feb 13

Waiting on Them

**Premera Proposal Response** — $150/hr, 40 hrs/week, 3-6 months FDE consulting. Two workstreams: auto-auth acceleration + appeals processing. Proposal sent, expecting response early next week.Feb 13
**McBee Associates (Jonna Mayfield)** — Proposal sent Feb 4 ($40K impl + $150-200K ACV). Verbal thumbs up but no formal response. Silence is growing — follow up.Feb 4
**Violetta Ostafin** — Call set Feb 26, 1pm.Feb 11
**Pear VC (Andrew Parambath)** — Call rescheduled to Feb 19, 1pm ET. MD/MBA.Feb 11
**Define Ventures (Chuka)** — Responded Feb 11, proposed next Wed/Thu (~Feb 18-19).Feb 11
**Bain Capital Ventures (Kevin Zhang)** — Columbia alum, call set Feb 27, 1pm ET.Feb 11
**Sidekick Partners (Hayden Kim)** — Scheduling for ~Feb 26/27, ~noon.Feb 11
**Wavemaker 360 (Michelle Wang)** — Deck sent Feb 11.Feb 11
**Primary Ventures** — Deck sent, awaiting Sam scheduling.Jan 30
**Norwest VP (Bayan)** — Materials sent. Bayan → healthcare team review. Needs demo video.Feb 6