Michael — 2026-02-17
Work Log
- Processed Seae Ventures investor call (Karlos Bledsoe, intro)
- Created meeting file, investor file
- Updated fundraising synthesis (question map, answer gaps, investor signals)
- Created Linear issues for follow-ups
Thinking / Decisions
- Seae feels like a strong fit for pre-seed. Healthcare specialist DNA (BCBS Massachusetts founding team), Q1 offsite aligned on workflow automation. Karlos routing to pre-seed MD Erica unprompted.
- Competition is their main diligence gate — need a competitive landscape one-pager before full team pitch.
- Viv conference next week is the opportunity to meet Erica in person.
System / Operating Model Thinking
- Linear as agent memory, not human task board. Linear issues are useful as structured breadcrumbs for Claude to work against, not as a Kanban for Michael/Thomas to manage. The value is in the ontology and context, not in manually driving issues to completion.
- Cron / timing layer is the missing piece. The system currently only fires when someone comes to Claude. The gap is push-based triggers — surfacing the right thing at the right time (pre-call prep, follow-up nudges, weekly rollups, conference prep). Not ready to build yet, but this is the key unlock for the system to actually drive things forward vs. being a good filing cabinet.
- Don't impose structure on Thomas. He's finding his own workflow. Let him author structure from practice, then systematize what emerges. The meeting agenda he wants to bring back is a signal he's ready to start codifying. When that happens, Claude can pre-populate with data — his structure, Claude's context.
- Premature optimization risk. The right cron triggers will become obvious once the rhythms stabilize (investor pipeline cadence, client work kickoff, weekly sync format). Build then, not now. The patterns that repeat — "I keep forgetting to follow up on day 3" — are the cron jobs writing themselves.
BD / Outreach Framing (post-Karlos debrief)
- Thomas had energy after the call to go send emails, start a campaign. My instinct was to pull back and reframe: the real activity is getting our ideas into the world and seeing what comes back. Investor calls, payer conversations, content, cold outreach — all the same thing. Different feedback loops.
- Thought about sending Thomas a message to reframe — "relax, we can do whatever we want, there's no wrong move." But realized: saying nothing is the right move. He's got momentum to go do something. A philosophical message right now just takes the wind out of his sails. Let him do his thing.
- The deeper insight: we don't need a campaign or a strategy. We just need to keep talking to people and sharing what we think. The risk isn't picking the wrong channel — it's not doing any of them consistently.
- Also: the investor calls have been our best "BD" so far. 8 VC conversations have taught us more about the market, competitors, and our own positioning than anything else we've done.
Blockers
- None currently