Fundraising
Investors 18
Warm-Hot 14
Raising $2M
Pipeline
| Firm | Stage | Temp | Contact | Last Touch | Next Step |
|---|---|---|---|---|---|
| Sorensen Capital | Team Review | Warm-Hot | Chris Hulme | Feb 6 | Deck sent; team review Monday, feedback Mon/Tue |
| Sidekick Partners | first-call-done | Warm | Hayden Kim | Mar 6 | Follow up — they sent overview deck, review and respond |
| Distributed Ventures | Intro | Warm | Antonio Calderon | Feb 23 | Follow up on intro call |
| SEAE Ventures | post-intro | Warm | Karlos Bledsoe | Feb 17 | Let Karlos drive next steps — relationship through Avi |
| Bain Capital Ventures | Intro | Warm | Kevin Zhang | Feb 11 | Call Feb 27, 1pm ET |
| Define Ventures | Intro | Warm | Chuka | Feb 11 | Call ~Feb 18-19 (proposed Wed/Thu) |
| Pear VC | Intro | Warm | Andrew Parambath | Feb 11 | Call Feb 19, 1pm ET |
| Violetta Ostafin | Intro | Warm | Violetta Ostafin | Feb 11 | Call Feb 26, 1pm |
| Wavemaker 360 | Intro | Warm | Michelle Wang | Feb 11 | Deck sent, awaiting response |
| Norwest Venture Partners | Intro | Warm | Bayan Alizadeh | Feb 6 | Send deck + demo video; Bayan socializes with healthcare tea... |
| Tau Ventures | Paused | Warm | Sam Bogrov | Feb 6 | Send deck; he'll think about intros |
| Refract VC | Deep Dive | Warm | Caesar Djavaherian | Feb 5 | Caesar & Kerry circling back in a couple of days |
| Primary Ventures | Intro | Warm | Hannah McQuaid | Jan 30 | Deck sent, awaiting Sam scheduling |
| Battery Ventures | Intro | Warm | Olivia Henkoff | Jan 13 | Meet Olivia in NYC; re-engage as traction builds |
| a16z (Andreessen Horowitz) | Paused | Cool | Daisy Wolf | Feb 5 | Wait for Daisy to return from maternity leave; re-engage thr... |
| NextGen VP | Intro | Cool | Deborah Chu | Feb 5 | Keep me posted — no active process |
| .406 Ventures | Intro | Cold | Kathryn | Feb 11 | Waiting on Kathryn's reply; activate Jeremy Friese warm intr... |
| Insight Venture Partners | Pass | Cold | Aiden | Feb 6 | Not pursuing |
Hot Board28 items
Waiting on Us
12- **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
10- **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
Coming Up
6- **Feb 18-19** — Define Ventures (Chuka) — TBD exact time
- **Feb 19** — Pear VC (Andrew Parambath) — 1pm ET
- **Feb 26** — Violetta Ostafin — 1pm
- **Feb 26/27** — Sidekick Partners (Hayden Kim) — ~noon
- **Feb 27** — Bain Capital Ventures (Kevin Zhang) — 1pm ET
- **Premera contract response** — Any day now. If yes = $24K/month at 40h/week.
Intelligence
| # | Question Theme | Times Asked | Quality |
|---|---|---|---|
| 1 | Scalability — redeployable tech vs. custom consulting | 3/7 | Strong |
| 2 | Contract details / pricing / revenue structure | 5/9 | Strong |
| 3 | Product / demo / what have you built | 5/9 | Decent |
| 4 | GTM / go-to-market approach | 2/7 | Decent |
| 5 | How much are you raising / use of funds / milestones | 4/7 | Strong |
| 6 | Payer vs. provider / selling to hospitals vs. payers | 3/8 | Strong |
| 7 | Long-term vision / end state | 2/7 | Decent |
| 8 | Why UM? Why this wedge first? | 1/6 | Strong |
| 9 | Payer GTM / selling to health plans | 1/6 | Decent |
| 10 | HIPAA / SOC2 / compliance | 1/6 | Decent |
| 11 | What if you raise less ($1M)? | 1/6 | Decent |
| 12 | How did you get this client / champion? | 4/9 | Strong |
| 13 | Market size / opportunity | 1/7 | Weak |
| 14 | Differentiation / defensibility | 1/6 | Weak |
| 15 | Deep vs. broad strategy | 1/6 | Weak |
| 16 | Data access / EHR integration | 2/6 | Strong |
| 17 | Hypotheses you're testing | 1/6 | Decent |
| 18 | Team / bootstrapping / commitment | 2/6 | Strong |
| 19 | Core value proposition | 1/6 | Decent |
| 20 | Valuation / dilution | 1/6 | Decent |
| 21 | Ideal investor partner profile | 1/6 | Strong |