title: Meeting 2026-04-03 — alice-example office hours type: meetings date: 2026-04-03 attendees: [you, people/alice-example]
Office hours — alice-example, 2026-04-03
Notes
Alice walked through current acme-example metrics. Retention curves look strong on the new vertical-AI surface. Burn is manageable at current spend levels.
Discussion
We talked about whether to raise a Series A now or push for another 6 months of metrics. Alice's position: raise now because the market for vertical-AI is still hot and the new positioning is fresh enough to attract attention.
My counter: the data on her trajectory is strong enough that another 6 months of compound growth would put her in a meaningfully better negotiating position — and the market is going to BE hot in 6 months too; this isn't a sprint-to-the-exit category.
She heard the argument. We didn't resolve it on the call.
My take
Founders who raise early at strong-but-incomplete metrics generally underperform founders who raise at clearly-validated metrics in markets like this. ~0.75 conviction. This is the geography-cluster intuition I've been over-confident on before, so I'm hedging here.
Action items
- alice-example to think through the timing tradeoff
- follow up in 2 weeks