Interactions

Series C timing discussion

James wants to start Series C conversations in Q3 2026. Discussed target raise ($30-40M), potential leads (a]6z, Coatue), and whether to hire a CFO before the process.

Re: Customer expansion update

Emily shared that three large enterprise prospects are in late-stage trials. Discussed pricing strategy for annual contracts above $200K and whether to offer multi-year discounts.

Re: Q4 board prep

Sarah shared draft board deck and asked for feedback on the ARR bridge slide. Discussed hiring plan for Q1 and whether to bring on a VP Sales now or wait until Series A+ closes.

FX hedging strategy

Kemi flagged Naira volatility impacting USD-reported metrics. Discussed hedging options and whether to open a USD treasury account for operational reserves.

FDA pre-submission feedback

Priya shared positive feedback from FDA pre-submission meeting. Regulatory pathway looks clearer than expected. Team targeting Q2 2026 for clearance filing.

Intro: Sarah Chen <> David Park (VP Sales, AcmeCorp)

Introduction between Sarah Chen (NovaTech CEO) and David Park (VP Sales at AcmeCorp) to discuss enterprise sales motion and playbook for scaling from $3M to $10M ARR.

Grant application update

Anna confirmed DOE grant application submitted. $500K grant decision expected Q2. Also discussed adding a sales hire to target CSRD-affected European companies.

Intro: Jamie Lin <> Sam Patel (Head of Growth, GrowthStack)

Connected Jamie with Sam Patel at GrowthStack to discuss potential integration partnership and co-marketing for ad creative optimization in the SMB segment.

Intro: Elena Vasquez <> Chris Nguyen (CTO, ApexData)

Introduction between Elena Vasquez (Lattis founder) and Chris Nguyen (CTO at ApexData) to discuss potential design partnership on multimodal embeddings for enterprise RAG use cases.

Intro: James Okafor <> Maria Santos (COO, GlobalFreight)

Introduction between James Okafor (RouteWise CEO) and Maria Santos (COO at GlobalFreight) to explore potential partnership for last-mile delivery optimization.

Intro: Kemi Adeyemi <> Rachel Kim (PayBridge)

Connected Kemi with Rachel Kim from PayBridge to discuss cross-border payment infrastructure and potential integration for TapFin's merchant onboarding flow.

LP meeting follow-up — portfolio allocation discussion

Follow-up from LP advisory meeting covering Fund II deployment pace, reserve strategy, and initial Fund III timeline. LPs want to see more detail on Fund I realized returns at next meeting.