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Multi-turn · cited · longitudinal · 487 decisions indexed
Last sync 14m ago
Show me every deal we passed for traction reasons in the last 12 months.
Twelve passes. Four re-engaged (Helio, Norma, Volute, Pace). Eight remain pass: shared pattern is flat MRR or sales cycles longer than 12 months.
1.4s · 487 decisions scanned
Of those four re-engaged, did any have founder-private context that changed our read?
Helio Labs is the cleanest example. On Nov 9 2025, Aanya disclosed off-record that two of four design partners walked after a price test — she explicitly asked us not to put the conversion rate in the deck. We passed the same week for traction. By May 2026 the price test had landed three enterprise contracts at $48k+. The 'red flag' was actually a deliberate pricing experiment. Without that private note, the re-engagement read would be 'they got lucky'; with it, the read is 'founders ran the right test eight months ahead of us'.
Founder call · Nov 9 2025 · private notePass decision · Nov 12 2025Re-engagement context · May 18 2026
1.1s · 6 chunks · 1 founder-private note retained across the pass
What did Marc add to the Helio fact thread last week?
May 17, 18:02 — Marc on the ARR fact: 'Worth asking about churned MRR — last 60 days only.' That comment then prompted the Stripe-vs-founder reconciliation we ran on May 18. Result: 1.2% gap, considered clean. Marc's comment is preserved as an annotation on the brief, threaded under the ARR row.
0.6s · 2 chunks