Filter
Schedule 30min founder call with Aanya
Reconcile Stripe export against founder ARR claim
Pull churned MRR breakdown for last 60 days
Counsel review of Helio SAFE doc
highMay 22 Memo v2 final draft for counsel review
Confirm 3 reference calls (Stratus, Linear, ramp)
Diligence checklist — close 6 remaining items
Refresh brief with May Stripe export
Compare Aug 2025 first-review facts vs today
Send Halo OS founder follow-up on flat ARR
Acknowledge concentration risk flag
Pull Halo Apr update revenue lines
Approve burn data follow-up draft
Re-run runway model when burn data lands
Approve Mosaic May update request draft
Initial brief draft from forwarded deck
Decide thesis-fit (adjacent vs out-of-scope)