5
6
2 overdue
10
11
3
8 total
0
Active Deals
n
Candid HealthHealthcare45 HCA-Team
Active Diligence
Model review — revert to Nick/Doug with Qs
PlenfulHealthcare25 HCA-Team
Active Diligence
Finalize customer calls; sharpen IC with Ron
Field AIReal Economy80 HCA-Team
Term Sheet Expected
Respond decisively when TSheet lands
Los TacosReal Economy
Active Diligence
Sharpen initial offer; 4-6 wks to IC
CorintisData Center
Closed
Passed — nice note sent to Remco
Follow-Ups Due
T1BobyardReal Economy
OVERDUE2026-04-06
T1PaidApp Layer
OVERDUE2026-04-06
T1Coco RobotsReal Economy
2026-04-08
T1HappyRobotReal Economy
2026-04-09
T1Lila SciencesReal Economy
2026-04-09
T1Chai DiscoveryReal Economy
2026-04-10
Pipeline — Not In Yet
T1AbridgeHealthcareRaising Now200 HCA-Team
24d ago
$50M+ ARR, AI clinical documentation leader. Massive health system adoption.
→ Partner over-the-top: Ron sends note🚪 Ron → ping IVP partner
T1NourishHealthcareProcess Rumored
19d ago
Consumer health super aggregator — nutrition at scale.
→ Tell Jim to make the intro this week🚪 Jim Sincavage intro to CEO
T1AugmentReal EconomyMonitor
0d ago
AI agents for supply chain procurement. Call went well.
→ Follow up on call — send thesis deck🚪 Direct — relationship building
T1FigureReal EconomyMonitor400 HCA-Team
39d ago
Humanoid robotics leader. $675M raise. Brett Adcock.
→ 1x check-in before summer via portfolio🚪 Applied Intuition team connection
T1FreedHealthcare60 HCA-Team
29d ago
AI clinical docs, $10-20M scale. Fast-growing.
→ Email 2 — reference Abridge competitive landscape🚪 Direct outreach
T2AttioApp LayerApp Layer
14d
→ Connection hunt for warm intro
T2Charlie HealthHealthcareMental Health
11d
→ Follow up on Addition intro status
T2Grow TherapyHealthcareMental Health
21d
→ Aliza to re-engage in fall
w/ Aliza
T21XReal EconomyHumanoid Robotics
52d
→ Going cold — need check-in before summer
T2CradleHealthcareAI x Life Sciences
9d
→ Set up customer calls
T2StediHealthcareHealthcare Infra
14d
→ Create value before asking — intro to HC portfolio
T2Instride HealthHealthcareCare Delivery
24d
→ Plan Boston trip
Scratchpad
Open in Notion ↗Active Themes
Data Center Infrastructure
Data CenterAI x Life Sciences
HealthcareHealthcare Market Map
HealthcareEnergy & Power
Data CenterAgents in Supply Chain
Real Economy