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Engineering serendipity at scale.

Havilo · Matchmaking
Query

I need a mentor who can actually help Aurora's CTO. Someone who has scaled an AgTech engineering org from a handful of people to something close to five hundred, ideally with operating time in the Southern Hemisphere — and, honestly the hardest part, patient enough to coach a first-time technical founder without rolling their eyes.

Reading
conceptualAgTech engineeringstrict~5× order-of-magnitude scaleinferenceSouthern Hemisphere signalbehavioralPatience with first-time founders

Reasons.

A question, decomposed.

New message
Tomarcos@silvamed.co
SubjA question about 510(k) — 20 minutes?
HiMarcos—amentorflaggedyour510(k)workinSãoPaulo.Wouldlove20minutestocomparenotesonthepayerside.
Prep · 20 min
Brief · Marcos Silva
Class II · 510(k) · SilvaMed
Context
SarahaskedaboutFDAreimbursementtimelines.Marcosistheclosestmatchinthenetwork—samedeviceclass,sameyear.
The read
LedaClassIIdevicethroughFDA510(k)in2022.NavigatedCMS category codesandthepayerconversationsthatfollowed.RaisedabridgeinQ3—skipfundraising.
Opener

“What do you wish you'd known before reimbursement conversations started?”

Composes.

In the shape the work asks for.

Run sheet · 8x3
Meeting · 09:50
Sarah Jenkins ↔ Marcos Silva · 20 min
T-24h
Briefs issued
both sides
T-15m
Reminder sent
Sarah, Marcos
T-0
Room opened
recording on
+20m
Closed
transcript complete
+22m
Dossier updated
follow-up staged
After
·Marcos added to mentor pool
·Intro staged · Jamie (CMS attorney)
·Dossier rewrite queued · Sarah

Facilitates.

Every room, every seat.

linkedin
crunchbase
press
sec
substack
podcast
https://20vc.com/elena-vasquez
Live
Agent

This demo shows Havilo’s enrichment agent reading six public sources and writing a live dossier. Below is the complete dossier as it appears when the animation finishes.

Dr. Elena Vasquez

Founder and Chief Executive Officer at Stratoform, based in San Francisco.

Summary

Stanford CS PhD and former Google DeepMind researcher running Stratoform, an inference infrastructure company for reasoning-heavy AI agents. Closed a $42M Series B led by Sequoia in February 2026, and is actively building out her go-to-market team and board. Thesis: the margin war for reasoning models has moved from training to inference.

Key facts

  • Founded 2023
  • Series B, $42M, February 2026
  • Total raised $52M
  • Category: AI Infrastructure · Inference Compute
  • Compliance: SOC 2 Type II; ISO 42001 pending Q3 2026
  • Design partners: two of the top-5 AI labs and a Fortune 100 cohort
  • Auditor: PwC

Timeline

  • 2023 — Founded after seven years at Google DeepMind
  • 2024 — Seed round, $10M, Founders Fund
  • February 2026 — Series B, $42M, Sequoia lead; Nvidia and Datadog strategic
  • February 20, 2026 — Form D filed, $42.3M, Reg D 506(c)
  • Q3 2026 — ISO 42001 AI governance pending

Relationships

  • Lead investor: Sequoia Capital
  • Strategic: Nvidia and Datadog
  • Chief Scientist: Dr. Marcus Yang, formerly Google DeepMind
  • Seed investor: Founders Fund

Signals

  • Hiring: VP of Product with developer tools background
  • Board: EU AI Act expertise wanted
  • Receptive to: strategic distribution partnerships
  • Watching: frontier-model API margin compression

Sources: LinkedIn, Crunchbase, press release, SEC Form D, Substack essay, 20VC podcast.

Explores.

Every page written about them.

Havilo · Interviewer
Agent
speaking
You
Your seat
listening

“Anything you want to raise before they join?”

“Got it. I’ll pull a few AgTech mentors after the call.”

“Marcus will be ready — heads-up on his end.”

Engages.

What was never written down.

Tabular
cohort_q3.csv
14,210 rows · 31 columns
Braga, Eduardo · São Paulo · ex-CTO
Database
network.sqlite
8 tables · schema introspected
CREATE TABLE people (id, name, bio…)
Narrative
cohort-12.pdf
186 pages · decks & proposals
“Reimbursement is the wedge, not the risk.”
Webhook
POST /bridge/membership
JSON:API · HMAC-signed · live
sig=wh_a1b2c3…7f ✓

Reconciles.

Any shape, one record.

An institution that
introduces itself.

Room 047/128 active
00:02:14ENGAGES
Mentor call
25 min
MW
Marcus Wei
Cofounder, Northrise
00:02:31EXPLORES
Dossier · Acme Health
Public · 8.4B mkt cap · 47k employees
Enriched · 6d
The read

Acme is consolidating vendors aggressively in 2026. The Q1 board update referenced multi-year, category-level agreements as the preferred shape going forward.

Key contact
SP
Sarah Patel
CRO · Acme Health · since Mar 2026
Note · founder
8d ago

“Concentration creeping past 60% — worried about lock-in at the next renewal.”

Agent
linkedin.com/in/sarah-patel-acme
SP

Sarah Patel

Chief Revenue Officer at Acme Health

San Francisco Bay Area · 500+ connections

Experience

AH
Chief Revenue Officer
Acme Health
Mar 2026 - Present · 1 mo
AH
Director of Sales
Acme Health
Jul 2022 - Mar 2026 · 3 yrs 8 mos
Agent
00:03:05REASONS
LinkedIn · Sarah Patel
SEC · S-1 § 1.7
Crunchbase · Acme · Series C
Mentor call · Marcus, 25min
Podcast · Fellow ep 47
Dossier · Priya · 9-mo creep
Substack · Operator essay
Slack · #deals · Mar 11
Board obs · Fund 7 ‘24
Calendar · Tue 10:30 free
Havilo · Matchmaking
Question

Who has signed a multi-year category exclusivity with a Fortune-100 customer and renegotiated without losing the logo — and which finance operator has written the save playbook?

Reasoning against·73,000 people·1.4M notes
Plan21 steps
Composing plan…
  1. 01GROUNDDefine target: operators who held category exclusivity and re-cut it
  2. 02GROUNDScope: Series A–C SaaS, 2021–2026
  3. 03SEARCHEntity notes · "exclusivity" within 30 tokens of "category"
  4. 04SEARCHContract clauses · mined from dossiers and meeting transcripts
  5. 05SEARCHPublic filings · S-1 / 10-Q risk factors referencing customer concentration
  6. 06SEARCHMentor network · operators tagged "commercial renegotiation"
  7. 07FETCHHydrate 412 candidate dossiers · most recent 90 days
  8. 08FETCHPull cap-table deltas and post-round commentary
  9. 09NARROWDrop candidates without evidence of re-signing the clause
  10. 10NARROWDrop candidates whose customer later churned
  11. 11EVALUATEScore each on clause similarity · category · term · customer size
  12. 12EVALUATEScore mentor warmth · 2-hop introductions only
  13. 13EVALUATEScore availability · calendars resolved for next 10 days
  14. 14NARROWKeep top 18 by composite score
  15. 15EVALUATERead each post-renegotiation essay or board update
  16. 16EVALUATEIsolate the specific fix that held the logo
  17. 17RANKRank by precedent quality · recency · operator rigor
  18. 18COMPOSEGenerate per-candidate rationale in the mentor’s register
  19. 19COMPOSEAttach provenance · source docs · transcript excerpts
  20. 20RANKFinal shortlist · five operators · ranked
  21. 21COMPOSEDraft the brief for the mentor on the call
DR
Dana Rauh
Operating Partner, Crescent
board

Sat through this concentration trap on three boards in 2024. Owns the numerator argument cold.

YI
Yuki Iwasaki
GC, ex-Stripe
legal

Drafted the carve-out language Priya used. Knows where every comma matters.

MT
Marcus Tao
Co-founder, ex-Northrise
operator

Re-cut a three-year exclusivity with a Fortune-50 logistics customer in 2023. Different industry, same shape.

AC
Alex Chen
CFO-in-residence, Emberwise
finance

Wrote the ARR-waterfall two portfolio CEOs used to hold a concentrated logo through a term flip.

PD
Priya Desai
Founder, HealthSync
operator

Re-cut a 24-month category clause at month nine. Volume floor + carve-out. Held the logo, re-opened the round.

Lead
PD
Priya Desai
Founder, HealthSync
Lead

Re-cut a 24-month category clause at month nine. Volume floor + carve-out. Held the logo, re-opened the round.

AC
Alex Chen
CFO-in-residence, Emberwise
finance

Wrote the ARR-waterfall two portfolio CEOs used to hold a concentrated logo through a term flip.

MT
Marcus Tao
Co-founder, ex-Northrise
operator

Re-cut a three-year exclusivity with a Fortune-50 logistics customer in 2023. Different industry, same shape.

YI
Yuki Iwasaki
GC, ex-Stripe
legal

Drafted the carve-out language Priya used. Knows where every comma matters.

DR
Dana Rauh
Operating Partner, Crescent
board

Sat through this concentration trap on three boards in 2024. Owns the numerator argument cold.

00:04:40COMPOSES
00:05:12FACILITATES
New meeting

Founder ↔ Priya Desai

25 minutes · Google Meet · brief attached

Placing…
Mon
Tue
Wed
Thu
Fri
sent · 00:05:12
Both calendars confirmed
Across the network
128active now
after
00:00
Agent
You
Seat
Save call · concluded
in call
12:04
Agent
You
Seat
Founder ↔ mentor
briefing
01:18
Agent
You
Seat
Office hours · prep
waiting
00:00
Agent
waiting
Seat
Pitch review
in call
08:42
Agent
You
Seat
Mentor intro · med
briefing
00:47
Agent
You
Seat
Founder intro
handing off
04:21
Agent
You
Seat
Mentor match
in call
17:53
Agent
You
Seat
Investor sync
briefing
02:06
Agent
You
Seat
Alumni · office hours
in call
22:11
Agent
You
Seat
Mentor ↔ founder
briefing
00:34
Agent
You
Seat
Pitch review · prep
after
00:00
Agent
You
Seat
Intro · confirmed
handing off
06:40
Agent
You
Seat
Co-founder sync
waiting
00:00
Agent
waiting
Seat
Office hours · slot
Breakout·pre-meeting
00:582 people
Agent
speaking
You
Your seat
listening

“Anything you want to raise before they join?”

“Got it. I’ll pull a few AgTech mentors after the call.”

“Marcus will be ready — heads-up on his end.”

“I have no idea what I would have done otherwise.”

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