Catrina

I think a lot about where I'm actually useful to my portfolio companies VCs — myself included — love to think they have unique sector insights to guide founders. But the reality is if your portco leans on you for product, you probably backed the wrong one. Imo it boils down to five things. 1. Packaging for fundraise Regardless of how brilliant, first-time founders almost always struggle with packaging their pitch for VCs. This has nothing to do with their communication skills (which they have to be good at), but the ability to compress information into a VC-digestible format, for smaller vs. big-brain VCs. 2. Therapy & conviction injection I joke that I brainwash my founders when they aren't bullish enough. Being a founder is hard — no matter how good you are, it's a marathon, and it WILL have its low-lights. It's the founder's job to cheerlead their company — but who cheers up the cheerleader when they hit a wall? Who can they show vulnerability to? not their team because they might leave. not their friends because they won't get it. definitely not their customers or partners. Their investors are probably the only one sitting at the nexus of understanding the space + knowing the company + being in a position to "conviction inject" and calm the founders in distress 3. Competitive intelligence Founders go vertical and VCs go horizontal. Investors' bird's-eye view across competitive and substitutive categories can save founders weeks of research. 4. Social signal Think of it as outsourced BD for portcos. The conversion is just so much better on a warm intro versus going in cold. Plus the cap table is a decent noise filter for customers/partners. 5. The Magic Mirror This came from a recent founder hang — when I asked series A founders their biggest learnings since preseed. A big one is that when you're the CEO, it's hard to find someone who tell you the truth. Your investors can, and should.

25% on TGE Here's the entire token distribution Utility coming next 🎒

Spitballing - could be sth like this Say you own 500k of ZYRO token and pro rata share of treasury rev atm is $50k In order to redeem the $50k, you transfer your token to a vault controlled by ZYRO with a min lockup time period. ZYRO project issues a certificate/NFT that shows it owes you 500k ZYRO token. When you want to sell, you go through the ZYRO UX that converts your certificate in real time to 500k ZYRO and execute sell at market value then transfer to you. This way, once you redeem your share of the treasury, your 500k ZYRO tokens goes to a vault vs. be returned to you to prevent double spend.