Harsh Savergaonkar is building October, backed by Antler India, out of San Francisco. He co-founded CricInShots before it.
Harsh Savergaonkar
IF YOU’RE STILL COPY PASTING BETWEEN CLAUDE, CODEX AND GROK, YOU’RE NGMI
today we are launching October to fix this
give October the goal, and it checks:
> which harnesses you have
> remaining usage
> what worked well for similar tasks before
then it picks the team, connects them, splits the work and lets them coordinate directly. e.g. codex with 20l 5.6 can lead, fable can review and grok can execute
and the whole thing is multiplayer 🎃
Jash Gor
2w
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Image from Stir Advisors
From Stir Advisors
The best exits don't start when the banker enters the room. They start twelve to eighteen months earlier, in the quiet work of tightening margins, cleaning cap tables, and rehearsing the narrative until it's the one buyers repeat back to you.
By the time due diligence begins, the outcome is largely priced in. What looks like negotiation is often just discovery, the buyer verifying what your positioning already told them.
At Stir Advisors we treat sell-side mandates as an operating programme, not a brochure process. [...]
Image from Stir Advisors
From Stir Advisors
Most rounds are lost in the meeting before the meeting, the informal partner call that decides whether your deal even reaches the Monday partnership.
Term sheets are downstream artifacts. If the narrative, comps, and champion are wired correctly, terms tend to normalise. If they aren't, no clever mechanic recovers the round.
Whether equity, debt, or structured capital, dilution and cost of capital are the last things to negotiate, not the first things to fear. Clarity of use of proceeds and path to liquidity always outrank valuation theatre.
