INTERNAL MEMO - NOT FOR PUBLIC DISTRIBUTION
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To: Bryan Lemster
From: Elias
Date: January 9, 2026
Re: Strategic Realignment - American Dynamism Capital


Bryan,

I've done a deep dive on why the local angel/incubator path felt "off" even before this week.

We were trying to plug a nuclear reactor into a residential outlet.

I'm shifting our fundraising target from "local angels" to "American Dynamism" funds - a16z, Founders Fund, 8VC. These are the only investors who view institutional friction as a buy signal rather than a risk.


THE PIVOT
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We are no longer selling a "CRM startup." That is boring and crowded.

We are selling "Critical Infrastructure for AI Liability" - the TCP/IP of AI permissions.

The pitch changes from "Sales Efficiency" to "Sovereign Alignment."


THE RESEARCH
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Read the American Dynamism research at: thetacoach.biz/american-dynamism/

Key documents:
1. High Voltage Founder archetype - what these investors look for
2. Funds & Partners - specific targets (Katherine Boyle at a16z, Brian Singerman at Founders Fund, Joe Lonsdale at 8VC)
3. Pitch Framing - how to position the work
4. Outreach Strategy - LinkedIn templates, objection handling

This is who we are going after. Let's discuss how we retarget the outreach list on Monday.


THE STATUS
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I am moving to a private HQ to secure the IP during the patent filing window. April is the deadline. The work is too important to expose to environments that cannot handle the voltage.

This is realignment, not retreat.


YOUR ROLE
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Your equity arrangement ($1,750/month) is now tied to a bigger story.

You are not selling a CRM to local founders. You are opening doors to capital that backs "founders the system cannot contain."

The one-on-ones matter more than ever. But the target list changes.

Let me know when you've read the research. We'll recalibrate the outreach on Monday.


WHAT NOT TO DISCUSS EXTERNALLY
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The specific circumstances of the location change are confidential during the settlement window.

If asked:
- Public version: "We moved to a private HQ to secure the IP during the patent filing window."
- Do not elaborate beyond this.


THE OPPORTUNITY
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This pivot positions us for 10x the capital at 10x the valuation. The investors we are now targeting understand that friction is signal.

Turbulence is proof of speed.

- Elias


P.S. - The SXSW speaker slot matters more now. The Austin network connects directly to 8VC/Joe Lonsdale territory. Keep pushing on that.