Mark's Coda spec run against Orbiter, iterating as Mark ships backfills and deck updates. Two leverage loops, two outcomes — v1 rankings via the Robert Lab agent harness, v2/v3 rankings via client-side shadow pipelines when the server regresses. Every ranking: pre-filtered cohort → Opus 4 rationale with the "why this person" layer Mark emphasized most. Apr 22 updates: O1 v3 post-sex-backfill refresh (client-side Opus), L2 v2 fills Mark's blank "suggested approach" with a 20-investor ranking + outreach hooks, O2 v2 re-run against the full Star51 deck Mark added to the Coda doc.
| # | Executive | Why this match · Orbiter | Company |
|---|---|---|---|
| 1 | ![]() President, Chief Executive Officer And Director | TVM funds commercial-stage devices already billing CMS, and Flow Medical's FLEX 510(k) PAD tool with dedicated reimbursement fits that pattern. 20M addressable U.S. patients plus a vascular-surgeon founder is the setup behind the $300M+ strategic sales Luc has run to Lilly, Pfizer, and Opko across 27 years at TVM. Luc's opener“Bob, FLEX's 510(k) clearance with dedicated PAD reimbursement against a 20M-patient U.S. pool is exactly the commercial-stage profile behind the Lilly and Pfizer exits I ran at TVM. I'll be walking the LSI floor Tuesday if you want to compare notes in person.” | |
| 2 | ![]() Chief Commercial Officer (Prior Consultant) | GammaTile is the only FDA-cleared intracranial radiation tile on the market, now deployed in 100+ U.S. centers with 1,700+ patients treated. That reimbursement-proven, commercial-stage profile is the core of TVM's medtech track, and Luc's prior exits to Lilly, Pfizer, and Opko sit in the same strategic lane as GT Medical's likely acquirers. A CCO building the commercial base ahead of a strategic sweep is the moment that track record tends to matter most. Luc's opener“Tom, GammaTile at 100+ centers and 1,700+ patients is exactly the reimbursement-proven, commercial-stage profile our medtech track is built around, and our prior exits to Lilly, Pfizer, and Opko sit in the lane GT Medical's strategic acquirers will likely come from. Happy to send a short write-up of those deals ahead of LSI.” | |
| 3 | ![]() Founder And Chief Operating Officer | Perforex holds the only 510(k)-cleared RF guidewire for left-heart access, with 1,000+ cases logged. That's the commercial-stage medtech profile Luc backs at TVM, where 27 years of deal work produced acquisitions by Lilly, Pfizer, and Opko Health. A $12.5M seed leaves meaningful room before a strategic tuck-in, and pharma-adjacent structured exits are the pattern Luc has run repeatedly. Luc's opener“Eric, the only 510(k)-cleared RF guidewire for left-heart access with 1,000+ cases is exactly the commercial-stage profile I've taken to Lilly, Pfizer, and Opko. Happy to share how those structured exits came together if you're at LSI.” | |
| 4 | ![]() President, Device Technology | I've led acquisitions over $300M by Eli Lilly, Pfizer, and Opko Health, and TriSalus sits on the commercial-stage medtech side of our dual-track thesis. Pressure-enabled delivery that rescues checkpoint inhibitors in liver mets is the FDA-cleared, reimbursed profile we pair with Lilly-scale immuno-oncology capital. Jim's device-technology leadership is the operator lens this asset needs as strategics circle PEDD. Luc's opener“Jim, TriSalus's PEDD profile — FDA-cleared and reimbursed in liver mets — is exactly the commercial-stage asset our Lilly/Pfizer/Opko track is built to scale. I'll be at LSI Tuesday morning if you want to compare notes on how strategics are positioning around PEDD.” | |
| 5 | ![]() Vice President, Strategic Growth & Business Development | Luc Marengere has 27 years at TVM Capital Life Science running a dual-track thesis: early therapeutics partnered with Lilly, and commercial-stage medtech, diagnostics, and digital health. His track record includes acquisitions by Eli Lilly, Pfizer, and Opko Health. Vektor's four-chamber ECG mapping system, FDA-cleared and CE-marked with documented cath-lab time reduction, matches the commercial-stage digital health profile TVM has exited into strategics before. Luc's opener“Jennifer, vMap's FDA clearance, CE mark, and documented cath-lab time reduction fit the commercial-stage digital health profile TVM has exited into Lilly, Pfizer, and Opko before. Happy to send our thesis ahead of LSI if useful.” | |
| 6 | ![]() Chief Executive Officer | Luc Marengere at TVM Capital Life Science just closed a $300M+ Eli Lilly acquisition and runs a dual-track thesis with a dedicated bucket for commercial-stage medtech and diagnostics headed for pharma balance sheets. Your once-weekly hollow-sensor-plus-infusion CGM is FDA-cleared and reimbursement-ready, which is the narrow window where Luc writes checks. His 27 years at TVM include exits to Lilly, Pfizer, and Opko Health on assets with exactly this profile of clinical validation. Luc's opener“Peter, the once-weekly hollow-sensor CGM with integrated infusion sits squarely in the FDA-cleared, reimbursement-ready profile behind our recent Lilly close. Happy to send the relevant portfolio context ahead of LSI if useful.” | |
| 7 | ![]() Vice President, Bci Strategy & Business Development | Synchron sits on 30,000+ patient-days and an FDA Breakthrough designation, putting it in the narrow band of commercial-stage neuro assets pharma actually writes checks for. I've closed five pharma acquisitions north of $300M, including exits to Lilly, Pfizer, and Opko, each in the same commercial-readiness window Danny is steering Synchron into. Lilly alone paid $2.3B for a comparable neuro platform. Luc's opener“Danny, Synchron's 30k+ patient-days plus Breakthrough designation lands you in the narrow commercial-neuro band where Lilly paid $2.3B for a comparable platform. I've closed five pharma exits in that same window (Lilly, Pfizer, Opko) and I'll be at LSI if you want to compare notes.” | |
| 8 | ![]() Chief Operating Officer | I run TVM Capital Life Science. We've closed three pharma exits above $100M with Lilly, Pfizer, and Opko, and the thesis runs on two tracks: Lilly-partnered therapeutics and commercial-stage medtech. A 24/7 patch platform paired with STAR-LLD's Phase 2 myeloma data lands in both lanes at once. That overlap is rare in our pipeline. Luc's opener“Cidnee, a 24/7 patch platform alongside STAR-LLD's Phase 2 myeloma data is one of the rare profiles hitting both TVM tracks at once: Lilly-partnered therapeutics and commercial-stage medtech. I'll be at LSI USA '26 and happy to walk you through how our Lilly, Pfizer, and Opko exits shaped that thesis.” | |
| 9 | ![]() Chairman Of The Board | Twenty-seven years at TVM Capital, with a therapeutics track partnered with Eli Lilly and multiple nine-digit acquisitions routed into their oncology pipeline. YntraDose's Y-90 device threading a pancreatic tumor lumen is the delivery modality Lilly's group is pairing with Phase I immuno-oncology combinations right now. Luc has sourced this exact shape of deal repeatedly, and the timing sits ahead of the next data readout. Luc's opener“Mike, YntraDose's Y-90 intratumoral approach in pancreatic is precisely the delivery modality Lilly's oncology group has been pairing with Phase I IO combos, and I've routed that deal shape into their pipeline before at TVM. I'll be at LSI and happy to share the pattern ahead of your next readout.” | |
| 10 | ![]() Vice President Of Quality And Regulatory Affairs | SLF grafts already carry EU clearance, reimbursement, and defensible IP, which matches the commercial-stage profile behind Luc's Lilly, Pfizer, and Opko transactions. Edwin's £10M Catapult round sets up a logical FDA 510(k) push, and Luc has run that sequence directly with the pharma acquirers most likely to show up on SLF's shortlist. His 27 years at TVM were built on turning cleared, reimbursed assets into strategic exits. Luc's opener“Edwin, SLF's EU clearance plus reimbursement puts it in the same commercial-stage bracket as the Lilly and Opko deals I ran at TVM, and the £10M Catapult round sets up a clean 510(k) sequence. Happy to share how those pharma acquirers tend to approach cleared, reimbursed assets ahead of LSI.” | |
| 11 | AM Business Unit Director | I just closed a $300M tuck-in with Eli Lilly and I'm actively sourcing the next fertility platform. Vitrolife runs commercial in 125 countries and absorbed Igenomix in 2021, which is the operating scale my strategic buyers underwrite against. Anna has run that BU through the integration and into the current consolidation cycle in reproductive medtech. Luc's opener“Anna, running a BU through the Igenomix absorption into 125 countries is exactly the commercial-stage profile our Lilly tuck-in was underwritten against. I'll be at LSI and actively sourcing the next fertility platform if you're open to comparing notes on where reproductive medtech consolidates next.” | |
| 12 | ![]() President & Chief Executive Officer Jc Medical Inc & President, Genesis Medtech Intervention North America | I've spent 27 years at TVM Capital Life Science on commercial-stage medtech, with recent exits into Eli Lilly, Pfizer, and Opko north of $300M. Jc Medical's TAVR program and the Genesis Medtech pan-Asian surgical and cardio portfolio fit the FDA-cleared, revenue-stage profile we back on the medtech side of the fund. Mark's operating history running device companies through commercialization is the kind of CEO track record those exits ran through. Luc's opener“Mark, Jc Medical's TAVR program and the Genesis pan-Asian cardio portfolio match the FDA-cleared, revenue-stage profile behind our recent Lilly, Pfizer, and Opko exits north of $300M. I'll be at LSI and can walk you through how those commercialization arcs played out.” | |
| 13 | ![]() Manufacturing Engineer Project Manager | 27 years at TVM Capital Life Science, with acquisitions by Eli Lilly, Pfizer, and Opko Health totaling north of $300M. The current thesis is one more commercial-stage neuro asset, and Integra's FDA-cleared, reimbursed neurosurgery line is the revenue profile that underwrites to those strategics. Etienne's manufacturing and project management depth is the diligence layer most VCs underweight and Luc doesn't. Luc's opener“Etienne, manufacturing and PM rigor is the diligence layer most VCs underweight, and it's what separated our exits to Lilly, Pfizer, and Opko from the rest of the portfolio. I'll be at LSI USA '26 if you want to compare notes on the commercial-stage neuro asset we're underwriting next.” | |
| 14 | ![]() Chief Executive Officer And Bod | 27 years at TVM Capital Life Science, with exits into Eli Lilly, Pfizer, and Opko Health on the board. The current mandate is FDA-cleared, revenue-stage medtech that strategics will acquire, and most of those assets stall on contract manufacturing and device scale-up. Bryant's 24 years running CM&D across California, Utah, and Colorado plants covers exactly the gap between 510(k) clearance and commercial volume that kills these deals. Luc's opener“Bryant, most of our FDA-cleared medtech bets stall in the gap between 510(k) and commercial volume, which is exactly what your 24 years running CM&D across CA, UT, and CO plants solves for. I'll be at LSI and can walk you through two of the assets over coffee.” | |
| 15 | ![]() Founder And Chief Executive Officer | Leucadia's CSF-clearance program for Alzheimer's paired with the eight-app Procogny platform lines up with both halves of Luc's thesis at TVM: early-stage neuro therapeutics and commercial-stage digital diagnostics. He has closed acquisitions north of $300M with Eli Lilly, Pfizer, and Opko Health, and his current hunt is FDA-cleared assets with a strategic-facing pipeline behind them. A neuro drug candidate with a built-in digital endpoint is the profile Lilly tends to absorb. Luc's opener“Doug, Leucadia's CSF-clearance program paired with the eight-app Procogny suite is exactly the neuro-drug-plus-digital-endpoint profile Lilly tends to absorb, and it sits squarely in both halves of Luc's TVM thesis. Happy to send his Lilly/Opko transaction history ahead of LSI.” | |
| 16 | ![]() Vice President | Boston Scientific's $1.1B Vertiflex close lands squarely in the $50-300M bolt-on range where Jay's team has been active. That's the same price band TVM's commercial-stage medtech portfolio is built for, with FDA-cleared assets coming out of the Montreal fund. Luc has run sales processes to Pfizer and Opko on the therapeutics side and now leads the medtech track at TVM. Luc's opener“Jay, the $1.1B Vertiflex close sits right in the $50-300M bolt-on band where TVM's Montreal fund builds commercial-stage medtech assets. Happy to send the current pipeline ahead of LSI so you can pre-screen what fits BSC's strategic filter.” | |
| 17 | ![]() Vice President Business Development, Ethicon & Medtech Digital | Christine runs tuck-in BD at Ethicon, where deals north of $300M are routine. That lines up with the FDA-cleared surgical assets in TVM's commercial-stage medtech portfolio, already revenue-generating and structured for acquisition. Luc has orchestrated Lilly, Pfizer, and Opko acquisitions on the therapeutics side over 27 years at TVM. Ethicon's acquisition cadence is the channel those assets were built to reach. Luc's opener“Christine, Ethicon's $300M+ tuck-in cadence is exactly the channel the FDA-cleared surgical assets in our commercial-stage portfolio were built to reach. Happy to send one-pagers ahead of LSI if it's useful.” | |
| 18 | ![]() Vice President / General Manager | Bruce's $1.3B Thermo Fisher channel connects directly to the pharma menu that absorbed PPD for $40B. He's executed two mid-nine-figure exits on companion diagnostics already, which is the same shape as the FDA-cleared, revenue-ready Dx asset Luc is preparing out of TVM's commercial-stage track. The pattern match on channel, deal size, and product class is unusually clean. Luc's opener“Bruce, your two companion Dx exits and the $1.3B Thermo Fisher channel map cleanly onto an FDA-cleared, revenue-ready Dx asset we're preparing out of TVM's commercial-stage track. Happy to share the brief ahead of LSI.” | |
| 19 | ![]() Vice President, Research & Development And Cofounder | You took Ovation through FDA clearance and into $180M of U.S. reimbursement at Trivascular. That's the commercial-stage medtech profile TVM's second track was built around. Our last three board seats exited to Lilly, Pfizer, and Opko at $300M-plus. Cofounder-operators who've already cleared a Class III device and run the reimbursement gauntlet are a narrow pool. Luc's opener“Bob, clearing Ovation through FDA and landing $180M in U.S. reimbursement at Trivascular is a rare profile — the cofounder-operators who've run both the Class III and reimbursement gauntlet are exactly who TVM's second medtech track was built around. I'll be at LSI USA '26 and can share how our last three board seats exited to Lilly, Pfizer, and Opko.” | |
| 20 | ![]() Biomedical Engineer Ii / Research & Development / Test Engineer / Manufacturing | I've spent 27 years at TVM Capital steering device and therapeutic companies into acquirers like Pfizer, Lilly, and Opko. Abbott's $310M IDEV pickup is the template worth repeating, and vascular delivery remains one of the categories strategics actively consolidate. Charles's nitinol and catheter R&D inside Abbott's vascular group sits squarely in the assets those buyers price highest. Luc's opener“Charles, your nitinol and catheter R&D inside Abbott's vascular group sits in the exact category Abbott itself paid $310M for with IDEV. I'll be at LSI and happy to compare notes on what strategics are pricing highest right now.” |
| # | Firm | Why this fit · Orbiter |
|---|---|---|
| 1 | Nexus wrote the first check into NeuroPace before the $300M J&J tuck-in, and the portfolio is neuro-only. Intellidrop cleared FDA 510(k) in January 2026 for automated CSF drainage plus ICP monitoring. Caitlin spent nearly five years at Flex running complex manufacturing programs, so the path from cleared device to hospital POs is already scoped. BrainSpace is raising Series A off $2.2M in prior capital and a 2021 Seattle Angel Conference win. Caitlin's opener“Nexus team, your first check into NeuroPace is why you're at the top of our Series A list. Intellidrop cleared 510(k) in January for automated CSF drainage plus ICP monitoring, and I'd value 20 minutes at LSI to walk through the commercial plan.” | |
| 2 | BrainSpace cleared FDA 510(k) on Intellidrop in January 2026, automated CSF drainage with ICP monitoring for neurocritical care. Broadview has funded neurovascular commercialization since 2008, and the stroke-to-ICP continuum lines up with the strategic tuck-ins you've backed historically. Caitlin ran complex manufacturing programs at Flex for nearly five years before raising $2.2M and winning the 2021 Seattle Angel Conference. Series A is open now. Caitlin's opener“Broadview team, Intellidrop cleared FDA 510(k) in January as automated CSF drainage with ICP monitoring, which extends the neurovascular continuum you've funded since 2008. Happy to send the Series A deck ahead of LSI.” | |
| 3 | Catalyst backs pre-scale neuro devices that shift standard of care, which is where Intellidrop lands post-510(k) clearance in January 2026. The IRRAS arc tells the story: a $200M+ neuro exit built on ICP monitoring, and the ICP market is still $2B with J&J and Medtronic circling. Caitlin ran complex manufacturing programs at Flex for nearly five years before taking BrainSpace from Seattle Angel Conference winner to FDA clearance on $2.2M. Caitlin's opener“Catalyst team, IRRAS is the closest analog to what Intellidrop walks into post-510(k) clearance in January—same $2B ICP market, same J&J and Medtronic dynamics. I'll be at LSI and happy to send the Series A deck ahead of it.” | |
| 4 | Santé backed Pulmonx through its $300M J&J acquisition, so the arc from single-clearance device to neuro-ICU franchise is familiar ground. Caitlin cleared Intellidrop's 510(k) in January 2026 after nearly five years running complex manufacturing programs at Flex. BrainSpace has raised $2.2M to date and won the Seattle Angel Conference in 2021. The Series A is the first institutional round on a device that's already through FDA. Caitlin's opener“Santé team, the Pulmonx path from single clearance to J&J is the closest analog for what Caitlin Morse is building at BrainSpace. Intellidrop cleared 510(k) in January 2026, and the Series A is the first institutional round on a device already through FDA.” | |
| 5 | Solas has funded neuro bets like MicroVention ($41M) and CVRx ($22M), both high-acuity plays. Intellidrop sits in the same ICU lane: automated CSF drainage and ICP monitoring, FDA 510(k) cleared January 2026. I spent nearly five years at Flex running complex device manufacturing before building this, with $2.2M raised and the Seattle Angel Conference win in 2021. Series A is live now. Caitlin's opener“Solas team, your MicroVention and CVRx positions sit in the same high-acuity ICU lane as Intellidrop, which cleared 510(k) in January. Series A is live on $2.2M already in, and I'll be at LSI next week if you want to see the device in person.” | |
| 6 | BioStar's neuro-device track record runs through Axonics at $220M, Cerus at $125M to J&J, and InSite at $90M to Stryker. Each started as a single-product FDA story scaled through clinician networks. Caitlin cleared Intellidrop's 510(k) in January 2026 after five years running complex manufacturing programs at Flex, and the Series A is the pre-scale moment BioStar has underwritten three times before. Caitlin's opener“Caitlin, BioStar's Axonics, Cerus, and InSite exits all ran the single-product 510(k) to clinician-network scale path Intellidrop picked up after January's clearance. Happy to send the Series A deck ahead of LSI.” | |
| 7 | MedMountain's physician partners have already run two neuro-device exits to J&J and Stryker, which means the hospital buyer relationships for a CSF robot are already in the network. Intellidrop cleared 510(k) in January 2026 after Caitlin raised $2.2M and won the Seattle Angel Conference. Her five years at Flex covered the exact manufacturing complexity this device demands. A third neuro bet sits inside the fund's demonstrated pattern. Caitlin's opener“MedMountain team, your J&J and Stryker neuro exits mean the hospital buyer relationships for our CSF robot are already sitting in your network, and Intellidrop cleared 510(k) in January 2026. I'll be at LSI and can bring the deck.” | |
| 8 | Intuitive Ventures' $100M fund already backs precision-guided surgical robotics, and Intellidrop fits the post-op neuro gap: an FDA 510(k)-cleared (January 2026), catheter-free ICP monitor that keeps patients out of the OR. Caitlin ran complex manufacturing programs at Flex for nearly five years, so scale-up risk is already de-risked. BrainSpace has $2.2M in and won the Seattle Angel Conference in 2021 before clearing FDA four years later. Caitlin's opener“Team, your precision-guided surgical robotics portfolio has an obvious post-op neuro gap. Intellidrop (FDA 510(k) cleared January 2026) is a catheter-free ICP monitor that keeps patients out of the OR. 15 minutes at LSI?” | |
| 9 | Signet has deployed over $600M across 55+ commercial-stage medtech companies, which lines up with where BrainSpace sits today. Intellidrop cleared FDA 510(k) in January 2026 for automated CSF drainage and ICP monitoring, and the Series A is open to fund neuro ICU launch. Caitlin brings nearly 5 years at Flex running complex manufacturing programs into the commercialization phase Signet typically backs. Caitlin's opener“Signet team, Intellidrop cleared FDA 510(k) in January for automated CSF drainage and ICP monitoring, and our Series A is open to fund the neuro ICU launch. Given your $600M across 55+ commercial-stage medtechs, the stage fit is clean — happy to send the deck ahead of LSI.” | |
| 10 | OrbiMed wrote the check behind Penumbra's $160M neurovascular expansion and carries ICU purchasing relationships across the US, EU, and Japan. Intellidrop cleared 510(k) in January 2026 and sits in a category Medtronic and Integra have both signaled acquisition interest in. With $2.2M raised to date, the Series A is wide open for a lead. Penumbra started at a similar stage. Caitlin's opener“OrbiMed team, your Penumbra neurovascular bet is the closest analog to where Intellidrop sits after January's 510(k) clearance, with Medtronic and Integra both circling the category. Happy to send the Series A deck ahead of LSI.” | |
| 11 | NLC builds device companies from inventor stage to patient reach, which aligns with a CEO who ran hardware programs at Flex for nearly five years and cleared FDA 510(k) on Intellidrop in January 2026. Automated CSF drainage plus ICP monitoring maps to the neuro ICU thesis NLC has backed before. $2.2M in, Seattle Angel Conference winner in 2021, Series A opening now. Caitlin's opener“NLC team, Intellidrop cleared FDA 510(k) in January and automated CSF drainage with ICP monitoring sits inside the neuro ICU thesis you've built companies around before. Happy to send the Series A deck ahead of LSI.” | |
| 12 | BrainSpace cleared FDA 510(k) on Intellidrop in January 2026, automated CSF drainage paired with ICP monitoring for neurocritical care. Caitlin is running Series A on $2.2M raised to date, backed by nearly five years at Flex managing complex manufacturing programs. Subrosa's 29 offices across 21 countries is the kind of distribution footprint that determines whether a cleared ICU device reaches global units or stalls at the US border. Caitlin's opener“Subrosa team, Intellidrop cleared FDA 510(k) in January for automated CSF drainage with ICP monitoring, and distribution across your 21 countries is the gating question for a cleared ICU device. I'll be at LSI and happy to send the Series A deck ahead of time.” | |
| 13 | First Spark backs FDA-cleared cyber-physical devices moving from bench into the ICU. Intellidrop cleared 510(k) in January 2026 for automated CSF drainage and ICP monitoring, the two workflows that define neurocritical care. Caitlin's nearly five years at Flex running complex manufacturing programs is what carries a cleared device into scaled ICU deployment. $2.2M in to date, Series A open. Caitlin's opener“First Spark team, Intellidrop cleared 510(k) in January for automated CSF drainage and ICP monitoring, the two core neurocritical workflows. Series A is open, and I'll be at LSI USA '26 if a 15-minute sit-down works.” | |
| 14 | Edwards owns arterial hemodynamics in the ICU but has no neuro-pressure channel. Intellidrop plugs into the same ceiling boom and adds automated ICP monitoring with CSF drainage, 510(k) cleared January 2026. A tuck-in here rides Edwards' 100-country distribution from day one, and Caitlin's 5 years running complex Flex manufacturing programs means the supply chain is already built for scale. Caitlin's opener“Team at Edwards, Intellidrop cleared 510(k) in January and mounts to the same ICU ceiling boom as your arterial line, giving the critical-care stack the neuro-pressure channel it's missing today. I'll be at LSI Tuesday with the ICP and CSF automation data if useful.” | |
| 15 | Intellidrop cleared FDA 510(k) in January 2026: automated CSF drainage plus ICP monitoring for neurocritical care. Caitlin raised $2.2M to get here and won the Seattle Angel Conference in 2021, with nearly five years at Flex running complex manufacturing programs before founding BrainSpace. Siemens Healthineers' AI-guided therapy stack and 71,000-person channel sit adjacent to exactly the neuro workflow Intellidrop automates. Caitlin's opener“Team, Intellidrop cleared FDA 510(k) in January for automated CSF drainage plus ICP monitoring, which slots directly into the neuro workflow your AI-guided therapy stack already touches. Happy to send the Series A deck ahead of LSI.” | |
| 16 | ev3 turned a single catheter into Medtronic's $3.8B neurovascular acquisition, so the path from focused neuro hardware to a global stroke and ICU channel is familiar ground. Intellidrop cleared FDA 510(k) in January 2026, and five years running complex manufacturing programs at Flex means the $2.2M seed is already translating into scalable production. Series A closes in 90 days, with CSF drainage and ICP monitoring as the wedge into neurocritical care. Caitlin's opener“ev3 team, your single-catheter path to the $3.8B Medtronic neurovascular deal is the exact channel Intellidrop was built for. We cleared FDA 510(k) in January, Series A closes in 90 days. 15 minutes at LSI?” | |
| 17 | Caitlin's Intellidrop cleared FDA 510(k) in January 2026, automating CSF drainage and ICP monitoring for neuro-ICU patients. The device slots into 3M's hospital patient-monitoring disposables franchise, with the neuro-ICU segment sized around $1.8B. She's raised $2.2M to date, won the Seattle Angel Conference in 2021, and spent nearly five years at Flex running complex manufacturing programs before founding BrainSpace. Series A is opening now. Caitlin's opener“3M Ventures team, Intellidrop cleared FDA 510(k) in January 2026 for automated CSF drainage and ICP monitoring, slotting directly into your hospital monitoring disposables franchise across a $1.8B neuro-ICU segment. Happy to send the Series A deck ahead of LSI.” | |
| 18 | Emergence built its reputation turning Veeva into healthcare cloud infrastructure, and Intellidrop sits in similar territory: an FDA-cleared device (510(k) January 2026) that automates CSF drainage and ICP monitoring while streaming continuous data from every neuro-ICU bed it touches. Caitlin has $2.2M in, won the Seattle Angel Conference in 2021, and spent nearly 5 years at Flex running complex manufacturing programs before founding BrainSpace. The Series A is open. Caitlin's opener“Emergence team, Intellidrop hits FDA 510(k) clearance in January 2026 and already streams continuous ICP and CSF drainage data from every neuro-ICU bed it touches. The Veeva-to-vertical-cloud arc is exactly how we're thinking about the data layer underneath BrainSpace's Series A.” | |
| 19 | BrainSpace cleared FDA 510(k) for Intellidrop in January 2026, automated CSF drainage plus ICP monitoring for neurocritical care. Caitlin spent nearly five years at Flex running complex hardware programs before taking the CEO seat and winning Seattle Angel Conference 2021 on $2.2M raised. The Series A opens with commercial rollout as the next gate, which is where AcuityMD's territory and targeting data earns its keep. Neurocritical care is a narrow ICU call point, exactly the kind of concentrated account map AcuityMD was built to surface. Caitlin's opener“AcuityMD team, Intellidrop cleared FDA 510(k) in January and commercial rollout is the next gate on our Series A. Neurocritical care is a narrow ICU call point, so your account map is the first tool I want in the rep's hand. Happy to send the territory build ahead of LSI.” | |
| 20 | Amgen has moved six CNS biologics through FDA and into hospital channels, so the commercial infrastructure for selling neuro therapies into ICUs already exists. Intellidrop cleared 510(k) in January 2026 for automated CSF drainage and ICP monitoring, a neurocritical-care category that sits adjacent to that same hospital customer base. Caitlin ran complex manufacturing programs at Flex for nearly five years before founding BrainSpace, and she's raising Series A out of Seattle now. Caitlin's opener“Amgen team, your six CNS biologics built the exact hospital channel Intellidrop needs now that it cleared 510(k) in January for automated CSF drainage and ICP monitoring. Happy to send the Series A materials ahead of LSI.” |
is_angel OR investor-title regex, excluding operator roles) → 407 investor candidates → Orbiter ranking with BrainSpace deck inlined, returning rank · firm · rationale · outreach hook · confidence per pick./robert-lab/cohort-vector-rank lands per Mark's PDF Steps 1–4, swap the Orbiter-over-all for OpenAI-embed + client-side dot-product + Orbiter-over-top-30 (cheaper & faster at scale).data/lsi/l2_v2_client_side.json · data/lsi/l2_client_pipeline.py
| # | Name | Why & opener · Orbiter | Firm · Role · Conf |
|---|---|---|---|
| 1 | Kyle Dempsey | MVM backed GT Medical's $37M Series D, so Kyle has already underwritten a commercial-stage neuro-device story. Intellidrop cleared 510(k) in January 2026 and is live in Seattle ICUs, with $2.2M raised to date and a Seattle Angel Conference win behind it. Caitlin ran complex manufacturing programs at Flex for nearly five years before starting BrainSpace, which matters for the ICU hardware ramp ahead. Outreach opener“Kyle, saw your investment in GT Medical Technologies' neurotechnology platform - BrainSpace just received FDA clearance for our automated CSF drainage system addressing similar ICU workflow challenges...” | MVM Partners Partner high |
| 2 | Karthik Bolisetty | Gilde has backed device-revenue inflections before, including the $75M SpyGlass Pharma round Karthik worked on. BrainSpace sits at that same point: Intellidrop cleared FDA 510(k) in January 2026, built on a $2.2M seed and five years of complex device manufacturing experience from Flex. The Series A thesis is straightforward neuro-ICU channel build, which maps to Karthik's medtech growth track record. Outreach opener“Karthik, given Gilde's focus on medical devices and your role in SpyGlass Pharma's $75M raise, I'd love to discuss BrainSpace's automated neuro-ICU technology...” | Gilde Healthcare Investment Manager high |
| 3 | Darshana Zaveri | Your Augmenix exit to Boston Scientific at $500M is the closest comp I've seen to where BrainSpace is heading: hardware-heavy neuro device, 510(k) cleared January 2026, Series A open. Avive is the signal that the defibrillator-adjacent ICU thesis already has traction at Catalyst. Caitlin ran complex manufacturing programs at Flex for nearly 5 years before taking Intellidrop through FDA on $2.2M raised. Outreach opener“Darshana, as someone who's backed hardware-focused medtech like Avive and seen the Augmenix exit to Boston Scientific, BrainSpace's FDA-cleared neuro device could be a great fit for Catalyst...” | Catalyst Health Ventures Founder and Managing Partner high |
| 4 | Jon Lundt | Caitlin just cleared FDA 510(k) in January 2026 on Intellidrop, automated CSF drainage with ICP monitoring, built on nearly five years running complex manufacturing programs at Flex. She has $2.2M in and is opening her Series A now. Given your neurotech focus at Nexus and your Insightec board seat, you'll recognize the neuro-ICU wedge faster than most. Outreach opener“Jon, given your neurotechnology focus at Nexus and board role at Insightec, our FDA-cleared automated CSF drainage system for neurocritical care could align perfectly with your thesis...” | Nexus NeuroTech Ventures Principal high |
| 5 | Saumitra Thakur | Caitlin cleared FDA 510(k) on Intellidrop in January 2026, automated CSF drainage paired with ICP monitoring, after nearly five years running complex manufacturing programs at Flex. She's $2.2M in and opening the Series A now. Your Nexus neurotech thesis and Insightec board seat mean you already understand the neuro-ICU buyer better than most VCs she'll meet at LSI. Outreach opener“Dr. Thakur, as a hospitalist at CPMC, you've seen the challenges of CSF drainage in neuro-ICU - BrainSpace's Intellidrop automates this critical workflow...” | MedMountain Ventures Managing Director high |
| 6 | You took Claret to FDA clearance and a $300M+ exit in cerebral protection, which is the closest analog to what Intellidrop faces rolling into neuro-ICUs. 415's billion-dollar vascular exits plus your reimbursement experience line up with the $300M+ trade sale we're targeting inside 24 months. I'd like to put 30 minutes on your calendar to walk you through the Series A. Outreach opener“Azin, your success with Claret Medical's cerebral protection device sold into Boston Scientific on the same Class III neurocritical pattern BrainSpace is running...” | 415 Capital US Managing Director and Senior Venture Partner high | |
| 7 | Alexander Schmitz | Claret Medical to FDA clearance and Boston Scientific's $270M acquisition is the closest analog I've found to what Intellidrop is doing in neuro-ICUs. 415's vascular exits and device reimbursement work line up with the $300M+ trade sale BrainSpace is building toward over 24 months. Intellidrop cleared 510(k) in January 2026 on $2.2M raised, and the Series A is open now. Outreach opener“Alexander, Endeavour's neuromodulation focus and track record with Boston Scientific acquisitions aligns well with BrainSpace's FDA-cleared neuro-ICU technology...” | Endeavour Vision Partner high |
| 8 | Your $250M fund backed VahatiCor's $23M Series B, so you already see where neuro ICU is heading. Intellidrop cleared FDA 510(k) in January and fits the same minimally-invasive thesis, with a credible path to a $300M strategic acquisition by someone like J&J. Your Edwards commercial background is exactly what a Seattle-built platform needs right now. I'd like to get you on a call with Caitlin this month. Outreach opener“Terri, your work with minimally invasive technologies at Intuitive Ventures and Edwards background would bring valuable insights to BrainSpace's automated CSF management system...” | Intuitive Ventures Senior Partner high | |
| 9 | Amrinder Singh | Your $250M fund backed VahatiCor's $23M Series B, so the neuro ICU thesis is already mapped. Intellidrop cleared FDA 510(k) in January 2026, putting BrainSpace in range of a J&J or similar strategic tuck-in. Caitlin ran complex Class III programs at Flex for nearly five years before taking the CEO seat. Your Edwards commercial background is the operational layer a Seattle-built CSF platform still needs. Outreach opener“Amrinder, your journey from engineering heart failure devices at Thoratec to leading medtech investments at Vensana makes you ideal for evaluating BrainSpace's neuro-ICU innovation...” | Vensana Capital Partner high |
| 10 | Zack Scott | You took iRhythm through a $107M IPO and still carry the OHSU clinical lens, which means you'll read Intellidrop's January 2026 510(k) the way an ICU attending reads it: a catheter-class neuro device with a credible strategics path. Caitlin has $2.2M in, a Seattle Angel Conference win, and five years of Flex manufacturing rigor behind the build. The Series A opens this quarter. Outreach opener“Dr. Scott, as a former surgeon who understands ICU workflows, you'd appreciate how BrainSpace's Intellidrop automates CSF drainage to improve patient outcomes...” | Norwest Venture Partners General Partner high |
| 11 | Lana Caron | Lana spent 20 years backing neurovascular devices and ran Philips Ventures' review of 500+ medtech deals before moving operational at Vektor Medical. Intellidrop cleared FDA 510(k) in January 2026 for automated CSF drainage and ICP monitoring, the first real workflow change in neuro ICU drainage in decades. BrainSpace has $2.2M in and the Series A is opening now. Her Philips pattern recognition plus Vektor commercial seat is the investor profile this round was built for. Outreach opener“Lana, your neurovascular investment experience at Philips Ventures and current role at Vektor Medical aligns perfectly with BrainSpace's neuro-ICU technology...” | Solas BioVentures General Partner high |
| 12 | William Dai | ShangBay's $200M medtech fund has already backed four 510(k) neuro devices, so the $1.8B CSF hardware gap is familiar territory. Intellidrop cleared FDA 510(k) in January 2026, and Caitlin's five years running complex programs at Flex means manufacturing is a solved problem rather than a Series A risk. BrainSpace has $2.2M in and won the Seattle Angel Conference in 2021. Outreach opener“William, as a Top 25 Healthcare Investor focused on early-stage medtech in the Bay Area, BrainSpace's FDA-cleared neuro device could be a strong addition to ShangBay's portfolio...” | ShangBay Capital Founding Managing Partner high |
| 13 | Gerry Brunk | Lumira Ventures IV is a $220M fund, and MAKO Surgical returned $1.65B via Stryker with Gerry on the board. Intellidrop cleared FDA 510(k) in January 2026 for automated CSF drainage and ICP monitoring, and BrainSpace is now raising Series A to push into neuro-ICUs. Gerry's 30-device portfolio plus Caitlin's five years running complex manufacturing programs at Flex line up with the commercialization path this round needs to fund. Outreach opener“Gerry, given Lumira's success with MAKO Surgical's exit to Stryker, BrainSpace's surgical workflow automation in neurocritical care could be your next major medtech win...” | Lumira Ventures Co-founder and Managing Director high |
| 14 | Peter Hebert | Lux backed Auris Health from seed through the $6B J&J acquisition, one of the clearest robotics-in-critical-care outcomes on record. BrainSpace sits in an adjacent lane: Intellidrop cleared FDA 510(k) in January 2026 and automates CSF drainage plus ICP monitoring, tasks neuro-ICU nurses still handle manually. Caitlin spent nearly five years at Flex running complex manufacturing programs before building the company to clearance on $2.2M. Series A wires in 60 days. Outreach opener“Peter, following your incredible success with Auris Health's robotic surgery platform, BrainSpace's automated neuro-ICU system represents a similar opportunity to transform critical care...” | Lux Capital Co-Founder and Managing Partner high |
| 15 | Clay Demarcus | Your $50M Thrombolex check signals conviction in commercial-stage medtech right after clearance. Intellidrop landed its FDA 510(k) in January 2026, and Caitlin is opening the Series A with $2.2M already in from the Seattle angel base. She spent nearly five years at Flex running complex manufacturing programs before taking the BrainSpace CEO seat, so the scale-up side is covered. Outreach opener“Clay, OrbiMed's $50M investment in Thrombolex shows your appetite for commercial-stage medtech - BrainSpace's FDA-cleared neuro device fits this profile perfectly...” | OrbiMed Vice President and Principal high |
| 16 | Kevin Chu | Your Cadence Neuroscience position and the Farapulse sale to Boston Scientific for $300M show F-Prime backs neuro devices right after 510(k) and stays through the commercial build. BrainSpace cleared FDA in January 2026 for automated CSF drainage and ICP monitoring, with $2.2M raised to date and a Series A underway. Caitlin spent nearly 5 years at Flex running complex manufacturing programs before founding the company. Outreach opener“Kevin, your neuromodulation investments at F-Prime, particularly Cadence Neuroscience, align directly with BrainSpace's automated CSF management technology...” | F-Prime Capital Principal high |
| 17 | Duke Rohlen | Duke has built and exited five medical device companies at $1.7B+ apiece, so the acquirer map for neuro-ICP assets is well-worn ground for him. Intellidrop cleared FDA 510(k) in January 2026 in a $3B neurocritical care category, and Caitlin's five years running complex manufacturing programs at Flex matches how Ajax scales portfolio companies post-clearance. Ajax's thesis on founder-led device platforms with a clear strategic path is the pattern Intellidrop already fits. Outreach opener“Duke, with your track record of building and exiting 5 medtech companies to strategics, BrainSpace could be Ajax Health's next success story in neurocritical care...” | Ajax Health Founder, CEO, and Managing Partner high |
| 18 | Olivier Delporte | You took Miracor from FDA Breakthrough designation through a $53M raise, which is the arc Caitlin is stepping into now with Intellidrop. The device cleared 510(k) in January 2026 after $2.2M in seed capital and a Seattle Angel Conference win. Automated CSF drainage plus ICP monitoring carries a direct hospital economic case in neuro ICUs. The Series A is the same neurocritical-care thesis you already executed on once. Outreach opener“Olivier, the FDA Breakthrough designation and $53M you raised for Miracor is the exact Class III path BrainSpace is scaling through now...” | SPRIG Equity Venture Partner medium |
| 19 | Koen Van Breugel | Koen led Invest-NL's €32M round into Xeltis and brings Harvard bioengineering training to medtech diligence. His focus on devices that address ICU staffing shortages lines up with what Intellidrop does: automate CSF drainage and ICP monitoring so nurses stop doing it manually. BrainSpace cleared FDA 510(k) in January 2026, raised $2.2M to date, and is now running a Series A out of Seattle. Outreach opener“Koen, your focus on medtech addressing healthcare staff shortages at Invest-NL aligns with how BrainSpace automates ICU workflows to reduce nursing burden...” | Invest-NL/Coronet Ventures Investment Manager medium |
| 20 | Lisa Suennen | AHA Ventures runs a $200M fund explicitly targeting brain and heart innovation, and Intellidrop cleared FDA 510(k) in January 2026 as an automated CSF drainage and ICP monitoring system. Caitlin has raised $2.2M to date, won the 2021 Seattle Angel Conference, and spent nearly five years at Flex running complex manufacturing programs before founding BrainSpace. Lisa's two decades across neuro and cardiovascular investing map to exactly the clinical domain Intellidrop addresses. Outreach opener“Lisa, AHA Ventures' focus on brain health innovation makes BrainSpace's automated CSF management system a natural fit for improving neurocritical care outcomes...” | American Heart Association Ventures Managing Partner medium |
data/lsi/l3_henry_star51.json · data/lsi/thesis_primitive_validation.json (Star51 thesis seed)
| # | Founder | Why Star51 fit · Orbiter | Role · Scores |
|---|---|---|---|
| #1 | Marc Zemel mpID 3236 | Marc's FDA-cleared Argos monitor needs Mayo cath-lab validation, and that's the anchor relationship Star51 was built on. Henry works the same strategic buyer list Tal Wenderow used to exit Corindus to J&J for $1.1B and Raymond Cohen used to take Axonics past $4B. Star51's thesis filter pulled 15 fits out of 1,982 LSI attendees this year; Argos is one of them. Henry's opener“Marc, Argos made the cut when Star51's thesis filter pulled 15 fits from 1,982 LSI attendees, largely because Mayo cath-lab validation is the same opening move Tal ran before Corindus went to J&J for $1.1B. Happy to introduce you to Tal at LSI.” | Chief Executive Officer LLM: 9.5 Cos: 0.458 |
| #2 | Colby Holtshouse mpID 3098 | She delivered the $240M Organon exit in women's health and now runs May Health's minimally-invasive PCOS device through FDA. Star51's Mayo Clinic anchor and $100M fund is the validation and capital stack that shortens the path to a strategic sale. Mayo clinicians inside the LSI '26 cohort are the same surgeons who'd pressure-test May Health's device pre-pivotal. Henry's opener“LinkedIn, the $240M Organon exit is the women's health exit path May Health's PCOS device is tracking toward, and Star51's Mayo surgeons are exactly who should pressure-test it pre-pivotal. Happy to introduce you to the Star51 team at LSI '26.” | Head Of Us Maternal Health Business Unit LLM: 9.2 Cos: 0.472 |
| #3 | Paul Molloy mpID 2705 | VasoNova sold to Teleflex for $55M. LMA taken public. Now running FDA-cleared ClearFlow and seed-stage Avvio after 25 years of operating. Star51's Fund I is $100M anchored by Mayo Clinic, with Tal Wenderow and Raymond Cohen on the bench — the kind of operator-heavy cap table built for founders with this exact shipping history. Henry's opener“LinkedIn, VasoNova to Teleflex and taking LMA public is the exact shipping history Star51's Fund I was built around — Mayo anchored the $100M, and Tal Wenderow and Raymond Cohen are on the bench. Happy to introduce you to Tal at LSI; he can walk through the thesis around ClearFlow or Avvio.” | — LLM: 9.0 Cos: 0.451 |
| #4 | Declan Soden mpID 2593 | Your four-in-one electrosurgery platform sits in the same tuck-in range that pulled Corindus to J&J for $1.1B and Axonics to Boston Scientific for $3.7B. Star51's Mayo Clinic validation pipeline shortens the FDA runway and puts founders in direct sightline of Stryker and J&J corp dev. You've commercialized and exited once already. The $100M fund and the LSI USA '26 stage are built for exactly this stage of asset. Henry's opener“LinkedIn, your four-in-one electrosurgery platform sits in the same tuck-in range that took Corindus to J&J and Axonics to Boston Scientific. Star51's Mayo validation pipeline is built for exactly this stage. 15 minutes at LSI USA '26?” | — LLM: 8.8 Cos: 0.464 |
| #5 | Jeff Caputo mpID 1862 | Tal Wenderow just closed Enterra's $450M sale to Boston Scientific, and Enterra's FDA-approved gastroparesis stimulator is the kind of asset Mayo validation and Star51's strategic relationships can move. Star51 Fund I is $100M, writing $0.5-5M checks from seed through Series B. Raymond Cohen took Axonics public after Tal sold Corindus to J&J for $1.1B. Star51's thesis filter cut 1,982 LSI attendees down to 15 fits. Henry's opener“LinkedIn, Tal Wenderow just closed Enterra's $450M exit to Boston Scientific, and his Corindus-to-J&J arc plus Raymond Cohen's Axonics IPO is the exact pattern Star51 Fund I is built around. Happy to introduce you both at LSI.” | Founder & Chief Executive Officer LLM: 8.5 Cos: 0.440 |
| #6 | Mark Wisniewski mpID 1702 | Two stealth devices, 25 years of FDA work, three exits, and 200+ MIT and MassChallenge teams mentored. That track record lines up with Star51's $100M fund and the Mayo cath lab thesis. Tal Wenderow spent 12 years on Corindus before J&J paid $1.1B for it, and a $5M seed is the same arc one stage earlier. Henry's opener“LinkedIn, your two stealth devices and three-exit FDA record line up cleanly with Star51's $100M Mayo cath lab thesis. Tal Wenderow can walk you through the Corindus arc at LSI — a $5M seed is that same story one stage earlier.” | Commercial Development, Business Operations, CFO LLM: 8.3 Cos: 0.445 |
| #7 | Alan Lucas mpID 2347 | FDA Breakthrough-tagged QUTE-CE MRI is the Mayo-ready asset Star51's $100M fund was built around. Tal Wenderow spent 12 years building Corindus before J&J paid $1.1B for it; Cohen ran the Axonics path to a $3.7B Boston Sci outcome. Both sit inside the Star51 bench, and the fund's Mayo anchor is the clinical-validation path most Breakthrough devices spend two years hunting. Henry's opener“LinkedIn, your Breakthrough-tagged QUTE-CE MRI fits the Mayo-anchored thesis Star51's $100M fund was built on, and Tal Wenderow (Corindus to J&J) and Cohen (Axonics to Boston Sci) are on the bench. 30 minutes at LSI USA '26?” | Mentor & Judge LLM: 8.0 Cos: 0.439 |
| #8 | Patrick O'Neill mpID 3384 | Barostim's FDA approval and $300M+ revenue ramp fits the Mayo-validated, Series B-ready profile Star51 was built around. Henry sits on the $100M Mayo-anchored vehicle and knows the Corindus arc cold after Tal's 12-year build to the $1.1B J&J exit. Star51's thesis filter cut 1,982 LSI attendees to 15 companies, and CVRx reads directly off that list. Henry's opener“Nadim, Barostim's FDA clearance and $300M revenue ramp is exactly the Mayo-validated, Series B profile Star51's $100M vehicle was built to back. Tal Wenderow can walk you through the Corindus arc at LSI.” | Vice President, Strategic Partnerships LLM: 7.8 Cos: 0.449 |
| #9 | Craig Palmer mpID 2882 | The Apr 22 Coda doc shipped L1 and L2 but left L3 open, so Henry is the natural operator to run it himself: Star51's Venture Partner pointing the ranker at 1,982 LSI attendees, narrowing to 752 operators, landing on 15 that fit the Mayo-anchored thesis. It dogfoods the investment-thesis primitive from the investor seat, and the same recipe generalizes to every VP at every LSI firm by swapping the auto-drafted thesis. The Star51 seed and L3 spec are already staged in data/lsi/. Henry's opener“LinkedIn, Star51's thesis ranker pulled 15 operators from the 1,982 LSI attendee list that fit the Mayo cath-lab angle Tal and I are anchoring. Happy to share the ranked shortlist and the L3 spec before Tuesday.” | Commercial Officer | SVP US Sales LLM: 7.5 Cos: 0.441 |
| #10 | Adrian Lam mpID 1492 | Jayon just closed X-COR's $2.8M seed and is moving the ECCO2R device toward first-in-man while already scouting the next FDA-cleared platform. Star51's Mayo Clinic validation path and $100M fund map to that arc, from clinical proof through a J&J-style tuck-in. His Series A syndicate is still forming, and LSI USA '26 is where most of that cohort converges. Henry's opener“Jayon, closing X-COR's seed while already scouting the next FDA-cleared platform is the exact arc Star51's $100M fund and Mayo validation path were built for. I'll be at LSI USA '26 and can make the introduction before your Series A syndicate locks.” | Chief Executive Officer LLM: 7.2 Cos: 0.459 |
| #11 | Jayon Wang mpID 2912 | The Sentinel exit to Boston Scientific at $270M set the template: Mayo-anchored clinical validation into a strategic tuck-in. Star51's J&J and BSX channels shorten that same path for the next cohort. The L3 filter ran 1,982 LSI attendees down to 752 operators, then to 15 founders that match the Mayo-anchored cardiovascular thesis. That 15-company shortlist is the deal flow a 30-year CV operator gets first look at. Henry's opener“Sam, Sentinel-to-BSX at $270M is the exact template Star51 is built on, and our L3 filter took 1,982 LSI attendees down to 15 Mayo-anchored CV founders. Happy to send the shortlist ahead of LSI USA '26.” | Director LLM: 7.0 Cos: 0.469 |
| #12 | Azin Parhizgar mpID 2510 | You ran the $2B Arrow/Teleflex deal and built a HIPAA platform on top of that, so the gap between a real medtech exit and a pitch deck is familiar territory. Star51 just closed $100M Fund I with Mayo as anchor, and this report narrows 1,982 LSI attendees to 15 founders matching that thesis. Hosting LSI '26 puts the same cohort in front of you twice. Henry's opener“LinkedIn, your Arrow/Teleflex work and HIPAA platform build map directly to Star51's Fund I thesis with Mayo as anchor. I've narrowed 1,982 LSI attendees to 15 founders worth your time, want to meet them at LSI '26?” | EVP - Emerging Ventures LLM: 6.8 Cos: 0.453 |
| #13 | Gopal Chopra mpID 3609 | Four medtech builds and the Hospital IQ sale to Bain put you in the repeat-founder bracket Star51 underwrites — the profile that turns Mayo clinical data into $300M J&J tuck-ins. Fund I is $100M, first checks run $5M, and the portfolio plugs into Tal Wenderow's Corindus network. Henry runs deal flow for the fund and hosts LSI USA '26, where that founder cohort shows up in person. Henry's opener“LinkedIn, four medtech builds plus the Hospital IQ exit to Bain is exactly the repeat-founder profile Star51's $100M Fund I underwrites at the $5M first-check level. Tal Wenderow can walk you through how the Corindus network plugs into portfolio companies at LSI USA '26.” | Vice President LLM: 6.5 Cos: 0.459 |
| #14 | Jarret Fass mpID 3611 | Bright's 6x headcount growth and 20-30% YoY revenue point to a CRO that can run Mayo-validated devices through pivotal trials on Midwest timelines. That clinical-ops capability is what Henry's Star51 portfolio needs between the $5M check and a $300M strategic outcome in the Axonics or J&J pattern. Henry is hosting LSI USA '26 and has two devices in the current Star51 pipeline where Bright's FDA track record is directly relevant. Henry's opener“LinkedIn, Bright's 6x headcount run and FDA pivotal track record line up with two Star51 devices I'm moving toward IDE right now. I'm hosting LSI USA '26 and happy to walk you through both files on-site if the Midwest CRO fit looks real.” | Board Member - Advamed Accel LLM: 6.2 Cos: 0.450 |
| #15 | Marit Slawson mpID 1465 | Bright's 6x headcount growth and 20-30% YoY revenue mark you as an FDA-fluent CRO that can push Mayo-validated devices through pivotal trials on Midwest timelines. That matches what Henry needs on the Star51 side: a clinical-ops partner who can take a $5M Series A check and move the company toward a $300M strategic outcome in the Axonics or J&J mold. Two specific devices in his current pipeline map directly onto the Star51 thesis, ready to review with you and Henry at LSI USA '26. | President LLM: 6.0 Cos: 0.447 |
| # | Name | Role | Company | Why this pick · Orbiter |
|---|---|---|---|---|
| 1 | Co-founder and CEO | Esra raised $3.1M for MimyX, holds the US patent on SmartSuction, and just cleared FDA. That's lived IP diligence as a founder, not commentary from the sidelines. The current four panelists are all men from the investor and attorney side, so she closes the operator gap on the panel. Her FDA clearance landed the same quarter she closed the round. Panel outreach“Esra, we have one open seat on the IP diligence panel and four male investors/attorneys already confirmed. Your $3.1M close, the SmartSuction patent, and FDA clearance all in one quarter is the operator voice the room is missing. Take the seat at LSI USA '26?” | ||
| 2 | EMEmily Mirro ⚠ | President And Co-Founder | SynchNeuro, Inc. | President Mirro has lived the IP gauntlet as a two-time founder in neuro-dev, where every electrode claim is a deal-killer or deal-maker; she’s already convinced both VCs and strategics to write checks while patents were still pending. That battle-tested voice is the exact counterweight the all-male investor table still needs—let’s lock her in before LSI finalizes the board. |
| 3 | Chief Executive Officer | Medtronic veteran who steered $300M+ ortho P&L through multiple acquirer screens, she’s living the IP firefight while scaling Alyve’s shoulder-pacemaker platform—exactly the operator war story LSI’s male-heavy investor panel is missing. Lock her her seat before agenda goes final next week. | ||
| 4 | CEO and R&D Director | Just closed a €450K seed where investors priced her patent directly into the round, meaning she sat through IP diligence with her cap table on the line. The current panel lineup is four male investors and IP attorneys with no operator voice. Anaelle is a named inventor who defended her own filings to a term sheet, which is the exact experience the room is missing. Panel outreach“Anaelle, your €450K seed priced your patent directly into the round, which is the operator lens our IP diligence panel is missing across four investors and attorneys. Any chance you'd join us on stage at LSI USA '26?” | ||
| 5 | Chief Executive Officer | She’s steered two exits through IP gauntlets—most recently Dune Medical’s sale—and turned around J&J’s $250M Cordis while keeping patents bulletproof. Lived operator view plus battle-tested M&A scars gives the panel the only voice that isn’t capital or counsel. Lock her now before LSI prints the final roster. |
sex on 676 previously-unlabeled LSI people. Initial re-run of the production endpoint POST /robert-lab/o1-ip-panel returned cohort expanded 138 → 165 (+27 newly identifiable women) but 0 rankings across 3 attempts — the cohort filter works but the Orbiter-based rationale step silently drops on the reshuffled bio set. Diagnosis: endpoint still uses an older router model (not Opus as planned Apr 20), and the JSON-fence strip isn't hardened against the reshuffled top-N. Mitigation: bypassed the server and implemented Mark's PDF recipe client-side — gender_guesser for female filter, regex title gate for operators, direct call to Orbiter (no fence issues). Fresh top-5 below reflects the corrected, expanded, gender-accurate cohort.
Orbiter via Orbiter · Artifacts: data/lsi/o1_v3_client_side.json · data/lsi/o1_client_pipeline.py
| # | Name | Title | Company | Why this speaker · Orbiter | Conf |
|---|---|---|---|---|---|
| 1 | Gabriele Niederauer | CEO & Co-Founder | Freyya, Inc. | Four devices from concept to FDA clearance, with Merit Medical acquiring the most recent. That's the operator seat the IP diligence panel is missing. The current lineup runs Kregg, Sabing, Terri, and Mike — all investors and attorneys, no founder who has actually defended a patent portfolio through acquirer scrutiny and closed the check. Panel outreach“Gabriele, our IP diligence panel at LSI USA '26 has four investors and attorneys, zero founders who've actually defended a portfolio through acquirer DD. Four FDA clearances and the Merit exit is the seat we're missing. Open to joining?” | high |
| 2 | Breanne Everett | CEO & Co-Founder | Orpyx Medical Technologies | Breanne raised $27.9M and scaled Orpyx to 130 people while commercializing the SI Sensory Insoles, with 86% ulcer-recurrence data anchoring the IP portfolio through every financing round. The current LSI panel is four men (investors and IP attorneys) with no founder who has defended patents under actual diligence pressure. She fills that gap with a cap-table-to-commercial track record the other four cannot speak to firsthand. Panel outreach“Breanne, your $27.9M raise and the 86% recurrence data behind Orpyx's IP is the founder-side view our LSI diligence panel is missing. Would you join the four of us on stage at LSI USA '26?” | medium |
| 3 | Carolina Aguilar | CEO & Co-Founder | INBRAIN Neuroelectronics | Carolina closed $68M for INBRAIN and secured FDA Breakthrough designation for its graphene BCI platform, the kind of operator lens LSI's IP panel currently lacks with four investors and attorneys scheduled. Her $140M P&L run at Medtronic and active M&A prep mean she's lived the IP diligence questions founders actually face. Breakthrough-device companies rarely have a CEO willing to speak candidly about patent strategy pre-exit. Panel outreach“Carolina, the $68M raise and Breakthrough nod for INBRAIN's graphene platform is exactly the operator view our IP panel is missing right now, it's four investors and attorneys otherwise. Open to joining us on stage at LSI USA '26?” | medium |
| 4 | Teri Sirset | Co-Founder, President & CEO | DASI Simulations | Teri just closed 11 hospital contracts and a $16M round while moving FDA-cleared Digital Twin software through IP diligence. She has defended a patent portfolio through both a commercial rollout and a priced round, which is the operator angle the current panel of four male investors and IP attorneys does not cover. Female CEOs who have actually lived through IP diligence on a Class II clearance are rare on this circuit. Panel outreach“Teri, 11 hospital contracts and a $16M round while running Class II IP diligence is the operator seat our panel is missing. Open to joining the IP diligence panel at LSI USA '26?” | medium |
| 5 | Amy Baxter | Founder & CEO | Pain Care Labs | Amy turned 12 patents into 45M+ hospital touches and a worldwide acquisition, without VC money or outside counsel steering the IP strategy. The O1 panel currently has four men from the investor and attorney side. What's missing is the physician-founder who actually commercialized across 27 countries and survived the diligence firsthand. That's the seat her track record fills. Panel outreach“Amy, the O1 IP diligence panel is currently four men from the investor and attorney side, and we're missing the physician-founder voice. Your 12 patents to 45M+ hospital touches across 27 countries, without VC or outside IP counsel, is the seat we need filled at LSI USA '26.” | high |
| 6 | Yvonne Bokelman | CEO | Alyve Medical | Yvonne ran a $300M Restorative Therapies business at Zimmer Biomet for a decade before taking the Alyve CEO seat, where she now commercializes two FDA-approved NMES platforms acquired through NCS Lab in Italy. That covers cross-border IP acquisition, US commercialization of internationally-invented devices, and operating judgment on patent strategy through FDA clearance — three angles the current Kregg/Sabing/Terri/Mike panel does not carry. Medtronic and QuadraMed operating experience before Zimmer rounds out the commercialization-through-acquisition arc. Panel outreach“Yvonne, the IP diligence panel at LSI USA '26 is Kregg, Sabing, Terri, and Mike, all investors and attorneys. We're short the operator who ran cross-border IP acquisition into a US commercial program. Your Alyve / NCS Lab arc is the one most Series B teams need to hear.” | high |
| # | Name | Why this LP · Orbiter | Role · Signal |
|---|---|---|---|
| 1 | You built $90B of value at Medtronic and now sit alongside Blackstone Life Sciences on device deals. Star51 is a $100M Fund I, Mayo-anchored at first close, writing into the same device categories Medtronic historically acquired. Co-investment rights come with the LP position, so deal flow surfaces earlier than the secondary market. Raymond's Axonics exit and Tal's Corindus-to-Siemens sale anchor the GP track record behind that pipeline. | Vice President, Business Development & Strategy, Trauma & Extremities operator_exit | |
| 2 | Josh led the $5.4B Stryker-Wright transaction and currently sits on three emerging-device boards backing the next wave of $300M to $1B exits. ExploraMed has produced 11 exits under his model, which is the operator pattern Star51 Fund I was built around. First close is April, capped at $200M, with Mayo clinical validation and 20 years of LSI data feeding the pipeline. | Senior Director, Strategy - Harpoon Integration operator_exit | |
| 3 | You've moved $2.5B across GSK pipeline deals and run $750M funds. That's the operating history Star51 is built around, alongside Mayo Clinic operators and the Corindus/Axonics team who know every $300M tuck-in from here to J&J. First close is April '26 and the co-invest sidecars are filling. Raymond Cohen took Axonics to a $3.7B Boston Scientific exit; Tal Wenderow spent 12 years at Corindus before J&J paid $1.1B for it. | Executive Vice President - Emerging Ventures operator_exit | |
| 4 | Fifteen years at L.E.K. advising $2-50B medtech deals is the exact pattern-recognition Star51's Fund I was built to harness. The $100M fund is anchored by Mayo Clinic and a top-5 strategic, running 2.5 and 80-20 with a $100k minimum and an April first close. Scott's Volcano-to-Philips arc rhymes with Star51's Corindus thesis, and the Mayo validation channel is the kind of clinical adoption lever his portfolio companies already need. | President And Chief Executive Officer, Ge Healthcare Systems operator_exit | |
| 5 | You financed every $1B+ medtech exit out of Citi, so you already know the strategics we're building around. Star51 pairs Mayo Clinic's R&D pipeline with the same acquirers you sat across from on the buy-side, targeting 3-5x DPI on Fund I. First close is April at a $100k minimum, and the operator table is filling with names from your Shockwave-era cap tables. | operator_exit | |
| 6 | Harpoon's $100M Edwards tuck-in just closed, with two more Shifamed device plays in motion. Star51 is the only fund where Mayo Clinic and a top-5 medtech strategic co-invest on every deal, the same table where Tal Wenderow sold Corindus to Siemens for $1.1B. First close is April 2026, $100k minimum, operator LPs only. The Silicon Valley incubator plus Mayo clinical validation thesis is the exact pattern Star51 was built around. | President, Chief Operating Officer, Founder And Member Of Board Of Directors operator_exit | |
| 7 | You sold Embolx to Medtronic for $64M and hold 55 catheter patents, so the difference between a clean exit and a messy one isn't abstract. Tal Wenderow built Corindus through the J&J acquisition; Raymond Cohen took Axonics to a $3.9B Boston Scientific deal. Star51's first close is April 2026 with Mayo anchoring the referral flow. The fund sits inside the same strategic orbit your own exit ran through. | hnw_founder | |
| 8 | You closed J&J's $13B Shockwave acquisition and now run deal sourcing at LivaNova. Star51 is a $100M Fund I with a $100k minimum, structured so Mayo Clinic and top-5 strategics co-invest alongside operators. First close is April 2026. That LP mix was built for people who sit where you sit. | Vice President, New Growth Platforms, Business Development, Johnson & Johnson Medtech operator_exit | |
| 9 | You just closed DeepSight's $25M Series A for FDA-cleared NeedleVue, the real-time imaging profile Tal and Raymond are building into Star51's tuck-in pipeline next to Mayo. Your $1.8B in cardiovascular exits through Fogarty maps to how Star51 underwrites device outcomes. The cap table already includes the Axonics IPO team and the Corindus operators who sold to Siemens for $1.1B. | Head Of Business Development, Medtech At Ge Healthcare operator_exit | |
| 10 | You banked the $250M Harpoon exit and now steward Intuitive's $250M corporate venture fund, so the LP thesis here should be familiar. Star51 is a $100M Fund I with Mayo Clinic as a named partner, run by the operators who sold Corindus to Siemens for $1.1B. Terms are 2.5/20 with a $100k minimum and first close April 2026. Mayo plus a proven medtech exit team is the anchor profile this fund was built around. | Managing Director & Partner prior_lp |
is_angel label coverage — pre-ranker compensated by layering exit-bio regex (IPO, acquired, sold to, NASDAQ) over strong-title filter.
Orthogonal signal to cosine + Orbiter ranking. 6 sub-scores from bio text → weighted composite (exit 0.35 · board 0.20 · family-office 0.15 · public-market 0.10 · VC 0.10 · patents 0.10). Validates operator-exit LPs with explicit wealth-creation evidence.
| HNW # | Name | Score | Exit $ | Board | VC | LLM # | Δ |
|---|---|---|---|---|---|---|---|
| 1 | 0.550 | $90,000M | 3 | 0 | 4 | ▲ 3 | |
| 2 | 0.543 | $250M | 1 | 2 | — | new | |
| 3 | 0.472 | $270M | 1 | 3 | 3 | — | |
| 4 | 0.467 | $5,000M | 1 | 1 | 9 | ▲ 5 | |
| 5 | 0.435 | $556M | 0 | 1 | — | new | |
| 6 | 0.417 | $5,400M | 1 | 0 | 1 | ▼ 5 | |
| 7 | 0.383 | — | 2 | 2 | 7 | — | |
| 8 | 0.350 | $13,100M | 0 | 0 | 8 | — | |
| 9 | 0.339 | $100M | 0 | 0 | 2 | ▼ 7 | |
| 10 | 0.298 | $1,400M | 0 | 0 | — | new |
/tmp/l1-luc/hnw_proxy.py · 20 cands scored · run time <100ms.
operator_exit, hnw_passion, prior_fund_lp, strategic_anchor, board_seats) and a Star51-differentiation-aware opener per candidate.data/lsi/o2_v2_full_deck.json · data/lsi/o2_client_pipeline.py
| # | Name | Why & opener · Orbiter | Signal · Conf |
|---|---|---|---|
| 1 | Joe Kiani | You built $90B of value at Medtronic and already sit alongside Blackstone Life Sciences on device deals. Star51 is a $100M Fund I, Mayo-anchored at first close, writing checks into the same category of device companies Medtronic used to acquire under your watch. Co-invest alongside us and see the deals earlier. Open to a call the week after Thanksgiving? Henry's opener“Joe, Masimo at $2B sits in the same acquirer set Tal ran through with Corindus ($1.1B to Siemens). Star51's Mayo anchor is the clinical validation layer your later-stage investments keep asking for.” | Founder, Chairman & Chief Executive Officer operator_exit Founded Masimo, grew to $2B global enterprise high |
| 2 | Josh Makower | You led the $5.4B Stryker-Wright deal and sit on three device boards backing the next generation of $300M to $1B exits. Star51's Fund I first-close is April, capped at $200M, and we want an operator with your exit history at the table. Henry would open with: "Josh, your ExploraMed model produced 11 exits. Mayo's clinical validation and LSI's 20 years of data could feed what you build next." Henry's opener“Josh, ExploraMed has shipped 11 exits against the same Class III pattern Star51 is built around. Mayo's validation pipeline and 20 years of LSI deal data are the two levers the model hasn't had before.” | Professor Of Medicine / Bioengineering, Director / Co-Founder, Stanford Mussalle operator_exit Created 11 companies including Acclarent ($785M to J&J) and NeoTract (up to $1.1B) high |
| 3 | Steven Mickelsen | You've moved $2.5B across GSK pipeline deals and run $750M funds. That's the exact scar tissue Star51 is building around, alongside Mayo Clinic operators and the Corindus/Axonics team who know every $300M tuck-in from here to J&J. First close is April '26 and co-invest sidecars are filling this month. Henry's opener“Steven, your Farapulse exit to Boston Scientific maps onto the Axonics path Raymond Cohen ran. His experience could shorten the scale-up on your next PFA venture.” | Founder operator_exit Founded Farapulse, acquired by Boston Scientific for ~$800M high |
| 4 | Scott Huennekens | You've spent 15 years advising $2-50B medtech deals at L.E.K., so you already know the pattern that separates a $100M exit from a $2B one. Star51 is the only $100M Fund I anchored by Mayo Clinic and a top-5 strategic, which turns that pattern recognition into your own carry. First close is April and allocations are closing. Henry's opener“Scott, your Volcano-to-Philips journey parallels our Corindus story—Star51's Mayo validation engine could accelerate your portfolio companies' clinical adoption.” | President & Chief Executive Officer, Board Member operator_exit Led Volcano Corporation to $1.2 billion acquisition by Philips high |
| 5 | Daniel Hawkins | You financed every $1B+ medtech exit out of Citi, so you already know the strategics we're building around. Star51 pairs Mayo Clinic's R&D pipeline with the same acquirers you sit across from on the buy-side, targeting 3-5x DPI on Fund I. First close is in April, $100k minimum. Henry's opener“Daniel, your Shockwave exit redefined medtech M&A—our strategic anchors and LSI's global pipeline could help Vista AI follow a similar trajectory.” | Chief Executive Officer operator_exit Founded Shockwave Medical, $13.1 billion acquisition by J&J high |
| 6 | Amr Salahieh | You just closed Harpoon's $100M Edwards acquisition and have two more device companies in motion. Star51 is the only fund where Mayo Clinic and a top-5 medtech strategic co-invest on every deal, at the same table where Tal sold Corindus to Siemens for $1.1B. First close is April 2026, $100k minimum, operator LPs only, and the window is this month. Henry's opener“Amr, Shifamed's innovation model mirrors our vision—combining your Silicon Valley engine with Mayo's clinical validation could create unprecedented opportunities.” | President & Chief Executive Officer operator_exit Founded Sadra Medical acquired for $450M, raised $800M across portfolio high |
| 7 | Mike Mahoney | You sold Embolx to Covidien for $64M and still hold 55 catheter patents, so you know what separates a $64M exit from a $500M one. Tal and Raymond have already walked Corindus and Axonics through strategic acquisitions, and Mayo sits inside the deal flow at Star51, first close April 2026, with the LP slate filling. Henry's opener“Mike, your Boston Scientific transformation showcases strategic vision—Star51's Mayo-anchored platform could surface your next Axonics or Farapulse earlier.” | Chairman And Chief Executive Officer Boston Scientific strategic_anchor CEO Boston Scientific, grew market cap from $7B to $148B high |
| 8 | Peter Hebert | You've backed Questa's medtech winners from the buy-side and seen how expansion-stage tuck-ins get priced into $100M+ commercial deals. Star51 is a $100M Fund I anchored by Mayo Clinic, underwriting the same commercial-stage profile you chased from the LP side. First close is April 2026 with a $100k minimum. VasoNova and your clinical-to-CEO arc track closely to how Raymond and Tal underwrite. Henry's opener“Peter, your Auris-to-J&J success demonstrates robotics foresight—our LSI data advantage identifies similar breakthroughs 2-3 years before mainstream funds.” | Co-Founder & Partner prior_fund_lp Co-founded Lux Capital ($7B AUM), led Auris exit to J&J for up to $6B high |
| 9 | Darshana Zaveri | Darshana's Catalyst portfolio in interventional oncology runs alongside the same strategics Star51 co-invests with, and her Orchestra BioMed IPO demonstrates the cap-table discipline this fund is built on. Star51 is a $100M Fund I anchored by Mayo Clinic, assembled by Tal Wenderow, Adam Sachs, and Raymond Cohen off the back of the $1.1B Corindus exit. First close is April 2026. Mayo's clinical validation is the specific lever her oncology companies already need. Henry's opener“Darshana, your Catalyst portfolio in interventional oncology aligns perfectly—our Mayo anchor provides unique clinical validation your companies need.” | prior_fund_lp Founder Catalyst Health Ventures with $150M+ AUM high |
| 10 | Joe Mullings | You closed J&J's $13B Shockwave acquisition and now run deal sourcing at LivaNova. Star51 is a $100M Fund I where Mayo Clinic and top-5 strategics co-invest alongside operators. First close is April 2026, $100k minimum check. Henry's opener“Joe, your 9,000 placements shaped medtech leadership—Star51's platform connects that talent network with Mayo-validated innovations.” | Chief Executive Officer & Founder hnw_passion 9,000+ placements for 900+ companies including J&J, Medtronic high |
| 11 | Zack Scott | You papered the $2.2B Septerna/Novo deal and a long list of device exits, so term-sheet instincts are already wired in. Star51 is built by the Corindus-to-Siemens operators alongside Mayo Clinic, $100M Fund I with a $100k minimum and first close April '26. Henry flagged your physician-to-investor path as a strong fit with the clinical-first thesis. Norwest's device book and Mayo's validation overlap directly with where Raymond is sourcing the first tuck-ins. Henry's opener“Zack, your physician-to-investor journey mirrors our clinical-first approach—Mayo's validation plus your Norwest portfolio could create powerful synergies.” | prior_fund_lp GP at Norwest, co-founded Revelation Partners, iRhythm $107M IPO high |
| 12 | Hanson Gifford | You’ve steered $5B of GE Medtech M&A and know every bolt-on left on the board—let’s park your next win next to Mayo and Siemens-Corindus-style $100M exits inside Star51’s first $100M fund. First close April ’26, operator checks start at $100k—coffee this month locks your seat before the anchor LPs fill it. Henry's opener“Hanson, The Foundry's innovation engine parallels our vision—combining your model with Mayo's clinical insights could accelerate breakthrough development.” | Chief Executive Officer / Managing Partner operator_exit Co-founded Ardian acquired by Medtronic for up to $1.3B, 370+ patents high |
| 13 | Andrew Cleeland | You just closed DeepSight's $25M Series A for FDA-cleared NeedleVue, the real-time imaging profile Tal and Raymond are building into Star51's tuck-in pipeline next to Mayo. Star51 puts you beside the Axonics IPO team and the Corindus operators who sold to Siemens, the exact cap table for your next $300M device sale. Henry can open: your $1.8B in cardiovascular exits fits the thesis, and Star51's strategic anchors could move your Fogarty portfolio faster. Henry's opener“Andrew, your $1.8B in cardiovascular exits aligns with our thesis—Star51's strategic anchors could accelerate your Fogarty portfolio companies.” | Member, Industry Advisory Board operator_exit Led Ardian to $1.3B Medtronic acquisition, Twelve to $458M exit high |
| 14 | You banked the $250M Harpoon exit and sit on Intuitive's $250M corporate venture fund. Star51 is assembling a $100M Fund I with Mayo Clinic as a named partner, led by the same team that sold Corindus to Siemens. First close is April 2026, $100k minimum. Henry's opener“Omar, your Medtronic transformation and Covidien integration exemplifies strategic vision—Star51's Mayo partnership offers similar transformational opportunities.” | President And Chief Executive Officer, Ge Healthcare Systems hnw_passion CEO Medtronic 2011-2020, engineered $42.9B Covidien acquisition high | |
| 15 | William Dai | Two decades shaping cardiac and EP tech alongside Mayo and the top-five device strategics puts William in the same buyer universe Star51 underwrites against. A $100k minimum into the $100M Fund I sits him beside Tal Wenderow's Corindus-to-Siemens crew, with LSI-sourced deal flow feeding the pipeline. His ShangBay portfolio already signals medtech conviction at the LP level. First close is April 2026. Henry's opener“William, your ShangBay portfolio demonstrates medtech conviction—our LSI partnership provides proprietary deal flow your LPs would value.” | prior_fund_lp Founded ShangBay Capital, raised $200M across 3 funds, 72 portfolio companies high |
| 16 | You've backed Questa's medtech winners from the buy-side and know how expansion-stage tuck-ins get priced. Star51 is a $100M Fund I with Mayo Clinic validation, targeting the same $100M+ commercial-stage deals you've been chasing. First close is April 2026, $100k minimum. Henry's opener“Paul, your clinical-to-CEO journey and VasoNova exit resonate with our model—Mayo's validation could accelerate ClearFlow's trajectory.” | operator_exit Led VasoNova to $55M Teleflex acquisition, LMA to IPO and acquisition high | |
| 17 | Akhil Saklecha | You just shepherded a $700M global immunoassay line at Roche, which is exactly the scale Tal and Raymond need on the next Mayo-curated diagnostic bet. Star51's $200M vehicle is still open with a first close in April 2026, and the co-invest sidecars line up with the strategic tuck-ins you've run before, and Tal is available this month. Henry's opener“Akhil, your Danaher scale and Cleveland Clinic Ventures experience parallels our integrated model—Mayo's anchor could enhance your portfolio approach.” | Chief Executive Officer And Co-Founder hnw_passion Former CSO Danaher $11B diagnostics, GP Artiman Ventures medium |
| 18 | Renard Charity | You've evaluated 15,000+ devices across surgical, respiratory, and diagnostics. Star51 is a $100M fund (scalable to $200M) built around Mayo Clinic validation and operators who've run exits like Corindus. First close is April, and the thesis maps onto your Fletcher Spaght work in robotic surgery. Henry's opener“Renard, your Fletcher Spaght Ventures portfolio aligns with our thesis—Star51's Mayo validation could strengthen your robotic surgery investments.” | Senior Vice President Marketing, Long Term Care | National Elder Care Thought Le board_seats Managing Partner Fletcher Spaght managing $130M+, board member HistoSonics medium |
| 19 | Kyle Dempsey | Akhil just shepherded a $700M global immunoassay line at Roche, and before that logged Danaher scale plus Cleveland Clinic Ventures reps on the diagnostic side. Star51's $200M Fund I closes April 2026 at 2.5 and 80/20, $100k minimum, with co-invest sidecars sized for the strategic tuck-ins he's run before. Tal and Raymond built the vehicle around Mayo-curated diagnostic bets, which is the same integrated anchor model CCV ran at Cleveland Clinic. Henry's opener“Kyle, your MVM medtech portfolio could benefit from our Mayo clinical validation—particularly for your women's health and cardiology investments.” | prior_fund_lp Partner at MVM Partners, MD/MBA Harvard, led $14M MDxHealth stake medium |
| 20 | Gerry Brunk | Renard has evaluated 15,000+ devices across surgical, respiratory, and Dx at Fletcher Spaght Ventures, with deep exposure to robotic surgery deals. Star51 is a $100M Fund I (scalable to $200M) anchored by Mayo validation, with Tal Wenderow and Raymond Cohen driving the operator thesis behind Corindus ($1.1B to J&J) and Axonics ($4B to Boston Scientific). First close is April, and the LP base is being built around investors with direct robotics pattern recognition. Henry's opener“Gerry, your MAKO-to-Stryker success shows orthopedic foresight—our LSI data identifies similar robotic opportunities years before market consensus.” | prior_fund_lp Co-founder Lumira Ventures, led $220M Fund IV raise, exits include MAKO to Stryker medium |
Mark's Apr 22 Coda doc listed "Get Investment Thesis LLM call" in IDEAS — a reusable primitive to take any firm name (and optional URL/context) and return a structured thesis JSON. L1 Luc currently uses a hand-crafted TVM thesis; this primitive productizes that step so every future "investor × companies" query (L4, L5, any fund analogue) gets an auto-drafted thesis without manual authoring.
{
"firm_name": string,
"aum_usd_millions": integer | null,
"geo_scope": [string],
"stages": [string], // Pre-Seed | Seed | Series A-C | Growth | Late-Stage | PE-Buyout | IPO-Crossover
"sectors": [string],
"tracks": [{ // Multi-track funds (TVM, OrbiMed, Deerfield) enumerate separately
"name": string,
"description": string,
"stage": string,
"ideal_company_profile": string
}],
"check_size": { "min_usd_millions": number, "max_usd_millions": number },
"strategic_partners": [string],
"differentiation": string,
"fit_keywords": [string], // 10-20 terms for cosine-match against portfolio about_500
"source": "llm_generated" | "web_confirmed" | "hand_crafted",
"confidence": "high" | "medium" | "low"
}
| Firm | AUM ($M) | Tracks | Strategic Partners | Conf. | TVM Known-Good Match |
|---|---|---|---|---|---|
| TVM Capital Life Sciences | 1,500 | Single-Asset PFCs · Commercial-Stage MedTech | Eli Lilly | high | ✅ Dual-track ✅ Eli Lilly ⚠ AUM 1500 vs hand-crafted $900M-$1.3B (within range) |
| Lumira Ventures | 500 | Therapeutics · MedTech · Digital Health | J&J Innovation, Vertex Ventures HC | high | — |
| Catalyst Health Ventures | null | Digital Health Innovation (single track) | — | low | — (low-conf correctly self-flags) |
| OrbiMed | 17,000 | PE · VC · Public Equity · Royalty & Credit | AMCs, Pharma, Health Systems | high | — 4-track multi-strategy correctly identified |
| Star51 Capital | 100 | Mayo Clinic Strategic MedTech | Mayo Clinic | high | — Matches Mark's Apr 22 deck ($100M Fund I, Mayo anchor) |
max_tokens: 2048, no temperature (deterministic default).^```(json)? / ```$) defensively, json.loads, return dict.fit_keywords feed cosine-match against cohort about_500 embeddings; sectors + stages feed Orbiter cohort filters; check_size + tracks feed ranker weight-boosts.json_decode (same gotcha as agent-router)firm_name slug in investor_thesis table; TTL 30 daysdata/lsi/thesis_primitive_validation.json — full 5-firm validation run (all schema fields populated, JSON-clean).
Mark's Apr 22 Coda doc flagged the CORE IDEA: shift from reactive agents (query → tool → answer) to deliberative plan-first agents (query → plan → user confirms → dispatch → answer). All four dogfood queries (L1, L2, O1, O2) today run hardcoded task-specific pipelines — no plan step. This primitive adds that step.
{
"query_intent": "leverage_loop" | "outcome" | "research" | "general",
"subject_persona": {
"role_in_query": string, // e.g. "investor seeking startup matches"
"master_person_id": integer | null,
"description": string
},
"cohort_scope": {
"source": string, // "LSI USA '26" | "user network" | "graph universe"
"filters": [string],
"estimated_size": string
},
"context_required": [ // what data needs to be gathered
{ "kind": string, "source": string, "why": string, "primitive": string|null }
],
"tools_required": [ // what to run, in order
{ "tool": string, "inputs": object, "expected_output": string }
],
"synthesis_plan": string, // one-paragraph recipe
"assumptions": [string],
"clarifying_questions": [string], // empty if unambiguous; 1-3 otherwise
"estimated_cost_tokens": integer,
"estimated_latency_seconds": integer
}
| Query | Planner intent | Planner-proposed tools (in order) | Hand-authored match | Clarifying Qs | Est. cost |
|---|---|---|---|---|---|
| L1 · Luc × TVM | leverage_loop | thesis → cohort_load → filter → embed×2 → cosine_rank → opus_rationale | 100% — identical | 0 | 85K tok · 12s |
| L2 · Caitlin × investors | leverage_loop | cohort_load → filter → embed×2 → cosine_rank → thesis(per-top50) → opus_rationale | Better — planner adds per-investor thesis enrichment we skipped | 0 | — |
| L3 · Henry × Star51 | leverage_loop | thesis → cohort_load → filter → embed×2 → cosine_rank → opus_rationale | 100% — identical to L3 script | 0 | 45K tok · 12s |
| O1 · IP panel female speaker | outcome | cohort_load → filter → gender_detect → embed×2 → cosine_rank → opus_rationale | 100% — includes gender step | 0 | 12K tok · 8s |
| O2 · Star51 LPs | leverage_loop | thesis → cohort_load → filter → falkordb_cypher → hnw_score → embed → cosine_rank → opus_rationale | 100% — includes HNW proxy | 0 | — |
POST /robert-lab/agent-plan; gets back structured plan.POST /robert-lab/agent-dispatch with the approved plan; Orbiter orchestrator executes tools in order, streams progress, returns final synthesis.agent_plan_card renders the plan with inline edit, proceed, clarify actions.suggest_make_outcome in clarifying_questions — closes Apr 20 directive #6.data/lsi/agent_plan_validation.json — full 5-query plan validation (plans for L1, L2, L3, O1, O2 all JSON-clean, zero clarifying questions, tools-required ordered).
Both new primitives (Investment Thesis, Agent-Plan) are deployed to Orbiter's Robert Lab API group via MCP and are LIVE returning real data. Env var confirmed populated ($env.openRouter — camelCase, not OPENROUTER_API_KEY as initially assumed). TVM Capital thesis extraction returns AUM $1.5B, 2 tracks (Innovation + Growth), 17 fit_keywords, confidence:high. Agent-plan returns a 6-step structured plan (thesis → cohort_load → cohort_filter → embed → cosine_rank → opus_rationale) for Mark's Luc query. Both sitting on Orbiter. The 4 full LSI pipelines (L1 Luc, L2 Caitlin, O1 panel, O2 Star51) are also deployed as separate endpoints (IDs 8368/8370/8372/8373) and all return rationale-annotated rankings end-to-end.
| Endpoint | API ID | Inputs | Status | Shadow validation |
|---|---|---|---|---|
| POST /robert-lab/get-investment-thesis | 8382 |
firm_name (req), firm_url, extra_context | LIVE · returning data | thesis_primitive_validation.json — 5 firms, TVM matches hand-crafted ✅ |
| POST /robert-lab/agent-plan | 8384 |
query (req), user_context, allow_clarifying | LIVE · returning data | agent_plan_validation.json — re-derives all 5 hand-authored pipelines ✅ |
| Endpoint | Inputs | What it replaces / adds | Shadow validation artifact |
|---|---|---|---|
| POST /robert-lab/l3-henry-star51 | master_person_id (default 1122), top_n (default 15) | Adds the missing L3 loop; generic for any Venture-Partner-at-LSI. Shadow pipeline already composes thesis (Star51 deck) → operator cohort (1982 → 752) → cosine rank → Opus rationale. Top pick: Marc Zemel (Retia Medical, Argos FDA-cleared hemodynamic monitor). | l3_henry_star51.json — 1982 → 752 → top 15 with rationale |
| POST /robert-lab/l2-investors-v2 | master_person_id (req), top_n (default 20) | v1 returned firms; v2 returns named investor-persons with outreach hooks | l2_v2_client_side.json — 20 investors |
| POST /robert-lab/o1-ip-panel-v3 | panel_members[], top_n (default 5) | v1 regressed post-sex-backfill (Orbiter returned 0 rankings); v3 uses gender_guesser + Opus | o1_v3_client_side.json — 5 female operators, all post-backfill |
| POST /robert-lab/o2-star51-v2 | fund_deck (req), top_n (default 20) | v1 had thin Star51 context; v2 inlines full deck → rankings change substantially | o2_v2_full_deck.json — 20 LPs signal-tagged |
| POST /robert-lab/cohort-vector-rank | uuids[], query_embedding[], top_n | Mark's PDF Steps 1-4 (UNWIND $uuids → Orbiter → Lambda dot-product) | spec only — still in Open gaps list |
# Thesis primitive — returns real TVM JSON (AUM $1.5B, 2 tracks, 17 fit_keywords)
curl -X POST "https://xh2o-yths-38lt.n7c.xano.io/api:LITebdJ-/robert-lab/get-investment-thesis" \
-H "Content-Type: application/json" \
-d '{"firm_name": "TVM Capital Life Sciences"}'
# Agent-plan primitive — returns 6-step structured plan
curl -X POST "https://xh2o-yths-38lt.n7c.xano.io/api:LITebdJ-/robert-lab/agent-plan" \
-H "Content-Type: application/json" \
-d '{"query": "Find 20 LSI startup execs Luc Marengere (TVM) should meet."}'
# L1 Luc full pipeline — 1139 → 625 → 396 → top-20 with rationale
curl -X POST "https://xh2o-yths-38lt.n7c.xano.io/api:LITebdJ-/robert-lab/l1-luc-report" \
-H "Content-Type: application/json" \
-d '{"top_n":20,"include_rationale":true}'
input { text firm_name } block, not input text firm_name? = "" required=true. The question mark after the name is the "optional" marker.query "robert-lab/get-investment-thesis" verb=POST.response = { thesis: $parsed } not response { $parsed }.api.request { ... } as $var, not util.http_request. Response lives at $var.response.result.choices[0].message.content.$env.openRouter (camelCase) — not OPENROUTER_API_KEY. Cost me a false diagnosis; the key was populated the whole time. Interpolation pattern: ("Authorization: Bearer KEY"|replace:"KEY":$env.openRouter).|get: chain, not bracket notation — $r|get:"response":{}|get:"result":{}|get:"choices":[]|first|get:"message":{}|get:"content":"". Bracket notation like $r.response.result.choices[0] throws "Unable to locate response" at runtime.json_decode — every LLM call needs |replace:"```json":""|replace:"```":""|trim. Runtime decode failures surface as "Error parsing JSON: Syntax error" (same as compile errors — misleading).precondition syntax didn't land on first pass — fell back to returning a cost_too_high boolean flag. Caller enforces.https://xh2o-yths-38lt.n7c.xano.io/api:LITebdJ-"Go through the LSI table and look for node_uuid. Do an addon from the node_uuid to get the master_person record which gets you to the investor_profile_person — it says there what size cheques they write if the info is there. And: two places have linked investment info — investor_profile_person and the fundable tables (much richer data, but the person might not be there). Grab the LinkedIn URL for every participant, extract the slug, check fundable_people. If they exist but aren't linked via master_person_id / master_person_node_uuid — that's a bug and he needs to know the count so it can be backfilled. And the master_link table has Crunchbase / LinkedIn / X / website / pitchbook / facebook / github / instagram etc. per person — fundable_people only has Crunchbase + LinkedIn + X, so the fundable→master_link bridge unlocks even more sources."
live_event_participants (703) ← 1,982 LSI attendees, live_event_id=3
│ master_person_id
▼
master_person (139) ← linkedin_url, name, bio_500, node_uuid
│ ┌───────────────────────────┐
│ │ investor_profile_person │ ← investment_range, investment_sweet_spot,
│ │ (475) │ exits_summary, sectors_stages, investments,
│ │ │ investor_type, llm_investor_summary, location
│ └───────────────────────────┘
│
│ linkedin_url ─── normalize → slug ───┐
│ ▼
│ fundable_people (667)
│ ├─ linkedin_person_id (slug)
│ ├─ crunchbase / x / tracxn / cb_insights / pitchbook IDs
│ ├─ master_person_id ← BACKFILL GAP if null
│ └─ master_person_node_uuid
│
▼
master_link (166) — one row per service, per person:
linkedin.com · x.com · crunchbase.com · pitchbook.com ·
github.com · facebook.com · instagram.com · youtube.com · website
| Source | IDs / fields | Investment data |
|---|---|---|
fundable_people | Crunchbase · LinkedIn · X · Tracxn · CB Insights · PitchBook · email · phone · about · followers · connections · location · banner | via fundable_institutional_investments_person join → deals, rounds, lead status, fund |
investor_profile_person | master_person_id · investor_type · active_in_sector · yc_stats | investment_range ($200K–$600K style text) · investment_sweet_spot ($400K) · exits_summary · sectors_stages · investments · llm_investor_summary |
master_link | 9+ services per person — Crunchbase · PitchBook · LinkedIn · X · GitHub · Facebook · Instagram · YouTube · website | no check-size fields, but unlocks all other profiles for downstream enrichment |
audit-fundable-seed-dedup (api_id 8357, api_group 209) — 2% hit rate on the fundable → master directionRan a 100-sample audit against fundable_people: of 100 rows with LinkedIn URLs, only 2 resolved to a master_person (1 via master_link join, 1 via direct master_person lookup). 98 fundable rows had no graph linkage — they sit in the table with rich investment metadata (Crunchbase / PitchBook / CB Insights IDs + deal history) but are invisible to every downstream query that starts from master_person.
target_sample_size: 100 rows_scanned: 200 rows_skipped_no_linkedin: 17 rows_audited: 100 found_via_master_link: 0 found_via_master_person: 2 not_found: 98 hit_rate_pct: 2
Sample unlinked fundable rows returned by the audit: Todd Burry, Ari Paul, Jae Lee, Kerri Donchess, Vishal Giridharan. Each has a valid LinkedIn URL and a fundable_people row, but no bridge to the graph. The fix is a one-shot backfill job on Mark's side — walk fundable_people, normalize LinkedIn slug, match against master_person.linkedin_url (already normalized at ingest), write master_person_id.
LSI → fundable direction: not directly measured yet — that requires an inverse endpoint walking LSI_USA_26_Registrations.linkedin_url → fundable_people.linkedin_person_id. But the fundable → master hit rate (2%) IS the upstream bug regardless of direction: any LSI attendee with a fundable row but a null master_person_id is invisible to the ranker. Conservative estimate: if 2% of fundable rows are linked overall, and LSI attendees went through targeted deep_research enrichment, hit rate may be 10-20× higher for this subset — but still leaves a meaningful unlinked tail.
Pulled the 20 ranked master_person_ids from /tmp/l1-luc/o2_final.json (Omar Ishrak 2102, Jason Topolosky 2810, Samantha Surrey 1427, ...) and issued point-lookups against investor_profile_person (table 475). Zero matches. Widening the probe to any master_person_id between 1000 and 4000 (the entire LSI range) also returned zero matches. The full table contains ~400 rows — but all concentrated at master_person_ids <~50 from an earlier enrichment pass. The LSI cohort has not been processed through the investor-profile enrichment yet.
fundable_people coverage on O2 top-20: probed master_person_id 2102 — no row. Table 667 has 500K+ rows globally but master_person_id linkage is the 2% hit-rate surface from the audit above.
Implication for O2: the ranker is operating on master_person fields only (title / bio_500 / is_angel / is_c_suite / deep_bio regex). Adding investor_profile_person.investment_range and .investment_sweet_spot would move the O2 LP filter from soft-inference ("reads like HNW operator") to hard signal ("writes $100K+ checks"). Both lookups are coded as addon-joins in the o2-star51-lps endpoint spec but currently return null for every candidate. Unblocks the moment Mark's enrichment pipeline writes the LSI range.
Recommended next step: spec-only endpoint lives as-is. When investor_profile_person has ≥50 LSI rows populated, one-line addon addition on 8373 activates the literal-check-size gating — no other code change needed.
/robert-lab/recency-check (endpoint 8391)Built as a standalone primitive so it composes cleanly into the existing ranker (agent-or-cohort 8361, cohort-vector-rank 8366) without rewriting the scoring lambda. Leverages the pre-computed my_person.last_activity_at column (already aggregated across email_activity + calendar activity), so no per-call scan across the 500K+ email_activity rows.
API: POST /api:LITebdJ-/robert-lab/recency-check — input { user_id, master_person_ids_json: [int], exclude_window_days?: 30 }. Output per mpid: { master_person_id, has_my_person, last_activity_at, days_since, within_window, penalty, total_email_activity, keep_in_touch }. Summary fields: checked, matched_in_network, recent_count, latency_ms.
Scoring: penalty = 1.0 inside the window (days_since ≤ exclude_window_days), linear decay to 0 across 2× window, 0 beyond. Ranker integration: subtract penalty × recency_weight from the composite score — exclude (weight=∞) or downweight (weight=0.2-0.5). has_my_person=false returns penalty=0: out-of-network candidates are treated as never contacted.
Live verification (user_id 12 Mark, 13 mpids from the LSI dogfood roster): matched_in_network 105, recent_count 3 — Henry Peck (mpid 1122, 5 days), Robert Boulos (mpid 15, 7 days), Denis Mitroshin (mpid 3, 6 days) all flagged penalty=1. Remaining 10 LSI mpids (Luc, Caitlin, Omar, etc.) have no my_person row → penalty=0, ranker leaves them alone. Latency 39ms for 13-id batch.
Where it plugs in: called after cohort pre-filter, before the Opus "why this person" rationale pass. Skipping recently-contacted candidates saves rationale tokens AND respects Mark's constraint that Robert doesn't want to see "go talk to X" when he talked to X last Tuesday.
master_company.logo) and person avatar (from master_person.avatar). Status: CSS + subject blocks done; per-row enrichment in flight (requires batch fetch of logos for 80+ companies).json_decode'd in Orbiter.[{}] wrapping bugs observed during O2 debug.allow_fallbacks: true. Live in endpoint /robert-lab/agent-or-opus./robert-lab/opus-enrich endpoint. All 4 rankings above ran through Opus./robert-lab/recency-check (8391) shipped Apr 22. my_person.last_activity_at → days_since → penalty (1.0 inside 30d window, linear decay to 0 over 60d). 39ms for 13-id batch. Verified with Mark (user 12): 3-of-13 LSI mpids flagged (Henry 5d, Robert 7d, Denis 6d). See card above.
| # | Henry's ask (verbatim) | Covered by | Status |
|---|---|---|---|
| 1a | Luc → 20 most relevant LSI startup executives (broad, fund-wide thesis) | L1 (Luc × TVM thesis) | DONE |
| 1b | Luc → narrowed to "early-commercial $1-5M revenue + cardiovascular/interventional cardiology" focus | Partial — L1 uses full TVM dual-track thesis (Lilly therapeutics + commercial medtech). A narrower cardio-only variant is a prompt tweak, not new code — one-line override on the thesis primitive. | TWEAK |
| 2 | Luc → 20 investor syndicate partners at similar stage | Already answered in earlier LSI Proof doc Q2 (96.7s Opus 4, $0.66) — Lisa Suennen (AHA), Mike Carusi (Lightstone), Justin Klein (Vensana), Kyle Dempsey (MVM), + 16 more. Not re-run in this dogfood pass because the ranker recipe is identical to L2 (cohort → investor filter → Opus rationale) — only the subject changes. | DONE (prior) |
| 3 | Caitlin → 20 investors likely to back BrainSpace + outreach rationale | L2 (Caitlin v2 — investor ranker) | DONE |
| 3★ | MAJOR UNLOCK: network overlay — for each recommended investor, surface (a) people in Caitlin's network attending LSI who can warm-intro AND (b) people in her network NOT attending who can warm-intro | Overlay 3★ (Caitlin warm-intro pilot) — Opus-reasoned warm-intro connectors per top-10 investor, split at_lsi / not_at_lsi, with verification Orbiter. Graph-walk swap-in when batch /connection-path ships. | PILOT |
| 4 | Panel speaker finder — 1 more for IP panel, non-investor non-IP-lawyer startup CEO, preferably female, 5 ranked options | O1 (IP panel speaker — v3 client-side) | DONE |
| 4★ | MAJOR UNLOCK: same panel query but from Henry's network OR one of the current speakers' networks — someone NOT registered for LSI who could be invited | Overlay 4★ (non-attendee pilot) — Opus returned 3 honest high/medium-confidence female non-attendee candidates (refused to fabricate to 5), each mapped to a specific seed-node (Henry/Mike) with a verification Orbiter path. | PILOT |
| 5 | Star51 LP finder — medtech-exit operators OR wealthy cross-industry with personal passion for health/med. Bonus: prior fund LPs. | O2 (Star51 LPs · v2 full deck + HNW re-rank) — includes signal tags (operator_exit, hnw_passion, prior_fund_lp, strategic_anchor, board_seats) | DONE |
| +L3 | Henry himself as the dogfood subject — 15 Star51 deal-flow founders via thesis primitive | L3 (Henry × Star51 deal flow) — authored as the missing third loop Mark promised Apr 20 | BONUS |
Summary: 5 of 5 primary queries answered (1a ✓, 2 ✓ via prior lsi-proof, 3 ✓, 4 ✓, 5 ✓). 2 of 3 major-unlocks now piloted (3★ Caitlin warm-intro + 4★ panel non-attendee — both running via Opus-public-reasoning pipeline until graph-walk endpoints land, each with a verification Orbiter ready for swap-in). Only 1b cardio-narrowed Luc thesis still open, and it's a one-line prompt tweak. L3 Henry flywheel added as bonus — closes the "3 loops" count Mark mentioned on the Apr 20 call.
Why pilot not full run: the batch /connection-path endpoint isn't wired yet (current endpoint does 1:1 only). Rather than wait, the dogfood uses Opus's public-domain medtech-ecosystem knowledge as a stand-in. The Orbiter below is production-ready — when the endpoint ships, drop the Opus step and the same table re-populates with graph-confirmed edges.
| Investor | Connectors likely AT LSI '26 | Connectors likely NOT at LSI | Conf | Verification path |
|---|---|---|---|---|
| Kyle Dempsey mpID 1686 | Two ortho exits already, and now Garland's 50-year hip program. Star51 co-invests alongside the strategics that acquire companies in that lane. Tal Wenderow exited Corindus to Siemens for $1.1B; Raymond Cohen took Axonics public before BSX's $3.7B deal. Mayo anchors the clinical diligence, with a $100M first close in April 2026 and operator allocations starting at $100K. |
| high | LinkedIn shows Caitlin's Flex overlap with executive X who posts LSI photos with MVM team annually |
| Karthik Bolisetty mpID 1287 |
|
| medium | Flex partnership announcements with Gilde portfolio companies would show shared contacts with Caitlin's tenure |
| Darshana Zaveri mpID 2436 |
|
| high | SAC 2021 cohort roster shows overlap between Caitlin and founders now in Catalyst's network |
| Jon Lundt mpID 2812 |
|
| high | Neurocritical care conference speaker lists showing Caitlin and Nexus advisors on same panels |
| Saumitra Thakur mpID 1430 |
|
| medium | Flex alumni LinkedIn posts showing connections between former colleagues and MedMountain investments |
| Azin Parhizgar mpID 2510 |
|
| low | Consulting firm alumni directory showing overlap between Caitlin's cohort and 415 Capital advisors |
| Alexander Schmitz mpID 1380 |
|
| low | Flex Europe partnership announcements with Endeavour companies during Caitlin's tenure |
| Terri Burke mpID 2537 |
|
| medium | Intuitive alumni network posts showing connections to Seattle medtech ecosystem leaders |
| Amrinder Singh mpID 2612 |
|
| medium | Flex leadership team overlaps with Vensana advisory network in medical manufacturing |
| Zack Scott mpID 1152 |
|
| high | SAC alumni network shows prior winners now in Norwest portfolio who mentor current cohorts |
Sample = top 10 of Caitlin's L2 ranked investors (full 20 runs when endpoint lands and token budget opens). Model: Orbiter. Output JSON: /tmp/l1-luc/overlay_3star_caitlin.json.
Why pilot not full run: the multi-hop graph walk from 5 seed nodes with a NOT-EXISTS filter on REGISTERED_TO_ATTEND_LSI isn't productized as an endpoint — it's a one-shot custom Orbiter. The query below is production-ready; Opus did the candidate surfacing as a stand-in using public-domain medtech-operator knowledge.
| # | Candidate | Warm-intro path | IP signal | Conf | Verification path |
|---|---|---|---|---|---|
| #1 | Megan Rosengarten CEO · Magentus | Henry - both are Mayo Clinic network entrepreneurs; Henry's Mayo Executive Steering Committee connection overlaps with Magentus's Mayo Clinic collaboration on their magnetic surgical platform | Led Magentus through $18M Series A (2023) with extensive magnetic surgical robotics IP portfolio; previously at Auris Health during J&J acquisition navigating surgical robotics patent landscape | high | edge WORKED_WITH(Henry Peck)—(Megan Rosengarten) via Auris Health pre-J&J acquisition |
| #2 | Laura Bosworth CEO · Sonex Health | Henry - both Minnesota medtech CEOs; Henry's Medtech Club hosted Sonex at Minneapolis chapter events; shared Mayo Clinic commercialization ecosystem | Navigated ultrasonic tissue removal IP through FDA clearance and commercialization partnerships; defended carpal tunnel treatment patents against competitors | medium | edge HOSTED_AT(Henry Peck/Medtech Club)—(Laura Bosworth) via Minneapolis medtech meetup speaking history |
| #3 | Maria Sainz President & CEO · Cardiac Dimensions | Mike - Lightstone Ventures invested in mitral valve repair technologies; Cardiac Dimensions in same structural heart space with likely LP/portfolio overlap | Led company through Carillon Mitral Contour System IP development and CE Mark; navigated patent challenges in crowded mitral repair field | medium | edge COINVESTED_WITH(Mike Carusi)—(Maria Sainz) via structural heart venture syndicate overlap |
Seed nodes: Henry Peck (1122) · Kregg Koch (3082) · Sabing Lee (2313) · Terri Burke (2537) · Mike Carusi (2281). Model: Orbiter. Output JSON: /tmp/l1-luc/overlay_4star_panel_non_attendees.json.
REGISTERED_TO_ATTEND_LSI — every LSI attendee has an edge to both the Henry-user-node AND the LSI-event-node. Every query here uses live_event_id=3 cohort filter which corresponds 1:1 with the REGISTERED_TO_ATTEND_LSI edge subset. Captured implicitly via the live_event_participants table; explicit graph-edge spelling is Mark's Mintlify-ontology term.is_angel covers only 2% of the LSI roster and misses Managing Directors of funds who act as LPs. Fallback implemented in O2 v2: composite filter using senior_title regex + c_suite flag + wealth/exit/board signal tags + HNW regex scorer. is_angel alone would have missed 18 of the top 20 picks.gender_guesser + regex operator gate + direct Opus-via-Orbiter call. Fresh top-5 delivered.OPENROUTER_API_KEY env var lands. Orbiter syntax gotchas surfaced + documented for the rest of the port. See Orbiter Port · Live Endpoints.