The Lossless Group

Building Globally Relevant AI & Deeptech Companies

Kauffman Fellows Summit Perspectives

Parslee-focused follow-ups and market insights

Michael Staton | 2025

Context: Kauffman Fellows Summit

  • Global network of venture investors and deeptech builders
  • Workshop day hosted by Notion VC, Playfair Capital, and Dawn Capital
  • Focus on AI-native, deeptech, and globally scalable companies
  • Ideal environment for Parslee to deepen relationships and sharpen narrative

Parslee: Why This Summit Matters

  • AI-native vertical product with heavy workflow and decision-support surface area
  • Needs early, high-signal customers who can co-develop the product
  • Benefits from investors who understand AI-specific metrics, not just classic SaaS
  • This summit concentrates exactly those companies and VCs

From Talk Themes to Parslee Strategy

  • Defensibility will hinge on depth of customer understanding
  • Patience in incubation can unlock faster exponential growth later
  • Brand and narrative can matter as much as technical differentiation
  • Parslee can position itself as a "situational awareness" layer for customers

Proposed Parslee Meetings

Two Buckets of Conversations

  • Companies that could directly use Parslee
  • VCs open to strategy and product discussions
  • Each meeting should have a concrete learning objective
  • Treat these as design-partner and narrative-calibration sessions

Meeting Design Principles

  • Aim for specific workflows, not generic demos
  • Bring one strong hypothesis per meeting about Parslee's value
  • Leave with one sharpened success metric or buying signal
  • Capture structured notes to refine Parslee messaging

Companies That Could Use Parslee

1. Blinka

  • Commercial real estate deal and loan automation platform
  • High-volume, high-stakes decisions on imperfect information
  • Parslee can support structured decision workflows and approvals
  • Backlink: vertical AI workspace with complex, recurring decisions

2. Fernstone

  • Insurance policy automation for business customers
  • Intense regulatory and risk-compliance context
  • Parslee can help teams reason about edge cases and policy changes
  • Backlink: AI-native underwriting and policy design workflows

3. Michael Block (Agent Smyth background)

  • Deep experience in AI-native fintech and agentic workflows
  • Useful mirror for Parslee's product thesis and GTM narrative
  • Conversation focus: "What would make Parslee indispensable to a founder like you?"
  • Backlink: vertical wrapper founders assessing tooling like Parslee

VCs Open to Parslee Conversations

Clint Korver – Ulu Ventures

  • Quantitative, decision-science background
  • Interest in structured decision frameworks and graduation rates
  • Parslee fit: "decision quality" for founders and boards
  • Objective: co-shape metrics that matter for AI-native workflows

Sherman Williams – AIN Ventures

  • Sharp views on AI pilots, customer paralysis, and valuation dynamics
  • Concerned with traction quality and realistic paths to scale
  • Parslee fit: tool to separate real pull from noisy pilot signals
  • Objective: stress-test Parslee's value in boardroom-level decisions

More VC Conversations

Mehreen Malik – MeiLin Capital

  • Global growth and deeptech orientation
  • Likely to value disciplined, globally relevant AI narratives
  • Parslee fit: cross-market decision support for expansion and capital allocation

Ben Parr – TheoryForge

  • Brand- and distribution-aware investor
  • Strong pattern recognition around narrative and go-to-market
  • Parslee fit: how to express "situational awareness" as a brand promise

Itxaso del Palacio – Notion VC

  • Strong views on product-led growth and knowing the user deeply
  • Co-led round-table on customer understanding and preferences
  • Parslee fit: tooling for PLG companies to remember and act on customer preferences

Talk Theme: Success Looks Different

  • Standard SaaS metrics can be a distraction for AI-native teams
  • Founders must define their own, context-appropriate KPIs
  • Investors need literacy in AI-specific success patterns
  • Parslee can encode these custom metrics into decision workflows

Parslee: Candidate Success Metrics

  • Time-to-high-confidence decision for complex workflows
  • Reduction in re-opened decisions or disputed calls
  • Adoption across cross-functional stakeholders in a company
  • Number of "situations" where Parslee becomes the canonical record

Defensibility: Understanding the Customer

  • Deep, structured customer understanding as the moat
  • From ad hoc notes to systematized decision histories
  • A Parslee instance can become an organization's memory for key calls
  • Backlink: Collibra-style data governance, but for decisions and context

Meeting Prompts for Customer Understanding

  • "Tell me about the last high-stakes decision your team made and how it went."
  • "Where did you feel blind or under-informed in that process?"
  • "Who needed to be convinced, and how did you capture their input?"
  • "How would you know if a tool like Parslee was really working for you?"

Market Dynamics & Capital

  • Dense competition for growth capital and attention
  • Down rounds and consolidation expected for many AI companies
  • Strategics watching research, incumbents AI-washing aggressively
  • Parslee can shine by clarifying which opportunities to pursue or decline

Using Parslee on Parslee

  • Run Parslee internally on fundraising, hiring, and product bets
  • Use this deck and summit meetings as early Parslee case studies
  • Show investors the actual decision traces, not just outcomes

Execution Plan for Parslee

  • Prioritize the proposed meetings and schedule during the summit window
  • Define a clear objective and "one critical question" for each meeting
  • Capture structured notes into Parslee and refine success metrics
  • Follow up with tailored narratives for companies and VCs

Summit as Inflection Point

Building globally relevant AI and deeptech companies requires:

  • Deeper customer understanding than competitors
  • Patience in incubation and clarity in focus
  • Narratives and brands that match the ambition of the product
  • Tools like Parslee that institutionalize better decisions

Use this summit to design Parslee's next 12 months of learning and momentum.