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.