Open questions

What I’m trying to figure out.

I treat operating work like a research lab. These are the hypotheses I’m testing right now. If you have evidence either way, I’d like to see it.

Validation

Brokerage ancillary attach rates are an operational problem, not a sales problem.

Agents don't sell ancillary services because it breaks their flow. The system needs to capture it automatically.

Who I'm looking for

Broker owners with >40% capture rates.

Hypothesis

Removing the audience accelerates authentic disclosure

Traditional therapy requires sessions to build trust. When there's no human, no memory, no judgment risk—people skip straight to honesty. Ikigai tests this in recruiting. What other domains have value locked behind trust-building overhead?

Who I'm looking for

Researchers studying disclosure patterns in anonymous vs. tracked environments. Product builders in recruiting, market research, user feedback, conflict resolution.

Hypothesis

Post-close integration has a 90-day window before organizational resistance calcifies

PE firms optimize for pre-close diligence but the real risk is post-close human integration. Employees are open and curious in the honeymoon period—miss it and they either leave or entrench. Mapping values alignment early may predict success better than financial diligence.

Who I'm looking for

PE operating partners who've seen integrations succeed or fail based on timing. HR leaders with longitudinal data on post-merger engagement.

Testing

Real estate professionals value hyperlocal market intelligence more than national trends

Agents don't care what the Fed did—they care what's happening in Plymouth Township. Neighborhood-level content creates stickier partnerships with loan officers, and that visible value attracts other agents who want the same edge.

Who I'm looking for

Real estate marketers with engagement data by geographic specificity. Brokerages measuring agent-LO partnership retention.

Hypothesis

Native multimodal LLMs can classify and extract mortgage documents without specialized OCR

AWS Textract is expensive at scale. Testing whether Claude/GPT-4V can handle document classification and basic data extraction at 90%+ accuracy—potentially eliminating the OCR layer entirely for most use cases.

Who I'm looking for

Engineers who've benchmarked vision models against Textract/Azure Document Intelligence. Mortgage ops teams with document processing cost data.

Testing

In vertical B2B SaaS, community education creates an influencer flywheel that compounds

Teaching creates trust, trust creates customers, customers become advocates who teach others. The Automated LO model: prompt engineering sessions → product adoption → successful users evangelize. Paid ads interrupt; education compounds.

Who I'm looking for

GTM leaders who've scaled vertical SaaS through community vs. paid channels. Data on CAC and LTV differences between influencer-driven and paid acquisition.

People I’d like to meet
  • Mortgage broker owners and operations leaders
  • Operators rebuilding their companies with AI
  • Partnership leaders in fintech and proptech
  • Board members and investors in mortgage and fintech
How you can help
Make an intro
Know someone I should meet?
Share a data point
Evidence for or against anything below.
Challenge my thinking
I'd rather be wrong and learn than confident and stupid.
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