Theory Project Tracker

Call Transcripts are a Search System

59%

· High

[Ad Hoc Q/As] Extract, store Ad Hoc Q/As in processing 100%

✓

[Ad Hoc Q/As] Backfill Ad Hoc Q/A extraction 100%

✓

[Ad Hoc Q/As] Extraction quality improvements 33%

[Ad Hoc Q/As] Tags for transcripts 75%

[Output] Buyer-facing transcript surfacing 0%

[Summaries] Prescribed-question summaries 50%

[Users] Transcripts referential integrity to users table 0%

Theorist Event Ranking

40%

· Medium

M1: Gatsby data visible in Theory API (2-day sprint) 50%

M2: TBD post-M1 retro 12%

M3: TBD post-M1 retro 43%

M4: TBD post-M1 retro 43%

M5: TBD post-M1 retro 60%

M6: TBD post-M1 retro 0%

Ollama Website Add

0%

· No priority

Add to Jobs page 0%

Add to Portco page 0%

Add to Universe of data page 0%

AI Usage requests

56%

Bryan Bischof · No priority

No milestone —

Enhanced Market Maps

36%

· No priority

Add modules for analytical deep dives 0%

Architecture maintenance to reduce technical debt 75%

Ensure old market maps are migrated to use new capabilities 100%

✓

Incorporate investor feedback 0%

No milestone —

SEO Improvements

37%

Bryan Bischof · High

Content + internal linking (new posts, cluster differentiation) 0%

Meta descriptions (blog posts + team + about pages) 89%

Technical + authority (canonicals, schema markup, backlinks) 67%

Titles + templates (team, portfolio, structural pages) 100%

✓

No milestone —

Market Map Updates

16%

Adam Conway · High

Market Map content is stored in our database with CRUD functionality 38%

+4d

No milestone —

Post-AGM AMM Punchlist

100%

Bryan Bischof · Medium

After-party cleanup 100%

✓

Investor Feedback on AMM 100%

✓

Migrate High-level capabilities from AMM to TAPI 100%

✓

PeopleDB

43%

Melanie Rosenberg · High

Theory has a people page for every person in our extended network 100%

✓

Enrich people pages using high quality data and services 60%

-3d

People pages stay detailed and up to date across online presence + interactions 25%

-10d

Interactions are compiled from email, calendar, meetings, and transcripts 0%

-17d

Theo can help users discover relevant people based on specific search criteria 0%

-24d

Theo can identify who in our extended network is most relevant to a given query 0%

-29d

Theo can help find the best path for a warm introduction 0%

-31d

Theo helps users organize and manage people lists 0%

-38d

No milestone —

Theory Backend

74%

Adam Conway · High

Browser access to swagger docs 100%

✓

Backend can manage writing enrichment content for companies 100%

✓

Market Map generation has relevant resources 100%

✓

Store & surface enrichment metrics 100%

✓

API foundations (endpoints, contracts, authz) 72%

Backend can enrich people and pull company rosters via Harmonic & Nyne 100%

✓

Company data model + persistence (DB schema, migrations) 93%

Docs + rollout 0%

Enrichment pipeline + writes (generation, backfill, storage) 100%

✓

Integrations (Attio, external services) 100%

✓

Observability + ops (logging, alerts, runbooks) 50%

Services and Agents can search via our Backend 55%

No milestone —

Website Maintenance

60%

Adam Conway · Medium

Blog + content publishing 50%

Leads + analytics (forms, tracking) 100%

✓

Pages + navigation (site structure) 29%

Reliability + ops (uptime, fixes) 100%

✓

Visuals + media (images, assets) 67%

No milestone —

Market Maps Server

80%

Panth Bhavsar · Urgent

Understand existing Auto-MM PR and ensure anyone can install and run it 100%

✓

Create MM via LMUX 100%

✓

Get a Market Map by name into LMUX context 100%

✓

Update MM via LMUX 100%

✓

Company MM classification 100%

✓

Auth + credentials (GCP, Google, secrets) 100%

✓

Automation + orchestration (jobs, pipelines) 33%

Classification algorithm (LLM/heuristics) 100%

✓

Enrichment integrations (Attio, data sources) 80%

MCP server surface (tools, UX) 71%

Market map entity modeling (companies, relationships) 75%

Market map ingestion + link hygiene (Notion) 73%

Observability + reliability (logging, errors, runbooks) 50%

QA + evaluation (metrics, correctness) 100%

✓

Release and Blog 0%

Rollout + docs 100%

✓

No milestone —

Scrum.ai

79%

Bryan Bischof · Low

Linear tickets are easy to review during standup and weekly 82%

No milestone —

AI Marketing Push

83%

Lauren DeMeuse · High

Launch website 100%

✓

Create & launch video content per calendar 84%

Monitor engagement and impact 100%

✓

No milestone —

Theory-MCP

78%

· High

AGM improvements 100%

✓

Attio integration 100%

✓

Auth + credentials (GCP, Google, secrets) 100%

✓

Core MCP server framework (FastMCP, deploy, packaging) 90%

Docs + rollout 50%

Error handling + observability (logging, runbooks) 67%

Get Attio company data 100%

✓

Market maps tools 94%

Notion integration 50%

Theo can operate deal flow 50%

Theo can research people and teams 92%

Tool surface + UX (tool design, arguments, reliability) 64%

No milestone —

Incident tracker

71%

Bryan Bischof · High

Followups 59%

Incident Reports 95%

No milestone —

Automatic Market Maps

92%

ksarvananthan@theory.ventures · High

Gather requirements and design solution 100%

✓

Organize and fix links for existing market maps. 100%

✓

Design algorithm for automatic market map classification. 100%

✓

Automation + orchestration (jobs, pipelines) 100%

✓

Classification algorithm (LLM/heuristics) 50%

Enrichment integrations (Attio, data sources) 100%

✓

Market map entity modeling (companies, relationships) 100%

✓

Market map ingestion + link hygiene (Notion) 100%

✓

No milestone —

Services Maintenance

74%

Bryan Bischof · No priority

G-Suite Library 100%

✓

Services Authorization Audit 50%

+90d

Transcripts LanceDB migration 62%

+49d

Attio Library 77%

CI/CD setup 81%

GCP Refresh 64%

LLM Library 67%

Notion Library 79%

Supply chain hardening 100%

✓

Universal Ids 100%

✓

Web-scraping Library 50%

agentic-coding 0%

automatic documentation 100%

✓

vibes 100%

✓

No milestone —

Meeting transcript processing

95%

psaini@theory.ventures · Urgent

Investor Feedback and Project Plan 100%

✓

Building MVP 100%

✓

Testing + extras 100%

✓

Preview Rollout 100%

✓

Final Rollout 100%

✓

Deprecate Tactiq 100%

✓

Company/person matching + enrichment 100%

✓

Inbound processing (Fireflies/Tactiq, webhooks, routing) 100%

✓

Observability + operations 80%

Platform + maintainability (migrations, CI, tests) 83%

Product UI (viewer, workflow, UX) 100%

✓

Rollout + adoption enablement 100%

✓

Security + access + permissions 100%

✓

Summaries + extraction (outputs, schema, quality) 86%

Transcript storage + indexing (LanceDB, metadata) 100%

✓

No milestone —