Theory Project Tracker

Call Transcripts are a Search System

49%

Tejas Thind · 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%

✓

[Eval] Milestone 1: sample-question benchmark (manual vs LLM vs Notion AI) 100%

✓

[Search] Ship initial transcript search 100%

✓

[Features] Local foundations and experiments 0%

-3d

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

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

[Output] Buyer-facing transcript surfacing 0%

[Reliability] Ingestion integrity and recovery 0%

[Search] Iteration 2A: data and eval foundation 44%

[Search] Iteration 2B: lock retrieval and meeting context defaults 43%

[Search] Iteration 2C: full Theo context package 0%

[Search] Iteration 2D: test new search paths 0%

[Summaries] Prescribed-question summaries 50%

[Users] Transcripts referential integrity to users table 0%

No milestone —

Notifications Service

54%

Reeto Ghosh · High

Bug fixes 0%

End goal: Founder tracking 0%

Flagged-transcript notifications through NS 80%

M0: Architecture RFC + service scaffold 100%

✓

M1: Web-traffic spike alert 57%

M2: Notification engagement tracking 57%

No milestone —

Board Deck Extraction

91%

cdumanski · High

Target metrics defined 100%

✓

Email ingestion and OCR 100%

✓

Warehouse Load 100%

✓

Summary Doc Gen 100%

✓

Feedback and GA 100%

✓

Data model + warehouse + APIs 100%

✓

Deck extraction pipeline (PDF parsing, OCR, transforms) 100%

✓

Extraction Improvements 80%

Inbound processing (emails, attachments, routing) 100%

✓

Observability + operations 75%

Quality + evaluation (metrics, error analysis, QA) 71%

Rollout + adoption enablement 90%

Rollout + continuous updates 100%

✓

No milestone —

Services Maintenance

71%

Bryan Bischof · No priority

G-Suite Library 100%

✓

Theo Chat API 0%

-5d

Attio Library 69%

CI/CD setup 81%

GCP Refresh 64%

LLM Library 72%

Notion Library 82%

Services Authorization Audit 50%

Supply chain hardening 100%

✓

Transcripts LanceDB migration 62%

Universal Ids 50%

Web-scraping Library 50%

agentic-coding 0%

automatic documentation 100%

✓

vibes 100%

✓

No milestone —

Market Map Updates

56%

Adam Conway · High

Market Map content is stored in our database with CRUD functionality 100%

✓

Markdown rendering + historical content backfill 100%

✓

Extract MM notes and connect Notion to latest MM version 100%

✓

Update Market Maps via Theo 100%

✓

Work with Notes via Theo 67%

+11d

Update background MM generation 33%

+2d

Cleanup 0%

Notion <> TAPI sync 0%

No milestone —

Theory-MCP

80%

· 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) 71%

Get Attio company data 100%

✓

Market maps tools 88%

Notion integration 100%

✓

Theo can operate deal flow 50%

Theo can research people and teams 92%

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

No milestone —

Portfolio Sync App

33%

Lauren DeMeuse · No priority

Stable state 100%

✓

Team can visualize time allocation by contributor 100%

✓

No milestone —

Theory Backend

71%

Adam Conway · High

Companies and Market Maps are backfilled into the database 0%

+265d

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) 70%

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

✓

Company data model + persistence (DB schema, migrations) 94%

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

54%

Adam Conway · Medium

Blog + content publishing 50%

Leads + analytics (forms, tracking) 100%

✓

Pages + navigation (site structure) 29%

Reliability + ops (uptime, fixes) 100%

✓

Upcoming Events View 17%

Visuals + media (images, assets) 67%

No milestone —

Incident tracker

72%

Bryan Bischof · High

Followups 59%

Incident Reports 89%

Portfolio Scorecards

75%

Lauren DeMeuse · High

v0 Prototype for Q1 reserves process 100%

✓

Deliver qualitative summaries to support valuation workflows 33%

-27d

Be able to compare performance across portfolio (by fund) 100%

✓

Enable live scenario assessment updates 100%

✓

Integrate scenario assessments back into Tactyc (TBD) 100%

✓

See what funding needs are likely and timing based on discussion 0%

Visualize per investor portfolio performance 100%

✓

No milestone —

PeopleDB

79%

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 100%

✓

People pages stay detailed and up to date across online presence + interactions 100%

✓

Person enrichment architecture is scalable 100%

✓

Theo can help users discover relevant people based on specific search criteria 100%

✓

Theo can identify who in our extended network is most relevant to a given query 100%

✓

Theo can help find the best path for a warm introduction 50%

+30d

Person enrichment includes additional data sources for high profile people 40%

+19d

Interactions are compiled from email, calendar, meetings, transcripts, searches 25%

-3d

Theo helps users organize and manage people lists 44%

-5d

Users can trust the data and are presented clear error messages. 77%

-10d

Person features are high signal and improve quality of search 0%

-12d

No milestone —

DevEx

73%

· No priority

No milestone —

AI Usage requests

56%

Bryan Bischof · No priority

No milestone —

Enhanced Market Maps

46%

· No priority

Add modules for analytical deep dives 0%

Architecture maintenance to reduce technical debt 88%

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

✓

Incorporate investor feedback 0%

No milestone —

Theorist Event Ranking

90%

· Medium

Gatsby data ingested into Theory API 100%

✓

People search endpoint + engagement ranking 86%

Post-Tuesday: doable 80%

Post-Tuesday: maybe / if time allows 92%

Theo MCP integration 100%

✓

No milestone —

Board Deck App Maintenance

0%

Melanie Rosenberg · No priority

No milestone —

Scrum.ai

85%

Bryan Bischof · Low

Linear tickets are easy to review during standup and weekly 94%

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%

✓

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 —

Meeting transcript processing

95%

psaini · 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 —

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 —

Automatic Market Maps

92%

ksarvananthan · 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 —