Lisa Tran

🌱New· Advisory board seat offered — evaluatingAcquaintanceinsurtechdataadvisory-seat

Co-founder & Head of Data · Quill Analytics

Next action: Schedule product deep-dive calllast touch 2026-07-04

✎ Update status / next action

Relationship Intelligence

How we're connected and how strong it is

How we met / origin: Referred by Maya Chen (fictional shared YC batch).
Mutuals: Maya Chen.
Strength rationale: One strong intro call; she followed up same-day with a data-room invite.

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What's going on in their world that matters to us

Her mandate: Land 3 MGA design partners for the submission-enrichment API.
Where I help: Advisory board seat + intro paths to Atlas and Meridian — if the product holds up.

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The plan for moving this relationship forward

Next best action: Product deep-dive before accepting the seat; do not make intros before that.
Open questions: Data provenance — where does the exposure data actually come from?

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Nothing here yet.

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＋ Log interaction

2026-07-04— Email
Lisa sent the data-room invite and a sample enrichment payload for a fake submission. Provenance question still open — flagged it for the deep-dive.
2026-07-04— Zoom
Intro call via Maya. Quill's submission-enrichment API demo was strong on entity resolution, vague on exposure-data provenance. Lisa offered an advisory board seat (0.25%, standard vesting). Next: product deep-dive before deciding; no intros until then.