Foundry comps inside the book
DoneSteps
1Search the book
Lumenstack is the buyer comp, not the product comp.
2Search the map
Helion is the contrast: a lab, watch-only, not a lead.
Inputs
- Foundry memo draft
- Market map
- Lumenstack note
Sources used
Output
Comps in the memo are Lumenstack for the buyer and Helion as the thing we will not lead. No US infra multiple was imported to make the round look cheap.
Memo