Send IAG/Sam an operational due-diligence note on Raven Resonance (Thomas Suarez)

Situation

After spending an hour with Thomas Suarez at Raven Resonances office during IAG Summit Apr 28, Peter wrote and sent Sam at IAG a structured operational assessment covering supplier pipeline, BOM, roadmap, manufacturing risk (including possibility of Raven-owned China manufacturing), photonics dependency, test facilities, hiring/culture, financials, capital plan. Conclusion: Theres a real company here. Forwarded the same note to Thomas for transparency.

Reasoning

Executes the IAG focus from Apr 27 — reciprocate access investors gave by giving operational assessments they cannot easily get themselves. Forwarding the same note to Thomas is a deliberate transparency move: Thomas sees exactly how he is being represented to a major LP, which builds founder credibility for future intros. The structure (BOM, suppliers, test rig, hiring/culture, capital plan) reads like a CTO-DD checklist — Peter offers IAG something only a technical leader can: operational mechanics judgment, not market opinion. Explicitly bounds opinion to operational readiness (Whether the BOM puts the V1 device in a reasonable place… I dont know) — preserves credibility with both IAG (does not pretend to be a market analyst) and Thomas (did not endorse the business model, just process competence).

Additional Context

First day of IAG Silicon Valley Summit at Rosewood Sand Hill Apr 27-30. Prior reflection flagged investor relationship building as the focus. Sam at IAG (last name TBD) is the recipient.

Observed Evidence

Full email to Thomas containing the note Peter sent Sam — extensive structured assessment covering operational dimensions with explicit bounds on what Peter will and will not opine on.

Matching Patterns

Confidence Breakdown

Reasoning Depth Analysis