Scanning sources…acquiring signal · establishing uplink
21 memos · 8 categories · 174.1 KB total · sourced from artifacts/company_deep/
Strategic memos, IB-grade investment theses, slide decks, outreach packets, and cluster-ops runbooks. Each piece is generated by the Pano deep-research engine + analyst pass and committed to the repo under artifacts/company_deep/. This page is the read-only index; individual memos render with full markdown fidelity.
The Oxford Club + 6 direct peers + 2 Skousen-family people (operating leadership of the cohort).
skousen_oxford_landscape_20260426.md
Every column is live data, not estimates. `bg_chars` is the synthesized background length; `inv` is captured investors; `riohs` is post-fix RIOH count; `news/press/SEC` are signal-pulse Serper-harvested items; `MA` is the M&A radar score (0-5).
medical_coding_scorecard_20260427.md
Universe: 75 deep-researched entities
ma_radar_20260427.md
This report synthesizes the live deep-research output across 65 tracked entities spanning autonomous medical coding, frontier AI, defense tech, healthcare data, financial services, consulting, and individual operators / VCs. Every entity has a refreshable `/research/<slug>` pa…
competitive_landscape_20260425.md
- The Oxford Club, MarketWise (Stansberry/Empire/Legacy), Agora Financial, Stansberry Research — all Baltimore-lineage
skousen_newsletter_deck_20260427.md
The Oxford Club + Todd Skousen
oxford_club_deck_20260426.md
- A $400M+ revenue payments+RCM platform paid 8x ARR for an AI-coding capability
nym_medical_coding_deck_20260427.md
Goal of this packet: book a 15-minute demo with someone on the Optum Ventures or UHG corp-dev team this week using a Lori Jones / Nym hook + a Waystar / Iodine timeline proof point + a Codametrix KLAS #1 follow-on.
optum_ventures_outreach_20260426.md
Companion document: `optum_ventures_outreach_20260426.md` (story-pack + objection handling)
optum_outreach_contacts_20260426.md
Frame: Pano already runs a continuously-cycling deep-research engine producing IB-grade per-entity intelligence at ≤65-min freshness. The question is where to point it for highest commercial leverage. Three opportunities surfaced from the data with disproportionate signal dens…
pano_strategy_top3_20260425.md
Pano is a continuous deep-research engine that detects M&A and strategic signals on private healthcare-AI companies 6+ months before they reach mainstream news.
pano_as_product_positioning_20260427.md
- With `goals >= 4`: 75 / 75 (100%)
goals_audit_20260427.md
1. Headcount stage is undercovered (20/75 + 17/75 trend). The `org_chart` Gemma stage runs but emits `headcount` as `None` for the majority of entities. Likely cause: Gemma defaults to null when not confident; we accept null rather than re-prompting. Fix: add a separate Serper…
coverage_audit_20260427.md
Loader: `scripts/seed_pano_adds_20260419.py` (reuses the primitives
pano_adds_ingest_20260419.md
Run: 2026-04-26 | Cluster: Linode g2-gpu-rtx4000a4-s (4× RTX 4000 Ada, us-ord) at `172.237.146.196`
oxford_club_run_20260426.md
Run: 2026-04-25 | Cluster: Linode g2-gpu-rtx4000a4-s (4× RTX 4000 Ada, us-ord) at `172.237.146.196`
nym_medcoding_run_20260425.md
Executed after the canonicalization pass (see
enrichment_run_20260419.md