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Prep a job or fundraise conversation

Before the meeting, know who in your Orbit already sits in that world.

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Do this

  1. Search the company and the function:
  1. Open 2–3 people — skim title, notes, last interaction
  2. Capture prep as a note on the contact or via +:
  1. After the meeting, Add to Orbit what you learned (new people, titles, follow-ups)

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Pro move

  • Turn on Signals so job changes at target companies surface later
  • Use deep research (Pro) on a thin card before you reach out