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PSI is sitting on portfolio decisions whose stakes have grown as the SBIR-funding cycle shifts. We do the work before a license, where commercial relevance is actually decided. We want to use this hour the way we use every important first conversation: by listening, framing the real problem together, and choosing a shared destination before anyone talks about solutions.
On Listening, Framing, and Envisioning you are invited to select, re-rank, and edit what you see. Nothing here is fixed. The end-of-meeting memo on the Commit surface compiles only the items you affirmed or authored. What you walk out with is co-authored, not pitched.
Whether the first wedge is DermVisio, TVisio, or a technology that didn’t come up on May 18. Whether PSI’s spin-out muscle is dormant or absent. We would rather find these out with you than guess at them.
We will move through what we heard one point at a time, in the order they shape the engagement. Affirm what lands, correct what does not, set aside what we should. Open the fuller context whenever it helps.
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First, the problem statements PSI may be carrying. Re-rank them by importance. Then the harder move: five candidate cruxes, each a reframing of those problems into a single pivotal one. Only one becomes the frame we adopt.
Reorder by importance, by dragging a row or using the arrows.
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Each crux takes the problems above and proposes the single pivotal one, the challenge that, once solved, untangles the rest. Sort them four ways to see how the ranking shifts, then adopt one as the frame. Only one can be adopted at a time.
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Adopting a crux preloads this field. Edit it freely. This sentence becomes the spine of the memo.
Select the future-state elements that describe where this should go. Some envisioning expands ambition; some manages it down. Use the toggle to set the register.
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Nothing chosen yet. Select the elements above and the destination assembles here.
Envisioning earns commitment partly by naming what it excludes. Edit these, or add your own.
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A vision without a named cost is a wish. Complete the trade-offs we are willing to make. These flow into the memo.
This compiles, in real time, only what PSI affirmed or authored across the preceding surfaces. Edit the learning gate live. Then export.
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No heard points affirmed yet. Affirm them on the Listen surface.
No future-state elements chosen yet. Choose them on the Envision surface.
“We’ve done licenses. We’re not here to sell you on that. What we want to show you is the upstream work: identifying, qualifying, and corralling the licensee most likely to generate strong future royalty payments. That’s where we think your portfolio is actually being underserved.”
David Potter, Dark Horse WorksEight licenses and term sheets, across sensing, microfluidics, robotics, energy, therapeutics, and clinical software. The structures range from an evaluation option to guaranteed annual minimums to royalty, fee, and equity blends. The point is less any single deal than the repeatability of the upstream work behind them.
Some of these map closer to PSI than others. Flag the ones worth a deeper dive. Those are where the conversation goes deeper, and they carry into the memo as examples PSI flagged.
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