This is the start of #fc-general
Council floor.
Members only — nothing here leaves Funder Council
Tuesday, Oct 13
Sharing Q3 cohort data in #portfolio-performance at 3pm. Defaults on 2nd-position restaurant are running 1.8 pts above plan — want to compare before anyone reprices.
New
In. We're seeing the same 2nd-position drift. Let's compare before anyone reprices publicly.
Pearl will bring broker-level cuts. Not naming names in the room, but the pattern is clear.
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