ThetaCoach: American Dynamism Applied
Meeting 2 Playbook: From Story Validation to Execution Validation
"We're not building a CRM. We're building the TCP/IP of AI permissions.
The CRM is how we prove the patent works in production."
1. Technical Proof: The Demo
Meeting 2 shifts from "founder story" to "execution machine." They've bought the archetype. Now they need to see the product.
What ThetaCoach Shows
- Live Demo: Challenger Sales battle card creation in real-time (5 minutes, offline-capable)
- FIM Patent Visualization: How the Fractal Identity Map structures AI permissions
- Permission Architecture: The 4-state model (P/B/S/H) that creates auditable AI actions
- CRM → Patent Proof: Show how each customer interaction validates the permission framework
Q: "Show me the thing working."
A: [Run live battle card generation for a real prospect. Show the permission state transitions. Demonstrate the audit trail that makes "I know what my AI did" legally defensible.]
Q: "Walk me through the technical architecture."
A: "The FIM creates a 12x12 grid of permission states. Each AI action maps to a cell. The CRM is the proof-of-concept - every sales interaction demonstrates the permission framework working in production. The patent covers the state machine, not the application."
Q: "Why can't [Salesforce/HubSpot/OpenAI] just build this?"
A: "They're optimizing for features. We're creating infrastructure. Salesforce can add AI to their CRM - they can't add permission architecture without our framework. OpenAI can add guardrails - they can't prove audit compliance without our state machine. The patent creates the category."
Demo Preparation Checklist
Before Meeting 2
- 5-minute demo script (battle card creation → permission audit → compliance proof)
- Offline-capable demo environment (nothing breaks if WiFi fails)
- Technical architecture slides for the engineer in the room
- Patent filing status and claims summary (April deadline)
- Defensibility analysis: patent moat, 25-year head start, talent depth
2. Government/Enterprise Traction
American Dynamism specifically backs companies where government is customer, competitor, or key stakeholder.
ThetaCoach's Path to Government
- Initial Wedge: Enterprise sales teams (Challenger methodology practitioners)
- Government Entry: AI liability compliance for federal contractors
- Defense Angle: Auditable AI for defense procurement systems
- Why This Matters: When DoD deploys agentic AI, they need to prove what it did. Current models can't. FIM can.
| Metric |
Current State |
Meeting 2 Target |
12-Month Target |
| LOIs |
[Current count] |
2-3 signed |
5+ from enterprise/gov |
| Active Pilots |
[Current count] |
1-2 with named companies |
5+ with measurable outcomes |
| Revenue |
[Current ARR] |
$50K-100K contracted |
$500K+ ARR |
| Pipeline |
[Current pipeline] |
Named accounts w/ stages |
$2M+ identified |
Q: "Who are your customers? Name them."
A: [List 3-5 named customers/pilots with their use case and stage. Include company size, industry, and what they're testing.]
Q: "What's your government contracting strategy?"
A: "We start as enterprise SaaS, prove the permission framework in commercial deployments, then pursue GSA schedule and SBIR/STTR for defense applications. The FedRAMP path opens once we have 3+ enterprise customers validating the architecture."
3. Team Depth
Current Team
- Elias (Founder/CEO): 25 years on FIM mathematics, patent author, technical depth that "only 50 people in the US could have written"
- Bryan Lemster (BD/Partnerships): [Role description, equity arrangement, network access]
- Advisory: [List advisors with clearances or agency relationships]
Key Hires Post-Funding
- CTO/Technical Co-founder: Systems architecture, clearance-eligible, can translate FIM mathematics to production code
- Government BD Lead: Must have existing agency relationships (DoD, DHS, GSA)
- Compliance Lead: FedRAMP/CMMC experience for government path
- Senior Engineers (2-3): Full-stack with security clearance eligibility
Red Flags to Avoid
- "We'll figure out the technical co-founder later" - show you have candidates in pipeline
- "No one with government sales experience" - show Bryan's network or advisor relationships
- "Advisors are just names" - show engagement frequency and specific help provided
What They Want to Hear
- "We have 3 candidates for CTO in final conversations"
- "Our advisor [name] made introductions to [agency]"
- "Bryan has sold to [enterprise customer] before and has warm paths into [3 companies]"
4. Market Sizing: The American Dynamism Way
American Dynamism cares about impact, not just returns. They want to fund companies that matter.
TAM: The Problem Space
$400B+ in AI liability exposure across enterprises using agentic AI.
- Every company deploying AI agents faces "what did my AI do?" liability
- Current solutions (guardrails, RLHF) cannot provide audit-grade accountability
- Regulatory pressure accelerating (EU AI Act, potential US legislation)
SAM: Addressable Segment
$15B in AI compliance/governance tooling for enterprise and government.
- Federal contractors requiring AI accountability: $8B
- Enterprise AI governance platforms: $7B
- Our wedge: Challenger Sales practitioners who need auditable AI now
SOM: 3-Year Target
$10M ARR from 50+ enterprise/government customers.
- Year 1: $500K (10 enterprise pilots converting)
- Year 2: $2M (20 customers, first government contract)
- Year 3: $10M (50 customers, FedRAMP authorized, 2+ federal contracts)
The Narrative Hook
"If we win, America gets auditable AI infrastructure before adversaries can weaponize ungoverned AI systems. If we lose, the liability vacuum creates legal chaos that freezes AI deployment at the moment we need it most."
5. Regulatory/Compliance Readiness
ThetaCoach Compliance Path
| Certification |
Timeline |
Cost |
Why It Matters |
| SOC 2 Type II |
Month 6-12 |
$100K-150K |
Enterprise table stakes |
| FedRAMP (Moderate) |
Month 12-18 |
$300K-400K |
Opens federal market |
| Patent Filing |
April 2026 |
$50K-100K |
Category creation, 18-month moat |
Q: "What certifications do you need?"
A: "SOC 2 Type II by month 12 for enterprise sales. FedRAMP Moderate by month 18 for government. The patent files in April - that's our 18-month moat before anyone can compete on the core architecture."
6. Use of Funds: $[X]M Seed Round
55%
HIRING
CTO, Gov BD, 3 Engineers, Compliance Lead
20%
COMPLIANCE
SOC 2, FedRAMP prep, Patent prosecution
15%
PRODUCT
GovCloud, Security hardening, Integrations
10%
GTM
Conferences, BD travel, Content
The Narrative
"We're raising $[X]M to build the team that wins government contracts, achieve the certifications that become our moat, and prove the permission framework in production. In 18 months, we'll have FedRAMP authorization, $2M+ ARR, and the only patented solution for AI liability that exists."
7. 18-Month Milestones
Months 1-6: Foundation
- Technical: Patent filed (April), v2.0 with government requirements, GovCloud deployment
- Traction: 2 new pilots launched, 1 pilot → paid conversion, $250K contracted
- Team: CTO hired, Government BD hired, 2 senior engineers hired
- Compliance: SOC 2 Type II audit initiated
Months 7-12: Acceleration
- Technical: SOC 2 Type II complete, FedRAMP prep initiated, Major integrations shipped
- Traction: 5+ active customers, $1M+ ARR, First SBIR/STTR application
- Team: Compliance lead hired, 3rd engineer hired, 15 total headcount
- Compliance: FedRAMP 3PAO selected
Months 13-18: Proof of Model
- Technical: FedRAMP In Process, Second product capability shipped
- Traction: $2M+ ARR, 10+ customers, First federal contract signed
- Team: 20+ headcount, Board-level government advisor
- Compliance: On track for FedRAMP Authorization by Month 24
8. The Ask Structure
"We're raising $[X]M at $[Y]M pre to:
1. Build the team that wins federal contracts (55%)
2. Achieve FedRAMP authorization as our moat (20%)
3. Ship the only AI permission framework that exists (15%)
4. Build repeatable enterprise/gov sales motion (10%)
In 18 months: $2M ARR, 10+ customers, FedRAMP In Process, patent granted.
This positions us for Series A at $[Z]M based on [comp analysis]."
9. Pre-Meeting 2 Checklist
Before Your American Dynamism Meeting
- Demo working offline (nothing breaks)
- Customer testimonial ready (video or quote from pilot)
- LOIs signed and dated (2-3 minimum)
- Pipeline spreadsheet with named accounts and stages
- Team org chart with next 5 hires identified
- Compliance roadmap with dates
- Use of funds breakdown percentages
- 18-month milestones with metrics
- Competitive landscape (who else is funded, why you win)
- "Why America needs this" narrative (1 paragraph)
- Questions to ask THEM (shows strategic thinking)
Questions to Ask Them
Shows You're Serious
- "What's your typical involvement post-investment?"
- "Who on the American Dynamism team would we work with?"
- "What government relationships can you help us access?"
- "What portfolio companies should we talk to?"
- "What's the timeline from this meeting to term sheet?"
Shows Strategic Thinking
- "What milestones would make you confident at 12 months?"
- "What's the most common failure mode you see in govtech?"
- "Who else are you looking at in AI liability/compliance?"
- "What would make this a breakout outcome for you?"
10. The Narrative Arc They'll Tell
At Investment
"We backed Elias because he has 25 years of mathematical work that no one else has, technical validation from people who could evaluate it, and the institutional friction story that proves he found something real. He's building the TCP/IP of AI permissions."
At 12 Months
"ThetaCoach shipped a government-ready platform, won their first enterprise contracts, and is on path to FedRAMP. The patent granted. The compliance moat is building."
At Exit
"They built what the government needed but couldn't build themselves - auditable AI infrastructure. [Strategic acquirer] recognized this was critical infrastructure and paid [multiple] for the only patented solution to AI liability that exists."
Created: January 10, 2026 | thetacoach.biz/american-dynamism/