IC Loans - Sources¶
Transcripts¶
| Date | Company | Person | Role | Transcript | Contributed |
|---|---|---|---|---|---|
| 2025-12-02 | Palm (Internal) | Gurjit Pannu | Domain Expert (ex-Uber Treasury) | 2025-12-02-ic-loan-workbook-walkthrough.md | 4 jobs, 9 pain points, extensive domain knowledge |
| 2025-12-02 | Palm (Internal) | Emma, Gurjit, Jennifer | Product, Domain Expert | 2025-12-02-domain-ideation-investments.md | 2 jobs (pool clearing, entity views) |
| 2025-05-23 | ON | Rodrigo Cabrera, Yulia Ershova | Treasury | 2025-05-23-cash-pool-reporting-feedback.md | 1 job PROMOTED, 2 new jobs, IC interest insights |
Summary¶
- Total sources: 3 transcripts (2 internal, 1 customer)
- Companies represented: Palm Internal (Uber domain expertise), ON
- Date range: 2025-05-23 to 2025-12-02
Notes¶
ON transcript (2025-05-23) provided first external customer validation of IC loan tracking needs, allowing promotion of "Track IC positions and interest" job to Confirmed.