People don’t forget
-Those who under promise and over deliver
-Those who over promise and under deliver

How you manage expectations is a powerful thing!

We all know that Founders who are learnings machines are the ones we want to back.

Operators who hunt down knowledge and learnings from others is equally as important.

Art Levy is a great example of that.

Embrace the beginners mind.

Join Jason Shuman and Bryce Johnson next Tuesday afternoon (4/23) for the latest installment of their virtual AMA series for aspiring VCs, founders, and operators interested in startups and the world of VC.

Register here: lu.ma/PrimaryAprilAMA

🔎 New white paper from Datos Insights on how data orchestration can connect AML compliance, anti-fraud, & credit decisioning risk tools within a common infrastructure so FIs can harness an increasing volume of data more effectively: alloy.com/datos-data-orc…

New Jersey business owners: RetireReady NJ will be launching its pilot program this spring! We’re thrilled to be working with NJ to power the state’s facilitated retirement savings program. To learn more, check out PLANSPONSOR’s recent article: plansponsor.com/new-jersey-to-…

We recently hosted the first AGI House Dinner Series in NYC bringing together AI leaders to discuss the world of generative AI and production readiness in vertical SaaS. A huge thanks to everyone who joined!

It's Tax Day! 🏡 Flock investors breezed through their 2023 taxes! This year, we prepared nearly 500 state filings for clients and helped investors defer >$1M in capital gains taxes, empowering them with a stress-free tax season. Can you say the same?

#TaxDay …

We’re thrilled to be partnering with Just Futures to offer retirement plans designed around social justice causes. To learn more about Just Futures and their mission, tune into their upcoming webinar on equitable retirement planning.

RSVP: justfutures.com/equitable-reti…

We’re excited to announce that Gabi Monico has been invited to speak at #TCEarlyStage2024 ! Come join her on Thursday, April 25th in Boston and get 25% off passes at the below link.

bit.ly/3INCGRP

An exciting morning last week at Primary HQ hosting a workshop with James Vincent (CEO, FNDR). From crafting Apple's narrative to helping 150+ founders, he shared startup storytelling insights. Thanks to all who joined!

Solving real world problems with AI. The application layers is starting to happen and the impact is very real...Cedars-Sinai expands partnership with K Health and pushes past 10.000 virtual visits since the launch in Q4 2023...
hitconsultant.net/2024/04/10/ced…

Chief Medical Officer Cedars-Sinai discusses the recent launch of its virtual care app in Spanish and for children and the benefits of integrating our AI into care delivery Modern Healthcare
archive.ph/CnqP0