Team Agenda — May 12, 2026

The Business We Are Building

The Full Picture

This is not a software company. It is not a licensing play. It is a self-contained domestic commercial organization built around surgeon IP — with the technology, the sales infrastructure, and the operational know-how to take a device from patent to OR to revenue. We start with Daniel's IP. We prove the model in Texas. We expand to other surgeon innovators who have great IP and no commercial path. We broker individual IP acquisitions to companies like Arthrex, Stryker, and J&J DePuy Synthes — and we keep the commercial and technology organization intact to do it again. Eventually the entire platform becomes the acquisition target. That is the billion dollar outcome.

Phase 1

Prove It With Daniel

Build the platform. Deploy in Texas. Generate real OR cases and revenue.

Phase 2

Expand to Other Surgeon IP

Open the platform to other surgeon entrepreneurs. Prove, commercialize, take to market.

Phase 3

Broker IP Acquisitions

Individual patent acquisitions to Arthrex, Stryker, others. Surgeon keeps leverage.

Phase 4

Sell the Engine

The sales org, technology platform, and IP pipeline becomes the strategic acquisition.

The Vision Daniel Raised — And We Are Building Toward

A Marketplace for Surgeon Entrepreneurs

Daniel said it himself on our pre-meeting call. Surgeons create most of the innovation in this industry and get taken advantage of constantly. His dream is a platform where surgeon innovators bring their IP, get it properly commercialized, and finally get paid what it's worth. We are not just acknowledging that idea — we are building the infrastructure it runs on. Daniel's patents are the first proof of concept.

90-Minute Run of Show

How the Meeting Flows

0:00 – 0:15

The Room Gets Comfortable

Jason sets the tone · Conversational

Jason opens by framing who is in the room and why this team is different from every other conversation Daniel has had. Michael built commercial infrastructure for pharma at scale. Jay co-owned the Arthrex territories in Houston, Austin, and San Antonio and knows what it takes to build a winning medical device sales organization from the ground up. Keep it warm and direct.

Goal: Daniel understands the caliber of the people across from him

0:15 – 0:35

Daniel Tells His Story

Daniel leads · The team listens

Ask Daniel to walk through his patents and his journey. What he built, why he built it, what he's seen happen when surgeons try to bring innovation to market without the right support. Let him talk without rushing to solutions. This is a listening session as much as a presentation.

Goal: Daniel feels heard at a depth he hasn't experienced in these conversations before

Goal: The team identifies which IP has the clearest near-term commercial path

0:35 – 0:50

We Show Him What We Built

Michael demos · Pass the phone around

Michael opens a laptop and a phone. The dashboard is running — accounts, pipeline, a product catalog with Daniel's patent categories already structured. The mobile app is on the phone — pass it to Daniel. He taps through it. Then Michael runs one AI recommendation. Most people Daniel has talked to showed up with a deck. We show up with a working system that already has his name in it.

Goal: Daniel sees his IP inside a live platform — not a mockup, a working system

Goal: The room understands this team builds things, it doesn't just plan them

0:50 – 1:05

Jay Lays Out the Commercial Engine

Jay leads · Specific and operational

Jay talks about what it actually takes to build a domestic medical device sales organization that wins. Rep recruitment and compensation, physician training and OR support, operational infrastructure, the pain points he lived through at Arthrex that this platform is designed to solve. He speaks as the person who builds and runs the commercial machine — not as a rep with contacts.

Goal: Daniel understands Jay is the architect of the commercial engine, not just a field guy

Goal: The credibility of the team as a complete operating unit is fully established

1:05 – 1:20

The Bigger Vision

Jason opens it · Daniel owns it

Jason lays out the full business model — proving it with Daniel's IP in Texas, opening to other surgeon entrepreneurs, brokering individual IP acquisitions, and ultimately selling the entire engine. Then: "Daniel, you mentioned something I haven't been able to stop thinking about — a real marketplace for surgeon entrepreneurs. We are building the foundation that runs on." Then stop talking. Let Daniel take it where he wants to take it.

Goal: Daniel sees the full scope of what this becomes — a category-defining business

Goal: Daniel understands he is a founding partner in this, not a licensor

1:20 – 1:30

What Happens Next

Jason closes · Light and forward

Jason closes simply. We are not asking Daniel to decide anything today. Three things happen after this meeting: Michael continues building, Jay maps the commercial organization structure and Texas launch plan, Jason works with Daniel on the patent catalog. Set the date for the next conversation before everyone leaves the room.

Goal: Clear forward motion with no pressure

Goal: Next meeting date agreed before anyone stands up

Jason's Pre-Meeting Notes

Get Jay alone for 10 minutes before Daniel arrives. Align on tone — this is a relationship meeting, not a sales call. Jay should not go into rep mode.

Confirm Michael has the app running on his phone and the dashboard loaded before anyone sits down. No live debugging in front of Daniel.

Round table if possible. No projector. No one at the head. Four people having a serious conversation about building something significant.

Do not raise acquirer names, valuations, or exit timelines in this meeting. Plant the vision. Let the commercial conversation come naturally at meeting two.