Hello Arbitrum DAO,
We’re excited to share the latest updates on our October goals, which we covered during our recent Open Office Hours. For a deeper look, check out the full update deck and watch the recording to explore all the details!
Update 4 Tl;dr
- Conducted market consultation interviews and made outreach list available for feedback
- Engaged with delegates for feedback on direction
- Conducted additional research into existing funding programs and deals
Further Details
Market Consultations
We have continued conducting interviews to gather expert feedback on the market consultation deck (https://link.farstar.co/avi-consultation-deck), engaging 6 fund managers and 8 ventures. These consultations continue to shape our understanding of key product considerations and have allowed us to engage with key stakeholders about the Arbitrum roadmap.
See a few of our recent insights here (slide 7)!
We’ve also published the shortlist from our market consultation outreach and welcome your feedback! Don’t hesitate to share your ideas—each one helps us refine our direction. Also, if you believe someone from the longlist should be moved up, we’d love to hear your input.
Delegates Feedback on Direction
As we continue to develop our portfolio, thesis, and strategy, we are actively engaging with delegates and key stakeholders to obtain their input. This month, we discussed governance considerations for the fund and the broader strategic direction with key stakeholders. Additionally, we reviewed report outlines with delegates to ensure alignment on deliverables and mapped out how each supports the overall strategy. These details, along with an overview of the deliverables (slide 6), were shared during our open office hours—more information is available in the recording. This collaborative process has been instrumental in solidifying key components of our strategy, ensuring alignment with the DAO’s objectives.
Additional Research
In addition to gathering feedback, we’ve conducted preliminary research on existing funding programs within Arbitrum and identified key protocols for deeper analysis. We’ve also assessed three deals to evaluate their context, investment terms, and structures, with one selected for a trial. This information will further develop our thesis.
The Bigger Picture
Though these deliverables take time to develop, each stage is a purposeful milestone built with long-term impact in mind. The time invested in consultations and research is essential to ensure the insights we gather are actionable and aligned with the DAOs goals and opportunity space. By integrating feedback from key players and continuously refining our approach, we’re laying a strong foundation for a resilient, forward-looking ecosystem fund.
For the remainder of this month, we aim to continue advancing in each of the areas listed above, while also beginning to synthesize our findings. We appreciate your patience and continued support. Please remember if you’d like to make a referral for our market consultation interviews, please feel free to send our referral link (https://link.farstar.co/avi)!
Asks for Delegates
- Suggest new entries for the consultation longlist - if you see anything that has not been shortlisted and think it should be, please let us know.
- Let us know of any investment opportunities that should be analyzed. The discussions can be confidential.
- Feedback on portfolio construction (slides 9-13 and 16-31)