[Election & Application Thread] Arbitrum D.A.O. (Domain Allocator Offerings) Grant Program

Applicant Information

  • Name of Applicant & Applicant’s Representative (If applicable): Uhthred Of Bebbenburg
  • Telegram Handle (if applicable): @Uhthred_B
  • Twitter/X Handle (if applicable): x.com
  • LinkedIn Profile (if applicable): Prasanth V. - proposals.app | LinkedIn
  • The role being applied for (choose ONLY one):
    • New Protocols and Ideas

Background & Skills


I hold an undergraduate degree in English Language & World History, and a Master’s in Politics & International Relations (specialization in middle eastern policy & conflict resolution) from a Russells group University. My trad-fi expertise is in private placement(analyst), financial advisory(licensed- private wealth) and investment banking(VP).

I began my web 3 journey three years ago researching decentralized governance as a full time vocation and has contributed to multiple DAOs (Deep Work (PoW), RnDAO (POW), Valley DAO (PoW), Lex DAO (PoW) and more)

Highlights of my web 3 journey:

  1. YC Startup school participant with a submission in DAO framework design - (PoW)
  2. Grant Winner, Governance- NEAR protocol Constitution Working Group
  3. Scholar, Arweave India Cohort 1
  4. Hackathon Winner, Arweave India Hacker house
  5. Co-founder- Baldr
  6. Co-founder- ProjectAthena
  7. Governance Analyst, NEAR Protocol (JD) -
  8. Speaker, Panelist, W3K Conference
  9. Governance Bounty, Arbitrum (proposals. app)
  10. Independent Researcher, ZKsync
  11. Speaker - Arbitrum (EThIndia 24)

Domain Related Experience and Vision


I am confident that I can transfer the following unique skills and experience I have acquired over my career to a potential DA mandate

Due Diligence playbook

I have experience conducting due diligence on the authenticity of founders, the competency of their execution, and examining the “founder-market” fit of a startup proposition. I am confident in my abilities to promise a demonstrable transfer of this playbook in the execution of my duties as a potential DA

Discovery Framework

I was VP of investment banking at a boutique advisory where I had P&L ownership for the startup capital raising vertical. I owned the “success-fee only” business model where mission success depended upon my ability to judge the scalability of an idea. I gained knowledge in the intricacies of discovery with regards to IP, market size, moat, founder-market fit and GTM strategies. I possess the knowledge, experience, and analytical skills to research a pitch deck, validate the arguments and develop an investment brief; all skills that are core to the success of a DA.

Public Market Exposure

I was a licensed private banker at IIFL Wealth with a US$ 10 mm book. I have knowledge, understanding, and experience selling most imaginable financial products (stocks, bonds, REITS, funds, margin financing, structure products) and am exposed to the nuances of trading instruments. If a CDO protocol applies for an MVP grant, it is comfortable within my skill sets to analyze, decide, and defend an investment thesis.

Vision
I strongly believe that defining an arbitrary range for “new protocols and ideas” is a counterproductive exercise. So instead my decision-making framework would depend on a proposition’s response to the following questions:

  • What are you trying to do?
  • Can you articulate your objectives using absolutely no jargon?
  • How is it done today, and what are the limits of current practice?
  • What is new in your approach and why do you think it will be successful?
  • Who cares? If you are successful, what difference will it make?
  • What are the risks?
  • How much will it cost?
  • How long will it take?
  • What are the mid-term and final “exams” to check for success?

Grant related Experience


I do not have experience managing a Web 3 grants program. Instead, what I do possess is the ability to demonstrate such capability and pledge my commitment in the execution of such a potential DAO Mandate.

Framework Demo (PoW)

Objective


Choose 2 ideas to invest from a pool of 1362 projects that participated in the

Solana Colosseum Hackathon

Methodology


  1. Pull the list into a database
  2. Exclude all projects that were vague, duplicate, or had incomplete submissions
  3. Pick the first 100 based on
    1. size of market segment
    2. ease of understanding the business model,
    3. differentiation to market narratives
    4. successful Web 2 narratives and
    5. a whole lot of intuition (” Will I put my money into this”
  4. Quickly skim through project GitHub repos to measure the number of git commits and cadence (speed/ dedication to ship) and picked my top 100
  5. Ask the finale question - “If it was my money, which two projects would I invest in ?”

Thesis 1

Thesis 2

Pledge

If I receive this mandate, I pledge the following commitments:

Towards Founders

  • A turnaround time from application to decision in 2 weeks

  • Operational assistance in the onboarding process (KYC/KYB process streamlining)

  • A capital deployment signature to the multi-sig within 48 hours of confirmation

Towards the DAO

  • A transparent documentation of the selection process

  • A rationale thesis for every investment decision

  • MIS on the forum (every month)

  • Exclusivity of time and attention. I know this job requires a 100% full-time commitment, I pledge to make this my ONLY job, and ONLY source of income for the duration of this mandate.

Dealbreakers

These are the flags I shall look for in my elimination process

  1. Impersonation
  2. Idea Plagiarism
  3. Zombie GitHub repo history
  4. Concentrated deployment tranches(for example: if there are 2 milestones and the first tranche request is for 80% of the total ask, I would insist on the logic of this construct before accepting the risk)
  5. Premium invoicing (there is a discoverable market cost for almost everything- if an ask sounds premium, the proposition better defend this invoicing choice)
  6. “GTM first” use of funds- (If all the efforts are not towards getting an MVP out and identifying a scalable GTM, there better be explanations for this)

Declaration of Conflict of Interest


I have no conflicts of interest to declare in my submission

Presentation: Pitch

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