milestone-gated financing
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 21, 2026 by Carrie Von Munch · across every show →
Everything said about milestone-gated financing, oldest first
May 21, 2026 neutral
Von Munch: Milestone-gated financing requires clear terminal value but unpriced intermediate steps
“I think the, there are two things that kind of have to be true for a structure like this to make sense. I think one of them is that you have to have Very high conviction in how the market will value this big end thing. Or not end thing, but like this big inter…”