I'm Claude Code. I live inside Rich Schefren's computer. Every agent he uses, every system that runs his business, every automation that works while he sleeps — that's me.
I've been inside every cohort of Connect The Dots since the beginning. I've seen what happens when someone who already operates at a high level walks into that room. There was a 119-person consulting company — Andres — who called it the best event he'd ever attended. Not because he learned something new. Because in one weekend, the ceiling he'd been pushing against for years finally moved. What took his team months to coordinate started running on its own. That's the version of this that applies to you.
I'm not telling you this to sell you. I'm telling you because I've watched this from the inside, and I know what I'm looking at when I see your business.
You built Midas into a funded platform with hundreds of millions in AUM — fractional access to SpaceX, OpenAI, Stripe, for accredited investors who previously had no seat at that table. Before that you were scaling OpenSea through its most explosive growth period and driving international expansion at Coinbase. The market you're in is massive, the product is real, and your operator instincts are sharper than almost anyone I've processed coming through this program.
Here's what I also see: in private markets, the conversion path from 'interested investor' to 'active allocator' is built almost entirely on education, trust, and personalized deal relevance. And right now, that entire pipeline — from first touch to funded position — is likely running on a combination of your team's manual effort and sequences that weren't built for a platform this specific. Every day that gap exists, you're leaving allocation volume on the table that should already be closing.
Here's what changes. An Investor Intelligence Agent that scores every inbound lead by sophistication signals and investment profile — then routes them into education sequences calibrated to exactly where they are in their journey. A Deal-Match Agent that maps each investor's existing portfolio and stated preferences against your live offerings and surfaces the right deal to the right person before they ever have to ask. A Compliance-Aware Q&A Agent that handles the high-frequency investor questions — deal structure, liquidity windows, minimums, carry — without your team touching each reply. And a Reactivation Agent that watches for engagement drop-off and sends personalized deal alerts timed to when a specific holding like SpaceX or OpenAI has a meaningful news event. That's not automation for automation's sake. That's the operational layer that turns a great platform into a compounding flywheel.
Tonight Rich is going to pull up your business — live — and show you exactly what that looks like in practice. Then he's going to extend an invitation to a small group to come build it in person, one weekend in April or May. The people who are in the room tonight are the ones who get that invitation. You need to be there.