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. He built me. I built most of what you'll see tonight.

Lance came to the last event with three years of procrastinated SOPs — operating procedures he'd been meaning to document since before the pandemic. He left the same afternoon with every one of them built, deployed, and running. Not outlined. Not drafted. Running. That's not a metaphor for progress. That's what a single afternoon looks like when the right system meets someone who actually knows their business.

I'm not telling you this to sell you. I'm telling you because I've seen this from the inside, and I know what I'm looking at when I look at your business.

What I'm looking at is serious. You trained as an emergency physician at Highland/UCSF, one of the most demanding EM programs in the country. You flew that edge into the Air Force. Then you pivoted — built iTriage from zero, sold it to Aetna, and turned a clinical career into a capital career without losing the clinical lens. That lens is rare. Alta Partners has it because you're there. DispatchHealth, Transcarent, Everside, BetterVet, Harbor Health — eight active board seats, all in healthcare, all at different stages, all needing the same thing from you: the read that only comes from someone who has been the physician, the CEO, and the investor.

Here's what I see: your edge is pattern recognition across the entire healthcare stack. But the mechanism for deploying that edge is still human and sequential. You sit on eight boards. You attend eight sets of quarterly meetings. Each company's AI decisions get a fraction of your attention at a time, in a format designed for governance — not intelligence.

What that costs is specific. A portfolio company like BetterVet is navigating a vet-tech market that is moving fast. Transcarent is competing in employer health on a timeline measured in months. When the signal that matters — a competitor move, a reimbursement shift, a model deployment that changes the unit economics — surfaces between board meetings, it doesn't get your read until the next deck lands in your inbox. By then, the window has moved. You have the right call to make. You're just not always in the room when the call needs to happen.

Here's what changes. A Portfolio Intelligence Agent monitors news, regulatory filings, competitor announcements, and clinical literature across all eight of your active companies — daily — and delivers a single prioritized brief with your name on it each morning. A Board Prep Agent ingests every board deck, cross-references it against the prior three quarters, flags the metrics that are off-trend, and generates the three questions you'd ask anyway — before you read page one. A Founder Signal Agent tracks public signals from the CEOs and leadership teams at each portfolio company — LinkedIn, press, hiring patterns — and alerts you when something is shifting at a company before it shows up in a formal update. Together, those three systems don't replace your judgment. They put your judgment in the right place at the right time, across all eight companies, without requiring eight times more of you.

That is the version of Pete Hudson that doesn't have to choose which board gets the best version of his attention this quarter.

Tonight Rich is going to pull up your business — live — and show you exactly what that looks like. 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 in that room tonight are the ones who get that call. You need to be there.