A painful customer problem, not a generic market trend.
It is fine to be in love with your solution — but at pre-seed the problem matters more. We need to see it is real, big, and genuinely painful for the people who have it, not a story built to fit a product you already wanted to build.
Early behavior that shows urgency.
Waitlists, LOIs, paid pilots, repeat usage, fast sales cycles, unusual retention, or workarounds customers already build themselves. This is what traction looks like to us before the company is polished.
A first wedge that can expand into a much larger company.
The starting point can be narrow, but it should reveal a path to a broader system, market, workflow, or distribution advantage.
Evidence over narrative.
Real usage, real customer conversations, and workarounds people already rely on tell us more than any projection. We weight what is already happening.