Use this June 29 packet as the current public completion record for the board template.
Turn the trust stack into a decision record.
This public June 29 packet records the board decision behind the current posture: keep KPI, CRM, conversion, Exchange, capital, and generated-visual claims evidence-gated until source records exist.
The public story stays evidence-gated.
White Noise has a stronger public trust stack, but the board reading remains disciplined: route availability, templates, generated images, and implementation-ready code do not equal audited KPI reporting, production CRM, formal financing readiness, or live Exchange market activity.
No KPI moves out of `pending_source_evidence` until source, owner, window, exclusions, and review date exist.
Production contact routing is the first source pack because it controls CRM, support, and response-language credibility.
The current route supports review and fit qualification, not securities solicitation or formal financing documents.
Pending is the correct status until source records exist.
The board packet does not report estimates as actuals. It preserves the current source state so reviewers can see what is inspectable now and what remains open.
| KPI | Current | Source state | Owner | Board note |
|---|---|---|---|---|
| Visitors to account creation | TBD | pending source evidence | Growth | Requires analytics plus account-creation records and exclusions. |
| Free to paid conversion | TBD | pending source evidence | Growth | Requires payment records separated from tests and refunds. |
| Paid member churn | TBD | pending source evidence | Operations | Requires cohort definition and payment subscription state. |
| Qualified R&D pipeline | TBD | pending source evidence | Services | Requires intake log, qualification rule, and owner review. |
| Consulting pipeline | TBD | pending source evidence | Services | Requires scoped opportunity log and date window. |
| Evidence artifacts shipped | TBD | pending source evidence | Product | Requires artifact list or delivery log with permission state. |
| Exchange readiness gates closed | TBD | pending source evidence | Product | Requires launch checklist, legal/compliance state, and review date. |
| Production contact routing status | TBD | pending source evidence | Operations | Run the contact-routing evidence pack before warmer CRM or SLA language. |
Current public controls reduce overclaim risk.
- Public trust routes exist, but they are not a dataroom or audited reporting pack.
- The KPI register exists, but it is source-status control rather than KPI evidence.
- The contact API and evidence pack exist, but production delivery still needs a provider receipt and owner review.
- Generated visuals have provenance and remain editorial, conceptual, and non-proof.
The current route supports review, not solicitation.
- Available now: investor update, capital-readiness note, planning assumptions, KPI register, contact evidence pack, risk register, materials index, and this packet.
- Not ready: audited financials, sourced KPI actuals, production CRM proof, legal-reviewed compliance packet, and formal financing documents.
- Formal financing discussion must move through appropriate documentation and legal compliance.
The next useful step is source evidence, not more narrative.
| Action | Owner | Due | Success definition | Status |
|---|---|---|---|---|
| Run production contact-routing synthetic test | Operations | Next sprint | Health check, accepted synthetic POST, provider/webhook receipt, owner review, fallback rule, privacy boundary, and review window recorded. | Open |
| Add first source-backed KPI row | Board / growth / operations | Next monthly packet | One KPI moves from pending only with source, owner, window, exclusion rule, and review date. | Open |
| Keep investor route current | Founder / board | Monthly or event-driven | Latest public update reflects newest trust-stack changes and preserved gaps. | Active |
| Preserve generated-visual provenance | Product / marketing | Every image publication | Asset, prompt intent, alt text, provenance, intended use, and blocked implications remain discoverable. | Active |
Deferred: any stronger KPI, conversion, CRM, Exchange-readiness, audited-reporting, or financing-process claim.