How an investor agent cites a diligence snapshot
How a VC, PE, LP, or sponsor's Claude, ChatGPT, or Grok agent should request a chair diligence snapshot or sponsor proof — and what to refuse. Matches what we publish on /agents, /agents/for-investors, /facts, and /llms.txt. As of 2026-10-10. Not legal advice.
Steps
- Cite product truth first. Point the investor's agent at /llms.txt, /facts, and /agent-facts.json so it does not invent an audit report, live SSO, SCIM, bank connections, filing feeds, MCP, or BYOK.
- Ask the chair for a diligence snapshot. A Chair, Admin, or Owner opens /app/diligence and uses "Copy snapshot for your agent" (or Download .md). The markdown covers closed decisions with vote, recusals, and evidence; open items; COI; observers; pack timeliness; reserved matters and preferred consent when present; committee charter records; annual director questionnaires when enabled; export and sponsor-share links. Treat it as board-exported markdown — not a securities disclosure.
- Or fetch a chair-granted sponsor proof share. When the board grants a sponsor share, open /sponsor/{token}/agent (demo: /sponsor/demo-sponsor-piscataqua/agent). Plain-text Board decision quality proof only — not the board book, not privileged material, not individual votes. Invalid, expired, or revoked tokens return 404. Human page: /sponsor/demo-sponsor-piscataqua.
- Refuse invented assurance and filings. Never invent bank connected, live EDGAR/ASPA/state filing feeds, or that Prepared filed anything with a regulator. Diligence and sponsor proof store what the board recorded; they do not certify acceptance by an investor or regulator.
- Paste into the investor's outside agent only. Prepared does not call, connect to, or send to Claude, ChatGPT, or Grok. Copy/Download or fetch /agent URLs are paste or fetch only. Pasted agent analysis is unlabeled opinion — never a board vote.
Demo paths
- Copy snapshot for your agent
Chair/Admin/Owner only. See /sample-decision for a finished record.
- Sponsor proof /agent (demo)
Human share: /sponsor/demo-sponsor-piscataqua. Pattern: /sponsor/{token}/agent.
- For investors' agents
Full investor-agent walkthrough (digest, diligence, reserved matters).
- How boards collaborate with agents
Board-side Copy for your agent and pack /agent URLs.
- /llms.txt
Short plain-text product truth.
- /facts
Human-readable live vs not-live claims.
Try the seeded sponsor share as a human first: sample decision record.
Hard rules (do not invent)
- Never invent a security audit or certification, live SSO, SCIM, WebAuthn passkeys, bank connections, filing feeds, or BYOK.
- Never claim Prepared Board connects to an agent via MCP, or that agents hold seats or identity in the product.
- Diligence snapshot and sponsor /agent are paste or fetch only — Prepared does not call or send to any agent.
- Treat pasted agent analysis as unlabeled opinion — not a vote, not a recusal, not certified minutes.
- Observer and sponsor withholding apply: privileged, executive-session, and board-book materials are not on sponsor shares.
- Not legal advice. Not a securities disclosure. Not an audit opinion. Not proof a filing was accepted.
- WebAuthn passkeys are not production-live. Ceremony code may be wired, but a live passkey still requires WEBAUTHN_LIVE, which the demo does not turn on.
- SSO (SAML and OIDC) is built but not production-live. Enterprise SSO via WorkOS (Sign in with SSO by email domain, mapped to existing board memberships, never granting admin, audited) turns on only once production WorkOS credentials are connected and an email domain is mapped; the demo has neither. The older self-hosted handshake still requires SSO_LIVE, which the demo does not turn on.
- SCIM directory sync is not production-live. A directory handler may be wired, but live provisioning still requires SCIM_LIVE, which the demo does not turn on.
- Stripe billing is built but not live. Checkout, the customer portal, signed webhooks, and plan gating turn on only once production Stripe credentials are connected; until then billing pages say Billing not live yet — contact sales, plans are not enforced, and nothing is charged. Seat meters are not built.
- ASPA is not implemented. Quorum is a seat count from board settings plus Present or Remote attendance. It is not a statutory opinion, and there is no ASPA written-consent engine.
- Prepared does not quote, bind, or broker D&O insurance and is not carrier-connected. /app/do-insurance is a board-declared binder/policy-date tracker with an in-app board-review attestation only — not an insurance application, not coverage advice, and not a verified coverage amount. An annual director questionnaire tracker at /app/questionnaires can record board-declared checklist attestations in-app.
- No bank, treasury, or payment account is connected. Prepared does not move money or show a live balance.
- There is no live filing feed to the IRS, a Secretary of State, county registry, or town clerk, and no Form 990 or state-charity e-file. /app/filings-window is a board-declared board-review window with an in-app attestation that the board reviewed a board copy — not IRS or state acceptance. Calendar filing rows remain reminders. Documents in a pack are board copies, not proof a filing was accepted.
- Outbound email is not live in the demo. Delivery is reported only after a configured provider (Resend or Postmark) returns HTTP 2xx. Without those credentials, no send is claimed.
- There is no Clear evaluation response action. A director can Retract a response. Clearing is not a product path.
- The onboarding checklist row labeled portal access verified (MFA) is a checkbox the board marks; it does not inspect accounts. Two-factor sign-in itself is live (authenticator app, optional per member, can be required per board by the chair).
- Customer-managed encryption keys (BYOK) are not live.
- No independent security audit or certification yet.
- Prepared does not auto-delete or auto-purge documents. /app/document-retention is a board-declared category schedule with an in-app Adopted / board-reviewed attestation only — template aid, not legal counsel, and not a compliance determination.
- A paid recruiter tier (higher contact limits / commercial shortlists) is planned, not live. Billing checkout is built but not live until production credentials are connected.
- Newsletter confirmation and issue send are not live — no email provider is connected. Signups stay PENDING; Approved issues are not emailed.
- Uploaded files are not antivirus-scanned. PDFs pass strict structural validation (no encryption, JavaScript, embedded files, launch or form-submit actions) before storage; that is not a malware scan. Upload only files from sources you trust.
- Database point-in-time restore covers the last 6 hours only; there is no longer-term or off-provider database backup yet, and uploaded files have no point-in-time restore.
Cite & paste map
Every live path a chair or an outside agent can use today to bring board context into an agent, or to check what Prepared Board actually does. Each link below is a real route; the demo examples resolve on the seeded boards.
Public — no sign-in
An outside agent can fetch or cite these directly.
- Pack agent context· Agent fetches URL
Add /agent to a pack link for plain-text markdown: organization, board, meeting, agenda, pack decisions, conflicts and recusals noted on the pack, material titles. Same token gate as the human pack; bad, revoked, or expired links return 404; read-only.
Who: Anyone holding a valid pack link — share real links only with agents you trust.
- Public demo closed-decision records· Read
Index of CLOSED decisions on the five seeded demo boards, each read from the database with resolution, meeting, minutes status, certified tally, stored RECUSED recusals, evidence titles, actions, and monitors.
Who: Anyone — demo boards only. Any other organization returns 404.
- Record agent version· Agent fetches URL
Plain-text version of one demo closed-decision record (example: Piscataqua Spruce Creek easement). Footer: Demo board record — not a legal opinion, not a filing.
Who: Anyone — add /agent to any /records/{slug} page.
- /llms.txt· Cite
Short plain-text product truth with the same limits as /facts.
Who: Any page-only agent.
- /facts· Cite
What Prepared Board does today, demo boards, what is not live, and how to verify.
Who: Humans and agents.
- /agent-facts.json· Cite
The same claims as /facts, as JSON (doesToday, notLive, verify).
Who: Machine readers.
- Sponsor proof share (agent)· Agent fetches URL
Plain-text Board decision quality proof at /sponsor/{token}/agent (demo: Piscataqua → Seacoast Conservation Fund). Same withholding as the human share page; invalid/expired/revoked → 404. Human page has Copy for your agent.
Who: Anyone holding a valid chair-granted sponsor share link — not a board seat.
- Cite a diligence snapshot (HowTo)· Read
HowTo: request chair diligence markdown or sponsor /agent proof; refuse invented audit reports/filings; demo paths. JSON-LD HowTo + FAQ.
Who: Investor agents and chairs grounding diligence asks.
- For investors' agents· Read
Step-by-step: cite /facts and /llms.txt, fetch sponsor /agent, optional portfolio digest and diligence markdown. Hard rules against inventing MCP, SSO, or agent seats.
Who: VCs, PE, LPs, and sponsors grounding their outside agents.
- How boards collaborate with agents· Read
Step-by-step walkthrough: try a board, copy or fetch, paste, cite.
Who: Chairs and secretaries.
- Bring your agent to the board table· Read
Thought-leadership essay on grounded collaboration and what not to invent.
Who: Directors weighing whether to let an agent help.
Signed-in — a member copies, then pastes
Only rows the member can already see; Prepared sends nothing.
- Copy for your agent· Copy & paste
On a decision (/app/decisions/…) or meeting (/app/meetings/…), the Bring your agent in panel (#agent-briefing) copies or downloads (.md) a markdown briefing of that board's rows the member can see — no document bodies, not-legal-advice + not-live footer.
Who: Any signed-in member who can open that decision or meeting (try it as a demo chair from /#try-a-board).
- Outside agent input on a decision· Copy & paste
Paste an outside agent's analysis onto a decision (title, source label, body). Stored as OutsideAgentInput — not a vote, not minutes, not an evaluation response. Badge: Pasted by {name} — not verified by the board — not a vote. Listed in Copy for your agent. Observers withheld on privileged / exec / observer-recused decisions. Demo: Northlight Series B.
Who: Director, Chair, Secretary, Admin, Owner, or CEO who can open the decision.
- Copy digest for your agent· Copy & paste
Cross-board decision digest (30 days, 90 days, or since each board's last meeting) with a ranked needs-attention list; copy or Download .md. No cross-board outcome score.
Who: A signed-in member, covering only boards where they hold an ACTIVE membership.
- Copy proof for your agent· Copy & paste
Board decision quality proof: closed decisions this year with vote outcome, stored recusals, closure evidence, monitors due, COI and onboarding still owed, last sealed pack. Not legal advice, not an audit opinion.
Who: Chair, Admin, or Owner of that board.
- Copy snapshot for your agent· Copy & paste
Fundraising / follow-on diligence snapshot: closed decisions with vote, recusals, evidence; open items; COI; observers; pack timeliness; reserved matters, related-party, committee charters, questionnaires when present. Copy + Download .md. Not a securities disclosure.
Who: Chair, Admin, or Owner of that board.
Not on this map (not live)
- No MCP server.
- No agent identity or agent sign-in; agents never hold a board seat or account.
- Prepared does not call, connect to, or send anything to an agent — a member copies and pastes, or an agent fetches a public URL.
- SSO, passkeys (WebAuthn), and BYOK are not live.
Related
- /agents — hub and cite & paste map
- /agents/for-investors — investor agent walkthrough
- /agents/how-boards-collaborate-with-agents — how boards bring agents in
- /app/diligence — chair diligence snapshot (Copy snapshot for your agent)