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Investor demo script · 2026-10-05

Walk Prepared Board in under 20 minutes

Print-friendly checklist for a sophisticated GP — or for Ethan to run himself. 28 steps · ~19 min budgeted. Run on a local demo instance; sample sign-ins are not offered on this site. Not legal advice. Billing checkout not live. Soften every claim to /facts.

  1. Public funnel (no login)

    ~4 min

    • Pricing ladder

      0.5 min

      Open Free → Ultra. Point at Portfolio $1,200/mo annual and the live vs not-built columns.

      Route: /pricing

      See: Six tiers from Free forever $0. Billing checkout not live — say so out loud.

      SSO/SCIM, data residency, BAA = published addenda, not production-live.

    • For investors

      0.5 min

      Skim the problem list, Live today, and the requirement checklist.

      Route: /for/investors

      See: Checklist is labeled template — not legal advice. Portfolio digest and sponsor proof share are live.

    • Capability map

      0.5 min

      Show live vs not-live inventory with routes and demo logins.

      Route: /for/investors/capabilities

      See: Honest gap list: SSO, SCIM, passkeys, billing, bank, filings feeds, computed scores, outbound email, AI-connector OAuth, BYOK, eSign certificates.

    • Require Prepared pack

      0.5 min

      Open the free templates. Optionally Copy markdown on one template.

      Route: /for/investors/require-prepared

      See: Board resolution, side-letter (current standard + successor — no exclusivity forever), LPAC snippet, diligence ask.

      Template only — not legal advice.

    • Decision-record health check

      0.5 min

      Run 2–3 Yes/Partial answers so the Strong/Mixed/At risk summary appears.

      Route: /tools/board-health-check

      See: Self-assessed — not an audit or compliance stamp. No account required.

    • Vs board portals

      0.5 min

      Open the category matrix. Highlight Strong rows that match the live product.

      Route: /compare/prepared-board-vs-board-portals

      See: No named vendor as loser. Legacy cells = typical category practice (verify with vendor). Identity + independent audit = Not live.

    • Insight essay

      0.5 min

      Open the investor essay; skip reading aloud if short on time.

      Route: /insights/why-investors-should-require-a-decision-record

      See: Why investors should require a decision record — ends in live demos, not vapor.

  2. Investor observer (Northlight)

    ~3 min

    Jordan Hale — investor observer — a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only)

    • Observer pack — counsel memo withheld

      1.5 min

      Sign in as a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only). Open the Q4 pack. Confirm the privileged Series B counsel memo is not visible.

      Route: /pack/demo-pack-northlight-q4

      See: Observer reads the book (term sheet, option pool) but cannot vote, certify, or sign, and never counts toward quorum. Withheld material never reaches them.

    • Chair Preview as observer

      1.5 min

      Sign out. Sign in as a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only). Open the Q4 meeting and click Preview as observer (?as=observer).

      Route: /app

      See: Elena Voss sees the same withheld list Jordan sees — counsel memo named as withheld because privileged. Exit observer preview when done.

  3. Portfolio rollup (multi-board advisor)

    ~4 min

    Advisor — Acme + River Valley — a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only)

    • Cross-board digest

      1 min

      Sign in as a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only). Open Portfolio → digest. Switch 30 / 90 / since last meeting if time.

      Route: /app/portfolio#portfolio-digest

      See: Needs attention ranked across only boards you sit on. Copy digest for your agent. No fake scores.

    • Monitors rollup

      0.5 min

      Scroll to monitors. Point at overdue first, then due soon.

      Route: /app/portfolio#portfolio-monitors

      See: Counts only — footer says no score / target-met. Acme Supplier LOI often due soon.

    • Open actions

      0.5 min

      Open the actions rollup. Note ack state when shown.

      Route: /app/portfolio#portfolio-actions

      See: Overdue first (audit kickoff, supplier LOI, 409A). Unacknowledged vs Acknowledged vs Done.

    • Written consents chase

      0.5 min

      Open consents rollup — Acme option-pool consent past chase target.

      Route: /app/portfolio#portfolio-consents

      See: In-app signature records — not DocuSign. Copy reminder text; nothing is emailed.

    • Investor morning brief

      1 min

      Open the morning brief. Optionally Copy brief for your agent.

      Route: /app/portfolio/brief

      See: Next 7 days Needs attention across Acme + River Valley. COI names hidden for the advisor role.

  4. Chair — Northlight Robotics

    ~5 min

    Elena Voss — Chair — a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only)

    • Board decision quality proof

      1 min

      Sign in as a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only). Open Board proof.

      Route: /app/board-proof

      See: Closed decisions, open items, COI/questionnaire owing, pack strip, Copy for your agent. Not legal advice / not an audit opinion.

    • Diligence snapshot

      0.75 min

      Open Diligence. Point at closed 24mo, observers (Jordan Hale), pack on-time, reserved matters when present.

      Route: /app/diligence

      See: Copy / Download .md. Footer: not a securities disclosure.

    • Reserved matters

      0.75 min

      Open Settings → Reserved matters. Then open Series B on board-proof or the decision.

      Route: /app/settings#reserved-matters

      See: Six Series B–style protective provisions. Reminder when preferred consent evidence is missing — never 'you violated your IRA'.

    • Skills matrix — Cyber gap

      0.5 min

      Open Skills matrix. Point at Cyber with zero directors.

      Route: /app/skills-matrix

      See: Board-declared composition. Independence mix Independent / Investor / Management. Observer Jordan labeled, not counted in coverage.

    • Director questionnaires owing

      0.5 min

      Open Questionnaires. Note Sasha not started and Theo in progress.

      Route: /app/questionnaires

      See: In-app checklist + timestamp — not an insurance application, not carrier-connected. Observers excluded.

    • Committee charters

      0.5 min

      Open Committees. Note Audit & Finance vs Comp charter gap cue.

      Route: /app/committees

      See: Board-declared type + linked charter doc + last review. Not an exchange listing opinion.

    • Create sponsor proof share

      1 min

      On Board proof → #sponsor-shares, create a share for a named sponsor (any email like a sample board (see /sample-decision)). Copy the one-time URL. Do not email it.

      Route: /app/board-proof#sponsor-shares

      See: Revocable, expiring, audited. Proof only — never the board book or privileged material. Demo twin already live:

      Public demo without creating: /sponsor/demo-sponsor-piscataqua (and /agent).

  5. Chair — Piscataqua Harbor Trust

    ~3 min

    Maren Pelletier — Chair — a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only)

    • Spruce Creek — evidence + recusal

      0.75 min

      Sign in as a sample board (see /sample-decision) / (not published — sample sign-ins are local-demo only). Open Board proof (or the Spruce Creek decision).

      Route: /app/board-proof

      See: Easement adopted; Caleb Whitmore RECUSED (abutter); deed Book 18442 Page 217 as closure evidence.

    • Related-party register

      0.5 min

      Open Related-party register — Spruce Creek row with recusal + evidence.

      Route: /app/related-party

      See: Not legal advice / not a fairness opinion.

    • Pack attestation

      0.5 min

      On Board proof (or the Spring meeting pack tab), show Maren's seeded attestation + SHA-256.

      Route: /app/board-proof

      See: In-app attestation — not DocuSign, not a notary.

    • Jurisdiction — Maine

      0.5 min

      Open Jurisdiction profile (or Board proof strip).

      Route: /app/settings#jurisdiction-profile

      See: Maine / US / Nonprofit 501(c)(3). Per board settings — Prepared does not file with the state.

    • Form 990 board-review window

      0.75 min

      Open Filings window. Piscataqua Form 990 TY2025 — packet ready, due 2026-10-20.

      Route: /app/filings-window

      See: Board-declared review status only. Prepared does not e-file with the IRS or give tax advice.

  6. Export honesty + free exit

    ~1 min

    • Full-record export

      0.5 min

      As any chair (Piscataqua fine), open Export. Optionally start a ZIP download.

      Route: /app/export

      See: prepared-board-record-export-v1. Token hashes and pack/sponsor secrets scrubbed from activity metadata.

    • Leaving Prepared

      0.5 min

      Open the public leaving page — what is included and what is not.

      Route: /leaving-prepared

      See: Full-record export is included on every tier. Documents are listed as metadata; file bodies download separately.

Close

Close: Prepared Board is the decision OS investors can require — citeable votes, named recusals, evidence, monitors, observers who cannot vote, chair-granted proof shares, portfolio digest, and a free full-record exit. Still not live: SSO/SCIM/passkeys, billing checkout, bank feeds, state/IRS filing feeds, computed outcome scores, outbound email, MCP, BYOK, third-party eSign certificates. See /facts.

Hand them /for/investors/require-prepared and this page (/for/investors/demo).

Markdown twin for handoff: gtm/INVESTOR-DEMO-SCRIPT.md. Source of truth: app/src/lib/investor-demo-script.ts.