Entity.ID · Investor pack
Data-Room Checklist
what exists vs what only Husam can add · plain-text master: data-room.md · 2026-07-07
What a diligence-ready data room needs at this stage, what already exists (with repo paths), and what only Husam can add. Status: ✅ exists · 🟡 exists but needs Husam's pass · ⬜ [FILL].
1. Narrative & pitch
| Item | Status | Where / what's needed |
|---|
| Pitch deck (PDF) | 🟡 | Deck message arcs exist ×5 (brand/v*/deck.md); pick the winning approach and build actual slides. [FILL: choose version + design pass] |
| One-page teaser | ✅ | brand/investor-pack/teaser-agent.html, teaser-venture.html (print to PDF) |
| Why-now memo | ✅ | brand/investor-pack/why-now.md |
| Product demo video | ✅ | video/final/flagship-demo.mp4 (2:33) + silent deck cut |
| Interactive demo | ✅ | demo-app/ + tours/flagship.html (labeled fictional data) |
| Blurb / boilerplate / one-liners | ✅ | brand/v*/copy.md — pick per chosen approach |
| FAQ / objections | ✅ | brand/investor-pack/faq.md — after [FILL]s completed |
2. Market & competition
| Item | Status | Where |
|---|
| Market research w/ sources | ✅ | brand/research/market-research.md (competitors, sizing, category playbook) |
| Agent-thesis research | ✅ | brand/research/ai-personhood.md (legal landscape, gap matrix, 8 angles) |
| Regulatory memos | ✅ | brand/research/legal-landscape-memo.md, a2a-regulatory-memo.md |
| Competitive battle card | ✅ | brand/investor-pack/battle-card.md |
| TAM/SAM/SOM one-pager | ⬜ | [FILL: derive from research §3 once business model is chosen — bottom-up: which segment pays what] |
3. Product & technology
| Item | Status | Needed |
|---|
| Product overview / screenshots | ✅ | shots/, demo app |
| Architecture overview (diligence-depth) | ⬜ | [FILL: engineering doc — registry design, why records are tamper-proof, security model. Terminology rules apply even here] |
| Roadmap (12–18 mo) | ⬜ | [FILL: what's real today vs next — must match faq.md #3 exactly] |
| Security / data practices summary | ⬜ | [FILL] |
| IP / open-standard strategy | ⬜ | [FILL: what's open (the registry standard) vs proprietary (the platform) — investors will ask how you monetize an open standard] |
4. Traction & go-to-market
| Item | Status | Needed |
|---|
| Metrics snapshot | ⬜ | [FILL: registered ventures, signups, waitlist, pilots — real numbers only; "pre-launch" is an acceptable answer, invented numbers are fatal] |
| Pipeline / LOIs / design partners | ⬜ | [FILL] |
| GTM plan | ⬜ | [FILL: which wedge first — proto-entity founders? agent developers? one page] |
| Pricing / business model | ⬜ | [FILL: see faq.md #20 candidate models] |
5. Corporate & legal (about the company itself)
| Item | Status | Needed |
|---|
| Cert. of incorporation / bylaws of the operating company | ⬜ | [FILL] |
| Cap table (current, fully diluted) | ⬜ | [FILL] |
| Prior financing docs (SAFEs/notes) | ⬜ | [FILL] |
| IP assignments (founders/contractors) | ⬜ | [FILL] |
| Trademark status: "Entity.ID" | ⬜ | [FILL] |
| Regulatory posture memo (money transmission? securities touchpoints of fundraising module?) | ⬜ | [FILL: counsel memo — investors WILL ask about the fundraising module's securities perimeter] |
6. Team & financials
| Item | Status | Needed |
|---|
| Team bios + org | ⬜ | [FILL] |
| Financial model (18–24 mo) | ⬜ | [FILL] |
| Use of funds / milestones | ⬜ | [FILL: 3 milestones the round buys] |
| Burn / runway current | ⬜ | [FILL] |
Assembly notes
- Host as a single link (Notion/Docsend/folder). Order sections exactly as above — narrative first, legal last.
- Every demo artifact keeps its "fictional demo venture" label inside the data room too — honesty compounds in diligence.
- The research files contain competitor quotes using vocabulary we never use ourselves; that's fine in a research appendix (quoted as their language) but never in our own narrative docs.
- Before sharing: re-verify the flagged numbers (
brand/investor-pack/numbers.md traps section).