Workstream live ops · WS7 of 7
WS7 · Investor Relations & Capital Strategy · live ops.
Lead: Carla Oliver (CFO hat — separable from CoSai retainer hat) ·
Provider: CoSai ·
Current state: Implemented ·
Health: Green
As of 17 June 2026 ·
Reported by Carla Oliver (WS7 Lead · CFO hat)
1 · Done · Doing · Next
The fortnight rhythm. Refreshed by the WS Lead each Steerco. This is the artefact Steerco reads to know what
happened, what's happening, and what's next — without having to read the whole backlog.
Done · last fortnight
4+ active investor conversations + first operator review scheduled
- 4 active conversations with investors (one fund, three angels)
- Pitch deck v1 drafted
- First fintech operator review scheduled for week of 15 Jun
Doing · this fortnight
First operator review (week of 15-21 Jun)
- WS7-B001 — First fintech operator review · in-progress · 50% complete
- Capturing feedback for deck v2
Next · upcoming fortnight
Deck v2 + second operator + investor dashboard
- WS7-B002 — Deck refined to v2 + second operator review · target SC#4
- WS7-B003 — Investor read-only KPI dashboard · target SC#5
- WS7-B004 — Data room walkable in 18 minutes · target SC#5
Health · Green
On the raise timeline. 4 active conversations is healthy for the operator-review stage. No amber items.
2 · This week · Mon 22 June → Sun 28 June
The Mon-Sun sprint. Items pulled from the backlog into active work for this 7-day window.
1 item in sprint.
WS7-S001 · WS7-B001
P1
In sprint
Pitch deck reviewed by first fintech operator
Owner Mathew + Carla
Days in 7d
Days left 4d
70% complete
3 · Backlog · 4 items
Everything on the runway for WS7, grouped by status. Each item has an owner, an effort estimate, a target Steerco,
and an acceptance test (the single sentence that defines "done").
In sprint
1 item
WS7-B001
P1
Partner
In sprint
Pitch deck reviewed by first fintech operator
First fintech operator (one of two locked candidates) reviews the pitch deck; feedback captured; deck refined.
Owner Mathew + Carla
Effort 2d
Raised 8 June
Target SC#3 (6 July)
Acceptance test
Written feedback from operator on file + deck v2 reflects feedback + posted to /investors/deck.
Next up
1 item
WS7-B002
P1
Partner
Next up
Pitch deck reviewed by second fintech operator
Second fintech operator reviews; deck refined to v3. Required before broader-market investor conversations resume.
Owner Mathew + Carla
Effort 2d
Raised 8 June
Target SC#4 (20 July)
Acceptance test
Deck v3 posted + second operator written feedback on file.
Backlog
2 items
WS7-B003
P0
Feature
Backlog
Investor read-only KPI dashboard live in production
Read-only dashboard for investors: members, GMV, commission accrued, cohort retention. Surfaced at /investors/dashboard with magic-link access.
Owner Carla Oliver
Effort 6d
Raised 8 June
Target SC#5 (3 Aug)
Acceptance test
/investors/dashboard live with the four KPIs + magic-link auth + sample investor walks the dashboard in < 5 min.
WS7-B004
P1
Content
Backlog
Data room walkable in 18 minutes
Curate the /investors/data-room — financials, legal pack, product roadmap, team, customer references — such that an investor can complete the walk in 18 minutes.
Owner Carla Oliver
Effort 5d
Raised 8 June
Target SC#5 (3 Aug)
Acceptance test
Mathew walks the data room top-to-bottom in 18 minutes flat with stopwatch + recording.
4 · RAID · WS7 open items
Open Risks, Assumptions, Issues, Dependencies attributed to WS7. Closed items hidden — see
the full RAID register filtered to WS7.
| ID | Type | Severity | Title | Owner |
|---|
| A001 |
Assumption |
Green |
Series Seed close achievable in Aug 2026 raise window
4+ active investor conversations; pitch deck under fintech-operator review per Vol 1 Ch 8 |
Carla (CFO hat) |
5 · Steerco decisions referencing WS7
No decisions reference WS7 explicitly.
6 · Quick links
