Product, positioning, GTM, pricing.
The new input is strong enough to update the internal investor narrative and placeholder frames.
Actuals, cap table, claims proof.
External investor circulation remains blocked until P0 evidence is cleared.
SharePoint folder export.
The shared folder notice is logged, but the contained files still need export/access before review.
Brand and intelligence references received.
Where each received item is reflected.
| File / resource | File type | Received date | Source | Status | Reflected in investor output documents |
|---|---|---|---|---|---|
| BASED Financials email body | Email text / calendar context | 28 Apr 2026 16:19 UTC | Lippold email: "BASED Financials" | low evidence | Logged as source signal only. It did not contain financial actuals; financial model remains gated for actual revenue, cost base, CAC, churn, and cash evidence. |
| invite.ics | Calendar file | 28 Apr 2026 16:19 UTC | Attachment to "BASED Financials" | archive only | Not used in investor outputs except as meeting/provenance record. |
| Share MC - LvO BASED folder invitation | SharePoint folder notice | 28 Apr 2026 16:55 UTC | Microsoft 365 share email from Lippold | pending export | Logged in the evidence collection tracker. Actual contents are not reflected yet because the folder files still need export/access. |
| Bildschirmfoto 2026-02-28 um 14.37.56.png | PNG image | 28 Apr 2026 16:55 UTC; repeated 30 Apr 2026 08:52 UTC | Attachments to "Re: BASED Financials" and "Mehr Input" | absorbed | Deck cover / Slide 1 visual direction; visual house style; brand positioning line "The Idea of Defence"; Resilience House banner treatment. |
| Fwd: Anthem notes - email text | Email text / narrative reference | 28 Apr 2026 19:13 UTC | Lippold forwarded Anthem notes | absorbed | Deck slides 2-3 problem/pain; slide 9 intelligence wedge; business-plan market context and media/intelligence section. Used as reference inspiration, not as proof of relationship or comparable valuation. |
| Screen Shot 2026-03-01 at 11.57.56 AM.png | PNG image | 28 Apr 2026 19:13 UTC | Attachment to "Fwd: Anthem notes" | absorbed | Visual/tone reference for intelligence and thought-leadership slide treatment; informs "voice in shaping national security philosophy and knowledge base" concept. |
| Screen Shot 2026-03-01 at 11.57.31 AM.png | PNG image | 28 Apr 2026 19:13 UTC | Attachment to "Fwd: Anthem notes" | absorbed | Visual reference only for dark institutional presentation style; not used as BASED branding. |
| Mehr Input - product/pricing/GTM email | Email text / founder input | 30 Apr 2026 08:52 UTC | Lippold email: "Mehr Input" | absorbed | Deck slides 4-13 and 15; business-plan product architecture, market/competitors, GTM, revenue model; model placeholder tabs for membership tiers, briefing/intelligence, events/MSB, matchmaking, physical-house scenario, and incubation/success-fee scenario. |
Investor output documents updated by this intake.
12 additional files staged
The OneDrive ZIP contents have been uploaded to CGD; 11 files are copied into Cloudflare Pages, while the 150MB MSB booklet needs R2/media routing.
Open SharePoint asset ledgerSlides 1-15 now have stronger placeholders.
Product architecture, membership tiers, GTM channels, competitor landscape, intelligence wedge, and revenue model all use the new input.
Qualitative sections can move forward.
Executive summary, product architecture, market context, GTM, competitor landscape, and revenue-model placeholders should be updated.
Pricing placeholders only.
Membership tiers can be modeled, but actuals, cost base, conversion, CAC, churn, cap table, and round terms remain open.
Release discipline: the new resources are absorbed for internal drafting and customer-view progress visibility. External investor circulation remains blocked until cap table, Lakestar status, revenue actuals, claims proof, pricing confirmation, and final round terms are cleared.