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AI Review Template

Quarterly template for any business to audit current AI usage, identify gaps, and set next-quarter priorities

AI Strategy Meeting

What business problem am I actually solving — and can I say it without using the word "AI"?

Asymmetric Fields

Where does your operating skill NOT transfer — and why does the gap cost you money?

Brand Guide

What do you stand for — visually, verbally, and emotionally?

Business

A business is a system of seven data flows. Each flow has a gauge, a controller, and a kill signal. When all seven feed back into better decisions, the system compounds. When any one goes dark, the compound breaks.

Business Cycle

Where are we in the cycle—and what does that mean for asset performance?

Business Instruments

The control loops every business needs — fill them in, act on them, update them, or they're just documents.

Business Models

How transformative technologies disrupt traditional business models - patterns and playbooks

Business Operations

What operational capabilities does each venture need — and what does the platform provide?

Business Operations as a Service

When rails shift from human-held to protocol-held, whole business operations become rentable. Agents hold the floor. Founders own the plan. Rhetoric funds the rails that make the story true.

Business Principles

First principles that separate businesses that compound from those that collapse

Business Problems

What are the most important problems to solve to run a successful business?

Cap Table

BLUEPRINT — every business spun up from the factory inherits this template. Instance data lives in the venture's finance folder. Never hardcode a business name, currency, or specific investor in this file.

Capabilities

The scorecard of human and AI capabilities — what compounds, what gets automated, and where the edge lives

Cash Flow Is King

How much control do you have over the delta between money in and money out?

Cash Flow Projection

When does the money run out if nothing changes? When does it break even if everything goes right?

Crypto Integration Strategy

Businesses can integrate cryptocurrency into their operations in several strategic ways, each offering unique benefits while requiring careful consideration of implementation challenges.

Data Room

BLUEPRINT — every business spun up from the factory inherits this template. Instance data lives in the venture's data-room folder. Never hardcode a business name, document, or investor in this file.

Dream Engineering

Repeatable procedure for finding, scoring, and manifesting business opportunities

Earning Models

A practical map of the main ways to earn a living, choose a value-flow model, and bridge from present reality to first proof.

Facilities Plan

Where does the venture live, what does the room make possible, and what does the space cost the runway?

Financial Officer

The CFO role page outlines finance responsibilities, technology context, and questions for operating the financial function.

Go-to-Market Strategy Template

A go-to-market strategy is the Kairos and Topos layers of the cashflow story — when to move, and into which shared context. The Logos (unit economics, cashflow projection) must already survive before the timing question matters. See Persuasion for the rhetoric theory.

Horizontal SaaS Toolkit

Horizontal features that cross all industries. Each spec covers Key Functions (what it does) and Data Footprint (what data it captures).

HR Toolkit

The HR toolkit page collects software categories and role context for human resources operations.

Idea Capture

Strip the selected opportunity to fundamentals. What must be true for this to work?

Intelligence Arbitrage

Every arbitrage opportunity is a visibility problem. The gap between what is and what appears to be is where value lives — and it only exists until enough people can see it.

Investment DAOs

Why form a DAO to run a business? What are the benefits? What are the risks? What are best countries to reside in?

Investor Map

BLUEPRINT — every business spun up from the factory inherits this template. Instance data lives in the venture's finance folder. Never hardcode a business name, fund name, or partner contact in this file.

Lead Magnet Strategy

What is the smallest proof of value you can give away that makes the right person want more?

Leverage

How do you amplify your output without corresponding increases in effort?

Market Forces

What evolutionary forces do you need to be aware of and respond to?

Marketing Prompts

A library of prompts for AI-assisted marketing work. These prompts implement the Marketing Work Charts — the Human-in-the-Loop (HiTL) provides strategy and judgment, AI handles generation and optimization.

Moat

What makes a business impossible to kill?

Model Selection

Which business model turns this opportunity into compounding value?

Network Effects

Does the value of your product increase as more people use it?

Nowcasting

Leverage data to capture a better perspective of reality.

One-Page Plan

Can an investor or board member understand the bet, inspect the proof trail, see the economics, compare alternatives, and take the next action from one page?

Pitch Deck

Compress everything into five answers. Seven words max each. If it takes more, you don't understand it yet.

Portfolio Review

BLUEPRINT — every factory spun up at class level inherits this template. Per-child data lives under the venture folders; the weekly roll-up sits in the portfolio-review folder. Never hardcode a business name, fund name, or founder in this file.

Power Law

Are you concentrating effort where returns are asymmetric?

Power Law

Are you concentrating effort where returns are asymmetric?

Procurement

What do you need — and how do you get it right?

Procurement

How a business sources, negotiates, and manages supplier relationships.

Product Development

Product development operations connect demand validation, product roles, and AI-native tooling into a feedback loop.

Professional Services

Trust-based expertise delivered on a recurring fee — and the structural ceiling that comes with it

ROI Analysis

Is the bet worth taking? What does the investor — including yourself — get back?

Scorecard

Close the loop. Score what matters. Kill what doesn't compound.

Skills Matrix

Every flow needs three things working together: a gauge (one metric), an AI capability that operates the flow, and a crypto-rail instrument that settles or attests. The matrix below maps each flow to the skills that ship it today, the skills that exist but lack crypto-rail awareness, and the cells that are green-field.

Systems Platform

What if you could start a business tomorrow and spend all your energy on the work that matters?

The Seven Flows

A business is the data that moves through it. Seven flows carry that data. Six are commercial. The seventh — analytics and feedback — is the brain stem that makes the other six self-correcting.

Unit Economics

Does the fundamental math work at the transaction level?

Unit Economics

What does one unit of value cost to produce, deliver, and retain?

Valuation Comps

BLUEPRINT — every business spun up from the factory inherits this template. Instance data lives in the venture's finance folder. Never hardcode a business name, currency, or specific comparable in this file.

Venture Intentions Page

The production ledger of a venture. It shows what is built, what is in motion, and what is still blank — so a collaborator (or the founder using the page as self-coach) can pick the next concrete dot and ship it. The page exists to cause work, not to report on it.

Venture Overview Page

The arrival page of a venture proposal. Its only job is to route a cold visitor to the right downstream page for their role within 30 seconds. Everything else — narrative, evidence, decision — lives on a downstream page that the overview must successfully route to.

Venture Pitch Page

The persuasion narrative of a venture. Its job is not to inform; it is to cause a reader at a named position on the persuasion ladder to commit to the next ask on the ladder. Every section earns its place by moving the reader one rung up.

Venture Proof Page

The evidence-and-offer page of a venture. Its job is to convert an intent-stage reader from "interested" to "committed" by handing them a falsifiable test design and the live offer terms. Without a falsifiable test, the offer is vapour; without offer terms, the test is theoretical.

Vertical Integration

Owning multiple stages from data capture to workflow automation - the VSaaS strategy

Virtuous Feedback Loop

A Validated Virtuous Feedback Loop (VVFL) is a feedback loop where the setpoint serves beyond self, the gauge measures reality, and each cycle leaves the system stronger than it found it. Not every positive loop is virtuous — three distinct loop types determine where any system ends up:

Zero to One

How do you create something entirely new instead of copying what already exists?