| Project | Product revision | Sheet revision | Prepared by | Date | Target market / jurisdiction | Decision being prepared | Sheet | Lead | Item ID | Question | Evidence to record | Answer / assumption | Explanation | Status | Evidence / exact revision / URL and date | Owner | Next action | Reviewer / review date | Not-applicable reason | Source guidance URLs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-01 | How much money is needed, for what milestone and by when? | Use-of-funds line items, founder contribution, quotes/estimates, runway, contingency and measurable milestone. Separate startup spending, inventory and operating costs. | $15000 proposed feasibility cap through next technical gate; no funds committed | Scenario proposal; no observations or approvals inferred. $15000 proposed feasibility cap through next technical gate; no funds committed | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-02 | Which funding route fits the business? | Self-funding/revenue, loan, equity, eligible grant, licensing or rewards crowdfunding. Compare repayment, dilution/control, eligibility, restrictions, timing and ability to deliver. | Basic uses owner scenario capital; Hotel/Drone spend is unfunded future option, not included in company $80k cash | Scenario proposal; no observations or approvals inferred. Basic uses owner scenario capital; Hotel/Drone spend is unfunded future option, not included in company $80k cash | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-03 | What evidence supports the commercial story? | Problem, customer, product/demo, alternatives/competition, market assumptions, business model, channel economics, traction and team/gaps. Do not count interest as sales. | No paid demand or letters of intent; product plan is not investment evidence | Scenario proposal; no observations or approvals inferred. No paid demand or letters of intent; product plan is not investment evidence | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-04 | Are the financials coherent? | Actual financial statements if available; forecast income, balance sheet and monthly cash flow; unit economics, break-even, low/base/high scenarios, working capital and debt service where relevant. Clearly label pre-revenue estimates. | Cost, volume and channel assumptions explicit; company downside forecast covers Basic only; Hotel/Drone require separate funding gate | Scenario proposal; no observations or approvals inferred. Cost, volume and channel assumptions explicit; company downside forecast covers Basic only; Hotel/Drone require separate funding gate | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-05 | What will a lender need? | Recipient’s current checklist: business plan, purpose/amount, historical tax/financial records where applicable, forecasts, repayment source, ownership, relevant collateral/guarantee questions and contracts. Request sensitive records securely, not in public materials. | No lender selected or loan application; prepare actual statements and owner-approved terms only if later chosen | Scenario proposal; no observations or approvals inferred. No lender selected or loan application; prepare actual statements and owner-approved terms only if later chosen | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-06 | What will an investor need? | Investor fit by stage/sector; concise pitch, funding ask and milestone, market/traction evidence, cap table, team, entity/IP ownership records, contracts and financial model. Explain how investors might receive a return; review dilution and control with advisers. Organize controlled diligence access and unresolved issues. | No investor selected; ownership and evidence gaps must close before any real pitch | Scenario proposal; no observations or approvals inferred. No investor selected; ownership and evidence gaps must close before any real pitch | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-07 | What will a grant or crowdfunding route need? | For a grant: current open solicitation, fit, eligibility, registrations, work plan, deliverables, budget/allowable costs and deadlines. For rewards: prototype, production/fulfillment budget, delivery assumptions and rewards. Securities crowdfunding is a different regulated route. | Grant/crowdfunding not chosen; no submission or campaign; prototype and claims evidence would be needed | Scenario proposal; no observations or approvals inferred. Grant/crowdfunding not chosen; no submission or campaign; prototype and claims evidence would be needed | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
| Basic | C1 | 1 | Sample preparation utility | 2026-10-24 | U.S. adults; Wisconsin illustrative base | Next private feasibility gate | Prepare for funding and finance conversations | The funding role | FUNDING-08 | Is this ready to share with this recipient? | Current requested format/documents, consistent numbers and revisions, public-disclosure implications, unanswered questions, proposed next step and human authorization. No guarantee of funding or invented valuation/terms. | Not ready to share as a financing packet; private illustrative planning only | Scenario proposal; no observations or approvals inferred. Not ready to share as a financing packet; private illustrative planning only | estimate — unvalidated | data/products/basic/; concept C1; no external evidence | Sam Reed | Collect the evidence requested in this question before its dependent gate; target 2026-12-15 | Not reviewed — no review date | Applicable planning question; any unchosen route is explicitly described in answer | sba; sba-lender; sec-ready; grants-search; kickstarter-handbook; sec-early-investors; sba-grants; sequoia-plan |
Sample — fictitious company. All numbers and people are invented scenario assumptions. This is draft concept paperwork; no physical testing, customer evidence, certification, filing or sign-off has occurred.