{ "schema": "codee.company-alignment.v3", "version": "2026.05.27-agent-investment-v1", "updated_at": "2026-05-27", "disclaimer": "Operational draft only. Attorney, CPA, board, and investor review are still required.", "professional_review_required": ["attorney", "CPA", "nonprofit board", "insurance/risk advisor before remote-control release"], "entities": { "mission_umbrella": "Invest In Vets Foundation", "technology_company": "AI K9 Kennel", "platform": "Codee", "public_front_door": "https://codee.chat", "client_surfaces": "https://clients.codee.chat" }, "alignment": [ "Invest In Vets Foundation is the mission umbrella.", "AI K9 Kennel is the technology and service company.", "Codee is the platform, CLI, delivery-room system, proof layer, and training surface.", "Open-source courses teach simple service lanes.", "Paid services, hosting, and support fund operations and mission progress." ], "subscription_value_alignment": [ "Codee should be valued like a serious paid tool: one user ID, local CLI, hosted backend activation, tiered usage, support gates, and proof reports.", "Codee should stay in its lane: business-output workflows, not generic chat replacement.", "Free or sponsored veteran access remains separate from paid public subscriptions and Business Suite packages.", "Usage, retention, delivery speed, support load, and impact metrics should be reported monthly." ], "veteran_founder_path": [ "Train a homeless or disabled veteran on one accessible open-source course first.", "Help that veteran create a focused Codee agent around one service lane.", "Generate one hosted page, one payment or contact path, one delivery room, and one scan report.", "Document the first customer, first delivery, support work, cost, time, and lesson learned.", "Package the proof as a public-safe founder case study for sponsors, mentors, advisors, and potential investors." ], "public_pages": { "launch": "https://clients.codee.chat/codee-launch.html", "launch_checklist": "https://clients.codee.chat/codee-launch-checklist.html", "onboarding": "https://clients.codee.chat/codee-onboarding.html", "company_alignment": "https://clients.codee.chat/codee-company-alignment.html", "ip_register": "https://clients.codee.chat/codee-ip-register.html", "investor_readiness": "https://clients.codee.chat/codee-investor-readiness.html", "impact_model": "https://clients.codee.chat/codee-impact-model.html", "business_with_a_mission": "https://clients.codee.chat/codee-business-with-a-mission.html", "impact_report_template": "https://clients.codee.chat/codee-impact-report-template.html", "agent_investment_model": "https://clients.codee.chat/codee-agent-investment-model.html", "data_room_checklist": "https://clients.codee.chat/codee-data-room-checklist.html", "codeecpa": "https://clients.codee.chat/codee-cpa.html", "codeecpa_workspace": "https://clients.codee.chat/codee-cpa-workspace.html", "proof_wall": "https://clients.codee.chat/codee-proof-wall.html" }, "defensibility_layers": [ "brand and trademarks", "copyrighted source and training content", "trade-secret workflows and prompts", "service-lane templates", "proof-loop records", "customer delivery rooms", "mission-backed distribution", "release discipline and route scans" ], "security_rules": [ "Do not ship owner credentials in public CLI downloads.", "Keep Stripe, GCloud, OAuth, and service account secrets out of support uploads.", "Gate hosting, payment activation, remote control, and third-party posting behind proof and permission checks.", "Use route scans, doctor reports, and delivery-room proof before public launch." ], "investor_metrics": [ "paid conversions", "monthly recurring revenue", "one-time service revenue", "repeat purchase rate", "refund rate", "average delivery time", "support time per client", "route-scan pass rate", "free veteran trainees served", "mission funds allocated", "active Codee CLI workspaces", "free-to-paid conversion rate", "subscription churn", "veteran founder case studies completed" ], "governance_packets": [ "DATA_ROOM_INDEX.md", "GOVERNANCE_CHECKLIST.md", "TRADE_SECRET_REGISTER.md", "CONTRIBUTOR_ASSIGNMENT_CHECKLIST.md", "NONPROFIT_TECH_LICENSE_PREP.md", "MONTHLY_IMPACT_REPORT_YYYY_MM.md", "CASE_STUDY_TEMPLATE.md", "INVESTOR_SCORECARD_YYYY_MM.json" ], "data_room": { "folders": [ "01-product-proof", "02-revenue-proof", "03-customer-delivery-proof", "04-impact-proof", "05-ip-and-brand-proof", "06-security-and-compliance-proof", "07-platform-architecture", "08-nonprofit-alignment", "09-investor-reports", "10-board-and-advisor-notes", "11-veteran-founder-proof", "12-subscription-and-retention-metrics" ], "rule": "Show proof without exposing private customer data, credentials, internal prompts, or unreconciled financials." }, "monthly_metrics": [ "gross revenue", "monthly recurring revenue", "one-time service revenue", "active hosting/support customers", "paid services delivered", "average delivery time", "refund count", "support requests opened and closed", "route-scan pass rate", "veteran trainees served", "sponsored/free mission services", "housing/sponsor conversations", "funds allocated to mission programs", "active Codee CLI workspaces", "free-to-paid conversion rate", "subscription churn", "veteran founder case studies completed" ], "case_study_lanes": [ "QRCodee", "CodeeFlyer100", "CodeeFlyer250", "CodeeApp250", "CodeeCard", "CodeeBeeper", "CodeeBlog", "Codee Business Suite", "Invest In Vets nonprofit shop", "AI K9 shop", "Veteran founder Codee agent" ], "next_20_moves": [ "Create trademark filing plan.", "Create contributor assignment agreement.", "Create trade-secret access policy.", "Publish public terms, privacy, refund, support, and acceptable-use policy review tasks.", "Build investor data room.", "Publish monthly impact report.", "Draft nonprofit conflict-of-interest policy.", "Draft nonprofit technology license agreement.", "Create partner program for businesses with a mission.", "Keep release log and proof wall current.", "Make each delivery room the permanent customer source of truth.", "Build 10 real case studies.", "Add security gate before Codee Remote active control.", "Keep local-first memory and permission modes visible.", "Train owner/admin on hosting, domains, GCloud, Firebase, Stripe, storage, and delivery.", "Create a public business-with-a-mission guide.", "Create weekly scorecard reports.", "Keep free veteran training separate from paid public work.", "Track cost per service, support time, and retention.", "Archive source, deploy logs, scan reports, payment references, and delivery artifacts." ] }