Data Room Checklist

Public-safe proof

Build the data room before asking for belief.

Codee should prove product, revenue, delivery, impact, IP, security, architecture, nonprofit alignment, veteran founder outcomes, and monthly reports without exposing private customer data or secrets.

01

Product proof

CLI, chat intake, delivery rooms, service lanes, remote direction, and route scans.

02

Revenue proof

Stripe exports, MRR, one-time sales, refunds, and support retention.

03

Delivery proof

Customer rooms, generated outputs, edit history, support records, and acceptance notes.

04

Impact proof

Veteran trainees, sponsored access, housing/sponsor conversations, and monthly mission reporting.

05

IP proof

Brand register, source ownership, contributor assignments, trade-secret process, and release logs.

06

Security proof

Secret scans, permission modes, remote safety gates, and no public owner credentials.

07

Architecture

GCloud, Firebase, Stripe, storage, domains, webhooks, CLI, and proof-loop diagrams.

08

Nonprofit alignment

Separate books, board approvals, conflict policy, and technology license preparation.

09

Investor reports

Monthly metrics, scorecards, cost per service, support time, and retention.

10

Advisor notes

Attorney, CPA, board, insurance, and risk-review notes before public claims.

11

Veteran founder proof

Founder agent profile, first service lane, first customer proof, training progress, and sponsor support history.

12

Subscription metrics

Free-to-paid conversion, active workspaces, CLI usage, plan upgrades, churn, and support cost per tier.