WS7 · Investor Relations & Capital Strategy.
Lead: Carla Oliver (CFO hat — separable from CoSai retainer hat) · Provider: CoSai · Current state: Implemented
1 · Current state & lifecycle
2 · Transition history
Every state transition this workstream has made. Each row carries the trigger event that caused the transition — the single sentence that justifies the state change.
| Date | Transitioned to | Trigger |
|---|---|---|
| 1 February 2026 | Pending scope | Workstream named · separable from CFO operations · capital strategy = work done for investors, distinct from running the books |
| 20 February 2026 | Scoped | Investor narrative architecture defined · seven-paragraph brief structure agreed · IM 14-section spine drafted |
| 30 March 2026 | Built | Full pack shipped: /investors landing · /investors/memorandum 14-section · /investors/financial-model interactive Q×F×P with live ASSUMPTIONS.trajectory |
| 5 April 2026 | Implemented | Pack live and being read by candidate investors · /proof, /the-deal, /solution all surfacing the platform as investor evidence |
3 · PMO commentary
WS7 is the workstream that distinguishes Carla's CFO hat from Carla's capital-strategy hat. CFO operations = running the books, controls, audit, internal financial governance. Capital strategy = raising money, IR cadence, cap-table management, exit narrative. Both hats sit on the same person but the work is distinguishable — and the workstream taxonomy treats it that way. At engagement signing WS7 is Implemented — the entire pack is live and being read by candidate investors. Phase 1 work is maintenance through the Aug 2026 raise window (Series Seed close target). Phase 2 work is active raise execution: Series Seed → Series A → Series B → valuation re-rate → exit-readiness valuation in the $250M-$420M band by FY31 per the Investor Pack exit thesis.
4 · Phase 1 / Phase 2 deliverables
Maintain the pack through the Aug 2026 raise window. Close Series Seed ($500k SAFE) per the FY27 KPI mix. Investor read-only KPI dashboard live in production. Data room walkable in <20 minutes.
Active raise execution. Series Seed close FY27 → Series A FY28 → Series B readiness FY29 → valuation re-rate FY30 → exit-readiness valuation ≥ $250M by FY31. The CoSai performance pool ladders heavily against these milestones per framework §5.2.
5 · Phase 1 milestones
The build-out plan for this workstream across the 13-week Phase 1. Each row reviewed at the relevant Steerco. Where the milestone triggers a state transition, the new state is shown.
| Week | Steerco | Milestone | Moves WS to |
|---|---|---|---|
| W1 | #1 | IM v2.1 published · Series Seed conversations refreshed · 4+ active investor conversations | No state change |
| W6 | #3 | Series Seed close target validated · pitch deck reviewed by 2 fintech operators per Vol 1 Ch 8 | No state change |
| W10 | #5 | Investor read-only KPI dashboard live in production · data room walkable in <20 minutes | No state change |
| W12 | #6 | Phase 1 raise window closes 31 Aug 2026 · WS7 transitions to Phase 2 active raise execution | No state change |
6 · KPI architecture
| KPI category | Capital raise milestones · IR cadence · cap-table integrity |
|---|---|
| Examples | Series Seed close ($500k SAFE) FY27 · Series A FY28 · Series B readiness FY29 · valuation re-rate FY30 · exit-readiness valuation ≥ $250M FY31 |
| Volume / Chapter source | Vol 1 Ch 1, 6-9 (Investor narrative · raise narrative · financial model methodology) |
7 · Cross-workstream interfaces
How this workstream supplies and consumes from the other six. Reading these interfaces is how you read the operating model end-to-end.
| Partner | Supplies to partner | Consumes from partner |
|---|---|---|
| WS1 | — | Acquisition story · CAC/LTV proofs for IM updates |
| WS2 | — | Six functional guarantees as investor proof · live KPI dashboard for read-only investor login |
| WS4 | — | Capital-raise documentation · SAFE notes · shareholder agreements |
8 · Physical artefacts in the repo
Every artefact that exists today as evidence this workstream is at the claimed maturity. 7 routes.
| Route | Description |
|---|---|
| /investors | Seven-paragraph investor brief · $500k pre-seed · Founder + Institutional CFO |
| /investors/memorandum | 14-section institutional memorandum · including §7 AI-economics |
| /investors/financial-model | Interactive Q × F × P model · drag any slider, every cell recalculates live · drives ASSUMPTIONS.trajectory which drives bonus pools |
| /proof | Platform proof surface for investors |
| /the-deal | Nine cases · cascade map · $1.25M cap rationale · investor-readable structural argument |
| /solution | Solution narrative |
| /brand | Brand argument · category position · policy position |
9 · Bottom-up evidence-based status reports
No bottom-up status reports have yet been compiled for WS7. The PMO authors these approximately 5 working days ahead of each Steerco — see the WS2 example at /engagement/pmo/ws-status/WS2/2 for the format Carla and the workstream leads use.