ChannelProof CFO Network
A repeatable channel in which fractional CFOs deploy evidence products across multiple client companies.
01 · Command Telemetry
Company DNA
- Founder
- Jeff
- Co-Founder
- Marta
- Assigned To
- C.
- Sector
- Channel / Services
- Current Stage
- Revenue
- Next Milestone
- Recruit 5th CFO Partner
- Board
- Jeff · Marta · C.
- Headcount
- —
- Cash
- —
- Burn
- —
- Receipts
- —
State Transitions
- ◉Milestone Created2024-09-02complete
- ◉Discovery Complete2024-12-19complete
- ◉MVP2025-03-25complete
- ◉Pilot2025-06-30complete
- ◎Revenue2025-10-06active
- ○Seed Ready—pending
- ○Series A—pending
Risks
- ▲Partner recruiting pace
Roadmap
- ›5th CFO partner
- ›Client assessment packet
Capital Readiness
02 · Commercial Playbook
Core Value Proposition
Enables financial advisory networks to scale standardized, pre-packaged bankability reporting templates across client portfolios, reducing consulting hours and bottlenecked manual audits.
Tone — Enablement, partner-facing.
Target Audience
Fractional CFO networks, CPA advisory firms and regional small business associations.
Target Buyer
Financial advisory networks scaling client portfolios.
Target Reviewer
Downstream clients and their lenders reviewing bankability reports.
Developer Wedge
Multi-tenant provisioning APIs that spin up independent, client-branded workspaces and associate specific signing authority keys.
First Receipt Primitive
channelproof.delivery — partner authorizations, client database hashes and standard report templates.
03 · Venture Artifact Studio
MVP Use Case
A fractional CFO onboards a client, configures a monthly evidence pack, issues finance receipts, exports a board/lender packet and bills for the verified artifact service.
A repeatable channel in which fractional CFOs deploy evidence products across multiple client companies.
Phase 1 Artifacts
- ·CFO-channel operating model
- ·Partner onboarding map
- ·Client eligibility score
- ·Artifact menu
- ·Partner economics
- ·Revenue-sharing hypothesis
- ·Quality-control policy
- ·Certification boundary
MVP Artifacts
- ·Partner workspace
- ·Client onboarding
- ·Monthly review receipt
- ·Budget approval receipt
- ·Finance packet generator
- ·Partner-branded Evidence Room
- ·Client billing record
- ·Local verifier
V1 Artifacts
- ·Multi-partner network
- ·Partner permissions
- ·Standardized service packages
- ·Training and enablement
- ·Referral attribution
- ·Usage-based partner billing
- ·Quality review
- ·Vertical packet library
- ·API for CFO-advisory platforms
VC-Readiness Proof
- ·Number of CFO partners activated
- ·Clients onboarded per partner
- ·Average revenue per partner
- ·Artifact gross margin
- ·Partner retention
- ·Client conversion to recurring evidence services
- ·Network-driven acquisition efficiency
Investor Narrative
ChannelProof is not another CFO marketplace. It is a distribution and standardization layer through which advisory firms sell verified evidence products.
Gate Path
- G1Gate 1 — Thesis ReadyThe specific workflow · The evidence failure · The developer user · The economic buyer · Why the founder is suited to solve it · Why the startup should exist independently
- G2Gate 2 — MVP ReadyOne Rails workflow · One Rust receipt family · One local verification path · One Evidence Room export · One developer quickstart · One design-partner use case
- G3Gate 3 — Pilot ReadyExternal acceptance criteria · Integration documentation · Measurable baseline · Commercial terms · Claims boundaries · An explicit end-of-pilot decision
- G4Gate 4 — V1 Venture ReadyProduct functionality · Developer adoption · External workflow completion · Verified artifacts · Willingness to pay · Repeatability and expansion potential · Capital requirements
Phase Timing
- Phase 0 — Founder-Market ThesisWorkshop kickoff9 artifacts
- Phase 1 — Pre-MVP Venture Thesis PackWeeks 1-210 artifacts
- Phase 2 — MVP Artifact PackWeeks 3-620 artifacts
- Phase 3 — Pilot-Ready Artifact PackWeeks 6-923 artifacts
- Phase 4 — V1 Venture-Readiness PackWeeks 9-1231 artifacts
04 · Artifact Pricing Studio
Artifact Pricing Studio
05 · MVP → V1 Transition
MVP Boundary
Manual onboarding of CPA firms and basic report templates.
V1 Expansion Strategy
Multi-tenant partner dashboard with white-label configurations, dynamic client Evidence Room generation and automated compliance scoring.
Pricing Model Application
$10,000/year Channel Pack base fee plus $99/month per downstream client workspace, including white-labeled dynamic Evidence Rooms.
Channel Pack — partner economics
06 · Receipts & Decision Queue
Recent Receipts
- 11:19Client Delivery ReceiptVerified
- 15:11Client Assessment ReceiptVerified
Decision Queue — C.
- New CFO PartnerPartner Receipt #12Needs Approval
- Client PacketDelivery Receipt #96Blocked
07 · Pre-Seed Data Room
Minimum investor-ready set — 18 items
- Incorporated entityPENDING
- EINPENDING
- Founder stock and vesting documentationPENDING
- Complete IP assignmentPENDING
- Clean cap tablePENDING
- Bankabil license agreementPENDING
- Investor deckPENDING
- One-page overviewPENDING
- Two-page investment memoPENDING
- 24-month financial modelPENDING
- Use-of-funds planPENDING
- Product requirements documentPENDING
- Workflow diagramPENDING
- First receipt schemaPENDING
- Demo Evidence RoomPENDING
- At least 15 customer interviewsPENDING
- At least three design-partner lettersPENDING
- Product-specific claims-limitation documentPENDING
Bankabil Technology License and Services Agreement
Establishes that ChannelProof CFO Network, Inc. is diligenceable on its own: investor rights here create no rights in any other cohort company.
- ›Bankabil owns or controls the shared Rails/Rust infrastructure.
- ›The startup receives a defined license to use it.
- ›The startup owns its customer relationships and domain-specific workflow.
- ›Domain-specific product improvements are clearly allocated.
- ›Shared-kernel improvements are clearly allocated.
- ›Hosting, security, maintenance, service levels and fees are defined.
- ›No startup automatically owns another startup’s product data or intellectual property.
- ›Investor rights in one startup do not create rights in the others.
01 · Company formation and ownership
Each independent legal entity needs its own EIN and corporate records. The IRS issues EINs directly and charges no application fee.
- Certificate of incorporationPENDING
- BylawsPENDING
- Initial board consentPENDING
- Founder stock purchase agreementPENDING
- Founder vesting schedulePENDING
- Intellectual-property assignment agreementPENDING
- Proprietary information and inventions agreementPENDING
- Founder roles and responsibilities memoPENDING
- Current capitalization tablePENDING
- Fully diluted capitalization tablePENDING
- Stock ledgerPENDING
- Option-pool plan or proposed option-pool memoPENDING
- EIN confirmationPENDING
- Business bank account confirmationPENDING
- State registrations and foreign qualifications, where applicablePENDING
- Beneficial ownership and corporate-record checklistPENDING
- Conflict-of-interest disclosurePENDING
- Related-party transaction disclosurePENDING
02 · Fundraising materials
For a SAFE financing, use a recognized form adapted by company counsel. A Regulation D offering generally requires a Form D notice filed through EDGAR after the first sale; counsel determines the correct federal and state process.
- 10–12 slide investor deckPENDING
- One-page company overviewPENDING
- Two-page investment memoPENDING
- Founder-market-fit narrativePENDING
- “Why now?” memoPENDING
- Market mapPENDING
- Competitive landscapePENDING
- Business-model summaryPENDING
- Go-to-market planPENDING
- Initial customer pipelinePENDING
- Fundraising target and use-of-funds planPENDING
- Milestone-based financing planPENDING
- Investor FAQPENDING
- Risk-factor memoPENDING
- Current fundraising-status trackerPENDING
- Investor outreach listPENDING
- Warm-introduction mapPENDING
- Follow-up and diligence trackerPENDING
- Financing instrument summaryPENDING
- Draft SAFE or other financing instrument reviewed by counselPENDING
- Pro forma post-financing cap tablePENDING
03 · Product definition
Every company answers the same eleven questions: company name, product name, founder-market fit, primary buyer, primary reviewer, repeatable workflow, first receipt primitive, Evidence Room contents, pricing wedge, MVP boundary, claims limitation.
- Product requirements documentPENDING
- Product thesisPENDING
- Target-customer profilePENDING
- Buyer-versus-reviewer mapPENDING
- Workflow specificationPENDING
- Receipt schema specificationPENDING
- Evidence Room specificationPENDING
- MVP scope documentPENDING
- Explicit non-goals documentPENDING
- Claims-limitation documentPENDING
- User-permission matrixPENDING
- Data-source inventoryPENDING
- Integration roadmapPENDING
- Product roadmap for the next 12 monthsPENDING
- Demo scriptPENDING
- Demo acceptance criteriaPENDING
04 · Customer discovery and commercial proof
A letter of intent should identify intended workflow, expected users, demo or pilot period, evidence to be generated, success criteria, proposed commercial price, data-access limitations, and a statement that the letter is nonbinding unless counsel specifies otherwise.
- Minimum of 15 documented customer interviewsPENDING
- Interview notesPENDING
- Interview consent and attribution statusPENDING
- Pain-point frequency matrixPENDING
- Current-workflow diagramPENDING
- Current-tool and substitute analysisPENDING
- Willingness-to-pay findingsPENDING
- Buyer-budget-owner analysisPENDING
- Procurement-path memoPENDING
- Reviewer-requirements summaryPENDING
- Design-partner target listPENDING
- At least three design-partner lettersPENDING
- At least one pilot letter of intentPENDING
- Customer pipeline spreadsheetPENDING
- Objection logPENDING
- Lost-customer or declined-pilot logPENDING
- Pricing-interview summaryPENDING
- Initial channel-partner listPENDING
05 · Demo dataset and Evidence Room
Each company needs a synthetic but realistic first demo company. Never copy private data from a real person or organization without authorization.
- Demo-company profilePENDING
- Demo user personasPENDING
- Demo workflow timelinePENDING
- Synthetic source documentsPENDING
- Data dictionaryPENDING
- Ground-truth answer keyPENDING
- Expected receipt hashesPENDING
- Expected signature outputsPENDING
- Invalid or tampered-document examplesPENDING
- Demo verification test casesPENDING
- Reviewer walkthroughPENDING
- Claims-limits filePENDING
- Demo READMEPENDING
- Sample ProofMail messagePENDING
- One-click or scripted verification instructionsPENDING
06 · Technical architecture and security
Boundary stays fixed — Rails: human workflow, state, permissions, intake and presentation. Rust: canonicalization, hashing, signing and deterministic receipt generation. Evidence Room: reviewable artifacts and source manifest. ProofMail: controlled external handoff.
- System architecture diagramPENDING
- Rails workflow architecturePENDING
- Rust trust-kernel architecturePENDING
- Rails-to-Rust API contractPENDING
- Canonicalization specificationPENDING
- SHA-256 hashing specificationPENDING
- Ed25519 signing specificationPENDING
- TLV schema specificationPENDING
- JSON receipt specificationPENDING
- Key-generation procedurePENDING
- Key-storage and rotation policyPENDING
- Signing-authority policyPENDING
- Verification procedurePENDING
- Evidence-retention policyPENDING
- Tenant-isolation architecturePENDING
- Role-based access-control matrixPENDING
- Audit-log specificationPENDING
- Incident-response planPENDING
- Data-backup and recovery planPENDING
- Threat modelPENDING
- Abuse-case analysisPENDING
- Software bill of materialsPENDING
- Open-source license inventoryPENDING
- Penetration-test roadmapPENDING
- Security and privacy FAQPENDING
07 · Financial model
The model must separate customer revenue, Bankabil license or service expense, cloud and verification costs, implementation labor, customer support, sales costs and company-specific legal/compliance costs.
- 24-month monthly operating modelPENDING
- Five-year annual summaryPENDING
- Headcount planPENDING
- Product-development budgetPENDING
- Hosting and infrastructure assumptionsPENDING
- Bankabil licensing or shared-services expensePENDING
- Sales and marketing budgetPENDING
- Legal and compliance budgetPENDING
- Insurance budgetPENDING
- Gross-margin modelPENDING
- Customer-acquisition-cost assumptionsPENDING
- Contract-value assumptionsPENDING
- Sales-cycle assumptionsPENDING
- Churn and renewal assumptionsPENDING
- Cash-burn schedulePENDING
- Runway calculationPENDING
- Financing requirementPENDING
- Base, downside, and upside scenariosPENDING
- Use-of-funds schedulePENDING
- Milestones unlocked by the roundPENDING
- Founder salary assumptionsPENDING
- Capitalization model before and after financingPENDING
08 · Legal, claims, privacy, and compliance
Conduct federal and common-law trademark clearance before committing to a company or product name. The USPTO recommends searching its trademark database before applying for registration.
- Master claims-limitation policyPENDING
- Product-specific claims matrixPENDING
- Approved product languagePENDING
- Prohibited product languagePENDING
- Terms of servicePENDING
- Privacy policyPENDING
- Data-processing addendumPENDING
- Customer agreementPENDING
- Pilot agreementPENDING
- Design-partner agreementPENDING
- Confidentiality agreementPENDING
- Subprocessor listPENDING
- Data-retention schedulePENDING
- Data-deletion policyPENDING
- Security addendumPENDING
- Customer-content ownership clausePENDING
- AI-use disclosurePENDING
- Synthetic-data disclosurePENDING
- No-professional-advice disclaimerPENDING
- Insurance requirements memoPENDING
- Trademark clearance reportPENDING
- Patent/trade-secret strategy memoPENDING
Demo Evidence Room — file manifest
Canonical
- README.mdPENDING
- claims_limits.mdPENDING
- receipt.jsonPENDING
- receipt.tlvPENDING
- verification_result.txtPENDING
- source_evidence_manifest.csvPENDING
- reviewer_packet.pdfPENDING
- developer_quickstart.mdPENDING
Required additions
- demo_data_license.mdPENDING
- synthetic_data_disclosure.mdPENDING
- expected_results.jsonPENDING
- tamper_test_results.txtPENDING
- receipt_schema.jsonPENDING
- public_key.pem (or documented public-key format)PENDING
Product & market documents
- ChannelProofCFONetwork_Product_Thesis.pdfPENDING
- cfo_assessment_to_verified_client_packet_Workflow.pdfPENDING
- ChannelProofCFONetwork_Buyer_Profile.pdfPENDING
- ChannelProofCFONetwork_Reviewer_Profile.pdfPENDING
- ChannelProofCFONetwork_Competitive_Map.pdfPENDING
- ChannelProofCFONetwork_Pricing_Memo.pdfPENDING
Workflow documents
- Workflow specification — cfo_assessment_to_verified_client_packet.v1PENDING
- Buyer intake form — Financial advisory networks scaling client portfolios.PENDING
- Reviewer requirements summary — Downstream clients and their lenders reviewing bankability reports.PENDING
- Authorization and closing-authority matrixPENDING
- Reviewer packet templatePENDING
First receipt schemas
- channelproof_delivery_receipt.schema.jsonPENDING
Evidence Room contents
- README.mdPENDING
- claims_limits.mdPENDING
- receipt.jsonPENDING
- receipt.tlvPENDING
- verification_result.txtPENDING
- source_evidence_manifest.csvPENDING
- reviewer_packet.pdfPENDING
- developer_quickstart.mdPENDING
Commercial documents
- Order form — $10,000/year Channel Pack base fee plus $99/month per downstream client workspace, including white-labeled dynamic Evidence Rooms.PENDING
- Design-partner agreementPENDING
- Pilot statement of workPENDING
- Channel-partner referral memoPENDING
MVP and demo dataset
- MVP boundary — Manual onboarding of CPA firms and basic report templates.PENDING
- V1 expansion — Multi-tenant partner dashboard with white-label configurations, dynamic client Evidence Room generation and automated compliance scoring.PENDING
- Developer wedge — Multi-tenant provisioning APIs that spin up independent, client-branded workspaces and associate specific signing authority keys.PENDING
- Synthetic demo company profile (not yet drafted)PENDING
- Tamper-test case set (not yet drafted)PENDING
Claims limitation
- ✕Scope limited to the MVP boundary: Manual onboarding of CPA firms and basic report templates.
- ✕Does not provide legal, tax, audit or investment advice
- ✕Does not guarantee outcomes, funding or revenue
- ✕Verifies integrity, sequence, authorization and identified source relationships only
Recommended creation order
Weeks 1–2
Legal and thesis
- ·Incorporate each entity.
- ·Execute founder and IP documents.
- ·Finalize the Bankabil license structure.
- ·Write the one-page thesis for each startup.
- ·Confirm buyer, reviewer, workflow, receipt, MVP and claims boundary.
Weeks 3–4
Customer evidence
- ·Conduct 15–20 interviews per company.
- ·Obtain three design-partner letters.
- ·Validate pricing.
- ·Record reviewer requirements.
- ·Refine the workflow and MVP.
Weeks 5–6
Demo Evidence Rooms
- ·Build each synthetic demo dataset.
- ·Generate first receipts.
- ·Create tamper-test cases.
- ·Produce reviewer packets.
- ·Record concise product demos.
Weeks 7–8
Fundraise room
- ·Finish decks and investment memos.
- ·Complete financial models.
- ·Prepare use-of-funds schedules.
- ·Finalize draft financing documents with counsel.
- ·Open separate investor data rooms.
- ·Begin targeted introductions.