ventureos 1.0.0

package/templates/experiment-plan.md

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+# Operating & Experiment Plan
+<!-- Venture Ops / Growth Strategist Agent — Phase 5: Initial Business Case -->
+<!-- Purpose: Define the experiment and operating plan for the next phase of incubation -->
+
+## Context
+- **Venture:**
+- **Plan Period:** Weeks ___ to ___
+- **Date:**
+- **Phase:** [ ] Check-in (preparing for Phase 6)  [ ] Post-check-in (executing Phase 6)
+
+---
+
+## Phase Objectives
+
+What we need to prove by the end of this plan period:
+1.
+2.
+3.
+
+---
+
+## Experiments to Run
+
+### Experiment 1: [Name]
+
+| Field | Value |
+|-------|-------|
+| **Hypothesis** | We believe [what we expect to happen] because [rationale] |
+| **Experiment** | We will [specific action to run] |
+| **Success Metric** | If we see [specific measurable outcome] within [timeframe] |
+| **Failure Indicator** | If we see [alternative outcome], the hypothesis is wrong |
+| **Type** | [ ] Landing page  [ ] Pilot outreach  [ ] Paid ads  [ ] Demo  [ ] Prototype test |
+| **Owner** | |
+| **Timeline** | Start: ___  End: ___ |
+| **Budget Required** | |
+| **Status** | [ ] Planned  [ ] Running  [ ] Complete |
+| **Result** | |
+
+---
+
+### Experiment 2: [Name]
+
+| Field | Value |
+|-------|-------|
+| **Hypothesis** | |
+| **Experiment** | |
+| **Success Metric** | |
+| **Failure Indicator** | |
+| **Type** | |
+| **Owner** | |
+| **Timeline** | |
+| **Budget Required** | |
+| **Status** | |
+| **Result** | |
+
+---
+
+### Experiment 3: [Name]
+_(repeat structure)_
+
+---
+
+## KPIs for This Plan Period
+
+| KPI | Target | Current | Status |
+|-----|--------|---------|--------|
+| # Customer interviews conducted | | | |
+| # Pilot customer conversations | | | |
+| Landing page conversion rate | | | |
+| # Demo meetings | | | |
+| Pain validation score (FIP avg) | | | |
+| Desirability score | | | |
+
+---
+
+## Pilot Customer Pipeline
+
+_(B2B: target accounts to engage before the final gate)_
+
+| Company | Contact | Role | Status | Next Action | Date |
+|---------|---------|------|--------|------------|------|
+| | | | Prospect | | |
+| | | | Outreach sent | | |
+| | | | Demo scheduled | | |
+| | | | Pilot agreed | | |
+
+**Target:** ___ pilot customers engaged by end of plan period
+
+---
+
+## Operational Plan
+
+### Weeks ___ to ___: [Theme]
+
+| Week | Key Activities | Owner | Output |
+|------|--------------|-------|--------|
+| | | | |
+| | | | |
+
+### Resource Requirements
+
+| Resource | What's Needed | Source | Status |
+|---------|--------------|--------|--------|
+| Budget | | Mothership / External | |
+| Legal / IP review | | | |
+| Technology access | | | |
+| Partner intro | | | |
+
+---
+
+## Decisions Needed from NVB / Sponsor
+
+| Decision | Context | Needed By |
+|---------|---------|----------|
+| | | |
+| | | |
+
+---
+
+## Plan Risk Flags
+
+| Risk | Likelihood | Impact | Owner | Action |
+|------|-----------|--------|-------|--------|
+| | | | | |

package/templates/financial-model.md

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+# Financial Model
+<!-- Financial Analyst Agent — Phase 6 -->
+<!-- Purpose: 3-5 year financial projections with unit economics and funding requirements -->
+<!-- Assumption labels: [sourced] = from data | [benchmarked] = from comparables | [assumed] = requires validation -->
+
+## Context
+- **Venture:**
+- **Date:**
+- **Model Version:** v___
+- **Scenarios Modeled:** Conservative / Base / Upside
+
+---
+
+## Key Assumptions
+
+| Assumption | Conservative | Base | Upside | Label |
+|-----------|-------------|------|--------|-------|
+| ACV ($/year per customer) | $ | $ | $ | |
+| Gross Margin | % | % | % | |
+| Monthly customer growth rate | % | % | % | |
+| Churn rate (annual) | % | % | % | |
+| CAC | $ | $ | $ | |
+| Sales cycle length | months | months | months | |
+| Time to first revenue | month | month | month | |
+
+---
+
+## Unit Economics
+
+| Metric | Value | Label | Notes |
+|--------|-------|-------|-------|
+| ACV | $ | | |
+| Gross Margin | % | | |
+| LTV = ACV × GM% / Churn rate | $ | | |
+| CAC | $ | | |
+| LTV:CAC Ratio | | | Target: >3x |
+| Payback Period | months | | |
+| Customer Contribution (Year 1) | $ | | LTV - CAC |
+
+---
+
+## Revenue Projections (Base Case)
+
+| Month | New Customers | Churned | Total Customers | MRR | ARR |
+|-------|-------------|---------|----------------|-----|-----|
+| Month 1 | | | | $ | $ |
+| Month 3 | | | | $ | $ |
+| Month 6 | | | | $ | $ |
+| Month 12 | | | | $ | $ |
+| Month 18 | | | | $ | $ |
+| Month 24 | | | | $ | $ |
+| Month 36 | | | | $ | $ |
+
+---
+
+## Revenue by Stream
+
+| Stream | Year 1 | Year 2 | Year 3 |
+|--------|--------|--------|--------|
+| Primary (subscription) | $ | $ | $ |
+| Secondary stream 2 | $ | $ | $ |
+| Secondary stream 3 | $ | $ | $ |
+| **Total Revenue** | $ | $ | $ |
+
+---
+
+## Cost Structure
+
+### Fixed Costs (per month)
+
+| Cost Item | Month 1-6 | Month 7-12 | Year 2 | Year 3 |
+|-----------|----------|-----------|--------|--------|
+| Salaries & benefits | $ | $ | $ | $ |
+| Technology infrastructure | $ | $ | $ | $ |
+| Office / operations | $ | $ | $ | $ |
+| Legal & compliance | $ | $ | $ | $ |
+| **Total Fixed** | $ | $ | $ | $ |
+
+### Variable Costs (per customer / per month)
+
+| Cost Item | $ per customer | Notes |
+|-----------|---------------|-------|
+| Cloud / hosting | $ | |
+| Third-party APIs | $ | |
+| Customer support | $ | |
+| Payment processing | $ | |
+| **Total Variable per Customer** | $ | |
+
+### Sales & Marketing Spend
+
+| Period | Budget | # Customers Acquired | Blended CAC |
+|--------|--------|---------------------|------------|
+| Year 1 | $ | | $ |
+| Year 2 | $ | | $ |
+| Year 3 | $ | | $ |
+
+---
+
+## P&L Summary (Base Case)
+
+| Line Item | Year 1 | Year 2 | Year 3 |
+|----------|--------|--------|--------|
+| Total Revenue | $ | $ | $ |
+| Cost of Revenue (COGS) | $ | $ | $ |
+| **Gross Profit** | $ | $ | $ |
+| **Gross Margin** | % | % | % |
+| Sales & Marketing | $ | $ | $ |
+| R&D / Product | $ | $ | $ |
+| G&A | $ | $ | $ |
+| **Total OpEx** | $ | $ | $ |
+| **EBITDA** | $ | $ | $ |
+| **Net Income** | $ | $ | $ |
+
+---
+
+## Cash Flow & Funding Requirements
+
+| Metric | Value |
+|--------|-------|
+| Monthly burn rate (Year 1) | $ |
+| Months of runway (current) | ___ months |
+| Break-even month | Month ___ |
+| Total capital required to break-even | $ |
+| Capital required to reach next milestone | $ |
+
+**Use of proceeds:**
+| Item | Amount | % of Raise |
+|------|--------|-----------|
+| Product development | $ | % |
+| Sales & marketing | $ | % |
+| Operations | $ | % |
+| Working capital | $ | % |
+
+---
+
+## Scenario Comparison (Year 3 ARR)
+
+| Scenario | ARR | Customers | Gross Margin | Break-Even Month |
+|---------|-----|-----------|-------------|-----------------|
+| Conservative | $ | | % | |
+| Base | $ | | % | |
+| Upside | $ | | % | |
+
+**Key swing factor between base and upside:**

package/templates/gate-evaluation.md

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+# Gate Evaluation Scorecard
+<!-- Venture Evaluator Agent — Phase 5 (Check-in) and Phase 6 (Final) -->
+<!-- Rubric: See data/scoring/gate-rubric.yaml -->
+
+## Evaluation Context
+- **Venture:**
+- **Gate Type:** [ ] Check-in Gate (~Week 8)  [ ] Final Gate (~Week 12)
+- **Date:**
+- **Evaluator:** Venture Evaluator (AI-simulated NVB)
+
+> **Note for Check-in Gate:** Focus evaluation on Customer Pain Validation, Market Opportunity, and Wedge Clarity. Traction/Experiments and full Business Model are not yet expected.
+
+---
+
+## Criteria Scoring
+
+### 1. Customer Pain Validation (Weight: 20%)
+
+| Score | Interpretation |
+|-------|---------------|
+| 5 | Strong quantitative pain scores across 20+ interviews; FIP data clear; buyer and user both identified |
+| 4 | Good pain evidence from 10-20 interviews; pain atomization complete; ICP defined |
+| 3 | Some interview evidence; pain hypothesis partially validated; ICP emerging |
+| 2 | Minimal interviews; pain mostly hypothetical; ICP unclear |
+| 1 | No customer interviews; pain assumed, not validated |
+
+**Score assigned:** ___ / 5
+**Evidence cited:**
+**Key gaps:**
+
+---
+
+### 2. Market Opportunity Size (Weight: 15%)
+
+| Score | Interpretation |
+|-------|---------------|
+| 5 | Large, fast-growing market (TAM >$1B); clear SAM/SOM; barriers identified and manageable |
+| 4 | Solid market ($500M-$1B TAM); growing; some barriers identified |
+| 3 | Moderate market ($100M-$500M TAM); moderate growth |
+| 2 | Small or unclear market (<$100M TAM); slow growth |
+| 1 | Tiny market or no sizing done |
+
+**Score assigned:** ___ / 5
+**Evidence cited:**
+**Key gaps:**
+
+---
+
+### 3. Wedge Clarity & Differentiation (Weight: 15%)
+
+| Score | Interpretation |
+|-------|---------------|
+| 5 | Crystal clear wedge; strong tested value prop; validated differentiation; wedge-to-vision hypothesis articulated |
+| 4 | Clear wedge with tested value props; some differentiation evidence |
+| 3 | Wedge defined but not yet fully tested; differentiation assumed |
+| 2 | Vague wedge; value props untested |
+| 1 | No wedge defined |
+
+**Score assigned:** ___ / 5
+**Evidence cited:**
+**Key gaps:**
+
+---
+
+### 4. Business Model & Revenue Viability (Weight: 15%)
+_(Final gate only — for check-in, note if not yet expected)_
+
+| Score | Interpretation |
+|-------|---------------|
+| 5 | Multiple validated revenue streams; pricing tested; monetisation plan clear; unit economics positive |
+| 4 | Revenue model defined; pricing strategy developed; basic unit economics |
+| 3 | Revenue model selected; pricing exploratory |
+| 2 | Revenue model vague; no pricing work |
+| 1 | No business model thinking |
+
+**Score assigned:** ___ / 5 _(or N/A for check-in gate)_
+**Evidence cited:**
+**Key gaps:**
+
+---
+
+### 5. Traction / Market Experiment Results (Weight: 15%)
+_(Final gate only — for check-in, note if not yet expected)_
+
+| Score | Interpretation |
+|-------|---------------|
+| 5 | Landing page live with conversion data; CAC calculated; pilot customers engaged; A/B test results; strong desirability scores |
+| 4 | Some experiment results; pilot pipeline identified; early conversion data |
+| 3 | Experiments planned; pilot outreach started |
+| 2 | No experiments run; pipeline empty |
+| 1 | No market testing at all |
+
+**Score assigned:** ___ / 5 _(or N/A for check-in gate)_
+**Evidence cited:**
+**Key gaps:**
+
+---
+
+### 6. Technical Feasibility (Weight: 10%)
+
+| Score | Interpretation |
+|-------|---------------|
+| 5 | Prototype built; feasibility fully assessed; build/buy/partner strategy decided; ecosystem mapped |
+| 4 | Feasibility assessed; prototype in progress; clear technical path |
+| 3 | Feasibility analysis done; technical path defined |
+| 2 | High-level feasibility only; many unknowns |
+| 1 | No feasibility assessment |
+
+**Score assigned:** ___ / 5
+**Evidence cited:**
+**Key gaps:**
+
+---
+
+### 7. Mothership Advantage & Team Readiness (Weight: 10%)
+
+| Score | Interpretation |
+|-------|---------------|
+| 5 | Asset Jam complete; clear mothership advantages being leveraged; sponsor aligned; team charter complete; operating plan ready |
+| 4 | Key mothership assets identified; sponsor engaged; team roles clear |
+| 3 | Some mothership assets identified; team partially formed |
+| 2 | Minimal mothership leverage; team incomplete |
+| 1 | No mothership engagement; team undefined |
+
+**Score assigned:** ___ / 5
+**Evidence cited:**
+**Key gaps:**
+
+---
+
+## Weighted Score Calculation
+
+| Criterion | Score | Weight | Weighted Score |
+|-----------|-------|--------|---------------|
+| Customer Pain Validation | | 0.20 | |
+| Market Opportunity | | 0.15 | |
+| Wedge Clarity & Differentiation | | 0.15 | |
+| Business Model & Revenue | | 0.15 | |
+| Traction / Experiments | | 0.15 | |
+| Technical Feasibility | | 0.10 | |
+| Mothership & Team | | 0.10 | |
+| **Total Weighted Score** | | 1.00 | |
+
+---
+
+## Gate Decision
+
+| Threshold | Score | Decision |
+|-----------|-------|---------|
+| GO | ≥ 3.5 | Proceed to acceleration |
+| PIVOT | 2.5 – 3.49 | Specific change required before continuing |
+| KILL | < 2.5 | Document learnings; archive venture |
+
+**Overall Score:** ___
+**Decision:** [ ] **GO** — ✅  [ ] **PIVOT** — 🔄  [ ] **KILL** — ❌
+
+---
+
+## Decision Rationale
+
+**Key strengths driving this decision:**
+1.
+2.
+3.
+
+**Key concerns driving this decision:**
+1.
+2.
+3.
+
+**Top 3 questions the NVB would ask:**
+1.
+2.
+3.
+
+---
+
+## If PIVOT — Pivot Details
+
+**Pivot Type:** [ ] Customer  [ ] Problem  [ ] Solution  [ ] Business Model  [ ] Market
+
+**Re-entry Phase:**
+
+**Artifacts to Preserve:**
+
+**Artifacts to Regenerate:**
+
+**Pivot Rationale:**
+
+---
+
+## If KILL — Archive Notes
+
+**Key learnings from this venture:**
+1.
+2.
+3.
+
+**What would need to change for this venture to be worth attempting again:**

package/templates/icp-profile.md

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+# Ideal Customer Profile (ICP)
+<!-- Customer Discovery Agent — Phase 3, Step 5 -->
+<!-- Purpose: Define the Ideal Customer Profile based on validated evidence from interviews and pain atomization -->
+
+## ICP Summary
+- **Venture:**
+- **ICP Version:** v___ (update as evidence grows)
+- **Date:**
+- **Evidence Base:** ___ interviews conducted
+
+---
+
+## Primary ICP: [Give them a name / label]
+
+### Who They Are (Demographics / Firmographics)
+
+| Attribute | Description |
+|-----------|-------------|
+| **Role / Title** | |
+| **Industry / Vertical** | |
+| **Company Size** | |
+| **Geography** | |
+| **Company Stage** | |
+| **Annual Revenue (target company)** | |
+| **Budget Authority** | |
+
+### What Drives Them (Psychographics)
+
+- **Primary professional goal:**
+- **What they're measured on (KPIs):**
+- **Biggest professional fear:**
+- **What they read / follow / trust:**
+- **How they make buying decisions:**
+
+### Their Pain Profile
+
+| Pain Dimension | Description |
+|---------------|-------------|
+| **Primary pain statement** | |
+| **Pain trigger** | |
+| **Frequency (F score)** | /5 |
+| **Intensity (I score)** | /5 |
+| **Prevalence (P score)** | /5 |
+| **FIP Average** | |
+| **Current workaround** | |
+| **Workaround satisfaction** | /5 |
+| **Switching motivation** | |
+
+### Their Buying Behavior
+
+- **How they discover new solutions:**
+- **Who influences their buying decision:**
+- **Typical budget for solutions like this:**
+- **Sales cycle length (expected):**
+- **Procurement process (if B2B):**
+- **Key objections they'd have:**
+
+### Representative Quote
+> "_[A real or synthesized quote that captures this persona's pain in their own words]_"
+
+---
+
+## Buyer vs. User Split (if different)
+
+| Attribute | User | Buyer |
+|-----------|------|-------|
+| **Role** | | |
+| **Primary motivation** | | |
+| **Key success metric** | | |
+| **Pain type** | Operational pain | Business/cost pain |
+| **Sales message** | | |
+
+---
+
+## Secondary ICP (if applicable): [Name / Label]
+
+_(Repeat the above structure for a secondary segment if evidence supports one)_
+
+- **Why secondary, not primary:** _(smaller pain, harder to reach, lower willingness to pay, etc.)_
+
+---
+
+## ICP Exclusion Criteria
+_(Who explicitly does NOT fit — helps focus)_
+
+| Customer Type | Why Excluded |
+|--------------|-------------|
+| | |
+| | |
+
+---
+
+## ICP Evidence Log
+
+| Evidence Source | Key Signal | Interview # |
+|----------------|-----------|------------|
+| | | |
+| | | |
+
+---
+
+## ICP Confidence Assessment
+
+| Dimension | Confidence (Low/Med/High) | Gaps to Fill |
+|-----------|--------------------------|-------------|
+| Pain existence | | |
+| Pain severity (FIP) | | |
+| Segment size | | |
+| Willingness to pay | | |
+| Buying process | | |
+
+**Overall ICP confidence level:** Low / Medium / High
+
+**What would increase confidence:**

package/templates/interview-script.md

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+# Interview Script
+<!-- Customer Discovery Agent — Phase 3, Step 1 -->
+<!-- Purpose: Structured guide for customer pain-point, concept card, or solution testing interviews -->
+
+## Interview Setup
+- **Interview Type:** [ ] Pain-point  [ ] Expert  [ ] Concept card  [ ] Solution testing
+- **Venture:**
+- **Pain / Concept to Test:**
+- **Interviewer:**
+- **Target Participant Profile:**
+- **Duration:** 30-45 minutes
+
+---
+
+## Opening (5 min)
+
+**Introduce yourself and the purpose:**
+> "Hi [name], thank you for taking the time to speak with me today. My name is [name] and I'm working on understanding [domain area]. I'm NOT here to sell you anything — I'm here to learn from your experience. This conversation will take about 30-40 minutes. Is it okay if I take notes? Everything you share will be kept confidential and anonymized."
+
+**Warm-up question:**
+> "Could you briefly describe your role and what a typical day looks like for you?"
+
+---
+
+## Section 1: Context Setting (5-10 min)
+_(Understand their world before introducing the pain)_
+
+1. "Walk me through how you handle [domain area] in your current role."
+2. "Who else is involved in this process in your organization?"
+3. "What tools or systems do you currently use for [domain area]?"
+
+---
+
+## Section 2: Pain Exploration (10-15 min)
+_(Never lead — let them surface the pain naturally)_
+
+4. "What are the biggest challenges you face with [domain area]?"
+5. "Tell me about the last time you experienced [pain hypothesis] — what happened?"
+6. "How often does this come up?"
+7. "When this happens, what do you do to deal with it?"
+8. "How well does that work? What's still frustrating about it?"
+9. "What has this cost you in terms of time, money, or stress?"
+10. "If you could wave a magic wand and fix one thing about [domain area], what would it be?"
+
+---
+
+## Section 3: Frequency & Intensity Probes (5 min)
+_(Gather FIP scoring data — do not use the word "scoring")_
+
+11. "How many times per [week/month] does this situation come up?"
+12. "On a scale of 1-10, how painful is this when it happens? Why that number?"
+13. "Do you know others in similar roles who deal with this same challenge?"
+
+---
+
+## [FOR CONCEPT CARD INTERVIEWS — Replace Section 3 with:]
+
+## Section 3: Concept Card Presentation (10 min)
+
+_(Show concept card — describe it briefly without over-selling)_
+> "I want to show you something we're exploring. I'd love your honest reaction — there are no wrong answers."
+
+- "What's your first reaction to this?"
+- "What resonates? What feels off?"
+- "Does this solve something you actually care about? Why / why not?"
+- "How does this compare to what you do today?"
+- "Who else in your organization would care about this?"
+- "Would you be willing to try a version of this? Under what conditions?"
+
+---
+
+## [FOR SOLUTION TESTING INTERVIEWS — Replace Section 3 with:]
+
+## Section 3: Solution Testing (10-15 min)
+
+_(Walkthrough prototype or description)_
+> "I'm going to walk you through what we've built. Please think aloud as I show you — I want to understand your experience."
+
+- "What's your first impression?"
+- "What would you do first?"
+- "What's confusing or unexpected?"
+- "What would make this more useful for you?"
+- "Would you use this in your current work? Why / why not?"
+- "What would you need to see before recommending this to your team?"
+
+---
+
+## Closing (5 min)
+
+> "Thank you so much — this has been incredibly helpful. Before we wrap up..."
+
+- "Is there anything else you'd like to share that I haven't asked about?"
+- "Is there anyone else you think I should speak with who deals with similar challenges?"
+- "Would you be willing to be a beta tester if we build something in this space?"
+
+---
+
+## Post-Interview Notes Template
+
+_(Complete within 30 minutes of interview)_
+
+- **Date / Duration:**
+- **Participant Role / Company Size:**
+- **Top 3 insights from this interview:**
+  1.
+  2.
+  3.
+- **Pain signals observed (direct quotes):**
+- **Surprising moments:**
+- **FIP Preliminary Scores:**
+  - Frequency: /5
+  - Intensity: /5
+  - Prevalence signal: /5
+- **Follow-up actions:**