2026-10-05
Make the core Unlock prospect assets factually aligned, current in purpose, non-duplicative and usable as one controlled journey. This register decides which asset owns each job, which source controls its claims and what remains blocked.
Tom cold call -> demo booked -> demo -> Investment Call agreed or not agreed -> Investment Call -> stop, diligence or Mechanics Call
The product and subscriber journey remains separate from the company-investment journey. Agreement to a product demonstration is not evidence of investment interest. The shareholder path begins only when an Investment Call is explicitly agreed and the applicable eligibility and promotion gate is satisfied.
| Claim type | Controlling source | Limit |
|---|---|---|
| Strategy and initial arena | Unlock_Strategy_Core_V1_CURRENT.md |
does not prove product capability, commercial terms or release |
| Product capability and roadmap | Unlock_Product_Fact_Register_V1.md plus dated product
evidence |
recorded demo or source state does not establish public launch or unrestricted access |
| Journey stage and send timing | Unlock_Tom_Led_Journey_Send_Cadence_V6.md |
working operating recommendation, not dispatch approval |
| Investment terms and round facts | named current Round Fact Sheet and controlling corporate records | not yet assembled in this work package |
| Tax, legal and promotion wording | revalidated specialist-approved claims register | not yet complete for outward investment material |
| Visual execution | current Unlock design system | cannot validate content claims |
| Journey point | Canonical asset | One primary job | Factual position | Duplication decision | Current action |
|---|---|---|---|---|---|
| Demo booked | Unlock_Demo_What_to_Expect_Email_V2.md |
confirm logistics, set the product-demo boundary and route the prospect to preparation | uses no numerical product, market, tax or investment claim | does not repeat the four-question menu or explain the product in detail | CONTENT APPROVED, controlled links and rehearsal still required |
| Before demo | Unlock_Short_Product_Perspective_Content_Master_V2.md |
explain what Unlock is, why connected context matters and what the demo will prove | capability language is bounded by the Product Fact Register | no longer owns the detailed question list | CONTENT APPROVED, render still required |
| Before demo | Unlock_Questions_We_Can_Explore_V3.md |
own the complete menu of four current demonstration questions | every question is limited to the recorded synthetic demonstration route; EIS is context-dependent | sole owner of the four-question menu | CONTENT APPROVED, page/PDF build still required |
| Live demo | verified question-led application route | prove one question through product state, evidence, limitations and next action | only the exact prepared route and current verified state may be described | screenshots and decks do not substitute for proof | VERIFY RUNTIME AND SELECT ROUTE FOR EACH CALL |
| Immediately after demo | Unlock_Demo_Recap_and_Investment_Call_Decision_V2.md |
record what was shown, promised evidence and whether an Investment Call was explicitly agreed | prospect-specific statements must come from the actual call record | replaces generic post-demo nurture and prevents investment-interest inference | CONTENT APPROVED, rendering and operational rehearsal still required |
| Investment Call agreed | Unlock_Investment_Call_What_to_Expect_V2.md |
distinguish the company-investment conversation and set its agenda | aligned to current journey and contains no populated round claim | does not duplicate the Opportunity Overview | USE AS CURRENT WORKING MASTER, gated and not approved for dispatch |
| Before Investment Call | Unlock_Founding_Investor_Opportunity_Overview_V2.md |
prepare an eligible prospect for the investment discussion | round terms are excluded until a populated approved Round Fact Sheet exists | replaces the older overlapping one-page, three-page and five-page propositions | CURRENT WORKING MASTER, HOLD FOR ROUND FACT SHEET AND PROMOTION REVIEW |
| Investment Call | Why 1 in 10 live presentation |
lead the complete spoken investment case | current V2 editorial design approved; V2 script not yet implemented | never used as the sendable leave-behind | PAUSED UNTIL CORE JOURNEY WORK IS COMPLETE |
| After Investment Call | Unlock_Investment_Call_Recap_and_Decision_V2.md |
record questions, promised evidence and the stop/diligence/Mechanics decision | source completeness and exact sent-version controls are explicit | owns the operational follow-up, not the investment narrative | USE AS CURRENT WORKING MASTER, gated and not approved for dispatch |
| After Investment Call | post-call pitch deck governed by
Unlock_Post_Investment_Call_Pitch_Deck_Brief_V1.md |
provide one self-contained investment-case leave-behind | cannot be completed without round facts and cleared claims | replaces legacy pitch-deck variants as the eventual sendable deck | BRIEF ONLY, BUILD LATER |
| Question-led investment follow-up | Unlock_Founding_Investor_FAQ_Content_Master_V2.md |
answer only the unresolved questions relevant to the prospect | authority-dependent answers remain explicitly held | does not replace the Overview, pitch deck or Mechanics documents | CURRENT WORKING MASTER, NOT APPROVED FOR DISPATCH |
| Mechanics agreed | Unlock_Mechanics_Call_Process_Draft_V1.md |
explain actual instrument, process, documents, responsibilities and conditions | process skeleton drafted; every operative input remains missing | must not become another pitch | NON-EXECUTABLE UNTIL AUTHORITIES EXIST |
Why 1 in 10 is live-only. The post-call pitch deck is
the only eventual sendable investment-case deck.decision support, not advice, recommendation,
suitability or optimisation.Why 1 in 10 as a prospect reading
pack.| Blocker | Assets affected | Required evidence or decision |
|---|---|---|
| Current Round Fact Sheet unpopulated | Opportunity Overview, live investment case, pitch deck, FAQ and Mechanics pack | complete Unlock_Current_Round_Fact_Sheet_Template_V1.md
from controlling corporate and fundraising records, with owners and
effective dates |
| Promotion route not approved | all shareholder-facing sends | recipient route, eligibility evidence, approved wording, sender/channel and specialist sign-off |
| Mechanics process not canonical | Investment Call close and all Mechanics material | approve Unlock_Mechanics_Call_Process_Draft_V1.md, its
inputs, owners and stage-change rules |
| Rendered delivery links absent | Product Perspective, Questions page and other prospect assets | canonical mobile-checked render and controlled link |
| Live product state may drift | each demo and product-proof follow-up | dated runtime verification against the selected synthetic route |
| Tax and EIS claims remain effective-date sensitive | EIS question and investment material | primary sources plus specialist-approved wording |
Why 1 in 10 V2 script only after those
authorities are available or with unsupported sections still visibly
held.This register controls the relationship among the core journey assets. It does not replace the Strategy Core, Product Fact Register, current round records or specialist compliance authority. It authorises no dispatch, publication, investment promotion, product release or external use.