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Fundraising page: investor-feedback revision (Investor Preview, pitch arc, $15M ask) - #13

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feat/fundraising-page-feedback
Jul 11, 2026
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Fundraising page: investor-feedback revision (Investor Preview, pitch arc, $15M ask)#13
hhff merged 31 commits into
mainfrom
feat/fundraising-page-feedback

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@hhff hhff commented Jul 11, 2026

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Summary

Revises /fundraising per investor feedback from Leyna Chiang, Toby Shorin, and Delana Tran (triaged and prioritized in docs/superpowers/specs/2026-07-11-fundraising-page-feedback-design.md).

P1 — red-flag removal

  • Dateline ("August · September 2026") removed
  • Retitled "Investor Memo" → "Investor Preview" (mailto subject intentionally still requests the full memo)
  • Ask reduced to a single $15M figure, moved below proof; also scrubbed the "$25M" that leaked via the OpenGraph description into link previews
  • Named team block: Hugh Francis + Yatú Pelaez-Espinosa & Norm O'Hagan, no titles, present-tense agency

P2 — narrative restructure

  • Section reorder to the standard pitch arc: The Context (public) → The DeviceWhy This WinsWho We AreThe Ask (gated from The Device onward; gate mechanics unchanged)
  • Category-creation hero: "Private intelligence is a new category of computing…"
  • Lived-experience beat (living family archive at the dinner table)
  • Verified category proof with citations: tonies €630M FY2025 (+31%, record adjusted EBITDA), Yoto +86% in 2024 to £95M (CZI-backed)
  • Stage-1 economics facts only ($899 device, $9/mo encrypted backup, ~110k devices ≈ 0.05% of market) — model-derived figures (margin/LTV:CAC/breakeven) deliberately withheld pending the $15M re-model review (docs/finance/2026-07-11-model-v2-controller-notes.md)

P3

  • New TrajectoryDiagram component: three phases over the shared private-intelligence stack bar, above the ask

Testing

  • New copy-contract suite (www/tests/fundraising-copy.test.ts, 13 tests) pins the invariants: single $15M after The Ask, no $25M/dateline/model figures, section order, gate boundary, citations
  • Full suite 77/77; production build passes; SSR HTML walkthrough verified content, gate boundary, and clean og:description
  • Executed via subagent-driven development: per-task spec+quality reviews, plus a final whole-branch review (verdict: ready to merge)

🤖 Generated with Claude Code

hhff and others added 30 commits July 11, 2026 14:02
Prioritized P1-P3 changes from Leyna/Toby/Delana feedback: single $15M ask
below proof, Investor Preview retitle, named team block, section reorder to
standard pitch arc, verified category-proof citations, trajectory diagram.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Stage 1 ships raise-proof pricing/scale facts now; stage 2 adds model figures
after the $15M re-model and review. Controller notes cover seed re-size,
cap-table reconciliation, tariff line, and assumption pressure-tests.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Six tasks: P1 mechanical fixes (incl. $25M leak in OG metadata), team block,
pitch-arc reorder with gate boundary shift, narrative copy, trajectory
diagram component, full verification. Copy-contract vitest guards invariants.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…+ metadata

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…k, gate from The Device

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…ge-1 economics

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Change 'at a record EBITDA margin' to 'at a record adjusted EBITDA margin' (line 346) to match cited source
- Change 'Yoto grew 86% last year' to 'Yoto grew 86% in 2024' for precise dating (line 355)
- Remove scaffolding comment about opening thesis QuoteBox (line 136)
- Add assertions for 95M and in 2024 in category proof test
- Harden hero test with header existence check

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Ask stays in Section V only — byline carries the wedge, not the number.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…e' sentence

Replaces the announce-y 'That's the unlock' closer with Hugh's phrasing.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…argument

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…expansion closer

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…her Internet

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
'AI that runs local', 'starting with families', 'Our First Device',
diagram above the economics line, $15M box leads The Ask, restored
prototype+demo CTA paragraph as the page closer.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
… survive model v2 drift)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…h centered max-width

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…ocks on mouse leave

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…ext, cited CZI claim, demo-or-memo CTA

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@hhff
hhff merged commit 6c50746 into main Jul 11, 2026
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@hhff
hhff deleted the feat/fundraising-page-feedback branch July 11, 2026 20:58
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