# due-diligence

Updated: 2026-10-30

# Ownbox | Independent investor due-diligence questions
**Updated:** 2026-10-29 | **Purpose:** Answer honestly; no auto-generated investment recommendation is implied.

## What has been launched?
Core/Pro are available for purchase. The Ownbox website describes a Shared Brain, dashboard, mobile web app, dedicated MCP server and currently available Unified Inbox/SEO Machine. Investors should test functionality live and request product documentation. [Product](https://bmacbuilds.ownbox.app/kb/public/raise/product.md).

## How much verified revenue exists?
This pack does not include verified paid-customer or realized-revenue counts. The financial workbook is a **forecast**. Request dated payment and customer records directly from the issuer; do not infer commercial traction from the three-year spreadsheet. [Evidence register](https://bmacbuilds.ownbox.app/kb/public/raise/traction.md).

## What is being raised, and at what valuation?
The planned raise is $1M under three proposed YC-style post-money SAFE caps ($11M/$13M/$15M). These are conversion caps, not appraisals. Illustrative combined cap-based ownership is 7.9953% before later dilution. [Terms](https://bmacbuilds.ownbox.app/kb/public/raise/investment-terms.md).

## Are the forecasts recognized revenue or ARR?
No. The figures are customer cash collections and operating cash flow. Both one-time purchases and monthly service receipts are counted. They are not GAAP revenue or subscription ARR. [Financials](https://bmacbuilds.ownbox.app/kb/public/raise/financials.md).

## Which assumptions should I stress test first?
New consumer purchases, 70% partner sourcing, 70% Managed conversion, agency productivity, enterprise sales capacity, fixed expense budgets, service labor and refunds. The downside scenario projects an end-of-Year-3 cash deficit even with the assumed SAFE. [Assumptions](https://bmacbuilds.ownbox.app/kb/public/raise/financial-assumptions.md).

## Why would companies not just use their existing AI vendor or build internally?
That is a genuine competitive risk. Ownbox aims to offer a customer-controlled shared context and action layer across people and agents, but pricing, security, customer preference and switching friction must be validated through real deals. [Market](https://bmacbuilds.ownbox.app/kb/public/raise/market.md).

## Why target enterprise contracts in April 2027?
It is a planned first-close milestone six months after the November 2026 forecast start, not an awarded purchase order. Sales cycles and deployment cost must be established with paid pilots.

## Is the offering open to everyone?
The information is public, but securities may be sold only to verified accredited purchasers in a compliant Rule 506(c) offering. Reading this room is not accreditation verification. [Legal notice](https://bmacbuilds.ownbox.app/kb/public/raise/legal.md).

## Can AI agents access and act on all company data?
No. This investor room exposes only approved public documents. Product MCP tools are permissioned and human approval is part of the documented product workflow. A public `llms.txt` does not grant private database access.

## What diligence is still missing?
Historical financial statements, customer and cohort metrics, actual operating budgets, signed partner/enterprise contracts, cap table, IP/title reviews, security assessment, corporate formation, outstanding liabilities, privacy/product agreements and the final SAFE and side-letter forms. These should be requested directly; do not infer them from these documents.