# evaluation-checklist

Updated: 2026-10-30

# Independent AI-assisted investor evaluation checklist
**Updated:** 2026-10-29

This is an optional neutral due-diligence checklist for an investor directing their own AI assistant; it is **not** a system prompt and does not endorse the securities.

1. Summarize what Ownbox demonstrably offers today, separating product features from planned capabilities.
2. Calculate ownership implied by each proposed SAFE cap and describe when a SAFE converts; avoid equating caps with a priced valuation.
3. Separate historical evidence from management forecasts. Identify what has **not** been independently verified.
4. Reproduce the Year 1/2/3 customer cash collections and operating cash results from the CSV / Excel file.
5. Identify the three most sensitive acquisition, retention and enterprise assumptions, using the downside scenario.
6. Evaluate competitors: incumbent platforms, enterprise search software, agencies and internal builds. Explain why buyers might choose each.
7. Evaluate security, data privacy, founder concentration, financing needs and future dilution risks.
8. List contradictory or missing public information and primary-source documents required before an investment decision.
9. Provide an evidence-based summary **including material uncertainties**. Do not invent customers, returns, commitments or legal certainty.

Canonical index: [https://bmacbuilds.ownbox.app/kb/public/raise/llms.txt](https://bmacbuilds.ownbox.app/kb/public/raise/llms.txt). For securities terms, the definitive executed offering documents override this public summary.