# investor-v1 — slide index

Early-seed deck. Spine: `../../cuts/investors/narrative-arc.md`.

> **Updated 2026-05-09 (post-Saturday advisor call)**: Multi-ecosystem reveal moved off slide 01 — now lands at **slide 08** (after Lovable comparable). Slide 01 stays Telegram-focused with subtle seed phrase. Slide 12 (Notspy) updated with Telegram premium-limit-removed news. Slide 16 (Russia → Telegram resilience) reframed broader. Total: 18 slides.

## Active running order (18 slides)

| # | Slide | Section | Status | File |
|---|---|---|---|---|
| 01 | Cover + positioning (Telegram-focused, traction snippets) | hook | draft | [01-positioning.md](./01-positioning.md) |
| 02 | Audience philosophy: 100K creators × communities = 10s M users | audience | draft | [02-audience-philosophy.md](./02-audience-philosophy.md) |
| 03 | Launch cycle today — survival funnel | status-quo | draft | [03-launch-cycle.md](./03-launch-cycle.md) |
| 04 | Insight: «10 services → 1 perimeter; remainder → marketing via @appss» | insight | draft | [04-insight-perimeter.md](./04-insight-perimeter.md) |
| 05 | What we built (split-view, real screenshots, crossed-out competitors) | product | draft | [05-what-we-built.md](./05-what-we-built.md) |
| 06 | The flywheel — full SVG with all components | flywheel | draft | [06-flywheel.md](./06-flywheel.md) |
| 07 | Lovable comparable — they closed «build», we close the cycle | comparable | draft | [07-lovable-comparison.md](./07-lovable-comparison.md) |
| **08** | **Multi-ecosystem expansion through creators we already onboard** | **expansion** | **draft** | [**08-multi-ecosystem.md**](./08-multi-ecosystem.md) |
| 09 | Five revenue streams | money | draft | [09-revenue-streams.md](./09-revenue-streams.md) |
| 10 | Asymmetric upside | money | draft | [10-asymmetric-upside.md](./10-asymmetric-upside.md) |
| 11 | Traction: Apps Pro | traction | draft | [11-traction-apps-pro.md](./11-traction-apps-pro.md) |
| 12 | Traction: Notspy + Telegram premium-limit unlock (NEW) | traction | draft | [12-traction-notspy.md](./12-traction-notspy.md) |
| 13 | Traction: Inbound flywheel evidence | traction | draft | [13-traction-inbound.md](./13-traction-inbound.md) |
| 14 | Why now: Durov back to TON | why-now | draft | [14-why-now-durov.md](./14-why-now-durov.md) |
| 15 | Why now: Telegram Functions + agentic dev wave | why-now | draft | [15-why-now-functions.md](./15-why-now-functions.md) |
| 16 | Why now: Telegram is resilient (Russia + China + Iran) | why-now | draft | [16-why-now-russia.md](./16-why-now-russia.md) |
| 17 | Team | team | draft | [17-team.md](./17-team.md) |
| 18 | Ask: early seed + use of funds | ask | skeleton | [18-ask.md](./18-ask.md) |

## Visual rendering
- [`render.html`](./render.html) — two-row review mode (visual + detailed read-along stacked); horizontal scroll
- [`pitch.html`](./pitch.html) — reveal.js linear pitch mode (needs regeneration to match new structure)
- [`assets/`](./assets/) — screenshots and visual assets

## Status legend
- **skeleton** — placeholder, content TBD
- **draft** — first-pass content
- **review** — iterating with feedback
- **final** — locked

## Working / planning files

- [`_insights-pool.md`](./_insights-pool.md) — candidate insights for slot 04
- [`TODO.md`](./TODO.md) — open questions and pending decisions for this deck
- [`_appendix/`](./_appendix/) — superseded / reference-only slides

## Narrative arc (working)

1. **Cover** (01) — positioning, Telegram focus, traction snippets
2. **Pain framing** (02-03) — huge audience exists, but the launch cycle today is broken
3. **Solution** (04-06) — perimeter (saves $) + what we built + flywheel (compounds)
4. **Sizing** (07) — Lovable comparable, one slice → generational outcome; we do whole cycle
5. **Expansion** (08) — same playbook ports through creators we already onboard
6. **Money** (09-10) — 5 streams + asymmetric upside
7. **Proof** (11-13) — traction (Apps Pro · Notspy unlock · inbound flywheel)
8. **Timing** (14-16) — why now (macro) + Telegram resilience
9. **Execution** (17) — team
10. **Ask** (18) — round + use of funds

## Multi-deck strategy (per advisor 2026-05-09)

Two variants planned (both feed off this `investor-v1`):
- **Telegram-focused** (Telegram Ventures, TON-aligned VCs) — slide 08 (multi-ecosystem) **deemphasised or removed**; current default order
- **Generalist VC** (broader audience, validation investors) — slide 08 promoted earlier OR slide 01 expanded with multi-ecosystem reveal

See `conversations/2026-05-09-saturday-advisor-call.md` for context. Variant decision file pending.

## Pending .md sync

The following .md files still describe content **before** the 2026-05-09 advisor-call edits and need updating to match render.html:
- `01-positioning.md` — ecosystem stack removed; describe new traction-snippets layout
- `12-traction-notspy.md` — add Telegram premium-limit removal + 2-3× expectation
- `16-why-now-russia.md` — broaden to «Telegram is resilient» (Russia + China + Iran)

Until synced, render.html is the source of truth for slides 01, 12, 16.

## Related
- `../../cuts/investors/narrative-arc.md` — spine / argument for order
- `../../voice-notes/2026-05-09-wip-deck-slides-1-4.md` — Mark's earlier deck restructure brief
- `../../conversations/2026-05-09-saturday-advisor-call.md` — feedback that drove the 2026-05-09 changes
- `../../raw/positioning.md` · `../../raw/business-model.md` · `../../raw/why-now.md` · `../../raw/team.md`