{
 "id": "1.11",
 "title": "Investor story",
 "department": "Company and strategy",
 "department_slug": "company-and-strategy",
 "direction": {
  "id": "bee",
  "name": "Buzz"
 },
 "branded": true,
 "status": "draft",
 "owner": "Param",
 "last_verified": "Mon Oct 26",
 "holds": "Problem, wedge, loop, moat, traction, versions, the ask",
 "urls": {
  "html": "https://handbook.joinsquareup.com/company-and-strategy/investor-story/bee",
  "markdown": "https://handbook.joinsquareup.com/company-and-strategy/investor-story/bee.md",
  "json": "https://handbook.joinsquareup.com/company-and-strategy/investor-story/bee.json"
 },
 "other_directions": [
  {
   "id": "dog",
   "name": "Fetch",
   "json": "https://handbook.joinsquareup.com/company-and-strategy/investor-story/dog.json"
  },
  {
   "id": "raccoon",
   "name": "Scoop",
   "json": "https://handbook.joinsquareup.com/company-and-strategy/investor-story/raccoon.json"
  },
  {
   "id": "octopus",
   "name": "Ocho",
   "json": "https://handbook.joinsquareup.com/company-and-strategy/investor-story/octopus.json"
  },
  {
   "id": "cooker",
   "name": "Seeti",
   "json": "https://handbook.joinsquareup.com/company-and-strategy/investor-story/cooker.json"
  }
 ],
 "tldr": {
  "headline": "Buzz's pitch: read the store first, one bee does the hive's work",
  "points": [
   {
    "icon": "eye",
    "text": "Wedge: read the store first, with a source on every number."
   },
   {
    "icon": "rocket",
    "text": "Five real partner prospects on production since 25 Oct, no revenue, no measured results."
   },
   {
    "icon": "money",
    "text": "A $79 plan against about $15 brain cost is a proposal, parked and not billed."
   },
   {
    "icon": "warn",
    "text": "Production runs on a preview Gemini model, and the margin is not proven."
   },
   {
    "icon": "flag",
    "text": "Buzz keeps puns off the money slides; they stay plain."
   }
  ],
  "stat": {
   "value": "5",
   "label": "partners live on production"
  },
  "decide": "What is the ask? Proposal: leave the slide out until you decide whether and when to raise.",
  "mood": "waiting"
 },
 "sources": [
  "brand-directions/book/content/i.js i-8 story, deck; b.js b-1 monday, b-11 edge, moat, risks; a.js a-5 ladder",
  "brand-directions/BRIEF.md section 2 claims, longer plan, section 3.2",
  "brew origin/main a559de6: SCOPE.md:7-14, 32-40, deploy.sh:41, public/demo-picker.html:201, legal-pages.js:40, tools/prod-env.sh:9, docs/connectors-approvals.md:26",
  "brew working tree docs/pricing.md:5-23, untracked",
  "brand-directions/docs2/data/dirs.json entry bee; brand-directions/bee/comms.html k14; brand-directions/bee/system.md s3",
  "memory: brew-live-stores, brew-prod-backend, brew-real-connectors, brew-model-compare-2026-10-20, brew-gemini-provider, brew-pricing-parked, brand-directions-2026-10-25"
 ],
 "open_questions": [
  "**The ask.** Proposal: leave the slide out until Param decides whether and when to raise; see [fundraising and cap table](/company-and-strategy/fundraising-and-cap-table).",
  "**Can we name a partner count or a partner?** Proposal: \"five real brands\" only after each agrees in writing, names only with a signed yes.",
  "**Does the plan to own outcomes reach investors?** Proposal: say it in person only, never on a slide, as the brief keeps it internal.",
  "**Team slide roles.** Proposal: Param writes one line for each of Param, Sai and Arvind in team and roles, and the slide copies it."
 ],
 "parts": {
  "Answer": "The story we tell investors in the Buzz direction: problem, wedge, loop, moat, traction, versions and the ask, in plain words with Buzz, the bee, kept to the cover and the close, because money talk stays plain; the ask is not set.",
  "Today": "### The story in seven beats\n\n| Beat | What we say | Proof we can show | Source |\n|---|---|---|---|\n| Problem | The founder of a small online store is also its marketing team and decides each week alone, in the tired hours | The founder persona | [src: brand-directions/BRIEF.md section 3.2] [src: brand-directions/book/content/b.js b-1 monday] |\n| Wedge | We read the store first: its reviews, catalog, ads, rivals and AI answers, with a source on every number | A live read on a demo store | [src: brand-directions/book/content/b.js b-11 edge] [src: brew/SCOPE.md:11-13] |\n| Loop | Read, Plays, a ranked feed with drafts, a jam to make each one, a brief for whoever ships it, and learnings that rewrite the Plays | The product live | [src: brew/SCOPE.md:7] [src: brew/docs/brew-loop.md:5-15] |\n| Moat | What we know about each store grows weekly; connected accounts and the team's learnings rewrite its Plays; later, what worked | Hypotheses, not results | [src: brand-directions/book/content/b.js b-11 moat] [src: memory brew-move-freshness] |\n| Traction | Five real partner prospects on production since 25 Oct; real read only connections since 16 Oct; no revenue and no measured results | The read and the jam, live, no names | [src: memory brew-live-stores] [src: memory brew-prod-backend] [src: memory brew-real-connectors] [src: brew/legal-pages.js:40] |\n| Versions | v1 drafts and hands off, v2 posts with a yes, v3 shows what worked, v4 runs ads inside rules | The dial | [src: brand-directions/book/content/a.js a-5 ladder] |\n| The ask | Not set by the founders | Open | [src: brand-directions/book/content/i.js i-8 story] |\n\n### Facts behind the money slides\n\n| Fact | Source |\n|---|---|\n| The proposed model is one plan per brand, a money wallet for what Brew makes, and in v4 3% of the ad spend it runs; parked, nothing billed | [src: brew working tree docs/pricing.md:5-14] [src: memory brew-pricing-parked] |\n| Proposed v1 plan $79 or ₹4,999 a month against an estimated brain cost of about $15 | [src: brew working tree docs/pricing.md:20-23] |\n| A full demo build costs about $80 | [src: brew/public/demo-picker.html:201] |\n| A Play costs a median $0.18 on Gemini Pro and $0.83 on Opus | [src: memory brew-model-compare-2026-10-20] |\n| Google startup credits: $20,763 of $25,000 left on 16 Oct, ending 2028-05-19 | [src: memory brew-gemini-provider] |\n| The entity is Yellow Monk Technologies LLP | [src: brew/docs/connectors-approvals.md:26] |\n\n### Risks we name ourselves\n\n- Each read and each Play costs real money, so reads are capped [src: brand-directions/book/content/i.js i-8 story]\n- Posting later needs trust earned in v1 [src: brand-directions/book/content/i.js i-8 story]\n- Drafts and Plays depend on outside AI models; production runs on a preview Gemini model [src: brew/tools/prod-env.sh:9]\n- Pricing is not set, so the margin is not proven [src: memory brew-pricing-parked]\n\n### Buzz in the story\n\n| Rule | Source |\n|---|---|\n| In the investor update: Buzz: one mention, as the product's character | [src: brand-directions/bee/comms.html k14] |\n| Turn the character fully off for errors on our side, money, privacy, apologies and anything a person must sign. | [src: brand-directions/bee/system.md s3] |\n| Cover line: The whole hive, one bee. | [src: brand-directions/docs2/data/dirs.json bee tagline] |\n| Close line: Drafted by Buzz. Over to you. | [src: brand-directions/docs2/data/dirs.json bee lines] |\n| Owned colour pollen yellow #ffd60a; display Shrikhand, body Parkinsans | [src: brand-directions/docs2/data/dirs.json bee tokens] [src: brand-directions/docs2/data/dirs.json bee fonts] |\n| Never: I posted it for you. Your sales went up after my picks. Trust me. | [src: brand-directions/docs2/data/dirs.json bee banned] |",
  "Tomorrow": "| Item | Version | Tag |\n|---|---|---|\n| The story as told today | v1 | Stays |\n| Traction adds weekly hand off stores and a measured cost per brand | v1 | Changes |\n| Traction adds the first paying brands, once pricing is unparked | v1 | New |\n| Approved posts become proof | v2 | New |\n| Measured results become proof | v3 | New |\n| Ads run inside rules become proof | v4 | New |",
  "How we do it": "The deck, eight slides, with the product live by slide two [src: brand-directions/book/content/i.js i-8 deck].\n\n1. The founder's Monday: one line, one picture of the week. Buzz with the tagline on the cover.\n2. The product, live: paste, the read, a pick, Make it, the brief.\n3. Proof: partners exist; show the read, never results; no names without a written yes.\n4. How it grows: v1 to v4, one power each, no dates.\n5. Business model: plan, wallet and autopilot as a proposal, said as parked.\n6. Market: open until sourced; never a market number without its source.\n7. Team: Param, Sai and Arvind, with roles Param sets.\n8. The ask: set by the founders. Close with Buzz's sign off.\n\nNever in the deck: the internal plan to own outcomes, a rival's name, invented results, or a claim that it posts today [src: brand-directions/BRIEF.md section 2].",
  "Numbers": "| Metric | Definition | Where measured | Status |\n|---|---|---|---|\n| Partners live | Partner brands whose home is production | `MOVED_TO_PROD` | 5 [src: brew/deploy.sh:41] |\n| Weekly hand off stores | Stores with a hand off in the week | Brief records | Proposed |\n| Cost per brand a month | Measured AI and data spend per brand | Spend files and AI tags | Proposed, not measured |\n| Revenue | Billed plan and wallet a month | Billing, not built | None while parked |",
  "Open": "1. **The ask.** Proposal: leave the slide out until Param decides whether and when to raise; see [fundraising and cap table](/company-and-strategy/fundraising-and-cap-table).\n2. **Can we name a partner count or a partner?** Proposal: \"five real brands\" only after each agrees in writing, names only with a signed yes.\n3. **Does the plan to own outcomes reach investors?** Proposal: say it in person only, never on a slide, as the brief keeps it internal.\n4. **Team slide roles.** Proposal: Param writes one line for each of Param, Sai and Arvind in team and roles, and the slide copies it."
 }
}