Session Report — Security-Questionnaire SaaS venture

2026-07-09 → 2026-07-14 · repo C:/Users/valte/Code/valter · branch main

Summary

This session ran an end-to-end founder loop for a solo, AI-assisted venture: from “what problems are people paying to solve?” through deep research, competitive validation, a wedge decision, a working prototype, a launch kit, and a 90-day plan — then built a reusable tool to recap it. The research pointed at automating inbound security/vendor-risk questionnaires. Competitive recon then corrected an early over-confident call (the “open $300/mo self-serve slot” turned out to be occupied by 1up and ResponseHub), which reframed the play as an AU-compliance-native, concierge-first wedge (Essential Eight / ISM / IRAP / APRA CPS 234 / data residency) whose moat is a proprietary AU answer corpus. Built: a runnable concierge pipeline, a 3-way fact-checked AU-framework corpus, a target list + outreach kit, a 90-day validate→ship plan, and the session-report skill that produced this file. Four decisions were settled by small-council votes.

Scope note: the workspace is being worked by several concurrent sessions/threads. This report covers only the questionnaire-SaaS thread — see “Sources & caveats” for what was excluded.

Timeline

  1. Deep research (workflow, ~110 agents, adversarially verified): what companies pay to solve globally / APAC / AU → shortlisted to security-questionnaire automation.
  2. /to-prd → TASK-00014 PRD: SMB questionnaire-automation SaaS, API/e2e test seam, published as an adb task.
  3. Validation pipeline: created TASK-00015 (recon), 00016 (interviews), 00017 (concierge MVP), 00018 (go/no-go).
  4. Competitor recon (6 parallel agents): initial verdict “gap open” → a deeper probe found 1up ($0 + $300/mo) and ResponseHub ($149/mo)corrected to “kill flag triggered.” Verified both pricing pages first-party.
  5. small-council #1 → wedge = AU-compliance-native, concierge-first → productise (unanimous jury).
  6. Built the concierge pipeline (prototypes/trust-copilot) and verified it end-to-end (ingest → cited AU-native draft → review → approve → corpus reuse).
  7. concierge-launch-pack (workflow, 44 agents): 6 AU-framework blocks each fact-checked by 3 skeptics; 12 personalized outreach angles; 2 sample questionnaires. Reconciled an ISM function-count conflict by hand.
  8. small-council #290-day plan = “free-teardown ladder” (TASK-00019, unanimous jury).
  9. small-council #3 → outreach demo = personalized 2-question micro-teardown (consensus) → wrote the demo kit.
  10. omnictx investigation: store works but holds only your reading corpus; verified the Azure data-residency fact against Microsoft’s live source and retired that caveat; found the AU-gov sources block headless fetch (need real-browser capture).
  11. small-council #4 → designed + built + installed the session-report skill (hybrid git+mtime+optional); caught & fixed 3 real bugs while testing it live.

Artifacts produced

All exist on disk. The prototypes/trust-copilot tree is gitignored (fail-closed allowlist) — surfaced via the mtime scan, not git.

ArtifactWhat it is
prototypes/trust-copilot/ (README, run.py, src/*.py, corpus/, samples/, clients/)Runnable concierge delivery pipeline: ingest docs → draft cited AU-native answers (packet or API mode) → review CSV → approve into a reusable corpus. Verified end-to-end.
corpus/au-frameworks.md + au-frameworks-caveats.mdThe moat: 6 AU-framework answer-guidance blocks (3-way fact-checked) + a separate verification-status/caveats file.
corpus/sources/au-azure-regions-verified.mdPrimary-source capture: Azure Australia region status, verified against Microsoft Learn (2026-06-26).
TASK-00016 …/knowledge/target-list.md32 verified AU/APAC target companies (top-12 acute-pain, named GRC contacts).
…/outreach-tracker.md + demo-kit.mdPersonalized per-target outreach angles + status tracker; the micro-teardown demo kit with 3 worked examples (Azupay, Data Zoo, Consultmed).
TASK-00014–00019 design.md (PRD, recon, 90-day plan, …)The PRD, competitor recon report, interview kit, concierge-MVP notes, go/no-go criteria, and the 90-day campaign plan.
skills/workflow/session-report/ (SKILL.md + scripts/gather-session-facts.sh)The reusable session-report skill that generated this file (installed via junction).

Files edited (tracked)

FileChange
backlog.yamlModified — adb task creation for TASK-00014 through 00019.
tickets/_local/TASK-00016-…/design.mdModified — added wedge, outreach-tracker + demo-kit pointers.
tickets/_local/TASK-00019-…/design.mdModified — 90-day plan refinements + demo-kit link.

git also shows adr/index.yaml, debt/index.yaml, and initiatives/ai-property-insights/90-day-plan-2026-07-14.md modified — these appear to belong to a concurrent thread (PermitAI→GrantsAI / Homeward), not this session.

Key decisions

Tasks (adb — this thread)

TaskStatus
TASK-00014 — Questionnaire automation SaaS (PRD)backlog
TASK-00015 — Competitor reconbacklog (report written)
TASK-00016 — 8–10 ICP interviews (kit + target list + demo)backlog (ready to run)
TASK-00017 — Concierge MVPblocked (tool built; awaiting a real client)
TASK-00018 — Synthesize + go/no-go gatebacklog
TASK-00019 — 90-day validate-to-ship campaignbacklog (plan written)

adb also lists TASK-00020–00025 (“Vibe-to-Prod”, “harden ai-research agent”) — a different thread, excluded here.

Sources & caveats

Fact sources this run: git ✓ mtime scan ✓ (caught gitignored trust-copilot) adb ✓ gstack timeline: sparse (only plan-ceo-review logged) transcript: unreliable — recency heuristic picked a different session (tiktok-learner); not used

Concurrent-work caveat. This workspace shows work from other sessions/threads that is NOT part of this venture and has been excluded: FIFO-SaaS commits, a PermitAI→GrantsAI pivot, Nina video clips under downloads/, tax reports, Vibe-to-Prod tickets (TASK-00020–00025), and even _pspf2026.pdf / cps23x_extract.txt added to trust-copilot/ by another session.

Recap reflects available context + git/mtime facts; a long or interleaved session may omit steps. File lists are derived from git + the mtime scan and verified on disk, not from memory alone.