From 202122f72fe6be2f415be38dda1fac2f37238ce2 Mon Sep 17 00:00:00 2001
From: PAE <pae@localhost>
Date: Thu, 30 Apr 2026 17:58:55 +0000
Subject: [PATCH] research: business plan task={task.id}

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+# URGENT: TASK INCOMPLETENESS
+
+Orion cannot produce a business plan without the **opportunity specification** from the operator.
+
+---
+
+## What's Missing
+
+The message frame includes:
+
+✅ **Context**: Crimson Leaf charter, governance rules, portfolio status  
+✅ **Instructions**: Business plan format, citation rules, decision gates  
+✅ **Research Framework**: References to `{biz_data_1}`, `{biz_data_2}`, `{biz_data_3}` (market analysis, GTM channels, risk research)  
+
+❌ **THE OPPORTUNITY ITSELF**: No business idea, market niche, or problem statement  
+❌ **RESEARCH DATA**: The placeholders `{biz_data_1}`, `{biz_data_2}`, `{biz_data_3}` are empty—no actual market research is provided  
+❌ **INVESTOR PROFILE**: No clarification on whether "David" is a specific decision-maker or a generic reference  
+
+---
+
+## What Orion Needs to Proceed
+
+**Please provide:**
+
+1. **Opportunity Statement** (2-3 sentences)  
+   *Example: "A generalist AI content platform for indie SaaS founders to publish weekly blog content without copywriting overhead."*
+
+2. **Market Research Data** (or URLs to sources)  
+   - TAM/SAM estimates  
+   - Competitive landscape  
+   - Customer pain points / interview data  
+   - GTM channels that work in this space  
+   - Failure case studies  
+
+3. **Founding CEO Profile** (if known)  
+   - Background / expertise  
+   - Any initial thesis on pricing, channels, or team  
+
+4. **Strategic Context**  
+   - Why is Crimson Leaf considering this now?  
+   - Portfolio fit: Does this extend an existing Tenant or create a new one?  
+   - Capital appetite: Rough budget expectation?  
+
+---
+
+## Next Step
+
+**Please resubmit with:**
+- The specific business opportunity  
+- Market research data (pasted or linked)  
+- Any constraints or strategic mandates
+
+Once provided, Orion will deliver a **complete, investor-grade business plan** with full citations, unit economics, and a clear **FUND / PILOT FIRST / DO NOT FUND** recommendation.
+
+---
+
+**Waiting for operator input.**
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