research: business plan task={task.id}

deliverables/business-plans/business-plan-2c85fdf0-927e-4e8f-85d5-2951f819d3d0.md

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+I appreciate the detailed context, but I need to pause here and surface a **critical structural issue**.
+
+---
+
+## The Problem
+
+You've asked me to produce an investor-grade business plan for the "Incubation" project, but **no specific opportunity has been provided in the current message**. The operator message field is empty:
+
+```
+Operator: 
+Message: 
+```
+
+Without a concrete business opportunity to analyze — **no market, no customer, no problem statement, no revenue model** — I cannot generate the business plan template you've outlined.
+
+Additionally, the research data placeholders are unfilled:
+```
+{biz_data_1}  -- Business Model Examples
+{biz_data_2}  -- Go-to-Market Channel Research
+{biz_data_3}  -- Risk and Failure Research
+```
+
+---
+
+## What I Need to Proceed
+
+To generate a **full, investor-grade business plan** as Orion, Director of Research, please provide:
+
+1. **The Specific Opportunity**: What business are we evaluating? (e.g., "AI-powered manuscript editing service for indie authors," "SaaS platform for microlearning," etc.)
+
+2. **The Market Research Data**: 
+   - TAM estimates, growth rates, and sources
+   - Competitive landscape
+   - Customer pain points and validation evidence
+
+3. **The Go-to-Market Research**: 
+   - Channel viability (SEO, paid ads, affiliate, partnerships, etc.)
+   - Customer acquisition cost (CAC) benchmarks
+   - Conversion rate data
+
+4. **The Failure Research**: 
+   - Why similar ventures have failed
+   - Key operational risks in this space
+   - What assumptions are most fragile
+
+5. **David's Constraints** (if applicable):
+   - Budget ceiling for seed investment
+   - Time-to-traction requirements
+   - Strategic fit with existing Tenants
+
+---
+
+## What I'll Deliver
+
+Once you provide the opportunity details and research data, I will produce a **complete, auditable business plan** with:
+- ✅ Every financial figure backed by stated assumptions
+- ✅ Minimum 10 cited sources (real URLs, no fabrication)
+- ✅ Honest uncertainty labels where data is unverified
+- ✅ Specific 90-day go-to-market actions with decision gates
+- ✅ Clear FUND / PILOT FIRST / DO NOT FUND recommendation
+
+**Please resubmit with the opportunity details and research data populated.**