From 134a30ad27c5d390da66d4fee9c9e5bf1389dd19 Mon Sep 17 00:00:00 2001 From: mosaic Date: Thu, 27 Aug 2026 23:07:29 +0000 Subject: [PATCH] Evergreen: update index.html (the file the directory URL serves) to the new FocusFlow-format plan --- evergreen-business-plan/index.html | 1357 +++++++++++++++++----------- 1 file changed, 813 insertions(+), 544 deletions(-) diff --git a/evergreen-business-plan/index.html b/evergreen-business-plan/index.html index b27359a..d8c2621 100644 --- a/evergreen-business-plan/index.html +++ b/evergreen-business-plan/index.html @@ -1,666 +1,935 @@ - + - + + + -Evergreen — business plan + +Evergreen — Business Plan - -
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A nucleus + Fibernetics portfolio company · business plan
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Built · live in prototype today
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The question this company exists to answer
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Your mother goes days
without a real conversation.
Who's checking in?
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Friday
Margaret's last real conversation — a neighbour, at the mailbox.
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Saturday
Nothing.
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Sunday
Nothing.
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Monday
Her daughter calls, guilty, from three cities away. "I'm fine," Margaret says.
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57% of Canadians over 50 feel lonely — and the products on the shelf either wait for a fall or wait to be opened.
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Evergreen is a warm voice that calls every morning, on the phone she already owns — so the silence never runs that long. It is built, and you can call it today.
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+ EEvergreen + + PDF ↓
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Confidential · v3 · August 2026
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Evergreen
Executive summary
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The whole plan, on one page
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A voice that calls every morning —
with a safety net a family can trust.

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Evergreen turns an aging parent's own phone into a daily companion that also screens scam calls and reaches a licensed human in an emergency. The daily call is why she answers; the safety net is why the family pays. It's built and live today.
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The problem
Days of silence

57% of Canadians 50+ are lonely and their children live cities away. Pendants wait for a fall; free apps wait to be opened.

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The product
One warm voice, her own phone

Iris: a morning call, scam screening in the network, a licensed safety net, and a family dashboard that fills itself.

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Where we are
Built & live today

The voice, safety backstop, consent and dashboard all run in a prototype. Pre-revenue; monitoring partner not yet signed.

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Why us
Trust is the category

Carrier-native call control an app can't copy, and six months of knowing what "a good morning" sounds like for her.

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The model
~81% gross margin

Basic $100 · Full $200 · Unlimited (BYO key) $125 per month — at the real, AI-inclusive cost to serve.

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The ask
Two weeks of lawyers, then ship

A legal-architecture sprint + a signed monitoring partner, then a small team to reach the first Canadian families.

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E
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Evergreen · a Nucleus + Fibernetics company
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Business Plan  ·  Confidential  ·  August 2026
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Your mother goes days without a real conversation. Who's checking in?

+

Evergreen is a warm AI voice that calls every morning on the phone she already owns — and also screens scam calls in the network and reaches a licensed human in an emergency. The daily call is why she answers; the safety net is why the family pays. It's built and live today.

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+ Built · live in prototype + Canada-first · carrier-distributed + Her own phone · nothing to install + ~81% gross margin +
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57%
Of Canadians 50+
report loneliness
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1.1M
Older Canadians
lonely · ~1 in 5
+
8.1M
Canadians 65+
~28% live alone
+
$138M
CA 60+ scam losses
in 2024
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~81%
Gross margin
today
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+ + +
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01 · Executive summary
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The whole plan, on one page.

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Evergreen turns an aging parent's own phone into a daily companion that also screens scam calls and reaches a licensed human in an emergency. A warm voice — Iris — calls every morning, and everything she notices lands in one family dashboard that fills itself.

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It is not a concept. The voice, the safety backstop, consent-on-first-call, and the dashboard all run in a working prototype today. What's left before launch is a licensed 24/7 monitoring partner and the legal wrapper — not the product. Pre-revenue; the monitoring partner is not yet signed.

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The problem
Days of silence. 57% of Canadians 50+ are lonely and their children live cities away. Pendants wait for a fall; free apps wait to be opened.
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The product
One warm voice, her own phone. A morning call, scam screening in the network, a licensed safety net, and a family dashboard that fills itself.
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Where we are
Built & live today. Everything the family experiences is real and running. Pre-revenue; monitoring partner not yet signed.
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Why us
Trust is the category. Carrier-native call control an app can't copy, plus six months of knowing what "a good morning" sounds like for her.
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The model
~81% gross margin. Basic $100 · Full $200 · Unlimited (BYO key) $125 per month — priced at the real, AI-inclusive cost to serve.
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The ask
Two weeks of lawyers, then ship. A legal-architecture sprint + a signed monitoring partner, then a small team to reach the first Canadian families.
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+
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The one line

Everyone sells one slice — a device, a robot, or a spam blocker. Evergreen makes companionship, fraud protection and emergency response one thing, on the phone she already owns.

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2 / 15
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Evergreen
Why now
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The opportunity — in our own market
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Canadian seniors are lonely, and their
children are three cities away.

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We are a Canadian carrier, so here is the Canadian case — and it is stronger than the American one. Loneliness is the thing that erodes an aging parent every day, and the thing no free app or pendant actually touches.
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57%
of Canadians 50+ report feeling lonely — and it hasn't improved since 2022.
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1.1M
older Canadians live with loneliness — nearly 1 in 5 seniors.
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8.1M
Canadians are 65+ today; ~28% of them live alone.
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02 · Market & why now
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Canadian seniors are lonely, and their children are three cities away.

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We're a Canadian carrier, so here's the Canadian case — and it's stronger than the American one. Loneliness erodes an aging parent every day, and it's the thing no free app or pendant actually touches.

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57%
of Canadians 50+ report feeling lonely — and it hasn't improved since 2022.
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1.1M
older Canadians live with loneliness — nearly 1 in 5 seniors.
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8.1M
Canadians are 65+ today; ~28% of them live alone.
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The honest market — sized in Canada, not the US

TAM 8.1M seniors · SAM ~1.1M lonely or living alone · SOM at just 1% ≈ $97M ARR — on our own network, in our own regulatory home.

We are not sizing this on the US 65+ population — we don't own a network there and the moat wouldn't travel. And the fraud problem is real money: CA$137.9M in Canadian 60+ scam losses in 2024 (40% of all reported losses). The global "AI in elderly care" market is ~US$39B (2025) → ~US$90B by 2031 (≈15% CAGR).

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Sources: NIA Ageing in Canada Survey · Statistics Canada (2025) · CAFC (2024 60+ fraud losses) · Mordor Intelligence. TAM/SAM/SOM and ARR are illustrative planning assumptions (SOM ≈ $100 Basic × 1% of 8.1M seniors), not a forecast.

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Sources: NIA Ageing in Canada Survey (57% of 50+ report loneliness) · Statistics Canada (~1.1M lonely; 8.1M seniors, ~28% live alone), 2025 · CAFC (2024 60+ fraud losses) · Mordor Intelligence (AI-in-elderly-care market). SOM/ARR illustrative at $100 Basic × 1% of 8.1M seniors.
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3 / 15
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Assumption · Canada-first · figures illustrative
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Evergreen
The product
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Four things · one warm voice · her own phone
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A voice she talks to every morning.
A dashboard that tells you how it went.

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Nothing to install. Nothing to learn. She keeps her phone and her number — even a flip phone. Iris does the rest, and everything she notices lands in one place for the family.
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☀
The Morning Call

Iris says good morning, every day — the ritual she comes to love. It's the whole reason she picks up, and if she doesn't, somebody hears about it.

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✓
Scam Shield

We screen unknown callers before her phone rings — in the network, not an app. Family and doctors pass straight through.

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!
The safety net

No answer, no interaction — Iris calls. Still nothing, and it escalates to a licensed monitoring partner who can send real help. Alongside a medical alert, never instead.

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◷
CareCircle

The family dashboard that fills itself. Every signal above feeds it live, so nobody has to update anything.

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03 · The product
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A voice she talks to every morning. A dashboard that tells you how it went.

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Nothing to install. Nothing to learn. She keeps her phone and her number — even a flip phone. Iris does the rest, and everything she notices lands in one place for the family.

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+ ☀ +

The Morning Call

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Iris says good morning, every day — the ritual she comes to love. It's the whole reason she picks up, and if she doesn't, somebody hears about it.

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- Basic is the daily call and the safety net around it. - StoryLine, Good News and games are the Full tier; the formatted keepsake book is a one-time order ($100 for ~80k words, +$10 per extra 50k). Companionship is why she answers the phone; the safety net is why the family trusts it. -
Basic $100 · Full $200 · Unlimited (bring-your-own-AI-key) $125 — per month.
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+ How the tiers work +

Basic is the daily call and the safety net around it.

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StoryLine, Good News and games are the Full tier; the formatted keepsake memoir is a one-time order ($100 for ~80k words, +$10 per extra 50k). Companionship is why she answers the phone; the safety net is why the family trusts it. Basic $100 · Full $200 · Unlimited (bring-your-own-AI-key) $125 — per month.

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4 / 15
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Assumption · inactivity detection + monitoring partner
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Evergreen
Where we are
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Not a concept — a working product
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We didn't pitch this and wait.
We built it — and it's live today.

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Everything on the last page is running right now: a real voice you can call, a safety net that texts the family on its own, and a dashboard that fills itself. Here is exactly what's built.
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Live
Iris, the morning voiceA real, spoken phone-style call in the browser — speech to text, Claude, and a warm synthesized voice — with natural interruption and memory that carries from one morning to the next.
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Live
The safety backstopEvery call is screened for crisis, scam and emergency language and the family is texted independently of the AI. A second filter checks Iris's own words before Margaret hears them.
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Live
Consent, on the first callIris introduces herself as an automated voice and asks Margaret's permission — recorded, and revocable any time.
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Live
CareCircleThe family dashboard, filling itself from real check-ins, blocked scams and alerts — nobody updates anything.
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Live
The daily rhythmPlan-aware call limits, a gentle wind-down as time runs low, and a graceful "that's all for today" that still reaches the family if she's lonely and keeps calling.
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Live
Built to be trustedSigned sign-in links, encrypted keys, hardened access — the unglamorous parts a family's trust actually depends on.
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Next
The licensed 24/7 monitoring partnerThe regulated desk that can dispatch real help is fully designed and specified — signing it is the first gate on the final page, before we put this in front of families.
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04 · Traction & status
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We didn't pitch this and wait. We built it — and it's live today.

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Everything on the product page is running right now: a real voice you can call, a safety net that texts the family on its own, and a dashboard that fills itself. Here's exactly what's built.

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CapabilityStatusWhat it is
Iris, the morning voiceLiveA real spoken phone-style call in the browser — speech-to-text, Claude, and a warm synthesized voice — with natural interruption and memory that carries from one morning to the next.
The safety backstopLiveEvery call is screened for crisis, scam and emergency language and the family is texted independently of the AI. A second filter checks Iris's own words before Margaret hears them.
Consent, on the first callLiveIris introduces herself as an automated voice and asks Margaret's permission — recorded, and revocable any time.
CareCircle dashboardLiveThe family dashboard, filling itself from real check-ins, blocked scams and alerts — nobody updates anything.
The daily rhythmLivePlan-aware call limits, a gentle wind-down, and a graceful "that's all for today" that still reaches the family if she's lonely and keeps calling.
Built to be trustedLiveSigned sign-in links, encrypted keys, hardened access — the unglamorous parts a family's trust actually depends on.
Licensed 24/7 monitoring partnerNextThe regulated desk that can dispatch real help is fully designed and specified — signing it is the first gate, before we put this in front of families.
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The honest status

You can call Iris today — what's left before launch is the licensed safety desk and the legal wrapper, not the product.

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Live in a working prototype, with a public overview site. No paying customers yet, and the monitoring partner isn't contracted — everything the family experiences is real and running.

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Live in a working prototype, with a public overview site. No paying customers yet, and the monitoring partner isn't contracted — but everything the family experiences is real and running.

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5 / 15
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Evergreen
Competitive analysis
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Everyone owns one slice
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Three categories, and nobody has combined them.

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The market splits into medical-alert pendants, AI companions, and scam blockers. No competitor bundles a daily companion, in-network scam screening, a family dashboard and a licensed emergency path — on the phone she already owns.
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CapabilityEvergreenTELUS LivingWellElliQAlexa Together †Scam apps
Daily AI companionship, with memory●—●partial—
Scam screening before the phone rings●———app only
Licensed 24/7 emergency dispatch●●—●—
Family dashboard that fills itself●app●●—
No device to buy or charge — her own phone●pendantrobotspeaker●
Canada-first, carrier distribution●●——~
Price / month$100–200~$35–55~$249 + sub$19.99 (shut 2023)~$5–10
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† Amazon Alexa Together discontinued 2023. Evergreen's emergency dispatch runs through a licensed monitoring partner (designed; signing is the first gate). Competitor facts from public sources; TELUS figures are promotional (existing-customer, 1-yr term). ElliQ is a US countertop robot; Papa (not shown) is human-companion, sold via US health plans.
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6 / 15
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Evergreen
The graveyard
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The question you're about to ask
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If this is such a good idea,
why is the field full of corpses?

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Fair question. Here are the bodies — and what actually killed each one.
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Alexa Together
$19.99/mo · 2021 → 2025
Amazon had 500M devices, Prime's billing rails, and real EMS dispatch — at a fifth of our price. It died without an obituary, then relaunched the emergency button alone at $5.99, sold to the senior, not the child.
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Best Buy Health
$800M in · $475M written off
They didn't have to find customers — they bought 900,000 already-paying subscribers — and still impaired over half of it. They also owned Geek Squad and 1,000 stores full of the exact buyer.
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Papa
$1.4B → 36 payers lost
Human companions. 1,200+ complaints, allegations of assault and theft — and Humana, Aetna, Cigna and ~36 others gone in a single renewal cycle after one Bloomberg story.
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ElliQ
$85M raised · ~900 units
The best-funded AI companion in the category. Its flagship deployment was bought by a state agency. Harvard wrote the case study; its central question is "should we go back to consumers?"
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05 · Competitive analysis
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Three categories, and nobody has combined them.

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The market splits into medical-alert pendants, AI companions, and scam blockers. No competitor bundles a daily companion, in-network scam screening, a family dashboard and a licensed emergency path — on the phone she already owns.

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CapabilityEvergreenTELUS LivingWellElliQAlexa Together †Scam apps
Daily AI companionship, with memory●—●partial—
Scam screening before the phone rings●———app only
Licensed 24/7 emergency dispatch●●—●—
Family dashboard that fills itself●app●●—
No device to buy or charge — her own phone●pendantrobotspeaker●
Canada-first, carrier distribution●●——~
Price / month$100–200~$35–55~$249 + sub$19.99 (shut 2023)~$5–10
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+ ● Full + partial Partial + — None +
+

† Amazon Alexa Together discontinued 2023. Evergreen's emergency dispatch runs through a licensed monitoring partner (designed; signing is the first gate). Competitor facts from public sources; TELUS figures are promotional (existing-customer, 1-yr term). ElliQ is a US countertop robot; Papa (not shown) is human-companion, sold via US health plans.

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06 · The graveyard
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If this is such a good idea, why is the field full of corpses?

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Fair question. Here are the bodies — and what actually killed each one.

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Alexa Together $19.99/mo · 2021 → 2025

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Amazon had 500M devices, Prime's billing rails, and real EMS dispatch — at a fifth of our price. It died without an obituary, then relaunched the emergency button alone at $5.99, sold to the senior, not the child.

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Best Buy Health $800M in · $475M written off

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They didn't have to find customers — they bought 900,000 already-paying subscribers — and still impaired over half of it. They also owned Geek Squad and 1,000 stores full of the exact buyer.

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Papa $1.4B → 36 payers lost

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Human companions. 1,200+ complaints, allegations of assault and theft — and Humana, Aetna, Cigna and ~36 others gone in a single renewal cycle after one Bloomberg story.

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ElliQ $85M raised · ~900 units

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The best-funded AI companion in the category. Its flagship deployment was bought by a state agency. Harvard wrote the case study; its central question is "should we go back to consumers?"

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So why us

Amazon sold a device she had to adopt. Papa sold a stranger she had to let in. We sell a phone call she only has to answer.

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Papa proved health plans will pay for this — and that you cannot deliver it with gig workers. Iris costs cents a call and cannot assault anyone. That is why this works now and didn't in 2023.

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Papa proved health plans will pay for this — and that you cannot deliver it with gig workers. Iris costs cents a call and cannot assault anyone. That's why this works now and didn't in 2023.

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7 / 15
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Evergreen
The moat
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What competitors actually can't copy
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The moat isn't the network.
It's the relationship.

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Let's be honest: owning the fibre saves about $2 a month per subscriber. That's not a moat — it's a rounding error a well-funded rival erases on day one. Here is what actually compounds:
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1
The family's escalation contractWho we call, in what order, at 3 a.m., and what they're allowed to do. Nobody re-enrols their whole family to save ten dollars.
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2
Six months of knowing "normal"Her cadence, her word-finding, her mood. The value isn't that Iris talks — it's that Iris knows what a good morning sounds like for Margaret, and this one wasn't.
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3
Carrier-native call controlWe screen the scam call in the signalling path, before the phone rings. An app fundamentally cannot do this. This is what owning a telecom is worth.
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4
Trust — which is the entire categoryPapa was worth $1.4B and lost the category in one news cycle. Trust is expensive to build, instant to destroy: a moat if you're careful, a cliff if you're not.
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07 · Why we win
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The moat isn't the network. It's the relationship.

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Let's be honest: owning the fibre saves about $2 a month per subscriber. That's not a moat — it's a rounding error a well-funded rival erases on day one. Here's what actually compounds:

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1

The family's escalation contract

Who we call, in what order, at 3 a.m., and what they're allowed to do. Nobody re-enrols their whole family to save ten dollars.

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2

Six months of knowing "normal"

Her cadence, her word-finding, her mood. The value isn't that Iris talks — it's that Iris knows what a good morning sounds like for Margaret, and this one wasn't.

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3

Carrier-native call control

We screen the scam call in the signalling path, before the phone rings. An app fundamentally cannot do this. This is what owning a telecom is worth.

+
4

Trust — which is the entire category

Papa was worth $1.4B and lost the category in one news cycle. Trust is expensive to build, instant to destroy: a moat if you're careful, a cliff if you're not.

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The one-liner

We own the family's escalation contract and six months of knowing what your mother sounds like when she's fine. Both compound. Neither can be bought.

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8 / 15
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Evergreen
Safety architecture
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The slide that decides whether we can ship at all
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Every escalation reaches a licensed human.

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An AI that detects an emergency and has nowhere to send it is not a safer product. So a licensed, insured monitoring partner sits in the path — and we get the parent's consent to be there.
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Iris noticesNo answer, no motion, slurred speech, a fall mentioned, the safe word.
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2
Iris calls back, and stays on the lineCalm, patient, keeping her talking.
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3
A licensed monitoring partner picks up — 24/7A trained agent at a regulated PERS centre, white-labelled as Evergreen, who decides — and can dispatch help under their own licence and insurance.
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4
The family chain fires in parallelEvergreen never dials 911 — the licensed partner does. The family always gets the alert too, but they are never the only path.
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08 · Safety architecture
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Every escalation reaches a licensed human.

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An AI that detects an emergency and has nowhere to send it is not a safer product. So a licensed, insured monitoring partner sits in the path — and we get the parent's consent to be there.

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1

Iris notices

No answer, no motion, slurred speech, a fall mentioned, the safe word.

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2

Iris calls back, and stays on the line

Calm, patient, keeping her talking.

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3

A licensed monitoring partner picks up — 24/7

A trained agent at a regulated PERS centre, white-labelled as Evergreen, who decides — and can dispatch help under their own licence and insurance.

+
4

The family chain fires in parallel

Evergreen never dials 911 — the licensed partner does. The family always gets the alert too, but they are never the only path.

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And she says yes, out loud -

On her very first call, Iris introduces herself, explains what she does — and asks Margaret's permission. Recorded. Revocable. Hers. This is already live in the product.

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On her very first call, Iris introduces herself, explains what she does — and asks Margaret's permission. Recorded. Revocable. Hers. This is already live in the product.

The daughter buys it; the mother consents to it. Under the TCPA an AI voice is an "artificial voice," and consent must come from the person being called. Twenty seconds of product; the whole legal foundation.

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9 / 15
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Assumption · licensed monitoring partner
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Evergreen
Go-to-market
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A clear buyer · a warm channel · a consent that's also the moat
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The daughter buys it. The mother
consents to it. The carrier delivers it.

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A buyer who feels the problem every day, a distribution channel no AI competitor has, and an enrolment step that doubles as the legal foundation.
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1
Who pays — the adult childThree cities away and carrying the worry. She buys peace of mind; Mom keeps her own phone and number, with nothing to install or learn.
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2
Canada-first, through the carrierWarm distribution into an existing telecom base (Fibernetics / Fongo) that no US AI player has — and that the device incumbent (TELUS) can't match on companionship.
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3
Consent that's also the moatIris asks the senior's permission on the first call — the enrolment step and the TCPA / CASL legal foundation at once.
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4
Land, then expandStart on Basic (daily call + safety net); grow into Full (StoryLine, Good News, games) and the keepsake memoir. Later, a B2B / white-label tier for health plans.
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09 · Go-to-market
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The daughter buys it. The mother consents to it. The carrier delivers it.

+

A buyer who feels the problem every day, a distribution channel no AI competitor has, and an enrolment step that doubles as the legal foundation.

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+
+
1

Who pays — the adult child

Three cities away and carrying the worry. She buys peace of mind; Mom keeps her own phone and number, with nothing to install or learn.

+
2

Canada-first, through the carrier

Warm distribution into an existing telecom base (Fibernetics / Fongo) that no US AI player has — and that the device incumbent (TELUS) can't match on companionship.

+
3

Consent that's also the moat

Iris asks the senior's permission on the first call — the enrolment step and the TCPA / CASL legal foundation at once.

+
4

Land, then expand

Start on Basic (daily call + safety net); grow into Full (StoryLine, Good News, games) and the keepsake memoir. Later, a B2B / white-label tier for health plans.

+
+

The funnel

+
+
Land

Basic — the daily call + safety net

The adult child signs up; Mom just answers her own phone. Consent captured on call one.

+
Engage

The morning ritual & CareCircle

She comes to love the call; the family watches it fill the dashboard. Six months of "normal" accrues.

+
Expand

Full tier + keepsake memoir

StoryLine, Good News, games, and a one-time formatted memoir order.

+
Scale

Carrier base + B2B / white-label

Roll out on-net; open a white-label tier for health plans.

+
+
Why the channel wins

Warm carrier distribution plus a buyer who feels the problem daily is a customer-acquisition path the pure-software companions simply can't buy.

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10 / 15
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Evergreen
The economics
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-
Told straight
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The AI costs more
than the phone call.

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Any deck that calls this an 80% gross-margin business is counting the minutes and ignoring the model. Here is the real number — and it's a number we now control, because we tune the AI ourselves.
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Cost to serve · one parent · / month
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10 · Business model & economics
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The AI costs more than the phone call.

+

Any deck that calls this an 80%-gross-margin business by ignoring inference is lying to itself. Here's the real number — one we now control, because we tune the AI ourselves.

+
+
+
+ Cost to serve · /parent/mo
Telephony (our network)~$0.50
AI inference & voice$12–18
Monitoring desk (shared)~$3
Support, infra, alerts~$2
Total COGS~$19
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-
What that means
+
+ What that means
Price · Evergreen Basic$100/mo
Gross margin, today~81%
Gross margin, at scale88%+
Payback on CAC< 6 mo
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- The margin isn't the fibre. -

Inference gets cheaper every quarter; the live product already cascades routine turns to a small model, caches hard, and caps the tail — with daily limits built in. Owning the network is worth about $2 a month — worth having, not the business. The business is charging a real price for real safety, while free AI companions race to zero and can never answer the 3 a.m. question.

+
+ The tiers +
Basic — call + safety net$100/mo
+
Full — + StoryLine, games$200/mo
+
Unlimited — BYO AI key$125/mo
+
Keepsake memoir$100 one-time
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11 / 15
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Illustrative · pending a measured COGS model
+
+ The margin isn't the fibre +

The business is charging a real price for real safety — while free AI companions race to zero and can never answer the 3 a.m. question.

+

Inference gets cheaper every quarter; the live product already cascades routine turns to a small model, caches hard, and caps the tail — with daily limits built in. Owning the network is worth about $2 a month: worth having, not the business.

+
- -
-
Evergreen
Financial outlook
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-
Illustrative — planning scenario, not a forecast
-

A high-margin subscription
with a short payback.

-
Real pricing, a cost to serve we now control, and a Canada-first ramp toward the SOM. The figures below are illustrative planning assumptions — to be replaced with a measured model.
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-
-
-
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The model, at a glance
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ARPU (Basic → Full)$100–200/mo
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Gross margin (today → scale)~81% → 88%+
+
+
11 · Financial outlook
+

A high-margin subscription with a short payback.

+

Real pricing, a cost to serve we now control, and a Canada-first ramp toward the SOM. The figures below are illustrative planning assumptions, to be replaced with a measured model.

+
+
+
+ The model, at a glance +
ARPU (Basic → Full)$100–200
+
Gross margin (today → scale)~81 → 88%+
CAC payback< 6 mo
-
North-star SOM (1% of seniors)≈ $97M ARR
+
SOM · 1% of seniors≈ $97M ARR
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-
The ramp · illustrative
+
+ The ramp · illustrative
Phase 1 · Pilotfirst families
Phase 2 · Scale on-netcarrier base
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Phase 3 · Expand tiers + B2Bmemoir · white-label
+
Phase 3 · Tiers + B2Bmemoir · white-label
Path to$97M run-rate
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- Use of funds -

The near-term spend is small and specific: the two-week legal-architecture sprint, integrating and signing the licensed monitoring partner, and a small build + go-to-market team to run the first-families pilot. The product itself is already built.

+
+ Use of funds +

The near-term spend is small and specific: the two-week legal-architecture sprint, integrating and signing the licensed monitoring partner, and a small build + go-to-market team to run the first-families pilot. The product itself is already built.

+

Illustrative planning assumptions — not a forecast. COGS pending a measured model; SOM/ARR figures sized for order-of-magnitude.

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12 / 15
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Illustrative · figures are planning assumptions
+
- -
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Evergreen
Roadmap
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-
Milestones
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From a working prototype
to families, in three moves.

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The hard part — the product — is done. What's left is the legal wrapper, the licensed partner, and a careful launch.
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-
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Done · now
Built
  • Iris voice pipeline
  • Safety backstop + reply guardrail
  • Consent on first call
  • CareCircle dashboard
  • Daily limits + hardened auth
-
Next · ~2 weeks
Legal + partner
  • Consent / escalation legal sprint
  • Litigator pass on all copy
  • Sign the licensed monitoring partner
-
Then
Pilot
  • First Canadian families
  • Prove retention + the safety desk
  • Tune support & onboarding
-
Scale
Grow on-net
  • Roll out across the carrier base
  • Full-tier features + keepsake memoir
  • Explore B2B / white-label
+ +
+
+
+
12 · Team & operations
+

Built on a stack we already run — emergencies left to the experts.

+

Evergreen isn't starting from zero: it runs on the AI-receptionist platform we already operate, on our own network. The hard, regulated parts are outsourced to specialists by design.

+
+
+
+ 🖥 +

Runs on our own stack & network

+

Built on the AI-receptionist platform we already operate, distributed over our own carrier network — not a greenfield build and not someone else's cloud economics.

+
+
+ 🏥 +

Emergencies outsourced to experts

+

A regulated, white-labelled monitoring desk handles dispatch under its own licence and insurance — we don't reinvent PERS. Evergreen never dials 911 itself.

+
+
+ 👥 +

Lean to launch

+

A small build + go-to-market team runs the first-families pilot. The expensive, risky part — building the product — is already done.

+
+
+ ➕ +

Leadership & advisors

+

To be named for the board copy — leadership, advisors, and the selected licensed monitoring partner.

+
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13 / 15
+ - -
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Evergreen
Risks & operations
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What could go wrong — and how we've built against it
-

The risks are real. So are the guardrails.

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Risks → mitigations
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›
Regulatory (TCPA · CASL · FTC)Consent-first onboarding, litigator-reviewed copy, breach-notification readiness.
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›
Liability of a safety promiseA licensed, insured partner sits in the path; Evergreen never dials 911 itself.
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›
The AI says the wrong thingAn independent keyword backstop + a reply guardrail + human escalation — already live.
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›
Trust — one bad incident (see Papa)Careful, consented launch; transparency; no gig strangers in the home.
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›
Inference cost driftSmall-model cascade, caching and daily caps — already shipped.
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Team & operating model
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›
Runs on our own stackBuilt on the AI-receptionist platform we already operate, on our own network.
-
›
Emergencies are outsourced to expertsA regulated, white-labelled monitoring desk handles dispatch — we don't reinvent PERS.
-
›
Lean to launchA small build + go-to-market team runs the first-families pilot; the product is built.
-
›
Leadership & advisorsTo be added for the board copy — names, roles, and the selected monitoring partner.
-
+ +
+
+
+
13 · Risks & mitigations
+

The risks are real. So are the guardrails.

+

Named plainly, with the mitigation for each — most already engineered into the live product.

+
+
+
↳
Regulatory (TCPA · CASL · FTC)

Mitigation: consent-first onboarding, litigator-reviewed copy, breach-notification readiness.

+
↳
Liability of a safety promise

Mitigation: a licensed, insured partner sits in the path; Evergreen never dials 911 itself.

+
↳
The AI says the wrong thing

Mitigation: an independent keyword backstop + a reply guardrail + human escalation — already live.

+
↳
Trust — one bad incident (see Papa)

Mitigation: careful, consented launch; transparency; no gig strangers in the home.

+
↳
Inference cost drift

Mitigation: small-model cascade, caching and daily caps — already shipped.

+
↳
Single-team execution risk

Mitigation: runs on an existing platform + network; first hires are a lean build + GTM team for the pilot.

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14 / 15
+ - -
-
Evergreen
The ask
-
-
What we want
-

Basic is built. Now make it real.

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-
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-
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Before a family is enrolled — the gate
-

A two-week legal-architecture sprint plus a signed monitoring partner: the consent flow, the escalation ladder, the licensed-partner crisis protocol, and a full pass over our marketing copy with a litigator holding the pen. In this category your promise is your liability — Life Alert lost seven figures on its advertising, not its protocol. Cheap now, ruinous to retrofit onto 100,000 subscribers later.

+ +
+
+
+
14 · Roadmap & the ask
+

Basic is built. Now make it real.

+

The hard part — the product — is done. What's left is the legal wrapper, the licensed partner, and a careful launch.

+
+ +

Milestones

+
+
Done · now

Built Live

  • Iris voice pipeline
  • Safety backstop + reply guardrail
  • Consent on first call
  • CareCircle dashboard · daily limits + hardened auth
+
Next · ~2 weeks

Legal + partner

  • Consent / escalation legal sprint
  • Litigator pass on all copy
  • Sign the licensed monitoring partner
+
Then

Pilot

  • First Canadian families
  • Prove retention + the safety desk
  • Tune support & onboarding
+
Scale

Grow on-net

  • Roll out across the carrier base
  • Full-tier features + keepsake memoir
  • Explore B2B / white-label
+
+ +

The ask

+
+
+ The gate +
+

A two-week legal-architecture sprint + a signed monitoring partner

+

The consent flow, the escalation ladder, the licensed-partner crisis protocol, and a full pass over our marketing copy with a litigator holding the pen. In this category your promise is your liability — Life Alert lost seven figures on its advertising, not its protocol. Cheap now, ruinous to retrofit onto 100,000 subscribers later.

+
+
~2 weeks
-
- Then — the greenlight -

A small team to take the working Basic product — the Morning Call, Scam Shield, the safety net and CareCircle, all already running on our stack — to the first Canadian families.

+
+ The greenlight +
+

A small team to reach the first Canadian families

+

Take the working Basic product — the Morning Call, Scam Shield, the safety net and CareCircle, all already running on our stack — to the first Canadian families. Prove retention and the safety desk.

+
+
Post-gate
-
- What we've actually built -

The relationship is the product — with a safety net under it, and it's already on the line.

-

The daily call is why she picks up; six months of Iris knowing what "a good morning" sounds like for Margaret is the thing a free app can never copy. The scam screening and the licensed-partner safety net are what a family pays for — loneliness is the need, and the relationship is the moat.

-
-
Evergreen
So you're not the only one checking in.
+
+ +
+ What we've actually built +

The relationship is the product — with a safety net under it, and it's already on the line.

+

The daily call is why she picks up; six months of Iris knowing what "a good morning" sounds like for Margaret is the thing a free app can never copy. The scam screening and the licensed-partner safety net are what a family pays for — loneliness is the need, and the relationship is the moat.

+
+ +
+
Evergreen
+
So you're not the only one checking in.
-
15 / 15
+ + +
+
+
Evergreen — a Nucleus + Fibernetics company · Built & live in prototype
+
Confidential business plan · Prepared August 2026
+
+
+