diff --git a/evergreen-business-plan/Evergreen-Business-Plan.pdf b/evergreen-business-plan/Evergreen-Business-Plan.pdf index 3e561d4..db8b459 100644 Binary files a/evergreen-business-plan/Evergreen-Business-Plan.pdf and b/evergreen-business-plan/Evergreen-Business-Plan.pdf differ diff --git a/evergreen-business-plan/Evergreen-Executive-Summary.pdf b/evergreen-business-plan/Evergreen-Executive-Summary.pdf index 703d4db..a876c69 100644 Binary files a/evergreen-business-plan/Evergreen-Executive-Summary.pdf and b/evergreen-business-plan/Evergreen-Executive-Summary.pdf differ diff --git a/evergreen-business-plan/Evergreen-Pitch-Deck.pdf b/evergreen-business-plan/Evergreen-Pitch-Deck.pdf index 524d63b..dbe9717 100644 Binary files a/evergreen-business-plan/Evergreen-Pitch-Deck.pdf and b/evergreen-business-plan/Evergreen-Pitch-Deck.pdf differ diff --git a/evergreen-business-plan/deck.html b/evergreen-business-plan/deck.html index c02ccd5..852fba5 100644 --- a/evergreen-business-plan/deck.html +++ b/evergreen-business-plan/deck.html @@ -142,7 +142,7 @@ .closebox .tg{font-family:'Fraunces',serif;font-style:italic;font-size:24px;color:var(--moss);margin-top:8px;} /* assumption flag */ - .flag{position:absolute;bottom:50px;left:100px;z-index:5;font-weight:800;font-size:12px;letter-spacing:1.5px;text-transform:uppercase;color:var(--rose-deep);background:rgba(194,85,63,.1);border:1px solid var(--rose);border-radius:99px;padding:7px 16px;} + .flag{position:absolute;bottom:50px;left:100px;z-index:5;font-weight:800;font-size:12px;letter-spacing:1.5px;text-transform:uppercase;color:var(--rose-deep);background:#f8e8dd;border:1px solid var(--rose);border-radius:99px;padding:7px 16px;box-shadow:0 2px 10px rgba(0,0,0,.06);} @page{size:1920px 1080px;margin:0;} @media print{ body{width:auto;} .sheet{display:block !important;page-break-after:always;} .sheet:last-child{page-break-after:auto;} } @@ -247,14 +247,14 @@
Four things · one warm voice · her own phone

A voice she talks to every morning.
A dashboard that tells you how it went.

-
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.
+
Nothing to install. Nothing to learn. Today she talks to Iris on a simple tablet or browser; the roadmap puts Iris on the phone and number she already keeps — even a flip phone. Everything Iris notices lands in one place for the family.
☀
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.

-
✓
Scam Shield

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

-
!
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.

+
✓
Scam Shield

Today Iris screens what she hears on her calls for scam patterns and tells the family. The roadmap moves it into the network, before her phone rings — where an app can't follow.

+
!
The safety net

No answer, no interaction — Iris calls. Still nothing, and it escalates on the family's standing order — and to a licensed monitoring partner as we sign one. Alongside a medical alert, never instead.

◷
CareCircle

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

Business Plan  ·  Confidential  ·  August 2026

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.

+

Evergreen is a warm AI voice that calls every morning — today on a simple tablet or browser, built to grow onto the phone she already owns. Iris screens what she hears on her calls for scam patterns and tells the family; reaching a licensed human in an emergency is the partner path ahead. The daily call is why she answers; the safety net is why the family pays. The call, the screening and the family alerts are built and live today.

Built · live in prototype Canada-first · carrier-distributed - Her own phone · nothing to install + Simple tablet or browser · nothing to install ~81% gross margin
@@ -482,21 +482,21 @@
-

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.

-

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.

+

Evergreen gives an aging parent a daily companion — today on a simple tablet or browser, built to grow onto her own phone — that screens what it hears on her calls for scam patterns and texts the family; reaching a licensed human in an emergency is the partner path ahead. A warm voice — Iris — calls every morning, and everything she notices lands in one family dashboard that fills itself.

+

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

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.
-
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.
+
The product
One warm voice. A morning call, scam screening of what she hears, family alerts, and a dashboard that fills itself — with her own phone, in-network screening and a licensed safety net on the roadmap.
Where we are
Built & live today. Everything the family experiences is real and running. Pre-revenue; monitoring partner not yet signed.
-
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.
+
Why us
Trust is the category. A roadmap to carrier-native call control an app can't copy, plus six months of knowing what "a good morning" sounds like for her.
The model
~81% gross margin. Basic $100 · Full $200 · Unlimited (BYO key) $125 per month — priced at the real, AI-inclusive cost to serve.
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.
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.

+

Everyone sells one slice — a device, a robot, or a spam blocker. Evergreen brings companionship, scam screening and emergency escalation together in one warm voice — built to grow onto the phone she already owns.

@@ -529,7 +529,7 @@
03 · The product

A voice she talks to every morning. A dashboard that tells you how it went.

-

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.

+

Nothing to install. Nothing to learn. Today she talks to Iris on a simple tablet or browser; her own phone and number — even a flip phone — is where the carrier roadmap takes it. Iris does the rest, and everything she notices lands in one place for the family.

@@ -540,12 +540,12 @@
🛡

Scam Shield

-

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

+

Today Iris screens what she hears on her calls for scam patterns and tells the family. The roadmap moves it into the network, before her phone rings — where an app can't follow.

!

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.

+

No answer, no interaction — Iris calls. Still nothing, and it escalates on the family's standing order — and to a licensed monitoring partner as we sign one. Alongside a medical alert, never instead.

◷ @@ -575,7 +575,7 @@ 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. + Honest, from the first callLiveIris says plainly she's an automated voice on the very first call, and any "no" or "stop" is honoured immediately — calls pause and the family is told. The stored, revocable consent record ships with the phone line. 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. @@ -585,7 +585,7 @@
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.

+

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

Live in a working prototype — try the interactive demo ↗ — 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.

@@ -597,7 +597,7 @@
05 · Competitive analysis

Three categories, and nobody has combined them.

-

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.

+

The market splits into medical-alert pendants, AI companions, and scam blockers. No competitor bundles a daily companion, scam screening of her calls, a family dashboard and an emergency escalation path — let alone a carrier roadmap that moves the screening into the network itself.

@@ -613,10 +613,10 @@ - - + + - + @@ -627,7 +627,7 @@ 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.

+

† Amazon Alexa Together discontinued 2023. Evergreen's emergency dispatch runs through a licensed monitoring partner (designed; signing is the first gate). "planned" / "roadmap" mark the carrier path Evergreen grows into — today Iris's call runs on a simple tablet or browser. 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.

@@ -659,7 +659,7 @@
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.

+

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

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.

@@ -676,7 +676,7 @@
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.

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.

-
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.

+
3

Carrier-native call control — the moat we grow into

Today the scam shield lives in Iris's calls. Because we own the network, the roadmap moves it into the signalling path — the call dies before her phone rings. An app can never follow us there. 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.

@@ -691,18 +691,18 @@
08 · Safety architecture
-

Every escalation reaches a licensed human.

-

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.

+

Designed so every escalation reaches a licensed human.

+

An AI that detects an emergency and has nowhere to send it is not a safer product. So the architecture puts a licensed, insured monitoring partner in the path — signing one is the first gate — and Iris is honest with the parent from the very first call.

1

Iris notices

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

2

Iris calls back, and stays on the line

Calm, patient, keeping her talking.

-
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.

+
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. Signing this partner is the first gate before launch.

+
4

The family chain fires in parallel

Evergreen never dials 911 — that's the licensed partner's job once signed. The family always gets the alert too — those independent family texts are live today — and escalation runs on the family's standing order.

- 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.

+ And she's honest, out loud +

On her very first call, Iris says plainly that she's an automated voice — and any "no" or "stop" is honoured immediately: calls pause and the family is told. That honesty is live today; the stored, revocable consent record ships with the phone line.

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.

@@ -717,14 +717,14 @@

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.

-
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.

+
1

Who pays — the adult child

Three cities away and carrying the worry. She buys peace of mind, with nothing for Mom to install or learn — today a simple tablet or browser, her own phone and number on the carrier roadmap.

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.

+
3

Honesty that becomes the moat

Iris says plainly she's automated on the first call and honours any "stop" — live today. The recorded, revocable consent step ships with the phone line: 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.

+
Land

Basic — the daily call + safety net

The adult child signs up; Mom just answers Iris's call. Iris is honest about being automated from 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.

@@ -815,7 +815,7 @@
🖥

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.

+

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

🏥 @@ -866,7 +866,7 @@

Milestones

-
Done · now

Built Live

  • Iris voice pipeline
  • Safety backstop + reply guardrail
  • Consent on first call
  • CareCircle dashboard · daily limits + hardened auth
+
Done · now

Built Live

  • Iris voice pipeline
  • Safety backstop + reply guardrail
  • Honest self-introduction 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
@@ -895,7 +895,7 @@
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.

+

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 of her calls and the safety net around them — with the licensed partner ahead — are what a family pays for — loneliness is the need, and the relationship is the moat.

diff --git a/evergreen-business-plan/source.html b/evergreen-business-plan/source.html index 6d4a913..972fca8 100644 --- a/evergreen-business-plan/source.html +++ b/evergreen-business-plan/source.html @@ -3,7 +3,7 @@ - + @@ -455,11 +455,11 @@
Business Plan  ·  Confidential  ·  August 2026

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.

+

Evergreen is a warm AI voice that calls every morning — today on a simple tablet or browser, built to grow onto the phone she already owns. Iris screens what she hears on her calls for scam patterns and tells the family; reaching a licensed human in an emergency is the partner path ahead. The daily call is why she answers; the safety net is why the family pays. The call, the screening and the family alerts are built and live today.

Built · live in prototype Canada-first · carrier-distributed - Her own phone · nothing to install + Simple tablet or browser · nothing to install ~81% gross margin
@@ -482,21 +482,21 @@
-

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.

-

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.

+

Evergreen gives an aging parent a daily companion — today on a simple tablet or browser, built to grow onto her own phone — that screens what it hears on her calls for scam patterns and texts the family; reaching a licensed human in an emergency is the partner path ahead. A warm voice — Iris — calls every morning, and everything she notices lands in one family dashboard that fills itself.

+

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

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.
-
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.
+
The product
One warm voice. A morning call, scam screening of what she hears, family alerts, and a dashboard that fills itself — with her own phone, in-network screening and a licensed safety net on the roadmap.
Where we are
Built & live today. Everything the family experiences is real and running. Pre-revenue; monitoring partner not yet signed.
-
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.
+
Why us
Trust is the category. A roadmap to carrier-native call control an app can't copy, plus six months of knowing what "a good morning" sounds like for her.
The model
~81% gross margin. Basic $100 · Full $200 · Unlimited (BYO key) $125 per month — priced at the real, AI-inclusive cost to serve.
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.
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.

+

Everyone sells one slice — a device, a robot, or a spam blocker. Evergreen brings companionship, scam screening and emergency escalation together in one warm voice — built to grow onto the phone she already owns.

@@ -529,7 +529,7 @@
03 · The product

A voice she talks to every morning. A dashboard that tells you how it went.

-

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.

+

Nothing to install. Nothing to learn. Today she talks to Iris on a simple tablet or browser; her own phone and number — even a flip phone — is where the carrier roadmap takes it. Iris does the rest, and everything she notices lands in one place for the family.

@@ -540,12 +540,12 @@
🛡

Scam Shield

-

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

+

Today Iris screens what she hears on her calls for scam patterns and tells the family. The roadmap moves it into the network, before her phone rings — where an app can't follow.

!

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.

+

No answer, no interaction — Iris calls. Still nothing, and it escalates on the family's standing order — and to a licensed monitoring partner as we sign one. Alongside a medical alert, never instead.

◷ @@ -575,7 +575,7 @@
- + @@ -585,7 +585,7 @@
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.

+

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

Live in a working prototype — try the interactive demo ↗ — 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.

@@ -597,7 +597,7 @@
05 · Competitive analysis

Three categories, and nobody has combined them.

-

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.

+

The market splits into medical-alert pendants, AI companions, and scam blockers. No competitor bundles a daily companion, scam screening of her calls, a family dashboard and an emergency escalation path — let alone a carrier roadmap that moves the screening into the network itself.

Daily AI companionship, with memory●—●partial—
Scam screening before the phone rings●———app only
Licensed 24/7 emergency dispatch●●—●—
Scam screening (in-call today · in-network on roadmap)●———app only
Licensed 24/7 emergency dispatchplanned●—●—
Family dashboard that fills itself●app●●—
No device to buy or charge — her own phone●pendantrobotspeaker●
No device to buy or charge — her own phoneroadmappendantrobotspeaker●
Canada-first, carrier distribution●●——~
Price / month$100–200~$35–55~$249 + sub$19.99 (shut 2023)~$5–10
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.
Honest, from the first callLiveIris says plainly she's an automated voice on the very first call, and any "no" or "stop" is honoured immediately — calls pause and the family is told. The stored, revocable consent record ships with the phone line.
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.
@@ -613,10 +613,10 @@ - - + + - + @@ -627,7 +627,7 @@ 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.

+

† Amazon Alexa Together discontinued 2023. Evergreen's emergency dispatch runs through a licensed monitoring partner (designed; signing is the first gate). "planned" / "roadmap" mark the carrier path Evergreen grows into — today Iris's call runs on a simple tablet or browser. 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.

@@ -659,7 +659,7 @@
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.

+

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

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.

@@ -676,7 +676,7 @@
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.

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.

-
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.

+
3

Carrier-native call control — the moat we grow into

Today the scam shield lives in Iris's calls. Because we own the network, the roadmap moves it into the signalling path — the call dies before her phone rings. An app can never follow us there. 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.

@@ -691,18 +691,18 @@
08 · Safety architecture
-

Every escalation reaches a licensed human.

-

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.

+

Designed so every escalation reaches a licensed human.

+

An AI that detects an emergency and has nowhere to send it is not a safer product. So the architecture puts a licensed, insured monitoring partner in the path — signing one is the first gate — and Iris is honest with the parent from the very first call.

1

Iris notices

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

2

Iris calls back, and stays on the line

Calm, patient, keeping her talking.

-
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.

+
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. Signing this partner is the first gate before launch.

+
4

The family chain fires in parallel

Evergreen never dials 911 — that's the licensed partner's job once signed. The family always gets the alert too — those independent family texts are live today — and escalation runs on the family's standing order.

- 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.

+ And she's honest, out loud +

On her very first call, Iris says plainly that she's an automated voice — and any "no" or "stop" is honoured immediately: calls pause and the family is told. That honesty is live today; the stored, revocable consent record ships with the phone line.

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.

@@ -717,14 +717,14 @@

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.

-
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.

+
1

Who pays — the adult child

Three cities away and carrying the worry. She buys peace of mind, with nothing for Mom to install or learn — today a simple tablet or browser, her own phone and number on the carrier roadmap.

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.

+
3

Honesty that becomes the moat

Iris says plainly she's automated on the first call and honours any "stop" — live today. The recorded, revocable consent step ships with the phone line: 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.

+
Land

Basic — the daily call + safety net

The adult child signs up; Mom just answers Iris's call. Iris is honest about being automated from 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.

@@ -815,7 +815,7 @@
🖥

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.

+

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

🏥 @@ -866,7 +866,7 @@

Milestones

-
Done · now

Built Live

  • Iris voice pipeline
  • Safety backstop + reply guardrail
  • Consent on first call
  • CareCircle dashboard · daily limits + hardened auth
+
Done · now

Built Live

  • Iris voice pipeline
  • Safety backstop + reply guardrail
  • Honest self-introduction 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
@@ -895,7 +895,7 @@
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.

+

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 of her calls and the safety net around them — with the licensed partner ahead — are what a family pays for — loneliness is the need, and the relationship is the moat.

diff --git a/evergreen-business-plan/summary.html b/evergreen-business-plan/summary.html index 5213c65..164311d 100644 --- a/evergreen-business-plan/summary.html +++ b/evergreen-business-plan/summary.html @@ -120,7 +120,7 @@

A voice that calls every morning — with a safety net a family can trust.

-

Evergreen turns an aging parent’s own phone into a daily voice companion that also screens scam calls before they ring through, backed by a licensed human safety net. The daily call is why she answers; the safety net is why the family pays. It’s built and running in a working prototype today — pre-revenue, with the licensed monitoring partner still to be signed.

+

Evergreen gives an aging parent a daily voice companion — today on a simple tablet or browser, built to grow onto her own phone — that screens what it hears on her calls for scam patterns and texts the family; a licensed human safety net is the partner path ahead. The daily call is why she answers; the safety net is why the family pays. The call, the screening and the family alerts are built and running in a working prototype today — pre-revenue, with the licensed monitoring partner still to be signed.

@@ -130,13 +130,13 @@
The solution
-

One warm voice, her own phone

-

Iris calls every morning on the phone she already owns — nothing to buy or charge. Scam calls are screened in the network before her phone even rings, with a licensed monitoring partner behind an escalation ladder if she doesn’t answer.

+

One warm voice, nothing to learn

+

Iris calls every morning — today on a simple tablet or browser, built to grow onto the phone she already owns. She screens what she hears on her calls for scam patterns and tells the family; the roadmap moves screening into the network, with a licensed monitoring partner behind the escalation ladder as we sign one.

Why it wins

Trust is the category, not the phone

-

Carrier-native call screening a pure software app can’t copy, plus months of knowing what a good morning sounds like for her. Competitors sell a device, a robot, or a spam blocker alone; Evergreen bundles all three into one call.

+

A roadmap to carrier-native call screening a pure software app can’t copy, plus months of knowing what a good morning sounds like for her. Competitors sell a device, a robot, or a spam blocker alone; Evergreen bundles all three into one call.

@@ -162,7 +162,7 @@
Where we are
✓ Iris voice pipeline, live in prototype DONE
✓ Safety backstop + reply guardrail DONE
-
✓ Consent flow & CareCircle dashboard DONE
+
✓ Honest first-call self-ID & CareCircle dashboard DONE
! Licensed 24/7 monitoring partner GATE
! Legal-architecture & consent sprint GATE
@@ -170,7 +170,7 @@
The ask
-

A two-week legal-architecture sprint and a signed licensed monitoring partner — then a small team to bring the working Basic product to the first Canadian families. The build risk is behind us: Iris’s morning call, scam screening, and the self-filling CareCircle dashboard already run in prototype. What’s left is the legal wrapper and the licensed safety desk, not the product.

+

A two-week legal-architecture sprint and a signed licensed monitoring partner — then a small team to bring the working Basic product to the first Canadian families. The build risk is behind us: Iris’s morning call, in-call scam screening, and the self-filling CareCircle dashboard already run in prototype. What’s left is the legal wrapper and the licensed safety desk, not the product.

Daily AI companionship, with memory●—●partial—
Scam screening before the phone rings●———app only
Licensed 24/7 emergency dispatch●●—●—
Scam screening (in-call today · in-network on roadmap)●———app only
Licensed 24/7 emergency dispatchplanned●—●—
Family dashboard that fills itself●app●●—
No device to buy or charge — her own phone●pendantrobotspeaker●
No device to buy or charge — her own phoneroadmappendantrobotspeaker●
Canada-first, carrier distribution●●——~
Price / month$100–200~$35–55~$249 + sub$19.99 (shut 2023)~$5–10