zoe-pitches/evergreen-business-plan/index.html

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<!doctype html>
<html lang="en">
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1">
<meta name="description" content="Evergreen — a warm AI voice that calls an aging parent every morning, screens scam calls in the network, and reaches a licensed human in an emergency. Business plan.">
<meta name="color-scheme" content="light dark">
<meta name="robots" content="noindex, nofollow">
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<title>Evergreen — Business Plan</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
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<link href="https://fonts.googleapis.com/css2?family=Fraunces:ital,opsz,wght@0,9..144,400;0,9..144,500;0,9..144,600;1,9..144,400;1,9..144,500&family=Mulish:ital,wght@0,400;0,500;0,600;0,700;0,800&display=swap" rel="stylesheet">
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}
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tbody tr:last-child td { border-bottom: none; }
td.feat { font-weight: 700; }
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.pill.live { background: var(--good-soft); color: var(--good); }
.pill.live .d { background: var(--good); }
.pill.next { background: var(--accent-soft); color: var(--warn); }
.pill.next .d { background: var(--warn); }
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table td.c, table th.c { text-align: center; white-space: nowrap; }
th.me, td.me { background: var(--brand-soft); }
th.me { color: var(--brand-strong) !important; }
td.me { font-weight: 700; }
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.er.red .v { color: var(--rose-deep); }
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.revpill.warn { background: var(--accent-soft); color: var(--warn); }
.revpill.next { background: var(--slate-soft); color: var(--slate); }
.rev .price { font-family: var(--serif); font-size: 30px; font-weight: 600; letter-spacing: -0.02em; margin: 2px 0 4px; color: var(--brand-strong); }
.rev .price small { font-size: 15px; color: var(--faint); font-weight: 500; font-family: var(--sans); }
/* callout */
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border: 1px solid color-mix(in srgb, var(--brand) 32%, var(--line));
background: linear-gradient(180deg, var(--brand-soft), transparent);
border-radius: var(--radius); padding: 30px 30px;
}
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.callout p b { color: var(--ink); }
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.callout.gold small { color: var(--warn); }
.callout.forest { border: none; background: linear-gradient(135deg, var(--brand-strong), var(--brand)); }
.callout.forest small { color: color-mix(in srgb, var(--accent) 75%, #fff); }
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/* ask / moves */
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padding: 20px 22px; border: 1px solid var(--line); border-radius: var(--radius); background: var(--surface); box-shadow: var(--shadow); }
.move .rk { font-family: var(--mono); font-size: 11px; font-weight: 700; letter-spacing: .06em; text-transform: uppercase; padding: 5px 10px; border-radius: 7px; white-space: nowrap; }
.move.p1 .rk { background: var(--brand); color: #fff; }
.move.p2 .rk { background: var(--accent-soft); color: var(--warn); }
.move.p3 .rk { background: var(--slate-soft); color: var(--slate); }
.move h3 { font-size: 18px; margin-bottom: 3px; color: var(--brand-strong); }
.move p { color: var(--muted); font-size: 15px; }
.move p b { color: var(--ink); }
.move .eff { font-family: var(--mono); font-size: 12px; color: var(--faint); text-align: right; white-space: nowrap; }
/* gaps (risks) */
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.gap { display: grid; grid-template-columns: 26px 1fr; gap: 14px; padding: 18px 20px;
border: 1px solid var(--line); border-left: 3px solid var(--accent); border-radius: 12px; background: var(--surface); }
.gap .g { color: var(--accent); font-weight: 700; }
.gap b { font-weight: 700; color: var(--ink); }
.gap p { color: var(--muted); font-size: 14.5px; margin-top: 3px; }
.gap p b { color: var(--brand-strong); }
.gap.tbd { border-left-color: var(--slate); }
.gap.tbd .g { color: var(--slate); }
/* exec summary block */
.exec { border: 1px solid color-mix(in srgb, var(--brand) 28%, var(--line));
border-radius: var(--radius); overflow: hidden; box-shadow: var(--shadow-lg); }
.exec .top { padding: 30px 30px 26px; background: linear-gradient(180deg, var(--brand-soft), transparent); }
.exec .top p { font-size: 17px; color: var(--ink); max-width: 78ch; }
.exec .top p + p { margin-top: 12px; color: var(--muted); }
.exec .top p b { font-weight: 700; }
.exec .rows { display: grid; grid-template-columns: repeat(2, 1fr); }
.exec .kv { display: grid; grid-template-columns: 140px 1fr; gap: 16px; padding: 16px 30px;
border-top: 1px solid var(--line); align-items: baseline; }
.exec .kv:nth-child(odd) { border-right: 1px solid var(--line); }
.exec .kv .k { font-family: var(--mono); font-size: 11.5px; letter-spacing: .06em; text-transform: uppercase; color: var(--accent); }
.exec .kv .v { font-size: 15px; color: var(--ink); }
.exec .kv .v b { font-weight: 700; }
/* funnel */
.funnel { display: flex; flex-direction: column; gap: 8px; margin-top: 8px; }
.fstage { border: 1px solid var(--line); border-left: 3px solid var(--brand); border-radius: 10px;
background: var(--surface); padding: 14px 18px; box-shadow: var(--shadow); }
.fstage .s { font-family: var(--mono); font-size: 11px; letter-spacing: .06em; text-transform: uppercase; color: var(--accent); }
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</head>
<body>
<div class="progress" id="progress" aria-hidden="true"></div>
<div class="topnav">
<div class="in">
<span class="nb"><span class="m">E</span>Evergreen</span>
<nav aria-label="Sections">
<a href="#summary">Summary</a>
<a href="#product">Product</a>
<a href="#market">Market</a>
<a href="#competition">Competition</a>
<a href="#model">Economics</a>
<a href="#safety">Safety</a>
<a href="#ask">The ask</a>
</nav>
<a class="cta" href="https://evergreen-prototype.mosaic.site/?demo=family" target="_blank" rel="noopener">Live&nbsp;demo&nbsp;↗</a>
</div>
</div>
<header class="hero">
<div class="wrap">
<div class="brandrow fu d1">
<div class="mark">E</div>
<div class="brandname">Evergreen <span>· a Nucleus + Fibernetics company</span></div>
</div>
<div class="eyebrow fu d1">Business Plan &nbsp;·&nbsp; Confidential &nbsp;·&nbsp; August 2026</div>
<h1 class="fu d2">Your mother goes days without a real conversation. <em>Who's checking in?</em></h1>
<p class="thesis fu d3">Evergreen is a warm AI voice that calls every morning on the phone she already owns — and also <b>screens scam calls in the network</b> and reaches a <b>licensed human</b> in an emergency. The daily call is why she answers; the safety net is why the family pays. It's <b>built and live</b> today.</p>
<div class="herometa fu d4">
<span class="badge live"><span class="dot"></span>Built · live in prototype</span>
<span class="badge">Canada-first · carrier-distributed</span>
<span class="badge">Her own phone · nothing to install</span>
<span class="badge">~81% gross margin</span>
</div>
<div class="metrics fu d5">
<div class="metric"><div class="n">57<span class="u">%</span></div><div class="l">Of Canadians 50+<br>report loneliness</div></div>
<div class="metric"><div class="n">1.1<span class="u">M</span></div><div class="l">Older Canadians<br>lonely · ~1 in 5</div></div>
<div class="metric"><div class="n">8.1<span class="u">M</span></div><div class="l">Canadians 65+<br>~28% live alone</div></div>
<div class="metric"><div class="n">$138<span class="u">M</span></div><div class="l">CA 60+ scam losses<br>in 2024</div></div>
<div class="metric"><div class="n">~81<span class="u">%</span></div><div class="l">Gross margin<br>today</div></div>
</div>
</div>
</header>
<!-- EXECUTIVE SUMMARY -->
<section id="summary">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">01 · Executive summary</div>
<h2>The whole plan, on one page.</h2>
</div>
<div class="exec">
<div class="top">
<p><b>Evergreen turns an aging parent's own phone into a daily companion</b> 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.</p>
<p>It is not a concept. The voice, the safety backstop, consent-on-first-call, and the dashboard all <b>run in a working prototype today</b>. 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.</p>
</div>
<div class="rows">
<div class="kv"><div class="k">The problem</div><div class="v"><b>Days of silence.</b> 57% of Canadians 50+ are lonely and their children live cities away. Pendants wait for a fall; free apps wait to be opened.</div></div>
<div class="kv"><div class="k">The product</div><div class="v"><b>One warm voice, her own phone.</b> A morning call, scam screening in the network, a licensed safety net, and a family dashboard that fills itself.</div></div>
<div class="kv"><div class="k">Where we are</div><div class="v"><b>Built &amp; live today.</b> Everything the family experiences is real and running. Pre-revenue; monitoring partner not yet signed.</div></div>
<div class="kv"><div class="k">Why us</div><div class="v"><b>Trust is the category.</b> Carrier-native call control an app can't copy, plus six months of knowing what "a good morning" sounds like for her.</div></div>
<div class="kv"><div class="k">The model</div><div class="v"><b>~81% gross margin.</b> Basic $100 · Full $200 · Unlimited (BYO&nbsp;key) $125 per month — priced at the real, AI-inclusive cost to serve.</div></div>
<div class="kv"><div class="k">The ask</div><div class="v"><b>Two weeks of lawyers, then ship.</b> A legal-architecture sprint + a signed monitoring partner, then a small team to reach the first Canadian families.</div></div>
</div>
</div>
<div class="callout" style="margin-top:20px">
<small>The one line</small>
<h3>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.</h3>
</div>
</div>
</section>
<!-- MARKET / WHY NOW -->
<section id="market">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">02 · Market &amp; why now</div>
<h2>Canadian seniors are lonely, and their children are three cities away.</h2>
<p class="lede">We're a Canadian carrier, so here's the Canadian case — <b>and it's stronger than the American one.</b> Loneliness erodes an aging parent every day, and it's the thing no free app or pendant actually touches.</p>
</div>
<div class="statband">
<div class="card"><div class="big">57%</div><div class="cap">of Canadians 50+ report feeling lonely — <b>and it hasn't improved since 2022.</b></div></div>
<div class="card"><div class="big">1.1M</div><div class="cap">older Canadians live with loneliness — <b>nearly 1 in 5 seniors.</b></div></div>
<div class="card"><div class="big">8.1M</div><div class="cap">Canadians are 65+ today; <b>~28% of them live alone.</b></div></div>
</div>
<div class="callout gold" style="margin-top:22px">
<small>The honest market — sized in Canada, not the US</small>
<h3>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.</h3>
<p>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: <b>CA$137.9M in Canadian 60+ scam losses in 2024</b> (40% of all reported losses). The global "AI in elderly care" market is <b>~US$39B (2025) → ~US$90B by 2031 (≈15% CAGR).</b></p>
</div>
<p class="note">Sources: NIA Ageing in Canada Survey · Statistics Canada (2025) · CAFC (2024 60+ fraud losses) · Mordor Intelligence. TAM/SAM/SOM and ARR are <b>illustrative planning assumptions</b> (SOM ≈ $100 Basic × 1% of 8.1M seniors), not a forecast.</p>
</div>
</section>
<!-- PRODUCT -->
<section id="product">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">03 · The product</div>
<h2>A voice she talks to every morning. A dashboard that tells you how it went.</h2>
<p class="lede">Nothing to install. Nothing to learn. She keeps her phone and her number — <b>even a flip phone.</b> Iris does the rest, and everything she notices lands in one place for the family.</p>
</div>
<div class="grid g4">
<div class="card">
<span class="ic gld">☀</span>
<h3>The Morning Call</h3>
<p>Iris says good morning, every day — the ritual she comes to love. It's the whole reason she picks up, and <b>if she doesn't, somebody hears about it.</b></p>
</div>
<div class="card">
<span class="ic grn">🛡</span>
<h3>Scam Shield</h3>
<p>We screen unknown callers <b>before her phone rings</b> — in the network, not an app. Family and doctors pass straight through.</p>
</div>
<div class="card">
<span class="ic ros">!</span>
<h3>The safety net</h3>
<p>No answer, no interaction — Iris calls. Still nothing, and it escalates to a <b>licensed monitoring partner</b> who can send real help. Alongside a medical alert, never instead.</p>
</div>
<div class="card">
<span class="ic fst">◷</span>
<h3>CareCircle</h3>
<p>The family dashboard that fills itself. Every signal above feeds it live, so <b>nobody has to update anything.</b></p>
</div>
</div>
<div class="callout gold" style="margin-top:18px">
<small>How the tiers work</small>
<h3>Basic is the daily call and the safety net around it.</h3>
<p>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. <b>Basic $100 · Full $200 · Unlimited (bring-your-own-AI-key) $125 — per month.</b></p>
</div>
</div>
</section>
<!-- TRACTION / BUILT & LIVE -->
<section id="traction">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">04 · Traction &amp; status</div>
<h2>We didn't pitch this and wait. We built it — and it's live today.</h2>
<p class="lede">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.</p>
</div>
<div class="tablewrap">
<table>
<thead><tr><th>Capability</th><th>Status</th><th>What it is</th></tr></thead>
<tbody>
<tr><td class="feat">Iris, the morning voice</td><td><span class="pill live"><span class="d"></span>Live</span></td><td class="note">A real spoken phone-style call in the browser — speech-to-text, Claude, and a warm synthesized voice — with natural interruption and <b>memory that carries from one morning to the next.</b></td></tr>
<tr><td class="feat">The safety backstop</td><td><span class="pill live"><span class="d"></span>Live</span></td><td class="note">Every call is screened for crisis, scam and emergency language and the <b>family is texted independently of the AI.</b> A second filter checks Iris's own words before Margaret hears them.</td></tr>
<tr><td class="feat">Consent, on the first call</td><td><span class="pill live"><span class="d"></span>Live</span></td><td class="note">Iris introduces herself as an automated voice and <b>asks Margaret's permission</b> — recorded, and revocable any time.</td></tr>
<tr><td class="feat">CareCircle dashboard</td><td><span class="pill live"><span class="d"></span>Live</span></td><td class="note">The family dashboard, filling itself from real check-ins, blocked scams and alerts — nobody updates anything.</td></tr>
<tr><td class="feat">The daily rhythm</td><td><span class="pill live"><span class="d"></span>Live</span></td><td class="note">Plan-aware call limits, a gentle wind-down, and a graceful "that's all for today" that <b>still reaches the family if she's lonely and keeps calling.</b></td></tr>
<tr><td class="feat">Built to be trusted</td><td><span class="pill live"><span class="d"></span>Live</span></td><td class="note">Signed sign-in links, encrypted keys, hardened access — the unglamorous parts a family's trust actually depends on.</td></tr>
<tr><td class="feat">Licensed 24/7 monitoring partner</td><td><span class="pill next"><span class="d"></span>Next</span></td><td class="note">The regulated desk that can dispatch real help is <b>fully designed and specified</b> — signing it is the first gate, before we put this in front of families.</td></tr>
</tbody>
</table>
</div>
<div class="callout" style="margin-top:18px">
<small>The honest status</small>
<h3>You can call Iris today — what's left before launch is the licensed safety desk and the legal wrapper, not the product.</h3>
<p>Live in a working prototype — <a href="https://evergreen-prototype.mosaic.site/?demo=family" target="_blank" rel="noopener">try the interactive demo ↗</a> — with a public overview site. <b>No paying customers yet, and the monitoring partner isn't contracted</b> — but everything the family <i>experiences</i> is real and running.</p>
</div>
</div>
</section>
<!-- COMPETITION -->
<section id="competition">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">05 · Competitive analysis</div>
<h2>Three categories, and nobody has combined them.</h2>
<p class="lede">The market splits into medical-alert pendants, AI companions, and scam blockers. <b>No competitor bundles a daily companion, in-network scam screening, a family dashboard and a licensed emergency path — on the phone she already owns.</b></p>
</div>
<div class="tablewrap">
<table>
<thead>
<tr>
<th>Capability</th>
<th class="c me">Evergreen</th>
<th class="c">TELUS LivingWell</th>
<th class="c">ElliQ</th>
<th class="c">Alexa Together&nbsp;†</th>
<th class="c">Scam apps</th>
</tr>
</thead>
<tbody>
<tr><td class="feat">Daily AI companionship, with memory</td><td class="c me"><span class="mk y">●</span></td><td class="c"><span class="mk n">—</span></td><td class="c"><span class="mk y">●</span></td><td class="c"><span class="mk p">partial</span></td><td class="c"><span class="mk n">—</span></td></tr>
<tr><td class="feat">Scam screening before the phone rings</td><td class="c me"><span class="mk y">●</span></td><td class="c"><span class="mk n">—</span></td><td class="c"><span class="mk n">—</span></td><td class="c"><span class="mk n">—</span></td><td class="c"><span class="mk p">app only</span></td></tr>
<tr><td class="feat">Licensed 24/7 emergency dispatch</td><td class="c me"><span class="mk y">●</span></td><td class="c"><span class="mk y">●</span></td><td class="c"><span class="mk n">—</span></td><td class="c"><span class="mk y">●</span></td><td class="c"><span class="mk n">—</span></td></tr>
<tr><td class="feat">Family dashboard that fills itself</td><td class="c me"><span class="mk y">●</span></td><td class="c"><span class="mk p">app</span></td><td class="c"><span class="mk y">●</span></td><td class="c"><span class="mk y">●</span></td><td class="c"><span class="mk n">—</span></td></tr>
<tr><td class="feat">No device to buy or charge — her own phone</td><td class="c me"><span class="mk y">●</span></td><td class="c"><span class="mk n">pendant</span></td><td class="c"><span class="mk n">robot</span></td><td class="c"><span class="mk n">speaker</span></td><td class="c"><span class="mk y">●</span></td></tr>
<tr><td class="feat">Canada-first, carrier distribution</td><td class="c me"><span class="mk y">●</span></td><td class="c"><span class="mk y">●</span></td><td class="c"><span class="mk n">—</span></td><td class="c"><span class="mk n">—</span></td><td class="c"><span class="mk p">~</span></td></tr>
<tr><td class="feat">Price / month</td><td class="c me">$100–200</td><td class="c">~$35–55</td><td class="c">~$249 + sub</td><td class="c">$19.99 (shut 2023)</td><td class="c">~$5–10</td></tr>
</tbody>
</table>
</div>
<div class="legend">
<span><b class="mk y">●</b> Full</span>
<span><b class="mk p">partial</b> Partial</span>
<span><b class="mk n">—</b> None</span>
</div>
<p class="note">† Amazon Alexa Together discontinued 2023. Evergreen's emergency dispatch runs through a <b>licensed monitoring partner (designed; signing is the first gate)</b>. 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.</p>
</div>
</section>
<!-- THE GRAVEYARD -->
<section id="graveyard">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">06 · The graveyard</div>
<h2>If this is such a good idea, why is the field full of corpses?</h2>
<p class="lede">Fair question. Here are the bodies — and what actually killed each one.</p>
</div>
<div class="grid g2">
<div class="card">
<h3>Alexa Together <span class="tag" style="margin-top:0">$19.99/mo · 2021 → 2025</span></h3>
<p>Amazon had 500M devices, Prime's billing rails, and <b>real EMS dispatch</b> — at a fifth of our price. It died without an obituary, then relaunched the <b>emergency button alone</b> at $5.99, sold to the senior, not the child.</p>
</div>
<div class="card">
<h3>Best Buy Health <span class="tag" style="margin-top:0">$800M in · $475M written off</span></h3>
<p>They didn't have to <i>find</i> customers — they <b>bought 900,000 already-paying subscribers</b> — and still impaired over half of it. They also owned Geek Squad and 1,000 stores full of the exact buyer.</p>
</div>
<div class="card">
<h3>Papa <span class="tag" style="margin-top:0">$1.4B → 36 payers lost</span></h3>
<p>Human companions. <b>1,200+ complaints, allegations of assault and theft</b> — and Humana, Aetna, Cigna and ~36 others gone in a single renewal cycle after one Bloomberg story.</p>
</div>
<div class="card">
<h3>ElliQ <span class="tag" style="margin-top:0">$85M raised · ~900 units</span></h3>
<p>The best-funded AI companion in the category. Its flagship deployment was <b>bought by a state agency.</b> Harvard wrote the case study; its central question is <i>"should we go back to consumers?"</i></p>
</div>
</div>
<div class="callout" style="margin-top:20px">
<small>So why us</small>
<h3>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.</h3>
<p>Papa proved health plans will pay for this — and that you cannot deliver it with gig workers. <b>Iris costs cents a call and cannot assault anyone.</b> That's why this works now and didn't in 2023.</p>
</div>
</div>
</section>
<!-- THE MOAT -->
<section id="moat">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">07 · Why we win</div>
<h2>The moat isn't the network. It's the relationship.</h2>
<p class="lede">Let's be honest: <b>owning the fibre saves about $2 a month per subscriber.</b> That's not a moat — it's a rounding error a well-funded rival erases on day one. Here's what actually compounds:</p>
</div>
<div class="why">
<div class="whyrow"><div class="num">1</div><div><h3>The family's escalation contract</h3><p>Who we call, in what order, at 3 a.m., and what they're allowed to do. <b>Nobody re-enrols their whole family to save ten dollars.</b></p></div></div>
<div class="whyrow"><div class="num">2</div><div><h3>Six months of knowing "normal"</h3><p>Her cadence, her word-finding, her mood. The value isn't that Iris talks — it's that <b>Iris knows what a good morning sounds like for Margaret, and this one wasn't.</b></p></div></div>
<div class="whyrow"><div class="num">3</div><div><h3>Carrier-native call control</h3><p>We screen the scam call <b>in the signalling path, before the phone rings.</b> An app fundamentally cannot do this. <i>This</i> is what owning a telecom is worth.</p></div></div>
<div class="whyrow"><div class="num">4</div><div><h3>Trust — which is the entire category</h3><p>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.</p></div></div>
</div>
<div class="callout" style="margin-top:20px">
<small>The one-liner</small>
<h3>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.</h3>
</div>
</div>
</section>
<!-- SAFETY ARCHITECTURE -->
<section id="safety">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">08 · Safety architecture</div>
<h2>Every escalation reaches a licensed human.</h2>
<p class="lede">An AI that detects an emergency and has <b>nowhere to send it</b> 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.</p>
</div>
<div class="why">
<div class="whyrow"><div class="num">1</div><div><h3>Iris notices</h3><p>No answer, no motion, slurred speech, a fall mentioned, the safe word.</p></div></div>
<div class="whyrow"><div class="num">2</div><div><h3>Iris calls back, and stays on the line</h3><p>Calm, patient, keeping her talking.</p></div></div>
<div class="whyrow red"><div class="num">3</div><div><h3>A licensed monitoring partner picks up — 24/7</h3><p>A trained agent at a regulated PERS centre, white-labelled as Evergreen, who <b>decides</b> — and can dispatch help under their own licence and insurance.</p></div></div>
<div class="whyrow red"><div class="num">4</div><div><h3>The family chain fires in parallel</h3><p><b>Evergreen never dials 911 — the licensed partner does.</b> The family always gets the alert too, but they are never the only path.</p></div></div>
</div>
<div class="callout gold" style="margin-top:20px">
<small>And she says yes, out loud</small>
<h3>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.</h3>
<p>The daughter buys it; <b>the mother consents to it.</b> 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.</p>
</div>
</div>
</section>
<!-- GO TO MARKET -->
<section id="gtm">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">09 · Go-to-market</div>
<h2>The daughter buys it. The mother consents to it. The carrier delivers it.</h2>
<p class="lede">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.</p>
</div>
<div class="why">
<div class="whyrow"><div class="num">1</div><div><h3>Who pays — the adult child</h3><p>Three cities away and carrying the worry. She buys peace of mind; <b>Mom keeps her own phone and number,</b> with nothing to install or learn.</p></div></div>
<div class="whyrow"><div class="num">2</div><div><h3>Canada-first, through the carrier</h3><p>Warm distribution into an existing telecom base (Fibernetics / Fongo) that <b>no US AI player has</b> — and that the device incumbent (TELUS) can't match on companionship.</p></div></div>
<div class="whyrow"><div class="num">3</div><div><h3>Consent that's also the moat</h3><p>Iris asks the senior's permission on the first call — the <b>enrolment step and the TCPA / CASL legal foundation at once.</b></p></div></div>
<div class="whyrow"><div class="num">4</div><div><h3>Land, then expand</h3><p>Start on Basic (daily call + safety net); grow into Full (StoryLine, Good News, games) and the keepsake memoir. Later, a <b>B2B / white-label tier</b> for health plans.</p></div></div>
</div>
<h3 style="margin:30px 0 4px">The funnel</h3>
<div class="funnel">
<div class="fstage"><div class="s">Land</div><h3>Basic — the daily call + safety net</h3><p>The adult child signs up; Mom just answers her own phone. Consent captured on call one.</p></div>
<div class="fstage"><div class="s">Engage</div><h3>The morning ritual &amp; CareCircle</h3><p>She comes to love the call; the family watches it fill the dashboard. Six months of "normal" accrues.</p></div>
<div class="fstage"><div class="s">Expand</div><h3>Full tier + keepsake memoir</h3><p>StoryLine, Good News, games, and a one-time formatted memoir order.</p></div>
<div class="fstage"><div class="s">Scale</div><h3>Carrier base + B2B / white-label</h3><p>Roll out on-net; open a white-label tier for health plans.</p></div>
</div>
<div class="callout" style="margin-top:18px">
<small>Why the channel wins</small>
<h3>Warm carrier distribution plus a buyer who feels the problem daily is a customer-acquisition path the pure-software companions simply can't buy.</h3>
</div>
</div>
</section>
<!-- ECONOMICS -->
<section id="model">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">10 · Business model &amp; economics</div>
<h2>The AI costs more than the phone call.</h2>
<p class="lede">Any deck that calls this an 80%-gross-margin business by ignoring inference is lying to itself. <b>Here's the real number</b> — one we now control, because we tune the AI ourselves.</p>
</div>
<div class="rev">
<div class="card">
<span class="revpill warn">Cost to serve · /parent/mo</span>
<div class="er"><span>Telephony (our network)</span><span class="v">~$0.50</span></div>
<div class="er"><span>AI inference &amp; voice</span><span class="v">$12–18</span></div>
<div class="er"><span>Monitoring desk (shared)</span><span class="v">~$3</span></div>
<div class="er"><span>Support, infra, alerts</span><span class="v">~$2</span></div>
<div class="er tot red"><span>Total COGS</span><span class="v">~$19</span></div>
</div>
<div class="card">
<span class="revpill now">What that means</span>
<div class="er"><span>Price · Evergreen Basic</span><span class="v">$100/mo</span></div>
<div class="er"><span>Gross margin, today</span><span class="v">~81%</span></div>
<div class="er"><span>Gross margin, at scale</span><span class="v">88%+</span></div>
<div class="er tot"><span>Payback on CAC</span><span class="v">&lt; 6 mo</span></div>
</div>
<div class="card">
<span class="revpill next">The tiers</span>
<div class="er"><span>Basic — call + safety net</span><span class="v">$100/mo</span></div>
<div class="er"><span>Full — + StoryLine, games</span><span class="v">$200/mo</span></div>
<div class="er"><span>Unlimited — BYO AI key</span><span class="v">$125/mo</span></div>
<div class="er tot"><span>Keepsake memoir</span><span class="v">$100 one-time</span></div>
</div>
</div>
<div class="callout gold" style="margin-top:18px">
<small>The margin isn't the fibre</small>
<h3>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.</h3>
<p>Inference gets cheaper every quarter; the live product already <b>cascades routine turns to a small model, caches hard, and caps the tail</b> — with daily limits built in. Owning the network is worth about $2 a month: worth having, not the business.</p>
</div>
<div class="sechead" style="margin:44px 0 24px;max-width:64ch">
<div class="eyebrow">11 · Financial outlook</div>
<h2>A high-margin subscription with a short payback.</h2>
<p class="lede">Real pricing, a cost to serve we now control, and a Canada-first ramp toward the SOM. <b>The figures below are illustrative planning assumptions,</b> to be replaced with a measured model.</p>
</div>
<div class="grid g3">
<div class="card">
<span class="revpill now">The model, at a glance</span>
<div class="er"><span>ARPU (Basic → Full)</span><span class="v">$100–200</span></div>
<div class="er"><span>Gross margin (today → scale)</span><span class="v">~81 → 88%+</span></div>
<div class="er"><span>CAC payback</span><span class="v">&lt; 6 mo</span></div>
<div class="er tot"><span>SOM · 1% of seniors</span><span class="v">≈ $97M ARR</span></div>
</div>
<div class="card">
<span class="revpill warn">The ramp · illustrative</span>
<div class="er"><span>Phase 1 · Pilot</span><span class="v">first families</span></div>
<div class="er"><span>Phase 2 · Scale on-net</span><span class="v">carrier base</span></div>
<div class="er"><span>Phase 3 · Tiers + B2B</span><span class="v">memoir · white-label</span></div>
<div class="er tot"><span>Path to</span><span class="v">$97M run-rate</span></div>
</div>
<div class="card">
<span class="revpill next">Use of funds</span>
<p style="margin-top:2px">The near-term spend is small and specific: the <b>two-week legal-architecture sprint,</b> integrating and <b>signing the licensed monitoring partner,</b> and a <b>small build + go-to-market team</b> to run the first-families pilot. The product itself is already built.</p>
</div>
</div>
<p class="note">Illustrative planning assumptions — not a forecast. COGS pending a measured model; SOM/ARR figures sized for order-of-magnitude.</p>
</div>
</section>
<!-- TEAM & OPERATIONS -->
<section id="team">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">12 · Team &amp; operations</div>
<h2>Built on a stack we already run — emergencies left to the experts.</h2>
<p class="lede">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.</p>
</div>
<div class="grid g2">
<div class="card">
<span class="ic fst">🖥</span>
<h3>Runs on our own stack &amp; network</h3>
<p>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.</p>
</div>
<div class="card">
<span class="ic grn">🏥</span>
<h3>Emergencies outsourced to experts</h3>
<p>A regulated, white-labelled monitoring desk handles dispatch under its own licence and insurance — <b>we don't reinvent PERS.</b> Evergreen never dials 911 itself.</p>
</div>
<div class="card">
<span class="ic gld">👥</span>
<h3>Lean to launch</h3>
<p>A small build + go-to-market team runs the first-families pilot. The expensive, risky part — building the product — is already done.</p>
</div>
<div class="card">
<span class="ic ros">➕</span>
<h3>Leadership &amp; advisors</h3>
<p>To be named for the board copy — leadership, advisors, and the selected licensed monitoring partner.</p>
</div>
</div>
</div>
</section>
<!-- RISKS -->
<section id="risks">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">13 · Risks &amp; mitigations</div>
<h2>The risks are real. So are the guardrails.</h2>
<p class="lede">Named plainly, with the mitigation for each — most already engineered into the live product.</p>
</div>
<div class="gaps">
<div class="gap"><div class="g">↳</div><div><b>Regulatory (TCPA · CASL · FTC)</b><p><b>Mitigation:</b> consent-first onboarding, litigator-reviewed copy, breach-notification readiness.</p></div></div>
<div class="gap"><div class="g">↳</div><div><b>Liability of a safety promise</b><p><b>Mitigation:</b> a licensed, insured partner sits in the path; Evergreen never dials 911 itself.</p></div></div>
<div class="gap"><div class="g">↳</div><div><b>The AI says the wrong thing</b><p><b>Mitigation:</b> an independent keyword backstop + a reply guardrail + human escalation — already live.</p></div></div>
<div class="gap"><div class="g">↳</div><div><b>Trust — one bad incident (see Papa)</b><p><b>Mitigation:</b> careful, consented launch; transparency; no gig strangers in the home.</p></div></div>
<div class="gap"><div class="g">↳</div><div><b>Inference cost drift</b><p><b>Mitigation:</b> small-model cascade, caching and daily caps — already shipped.</p></div></div>
<div class="gap tbd"><div class="g">↳</div><div><b>Single-team execution risk</b><p><b>Mitigation:</b> runs on an existing platform + network; first hires are a lean build + GTM team for the pilot.</p></div></div>
</div>
</div>
</section>
<!-- ROADMAP & ASK -->
<section id="ask">
<div class="wrap">
<div class="sechead">
<div class="eyebrow">14 · Roadmap &amp; the ask</div>
<h2>Basic is built. Now make it real.</h2>
<p class="lede">The hard part — the product — is done. What's left is the legal wrapper, the licensed partner, and a careful launch.</p>
</div>
<h3 style="margin-bottom:8px">Milestones</h3>
<div class="timeline">
<div class="tl"><div class="when">Done · now</div><div class="what"><h3>Built <span class="now">Live</span></h3><ul><li>Iris voice pipeline</li><li>Safety backstop + reply guardrail</li><li>Consent on first call</li><li>CareCircle dashboard · daily limits + hardened auth</li></ul></div></div>
<div class="tl"><div class="when">Next · ~2 weeks</div><div class="what"><h3>Legal + partner</h3><ul><li>Consent / escalation legal sprint</li><li>Litigator pass on all copy</li><li>Sign the licensed monitoring partner</li></ul></div></div>
<div class="tl"><div class="when">Then</div><div class="what"><h3>Pilot</h3><ul><li>First Canadian families</li><li>Prove retention + the safety desk</li><li>Tune support &amp; onboarding</li></ul></div></div>
<div class="tl"><div class="when">Scale</div><div class="what"><h3>Grow on-net</h3><ul><li>Roll out across the carrier base</li><li>Full-tier features + keepsake memoir</li><li>Explore B2B / white-label</li></ul></div></div>
</div>
<h3 style="margin:34px 0 8px">The ask</h3>
<div class="moves">
<div class="move p1">
<span class="rk">The gate</span>
<div>
<h3>A two-week legal-architecture sprint + a signed monitoring partner</h3>
<p>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 <b>your promise is your liability</b> — Life Alert lost seven figures on its <i>advertising</i>, not its protocol. Cheap now, ruinous to retrofit onto 100,000 subscribers later.</p>
</div>
<div class="eff">~2 weeks</div>
</div>
<div class="move p2">
<span class="rk">The greenlight</span>
<div>
<h3>A small team to reach the first Canadian families</h3>
<p>Take the <b>working Basic product</b> — 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.</p>
</div>
<div class="eff">Post-gate</div>
</div>
</div>
<div class="callout forest" style="margin-top:26px">
<small>What we've actually built</small>
<h3>The relationship is the product — with a safety net under it, and it's already on the line.</h3>
<p>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 — <b>loneliness is the need, and the relationship is the moat.</b></p>
</div>
<div class="closing">
<div class="big">Evergreen</div>
<div class="tg">So you're not the only one checking in.</div>
</div>
</div>
</section>
<footer>
<div class="wrap">
<div class="foot-mono">Evergreen — a Nucleus + Fibernetics company · Built &amp; live in prototype</div>
<div class="foot-mono">Confidential business plan · Prepared August 2026</div>
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