# Verixa Seed — Data Room Index
**Version:** 1.1 · 2026-06-12 · All investor documents consolidated in `Verixa Workspace/Investor/` (founder rule: nothing investment-related outside this folder) · Owner: Vimal · Open to engaged firms only, after partner meeting.
**Legend:** ✅ exists in workspace · 🟡 to create/finalize · 🔴 counsel/CA-dependent

## 1. Company & Narrative
| Item | Status | Location / note |
|---|---|---|
| Investor deck (current) | ✅ | `Investor/02_Deck_and_Memo/Verixa_Investor_Deck_v7.1.pptx` (+ IN variant) — update slide 16 after patent filing |
| Investor memo v2 | ✅ | `Investor/02_Deck_and_Memo/verixa-investor-memo-v2.md` |
| Research dossier (market/comps, sourced) | ✅ | `Investor/02_Deck_and_Memo/verixa_research_dossier.md` |
| 3-Year Plan investor memo | ✅ | `Investor/03_Financials/Verixa_3Year_Plan_Investor_Memo.docx` |
| Four-sentence pitch + FAQ/objection doc | 🟡 | Build from soft-circle objections (Phase 2) |

## 2. Market & Competition
| Item | Status | Location / note |
|---|---|---|
| Competitive landscape | ✅ | `verixa_plan/Verixa_Competitive_Landscape.xlsx` |
| Category funding comps (Ketryx, Dot, Aizon…) | ✅ | In deck slide 9 + dossier, sourced |

## 3. Product & Technology
| Item | Status | Location / note |
|---|---|---|
| URS + traceability summary | 🟡 | Extract from repo; third-party traceability review is a Q3 2026 milestone |
| Phase 1 scope-lock matrix (live/gated/future) | 🟡 | Pull forward — also de-risks scope-overclaim objection |
| Architecture overview (investor-safe, no secrets) | 🟡 | Derive from URS; exclude trade-secret register items |
| Validation plan (CSA / GAMP 5 Cat 4) | 🟡 | Q1 2027 milestone; outline earlier |

## 4. Intellectual Property
| Item | Status | Location / note |
|---|---|---|
| IP narrative (data-room version) | ✅ | `Verixa_Patent/01_Strategy_and_Search/Verixa_IP_Narrative_Investor_DataRoom.docx` |
| Provisional filing receipts + application numbers | 🟡 | After FD (target Jun 15, 2026) — 8 India provisionals |
| Patent docket (deadlines: complete spec Jun 2027, PCT decision Dec 2026) | ✅ | `Verixa_Patent/00_Patent_Filing_Project_Tracker.md` (investor-safe extract 🟡) |
| FTO summary (investor-safe) | 🟡 | Extract from `05_FTO_Opinion`; full opinion stays privileged |
| IP assignment to funded entity | 🔴 | Closing condition — counsel; inventor currently Vimal personally |
| Investor NDA template | ✅ | `Verixa_Patent/02_IP_Chain_Suite/Patent_Signing_Pack/P07_Advisor_Investor_Reviewer_NDA_NonChallenge.docx` |

## 5. Financial
| Item | Status | Location / note |
|---|---|---|
| 18-month operating budget (monthly, use-of-funds tied) | ✅ | `Investor/03_Financials/Verixa_18Month_Budget_Model_2026-06.xlsx` |
| Cap table + ESOP scenarios | ✅ | `Investor/03_Financials/Verixa_CapTable_Scenarios_2026-06.xlsx` — share counts 🔴 counsel-verify |
| 3-year financial plan | ✅ | `Verixa_Financial_Plan_2026/` |
| Pricing model | ✅ | `Verixa GTM/Verixa_Pricing_Deck_v2_Final_2026-06-04.pptx` |

## 6. Legal & Corporate
| Item | Status | Location / note |
|---|---|---|
| Entity documents: US Inc + India Pvt Ltd (COI, bylaws/AoA, share certificates) | 🔴 | Counsel — also resolves entity-name inconsistency |
| Inter-entity structure / IP & services agreements | 🔴 | Counsel + tax (FEMA/ODI) |
| Instrument decision memo (SAFE vs CCPS vs priced) | 🔴 | Counsel — GATE 1 |
| Founder employment/assignment agreements | 🔴 | Counsel |

## 7. GTM & Traction
| Item | Status | Location / note |
|---|---|---|
| Design Partner deck (US + IN) | ✅ | `verixa_plan/decks/Verixa_Design_Partner_Deck_v3.3*.pdf/pptx` |
| Design Partner one-pager | ✅ | `Investor/05_DesignPartner_Evidence/Verixa_DesignPartner_OnePager.docx` |
| LOI template | ✅ | `Investor/05_DesignPartner_Evidence/Verixa_DesignPartner_LOI_Template.docx` — counsel review 🔴 before first signature |
| Signed LOIs | 🟡 | Target 2–4 by Sep 30, 2026 (GATE 2) |
| First Wave account list (Lane B) | 🟡 | 14 accounts — load into CRM tracker |
| Investor CRM tracker | ✅ | `Investor/04_Pipeline/Verixa_Investor_CRM_Tracker.xlsx` (internal — not in data room) |

## 8. Diligence Hygiene
- Same written answer to every firm — maintain `Diligence_QA_Log.md` 🟡 from first partner meeting
- Watermark/track access where platform allows; data room opens only after partner meeting
- Trade-secret register items NEVER enter the data room (Mira prompts, tuning constants, DQG weights, orchestration internals)
- Update this index on every addition; version the data room at each milestone