Investment Plans workspace
Lakes Entrance Apartment (40/203 Esplanade) — gate DP-004 ratification is overdue by 1 day (2026-09-29).Open record →
8
Active opportunities
9 records · 4 validation · 3 concept · 1 market · 1 closed
24
Open next-actions
next: 2026-09-19 — ACT-001 NDIS & Aged Care Business Study
31h
Founder hours invested
$0 cash spent to date
8
Gates ahead
1 overdue · 1 due ≤14d

🗓 Decision Calendar — upcoming gates

overdue 1d (2026-09-29)Lakes Entrance Apartment (40/203 Esplanade) — DP-004 ratification
in 3d (2026-10-03)Mario Software (2D/3D Modelling Tools) — Concept → Validation
in 15d (2026-10-15)Local AI Hardware Investment — Hardware Purchase Decision
in 31d (2026-10-31)NDIS & Aged Care Business Study — Validation → Launch decision (Go/No-Go)
in 31d (2026-10-31)Lakes Entrance Investment Plan — Rent-phase start (relocation confirmed)
in 43d (2026-11-12)Engineering Management Suite (Product) — Concept → Validation
in 45d (2026-11-14)HAD Digital (Oncology Home-Hospitalization) — Market → Revenue (or Close)
in 61d (2026-11-30)AI Consultancy for SMB — Concept → Validation

Investment Portfolio

8 active · 24 open actions · 8 gates ahead

Buy-vs-walk analysis of a $170k 1BR letting-pool unit — verdict: do not buy in any structure.

⏱ 9d in stage🔄 updated 2026-09-241 open action
Weekend-Airbnb plan, net of costs: -$5,394/yr (best case +$1,425)Real capital growth 2003-2026: -44% (nominal flat: $172k to $170k)Days on market / 1BR floor comp: ~195 days / $65k (23/203, May 2025)Asking price / all-in cost: $170,000 / $178,170
Next gate: DP-004 ratification overdue 1d (2026-09-29)  Open record →

Help Mario build AI-assisted 3D modelling from 2D drawings + reporting system. Blocked on inputs: his two framework documents (private Google Docs) and an agreed deal structure. Time-boxed: docs + structure by early October or park.

⏱ 18d in stage🔄 updated 2026-09-184 open actions
Deal structure agreed in writing: NoMVP slice defined: NoSource documents obtained: 2 / 2Unstructured hours burned: 1 / 20
Next gate: Concept → Validation in 3d (2026-10-03)  Open record →

Decision pending: RTX 5090 desktop build ($11-15K) or M5 Max 128GB ($9.5K) — Centre Com quote has critical issues

⏱ 12d in stage🔄 updated 2026-09-245 open actions
Business validation: UnvalidatedCentre Com quote: Needs clarificationBudget headroom: TBD70B model speed: TBD
Next gate: Hardware Purchase Decision in 15d (2026-10-15)  Open record →

Go/no-go study complete (v2.0.0) — decision owed by owner. Aged-care-first recommended by trade study; 14 owner actions owed (53 register items open in total) and 2 parked decisions stand between study and launch.

⏱ 23d in stage🔄 updated 2026-09-183 open actions
HIGH risks: 10Open register items: 53Owner decisions parked: 2 (DEC-003 service model)Recommended option score: A 'Aged care first' 3.70
Next gate: Validation → Launch decision (Go/No-Go) in 31d (2026-10-31)  Open record →

Three-phase plan after the EGSC offer trigger: close 40/203 per DP-004, rent 6-12m in Lakes/Kalimna, then buy a standard residential PPR at or below $540k - never letting-pool, SMSF closed.

⏱ 7d in stage🔄 updated 2026-09-243 open actions
Adopted path NPV vs staying rented: rent-12m-then-buy: $-4,094 (5y) / $38,179 (10y); rejected buy-now: $5,715 / $48,234Rent budget band: $450/pw base (band $350-$500)Price ceiling: $540,000 (band $385,000-$540,000; base $520,000)Growth expectation: 4.0% pa (10y NPV: 3.1% $9,843 | 7.4% $223,856)
Next gate: Rent-phase start (relocation confirmed) in 31d (2026-10-31)  Open record →

Productise the existing engineering-management toolkit for small firms (10-100 staff): tailored install + AI drafts from their past projects + capability program. Low-cash, high-time bet; discovery interviews now gate everything.

⏱ 18d in stage🔄 updated 2026-09-184 open actions
Discovery interviews: 0 / 13Willingness-to-pay signals: 0 / 3IP-clean packaged assets: 0%Pain-validation rate: —
Next gate: Concept → Validation in 43d (2026-11-12)  Open record →

MVP complete and delivered for Dr Kais Aldabbagh (CTCAE v5.0 grading, 19 API endpoints, shipped desktop exe). Build is done; the open investment question is the commercialisation path — licence, hosted service, or close out as delivered work.

⏱ 25d in stage🔄 updated 2026-09-182 open actions
Open risks: 5 project + 1 portfolio (mitigating)Commercialisation decision: Not madeCapabilities delivered: 24 / 24Tests passing: 94 (37 Tier-1)
Next gate: Market → Revenue (or Close) in 45d (2026-11-14)  Open record →

AI Consultancy for SMB

concept service

Consultancy offering for small/medium businesses built on the AI Project Governance Standard — v3.9 ratified; v4.0 business layer built but unratified (CR-012 pending) — plus a tested reference webapp. Service catalog, pricing and first client are still missing.

⏱ 60d in stage🔄 updated 2026-09-182 open actions
Service catalog defined: Nobusiness_plan.json (self): NoPaying engagements: 0
Next gate: Concept → Validation in 61d (2026-11-30)  Open record →

Household tax/super/loan archive FY2019-20–FY2026 (102 files, private). Not an investment — kept for annual tax cycles. Listed so the portfolio flip-through is complete.

⏱ 21d in stage🔄 updated 2026-09-180 open actions
Current FY documents filed: partial
Next gate: Annual tax cycle in 31d (2026-10-31)  Open record →
How to update these records (CLI)
Records live in portal/portfolio/*.json and are updated through the CLI, which stamps dates and keeps the progress log append-only:
python tools/update_progress.py --list
python tools/update_progress.py <slug> --note "what happened"
python tools/update_progress.py <slug> --action "next concrete step" --due 2026-10-31
python tools/update_progress.py <slug> --done ACT-001 --hours 2
Or simply tell the advisor (ZCode) in session: "update <slug>: …".