Notes
Decision logic, operating patterns, and structured writing that explain how the work gets framed, refined, and made repeatable.
"Product brief: Family Shapes"
One-page product summary covering users, problem, MVP scope, and success metrics
10-year cashflow model
Year-by-year operating model covering occupancy and ADR assumptions, expenses, NOI, debt service, cashflow, and DSCR trajectory.
1018 – SaaS Portal Platform
Plan and implement a multi-tenant SaaS portal for cryobanks and clinics with RBAC, billing, analytics, and professional workflows, separate from the Family and Donor apps
Borrower profile assumptions
Borrower context assumptions for age, employment, credit profile, income, and investable assets used in financing scenarios.
Community Content And Media Model
The linked schema confirms that Family Shapes includes a real content and community system. Forums branch into threads and posts, blog posts branch into comments, resources stand on their own, and media albums link to media files through join rows.
Donor Boundary and Health Model
The donor surface is backed by a distinct donor profile model that connects privacy settings, health updates, and donor-recipient relationship state instead of treating donor controls as simple account preferences.
Donor Portal
Comprehensive documentation of the Donor Portal feature
Donor Profile And Connection Model
The donor layer is real in the schema, not just the UI. `donor_profiles` stores donor-specific identity, privacy, and health fields, while `donor_recipient_connections` tracks the relationship state between donor profiles, organizations, and recipient-side users.
Family Shapes Product Surfaces
A linked breakdown of the family, donor, clinic or cryobank, and community surfaces that make Family Shapes a multi-surface platform.
Forced-sale exit scenarios
Exit sensitivity scenarios showing modeled net proceeds and gain or loss under cost-basis and downside sale outcomes.
Masthope investment summary model
Top-line scenario sheet with purchase and financing assumptions, year-one cashflow, ten-year IRR, and modeled net-sale proceeds.
Mortgage scenario grid
Financing matrix across down-payment tiers and 15/30-year terms with monthly payment and total-interest comparisons.
Organization and Oversight Model
The clinic and cryobank layer depends on organizations as the tenant and oversight anchor, tying professional users to shared operational views, people records, and family relationship context.
Organization Membership And Oversight Model
The remote schema makes the institutional layer much clearer: organizations connect to memberships, invitations, user profiles, groups, family trees, persons, and donor-recipient operations. That is a stronger SaaS and coordination story than the earlier editorial model captured.
Project Compass Experimentation Phases
What the lightweight Notion-first and dashboard-heavy phases taught us before we narrowed into Project Compass.
Project Compass Strategy and Solution
The durable decision model behind Project Compass and the solution loop that turns scattered repo evidence into a trustworthy portfolio view.
Project Master Plan
Product vision, scope, and system map for Family Shapes
Relationship Graph And Access Model
The linked Supabase schema shows Family Shapes as a graph product with explicit access control. Family trees can belong to groups or organizations, persons join trees through membership rows, connections link people, and collaborator plus invitation tables govern who can work inside a sensitive tree.
Relationship Graph Core
Family Shapes centers the product on family trees, people, and connections, then layers collaboration and invitations on top so sensitive relationship graphs can be explored and maintained safely.
Security/Sharing/Permissions/Privacy Audit (P1.1)
Inventory and rationalization across frontend and backend
Stress test scenarios
Downside and upside operating scenarios with resulting NOI, cashflow, and DSCR impacts under changing demand assumptions.