Skip to content
Relay
12 findings

Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Measurement

Conversion, not volume. The north star is approved client actions per surfaced opportunity.

Measurement

Of 4,200 opportunities surfaced in the pilot week, 88 became approved client actions. The gates below are the invariants, each with its failure count; none failed.

The funnel is synthetic. The conversion between an insight flagged and an action taken is the figure a pilot establishes, and this screen is built to hold it.

Conversion funnel, pilot cohort, one week (synthetic)

StageCountFrom previousShare of generated
Candidate opportunities generated4,200
Surfaced after ranking and cap1,38033%
Opened91066%
Decided64070%
Proposal generated31048%
Proposal accepted19061%
Communication drafted16084%
Submitted for supervision15094%
Dispositioned14295%
Client contacted12085%
Outcome recorded8873%

Synthetic numbers for layout only. The real funnel is the first thing to ask for in week one (PRD Appendix B, question 1).

Zero-tolerance release gates, computed now over 56 composed drafts (full and brief)

Zero constraint breaches in eligible proposals (by construction)Pass
Zero performance projections in client textPass
Zero unsourced figuresPass
Zero drafts without a citationPass
Zero regime mismatches (by construction; the counter records the regime)Pass
Zero drafts without disclosurePass

1 opportunity refused for insufficient evidence. The same checks run in npm run check, alongside the invariant that no code path can reach a client.