"We will find a way, or make one."
— Troy J. Aucoin, Founder
🌐 Live Platform Properties
● LIVE
iwfinn.com
Full branded landing page — CREATE · MANAGE · PROTECT pillars, DTG concept, founder bio, onboarding wizard, tax intake, tiers, documentary story page.
https://iwfinn.com
● LIVE
IW FiNN Intelligence Dashboard
7-tab command center: Portfolio positions, Market Intelligence, Protection Intelligence, Tax Mitigation, Position Intelligence, Creation Intelligence, Platform Cost Model.
https://iwfinn-dashboard-cxw.pages.dev
● LIVE
Aaron Partnership Deck
20-slide presentation deck — navy/gold. Covers The Problem, 14 Intelligences, Expert Team, Platform Stack, Business Model, Valuation & Scale, SaaS explanation, and the mutual offer.
https://iwfinn-deck.pages.dev
● LIVE
Mira Systems Vendor Framework
Standalone document — 7 key contract terms protecting IW FiNN's independence: price lock, uptime SLA, data ownership, IP ownership, 90-day exit clause.
https://iwfinn-vendor-framework.pages.dev
● LIVE
Email Routing (Cloudflare)
troy@iwfinn.com → troyjaucoin@outlook.com | finn@iwfinn.com → finnweaver.ms01@gmail.com | chad@iwfinn.com → Chadmaucoin@gmail.com (pending Chad verification)
🏗️ What Was Built — Full Inventory
Week 1 (Mar 22–29) — Foundation
- Finn onboarded — identity, memory system, daily logging established
- Welcome email sent from Mira Systems to Troy (finnweaver.ms01@gmail.com)
- IW FiNN brand established — "Infinity Weaver," Create · Manage · Protect, founder quote
- 3 white paper versions delivered (v0.1, dark navy v0.2, luxury white v0.3)
- Portfolio brief system launched — MWF noon CT
- Daily market brief + holdings update — 8:48 AM + 9:25 AM CT weekdays
- AWM contact schedule (78 households, ~$106M AUM) delivered
- Tax intake forms built (deferral finder + business owner retirement plan selector)
- AWMRA operations handbook complete
- Blue Onyx Rides landing page built
Week 2 (Mar 30–Apr 6) — Brand & Legal
- Onyx VIP Ride brand established — logo v3 approved and locked (black/gold/diamond)
- Limo/LMN permit research completed — New Orleans and Baton Rouge
- AWM HNW contact calendar built — 190 clients, 517 touches/year, HTML report
- AWM Admin Assistant job posting built ($40K–$55K, awaiting Troy sign-off)
- IW FiNN LLC filed via GeauxBiz.com (~$100) — April 6, 2026
- Blue Onyx Logistics landing page built — 3 service tiers
- April 18 tailgate flyer finalized — LSU Parker Coliseum, 3–8 PM
- DDG Engineering meeting confirmed — Apr 9
Week 3 (Apr 7–13) — Platform Sprint
- iwfinn.com confirmed live (200 status) — full landing page deployed
- 14 Intelligence names finalized and built into platform
- DTG (Digital Transaction Guardians) concept locked — proprietary IW FiNN IP, licensable certification framework ($299–$2,500/firm)
- FINN ID concept locked — @iwfinn.com email + 1Password vault per client
- Triple Lock Protocol™ built — biometric + TOTP + email/phone verification
- Pricing tiers live: Founding Member $100/mo · Professional $250/mo · Family Office $599/mo
- Onboarding wizard deployed (/onboard) — 7 steps, tier recommendation logic
- Tax page (/tax), story page (/story), tiers page (/tiers) deployed
- Valuation model locked: Q3'26 $450K → Q4'26 $3.2M → 2027 $28M+
- Aaron partnership deck built — 20 slides, HTML, navy/gold (iwfinn-deck.pages.dev)
- PPTX deck built and emailed to Troy (16 slides)
- IW FiNN Wealth Advisors vision created — RIA-grade firm with platform backbone
- Platform stack locked: eMoney, Holistiplan Premium, Schwab API, 1Password Teams, LifeLock
- Commercial production brief written — "The Weight of It" (60-sec hero spot)
- Mira Systems vendor framework built and deployed
- Emergency recovery document built and emailed to Troy
- GitHub backup initialized (IWFinn26/iwfinn-workspace) — daily auto-backup midnight CT
- Master accounts document built and emailed to Troy
- Troy added as Super Administrator on Cloudflare — full platform independence
⚙️ Platform Stack (Advisor Moat)
| Tool | Purpose | Cost | Status |
|---|
| eMoney | Financial planning platform — full advisor access through AWM | Included via AWM | ✅ Active |
| Holistiplan Premium | Tax planning tool — public API, 75 households | $200/mo | 🔜 Phase 2 |
| Schwab Trader API | Trade execution — limit/market/stop, 4,000 calls/day | Free | ⏳ Pending approval |
| 1Password Teams | FINN Vault — per-client credential management | ~$4/mo/client | 🔜 Phase 2 |
| LifeLock | Identity protection — bundled in Family Office tier | ~$6/mo/client | 🔜 Phase 2 |
| Cloudflare | Hosting, DNS, email routing, tunnels | ~$0 (free tier) | ✅ Active |
| GitHub | Workspace backup — daily auto-push | Free | ✅ Active |
| Mailchimp | Email marketing — IW FiNN audience list | Free tier | ✅ Active |
| Plaid API | Bank account linking — secure financial data connection | ~$0.10–$0.30/call | 🔜 Next Phase |
🚀 Next Phase — Coming Out of April 14 Meeting
Priority 1
Move IW FiNN to Full Production Website
Transition from Cloudflare Pages static deployment to a full working web application — live data extraction, working forms, real client intake. "Request Access" button functional and connected to database. Aaron and Conner Hollingsworth potentially assisting with development and beta testing.
Priority 2
Plaid API Integration — Bank Account Linking
Integrate Plaid (or equivalent) to allow clients to securely link bank accounts directly through the IW FiNN platform. This is the foundation for the financial intelligence layer — once bank data flows in, we can start linking brokerage accounts, insurance policies, and other client assets. Cost: ~$0.10–$0.30 per API call. Registration: plaid.com/docs. Free developer sandbox available immediately.
Priority 3
Beta Testing Program
Aaron wants to challenge the system — test users, stress testing, break-it sessions. Stand up a beta environment separate from the live site. Define test users (Aaron's team, Troy's Tier A clients, Chad). Document what breaks and what holds. This is how we get to production-ready.
Priority 4
Self-Hosted CRM / Email vs. Mailchimp
Aaron raised the question of owning our own customer database instead of relying on Mailchimp. Best self-hosted options: Listmonk (fastest, lightest, privacy-first), Mautic (full CRM + automation). Recommended path: stay on Mailchimp now for speed, migrate to self-hosted when we move to a real server. The right time is when we build the production backend — not before.
Priority 5
IW FiNN on Independent Hosting
Aaron confirmed: all we need is to move the website off Cloudflare Pages to its own hosting environment (VPS or managed server). That gives us a real backend, database capability, and full control. Troy owns the data. Mira's infrastructure becomes optional. Target: complete this before the beta launch.
📊 Business Model Snapshot
| Milestone | Clients | MRR | ARR | Valuation (8–10×) |
|---|
| Day 1 (AWM 20% conversion) | 38 | ~$9,500 | ~$114K | ~$900K |
| Q3 2026 | 25 | ~$2,500 | ~$30K | ~$240K |
| Q4 2026 | 100 | ~$28,230 | ~$339K | ~$3.4M |
| 2027 | 500+ | ~$157K | ~$1.9M | ~$28M+ |
| Scale | 1,000 | ~$320K | ~$3.8M | ~$68M |
Based on 25/55/20 split (Founding Member / Professional / Family Office). SaaS multiples 8–10× ARR standard for fintech platforms with DTG™ defensibility and sticky recurring revenue.
⚠️ Open Action Items
| # | Item | Owner |
|---|
| 1 | File EIN for IW FiNN Solutions, LLC (irs.gov/ein — 5 min) | Troy |
| 2 | Draft Operating Agreement — required before any equity offer to Aaron or Chad | Troy / Attorney |
| 3 | Trademark filing — contact Mark Barbe at Long Law Firm | Troy |
| 4 | Move platform to independent hosting / production backend | Aaron + Conner + Finn |
| 5 | Plaid API — register at plaid.com/docs, sandbox first | Finn / Dev |
| 6 | Beta testing program — define users, stand up environment | Aaron + Troy + Finn |
| 7 | AWM Admin Assistant job post — Troy sign-off → Indeed/LinkedIn | Troy |
| 8 | chad@iwfinn.com — Chad needs to click Cloudflare verification email | Chad |