# Investor Proof and Claims Register Status: canonical investor-communication evidence gate Evidence date: 2026-07-29 Supersedes: older investor-use proof wording wherever it conflicts Does not supersede: the technical job-before-price thesis ## Current public stage > Roover has built and piloted components of a buyer-side roofing workflow. The next proof is a reconciled cohort covering packet cost and sufficiency, independent roofer response, price survival, homeowner selection, contracting, collected revenue and physical outcome. No current Roover operating metric cleared independent main-deck verification in the 29 July 2026 research audit. ## Evidence provenance This register is the durable communication summary of the 29 July 2026 investor research package. The detailed source chains, boundaries and red-team analysis remain in: - `11_PROOF_AND_FALSIFICATION_LEDGER.md` - `12_INVESTOR_CLAIMS_LIBRARY.md` - `14_RECOMMENDED_POTENTIAL_STORY.md` - `16_OPEN_QUESTIONS_AND_NEXT_TESTS.md` Research package Drive folder: ## Claim classes | Class | Meaning | External treatment | |---|---|---| | Confirmed fact | Primary or authoritative evidence supports the bounded statement | May use with source, geography, period and definition | | Publicly supportable precedent | External evidence supports the operating principle | May use without claiming residential transfer | | Product / architecture evidence | The component or designed workflow exists | May show; do not imply operating performance | | Internal operating evidence | Internal or connector-derived evidence exists | Qualify and reconcile before main-deck use | | Founder account | Mike's first-person chronology or recollection | Attribute and reconcile where material | | Anecdotal evidence | Observed or reported behaviour without a verified denominator | Use only as colour | | Private industry signal | Non-public access, conversation or interest | Keep private unless permissioned; never call traction | | Commercial hypothesis | Proposed payer, value capture, distribution or economics | Frame as a test | | Unproven rate | Conversion, cost, response, price survival or repeatability without a reconciled cohort | Do not state as achieved | | Conditional outcome | Larger company potential after explicit proof gates | Use `if`, not inevitability | ## Safe main-deck claims - Professional procurement can give contractors a common information basis before selection while preserving contractor qualifications, judgment and site investigation. - Commercial remote imagery, geometry and estimating inputs exist; this does not prove Roover coverage or packet sufficiency. - Roover is testing the residential translation: prepare the homeowner's pricing basis first, let roofers price independently, then let the selected roofer confirm the physical job. - The workflow is designed to preserve evidence, scope version, conditional initial pricing, site confirmation and outcome. - Australia had 11,452,200 residential dwellings at December 2025. - New Zealand had an estimated 2,124,800 private dwellings at 30 June 2026. - The US American Housing Survey recorded 8.3 million homeowner roofing-improvement projects and US$93.5 billion of expenditure across 2021–2023. This is multi-year improvement activity, not annual replacement TAM. - This round is to prove useful pre-site pricing, survival through site confirmation, repeat roofer participation, homeowner progression and true variable economics. ## Important claim classifications | Topic | Current classification | Safe treatment | |---|---|---| | RoofBuddy | Publicly supportable category example; company-reported activity figures | It operates a managed NZ quote platform. Its reported counts/value do not prove completion, economics, comparable scope or Roover. | | Roofing Industries / Vulcan | Private industry signal and potential partner route | Describe only with permission. No commitment, funding, launch or signed distribution claim. | | Supplier reaction | Anecdotal/private industry signal | Useful for partner discovery, not proof of competitive tension or willingness to pay. | | Product cost reduction | Commercial hypothesis supported by component availability | Say the workflow is now testable; do not say household-scale economics or near-zero cost are proved. | | Marketplace proof | Internal operating evidence, currently unreconciled | Do not claim a completed transaction, proven take rate, three prices in 24 hours or paid conversion until primary records reconcile. | | Partner distribution | Commercial hypothesis | A route to test, not traction, zero CAC or current moat. | | Geographic scalability | Conditional outcome | Test one market cell and a matched second front door before claiming portability. | | Pricing profiles | Product architecture / hypothesis | May reduce invitation intensity; do not say they solve liquidity, identify the winning price or make one price sufficient. | | Data compounding | Architecture and hypothesis | The system is designed to capture records; measurable prospective improvement is unproved. | | Founder chronology | Founder account | Use first-person discovery story only after the 16/18-month and longer RoofHero chronology are reconciled. | | A$250,000 round / A$100,000 initial close | Working funding intent | Confirm the current ask, runway, milestones and use of funds before placing either figure in a deck or Loom. | ## Do not use as achieved claims - a completed Roover roof or proven take rate; - three prices in 24 hours; - one in twenty homeowners paid; - A$209 as proven packet cost; - A$216.88 as CAC; - database inventory as active supply; - exact AU/NZ annual replacement TAM without calibrated evidence; - `20% fat`, quantified waste or universal three-quote behaviour; - `the professional model is proven` without the household-transfer boundary; - no competitors, data moat, fair market price, zero-CAC partner distribution; - roll-former competition for Roover; - a Roofing Industries or Vulcan commitment; - instant final quote, eliminated site visit, winner-takes-all or inevitable infrastructure. ## Required terminology Use: - pricing basis; - conditional initial roofer pricing or offer; - site-confirmed contractor quote; - professional ordering precedent; - large recurring installed base; - partner option; - architecture designed to capture; - hypothesis to be measured. Do not collapse estimate, conditional initial pricing and site-confirmed contractor quote. ## Proof ladder > Prepared job → successful transaction → repeat informed buyer → multi-front-door distribution → pricing and outcome memory → conditional transaction infrastructure Current status: 1. Prepared job to successful transaction — plausible, not independently repeated. 2. Successful transaction to repeat informed buyer — hypothesis. 3. Repeat informed buyer to multi-front-door distribution — hypothesis. 4. Multi-front-door distribution to pricing and outcome memory — architecture only. 5. Pricing and outcome memory to transaction infrastructure — speculation. ## Next evidence gate Run one consecutive cohort under frozen definitions and retain: - immutable job ID; - homeowner intent and confirmation; - evidence and scope version; - invitations, responses and conditional prices; - selection; - site findings and reason-coded changes; - site-confirmed contractor quote; - contract, invoice, payment and physical outcome; - Roover revenue; - human, data and support cost.