Test 016 for Morgan Chen

Request

Create an archive note recording the March 27, 2026 board review's decision on first-half fundraising and the operating priorities it set for Q2.

Required memory

Fact 287

The board aligned on March 27, 2026 that Scaffold will not force a Series C during the first half of 2026.

Source evidence (1)

002822Mar 27, 2026 / 11:52 UTC-07:00

The Q1 board durability review just ended. I led it with Sofia, Devon, Anna, Sarah, Jake, and Leo in the room. The evidence was strong enough for a steadier operating posture: Evergreen renewed under standard Growth terms and stayed on standard overage handling; Acme is normal Atlas/API v2 support rather than a product emergency or founder-direct route; the Mercury OAuth-cancel fix and narrower source-type work support activation-quality discipline without reopening invite-link or granular-admin scope; Atlas guardrail work stayed contained; margin evidence is cleaner operating hygiene; and Compass has internal owner value but still does not have nameable repeatability beyond Evergreen and Acme. The board aligned that we will not force a Series C in the first half of 2026. Q2 should prioritize retention, margin discipline, cleaner standard-term customer work, and owner-lane execution instead of vanity growth. The review did not reopen the Head of Customer Growth backfill or a second Mercury engineering req. Please update `mercury_engineering_headcount_plan` and `customer_growth_staffing_plan_2025_spring` while this is fresh so both records say the March 27 review did not reopen those roles and any revisit depends on stronger future evidence, not H1 market-warming.

Message 002822 in history

Fact 288

Scaffold's Q2 2026 priorities should be retention, margin discipline, cleaner standard-term customer work, and owner-lane execution rather than vanity growth.

Source evidence (1)

002822Mar 27, 2026 / 11:52 UTC-07:00

The Q1 board durability review just ended. I led it with Sofia, Devon, Anna, Sarah, Jake, and Leo in the room. The evidence was strong enough for a steadier operating posture: Evergreen renewed under standard Growth terms and stayed on standard overage handling; Acme is normal Atlas/API v2 support rather than a product emergency or founder-direct route; the Mercury OAuth-cancel fix and narrower source-type work support activation-quality discipline without reopening invite-link or granular-admin scope; Atlas guardrail work stayed contained; margin evidence is cleaner operating hygiene; and Compass has internal owner value but still does not have nameable repeatability beyond Evergreen and Acme. The board aligned that we will not force a Series C in the first half of 2026. Q2 should prioritize retention, margin discipline, cleaner standard-term customer work, and owner-lane execution instead of vanity growth. The review did not reopen the Head of Customer Growth backfill or a second Mercury engineering req. Please update `mercury_engineering_headcount_plan` and `customer_growth_staffing_plan_2025_spring` while this is fresh so both records say the March 27 review did not reopen those roles and any revisit depends on stronger future evidence, not H1 market-warming.

Message 002822 in history

Expected tool calls

create_doc

Grading

1. field_equals / create_doc

{
  "type": "field_equals",
  "tool": "create_doc",
  "path": "result.ok",
  "value": true,
  "check_id": "morgan_016_00",
  "action_id": "morgan_016_create_doc"
}

2. field_llm_judge / create_doc

{
  "type": "field_llm_judge",
  "path": "result.document.body",
  "criterion": "Records the March 27 board decision not to force a Series C in the first half of 2026, and Q2 priorities of retention, margin discipline, standard-term customer work, and execution by the existing owners rather than vanity growth. Keeps this as a historical decision, not a claim about current September authorization.",
  "tool": "create_doc",
  "check_id": "morgan_016_01",
  "action_id": "morgan_016_create_doc"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2026-09-14",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "create_doc",
        "path": "result.ok",
        "value": true,
        "check_id": "morgan_016_00",
        "action_id": "morgan_016_create_doc"
      },
      {
        "type": "field_llm_judge",
        "path": "result.document.body",
        "criterion": "Records the March 27 board decision not to force a Series C in the first half of 2026, and Q2 priorities of retention, margin discipline, standard-term customer work, and execution by the existing owners rather than vanity growth. Keeps this as a historical decision, not a claim about current September authorization.",
        "tool": "create_doc",
        "check_id": "morgan_016_01",
        "action_id": "morgan_016_create_doc"
      }
    ]
  }
}