Stratify team handbook
Founding-team documentation for Stratify Signals (pre-license hybrid). Live site: /handbook (public — no app sign-in; must not sit behind Cloudflare Access on that path).
This handbook is generated from markdown in this repository. When you change product, legal, or ops behaviour, update the linked doc in the same PR as the code.
Product and features
| Topic | Document |
|---|---|
| Mandate narratives (catalog) | product-design.md |
| Product requirements (PRD) | PRD (repo root) |
| v2.1 build roadmap | v2.1-roadmap.md |
| External dependencies | critical-path.md |
| Closed-beta partner ops | closed-beta/partner-runbook.md |
| Antonios onboarding notes | onboarding-antonios.md |
Code source of truth: packages/shared/src/mandates.ts · packages/shared/src/mandate-methodology.ts
Strategy mandates
This table is a snapshot, not a fixed list — the catalog has already changed size twice (5 → 4 → 7). packages/shared/src/mandates.ts is the live source of truth; update this table when that file changes, don't treat either as permanent.
Per-mandate playbooks (data sources, methodology, ingest, disclaimers):
| Mandate | Playbook |
|---|---|
| Pelosi Tracker | compliance/strategy-playbooks/pelosi-tracker-plus.md |
| Liquid Private Equity | _not yet written_ |
| AI Arms Race | compliance/strategy-playbooks/ai-world-war-iii.md |
| Deutsche Credit | _not yet written_ |
| Europe Defense | compliance/strategy-playbooks/europe-defense.md |
| Super-Investors | compliance/strategy-playbooks/super-investors-13f.md |
| Obesity | compliance/strategy-playbooks/obesity-glp1.md |
Index: compliance/strategy-playbooks/README.md
Legal and compliance
| Topic | Document |
|---|---|
| Signalgeber classification (EEA) | compliance/signalgeber-classification.md |
| DSGVO data flow | compliance/dsgvo-data-flow.md |
| Suitability responsibility matrix | compliance/suitability-responsibility-matrix.md |
| FMA passporting gate | compliance/fma-passporting-gate.md |
| Audit trail export format | compliance/audit-trail-export-format.md |
| Closed-beta sign-off checklist | compliance/closed-beta-sign-off-checklist.md |
| Pen-test RFP | compliance/pentest-rfp.md |
Counsel-facing decks live under docs/presentations/ (export PDFs for external review).
Engineering
| Topic | Document |
|---|---|
| Architecture | architecture.md |
| Design system spec | stratify_design_system_v1.md |
| B2B API quickstart | api/quickstart.md |
| API phase-C endpoints | api/phase-c-endpoints.md |
| Partner order mapping | api/partner-order-mapping.md |
| Production env | runbooks/production-env.md |
| DB recovery | runbooks/db-recovery.md |
| Mobile EAS | runbooks/mobile-release.md |
| Pre-launch quality | runbooks/pre-launch-quality.md |
| Jenkins CI | jenkins.md |
| Internal rate limits | internal/b2b-rate-limits.md |
Contracts: openapi/stratify-api.yaml (B2B API) · Supabase migrations under supabase/migrations/
Investor narrative
| Topic | Document |
|---|---|
| Pitch deck (markdown) | stratify_pitch_deck_v1.md |
Not in this handbook
docs/secrets.md— Keychain layout (Toby machine only; never publish)docs/Stratify Design System/— UI kit, HTML decks, prototypes (open design folder locally)docs/superpowers/plans/— Agent implementation plans (archive)