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Internal release candidateProduct architecture · AI orchestration

Business Plan Writer.

A review-gated system that turns structured intake and evidence into a funding-focused business plan.

The challenge

Long-form business plans combine narrative, market judgment, financial assumptions, and lender-facing detail. A single prompt can sound polished while silently contradicting the underlying numbers, so the system needed explicit boundaries and release controls.

The system

  • Validate structured intake and evidence before the first model call.
  • Run market building and financial checking in parallel behind typed contracts.
  • Compose the plan through a separately configurable writer step, including an Opus-quality model when the work calls for it.
  • Critique, reconcile, optionally revise once, and preserve every draft, score, call record, and gate decision.

Important decisions

  • Use typed records at every agent boundary so failures and retries remain inspectable.
  • Keep financial arithmetic deterministic and ask models to exercise judgment around computed facts.
  • Bound revisions instead of creating an open-ended agent loop.
  • Block customer-final downloads until deterministic gates and human review conditions pass.

How the work moves

  1. Step 1

    Validate intake

  2. Step 2

    Build market and financial views in parallel

  3. Step 3

    Compose the plan

  4. Step 4

    Critique and reconcile

  5. Step 5

    Review and release

Current evidence

  • The internal release-candidate workflow runs end to end through CLI and web-demo paths.
  • The system retains distinct audit artifacts, call telemetry, critic history, and rendered review packets.
  • Commercial launch still depends on evaluator calibration, production OCR, and written SBA-counsel guidance.

What it taught me

  • Good orchestration is mostly explicit contracts, deterministic gates, and honest failure states.
  • A better writer model improves prose, but it cannot replace evidence quality or arithmetic controls.
  • Auditability becomes a product feature when generated work informs consequential decisions.

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