R4-01 Strategy canvas

Supports slide 23.

The strategy on slide 23 started as my Module 5 Strategy Canvas in April 2026. The canvas made one bet. What came after is how the bet changed when the evidence came in.

What the April canvas said

Canvas element	What I wrote (Module 5, April 2026)
Portfolio	Four products shipped in twelve months: STIGViewer, SAMS, AssuredBook, the OpenControls.ai Reseller Portal. STIGViewer named primary; the other three reclassified as assets.
Diagnosis	“Top works. Bottom doesn’t.” Apollo, content and LinkedIn produce attention. 1,800 emails sent, about 700 delivered, 4 replies. No documented sales method, so the lid was B2B revenue execution.
The bet	For 90 days: drop the tactical operator load, keep the architect role, add founder-seller on STIGViewer.
Trade-offs	No tactical operator work. No active sales on SAMS, AssuredBook or OpenControls.ai.
North Star	$100K of STIGViewer ARR by Q4 2026 from cold channels. Leading indicator: 5 closed paid customers from cold outbound by end of June.
Actions	20 May: pick STIGViewer. End of May: delegate operator load. 30 June: run 20 personal Apollo sequences.

What it became (slide 23)

Slide 23 element	Where it came from
Diagnosis: four bets with demand, one with the strongest case for the next dollar and hour	The canvas’s concentration call (STIGViewer primary, the rest assets). The 36,000 visits a month is the PostHog figure in R1-01.
Policy: provenance over averaging	The asserted/derived split shipped in August 2026. The outside review said publisher weight “is never averaged with our confidence score” (Weekly Check-In, 14 Aug). See R4-04.
Policy: partners carry us	26 Aug 2026: I promoted partner-sourced distribution to the primary channel and demoted outbound (Weekly Check-In, 26 Aug).
Policy: kill on evidence, with a date	The outbound gate, brought forward on 26 Aug. See R4-04.
Action: concentrate on the anchor	The canvas pick, then the economy of force audits. See R4-05.
Action: build the mapping engine	About 56,000 definitions, finished after six and a half weeks (Weekly Check-In, 30 Sep).
Action: bundle API and MCP	24 Sep 2026, on Strike Graph’s pricing evidence. See R4-04.
Action: hold positions, don’t run them	Vertex Holdings owns MoxyWolf LLC and holds SunCoast, Strike Graph and DTA (my statement, 17 Oct; figures as on slide 23).

What I got wrong in the canvas

The canvas bet on cold outbound. It didn’t produce the five customers by June. I demoted it on 26 Aug and moved the weight to partners. The North Star changed too: it’s now paying organisations with a weekly-active verified user, not ARR from cold channels.

Not yet evidenced: the three guiding policies as a single written list before slide 23. They show up in separate decisions (R4-04), not in the Module 5 canvas.

Sources:

• MoxyWolf-Strategy-Canvas-Module-5.pptx, April 2026 (Google Drive)
• Weekly Check-Ins 14 Aug, 26 Aug and 30 Sep 2026 (OneDay MBA project)
• Capstone Facts Reconciled, 17 Oct 2026 (ownership structure)