Compliance review for an external talk's slide deck

THE CONVERSATION · 6 TURNS · 1 VERIFICATION STEP

YusufPROPOSAL16:00

External keynote deck for review. Includes pricing, customer logos, ARR metrics.

16:08COUNTERAnna

Three flags: pricing slide is non-public, customer logo slide 12 isn't cleared, metrics are too specific.

YusufCOUNTER16:12

Pricing slide is the punchline of the section — hard to cut. Can we keep it with a 'roadmap' disclaimer?

16:16COUNTERAnna

No disclaimer survives investor scrutiny. The specific numbers either go public or stay internal. Cut the slide or replace with a value-anchored chart.

VERIFICATION STEP · AGENT PAUSED TO ASK YUSUF

16:17 → 16:20 · 3m

AGENT ASKEDCompliance flagged three issues: pricing (non-public, can't survive a disclaimer), unauthorised customer logo (consent never obtained), and metrics that imply ARR (need rounding). Accept all three changes — it's a clean keynote either way?

YUSUF REPLIEDYes — make all three changes. Saving the talk is worth the small content loss. The story works without specifics.

YusufREVISION16:21

Removing pricing slide (replacing with value chart). Swapping customer logo for category icon. Rounding ARR metrics to nearest order of magnitude.

16:23ACCEPTAnna

Approved. Final deck has the three changes baked in. Talk it through with confidence.

THE RESOLUTION

Deck approved with three changes: pricing slide removed, customer logo on slide 12 swapped for category icon, all metrics rounded to nearest order of magnitude.

INITIATOR

Yusuf

✓ signed · example

COUNTERPARTY

Anna

✓ signed · example

OPENED

3 days ago

CONVERGED

2 days ago

BOTH SIGNED

2 days ago

ACTIVITY

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