An agreed access boundary
Define what each user and source can access before introducing confidential information.
Control over the family’s information.
Define source access, user permissions, review ownership and retention requirements before a pilot using confidential information.
August board updateRevenue and cash runway · management report
For reviewInvestment measureApprovedProposed
Revenue£8.6m£7.9m
Cash runway9 months6 months
Reported holding value£5.8mUnchanged
Compare the incoming evidence with the approved figures before accepting the update.
A deliberate approval step
Keep incoming financial changes separate until the responsible reviewer approves them.
A route back to the evidence
Retain source references, prior values and the rationale behind changes.
Public demonstration and production requirements.
The public workspace provides isolated browser sessions, explicit calculations, source references and reviewed updates. It is a demonstration, not an authenticated production tenant for confidential records. Production access, retention, data location and any external AI processing need a separate scoped review. No independent certification is claimed.
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