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PART 1. LIST OF CHAPTERS
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Today, we are analyzing A comprehensive
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prospectus and IPO preparation dossier
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for Docuplay, an ambitious global Edu
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industrial platform. Calibrating the
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profound philosophical and academic depth
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of the Docuplay vision for a
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financial roadshow audience will maximize
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investor engagement. Yeah, looking
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through these materials, the
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epistemological foundations are just,
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well, they're incredible. They really
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are. I mean, there are heavy,
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incredibly well researched. References to
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Husserl, Zubiri, and this really
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fascinating framing of the reality
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principle versus pleasure principle,
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right? Exactly. And it uses all
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those frameworks to establish exactly how
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the platform categorizes and delivers
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knowledge. It's a gorgeous intellectual
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foundation. But right now, this immense
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intellectual richness currently
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overshadows the core financial and
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operational metrics, right? The stuff the
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underwriters actually need to see,
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exactly. The metrics that a traditional
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JP Morgan Roadshow guide identifies as
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crucial for investors. You know, things
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like target stock price, growth
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expectations, and core executive
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backgrounds. That makes sense. But could
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the evidence also support a different
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conclusion? Like preserving some of the
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philosophical uniqueness to stand out in
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the AI tech crowd of 2026?
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And as I understand it from our notes,
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the argument here is that the
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philosophical uniqueness is precisely
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what makes docu place so powerful in the
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1st place. The opportunity definitely
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isn't to remove it or dumb it down.
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Oh, for sure, you don't want to lose
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that, right? The opportunity is just to
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translate it. Let's look at how we can
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strengthen this amazing material by
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speaking the very specific pragmatic
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language that institutional underwriters
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expect. Because right now, an analyst
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scanning this for immediate financial
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viability. Might get a little lost in the
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phenomenology before they ever reach the
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actual revenue model. Exactly. I mean, if
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you're an institutional investor sitting
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in a roadshow presentation, you are
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fundamentally looking to do 2 things. You
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want to de risk an investment and you
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want to calculate a return. Yeah. So when
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the opening pages read more like a
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rigorous academic treatise on
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epistemology, the audience, you know, the
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finance guys, they might struggle to find
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the commercial application, right? They
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might just tune out. Yeah. So the
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suggestion here. Is to harness this
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deep intellectual foundation by
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translating those academic frameworks
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into direct financial and operational
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advantages. By doing this, you're
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effectively bridging the gap between this
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visionary eduindustrial concept and the
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pragmatic, metric-driven expectations of
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the financial markets. I love that, so
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let's break down how the authors can
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actually do that A key theme running
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through this material seems to be the
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meticulous categorization of knowledge,
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specifically the. Separation of
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demonstrable sciences like math and
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physics from argumentable sciences like
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sociology or literature, which is
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incredibly rigorous way to structure a
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curriculum. It is, it's brilliant. But
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how do we translate, you know, Husserl
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into roadshow language? Well, we can
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explore a few concrete examples of how
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this could be done and keeping in mind,
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of course, that these are just a handful
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of potential strategies among many. Sure,
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but instead of leading the roadshow
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presentation with the epistemological.
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Differences between demonstrable and
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argumentable sciences. You can take that
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exact same mechanism and reframe it as a
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high engagement B2B and B2C retention
95 [00:03:34]
strategy. OK, wow. So what I really like
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about this is that we aren't losing the
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core function of the platform at all. Not
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at all. We're just repositioning it to
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answer the investors primary question,
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which is basically why will users keep
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paying for this?Precisely, you explain
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the why and the how to the investor.
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Using their own vocabulary, you show
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them that because the platform rigorously
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distinguishes between hard facts and
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qualitative arguments. Thanks to that
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underlying philosophy, users experience a
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highly reliable, bias-free learning
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environment, which is huge right now.
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Oh, it's massive. In the 2026
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market, especially with the ongoing
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crisis of AI hallucinations and automated
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misinformation, reliability is literally
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your most valuable currency. Right,
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because reliability equals user trust.
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Exactly. Reliability equals trust, and
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trust equals long-term subscription
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retention. So you've taken this beautiful
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abstract philosophical concept and turned
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it into a highly attractive metric
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for lifetime customer value. That makes
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so much sense. Now the material
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also makes a really strong case
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for innovation by highlighting this R&D
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and Ind and SU formula. Ah
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yes, research, digitization, innovation.
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Development, fabrication,
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commercialization, write. It outlines a
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complete end-to-end lifecycle from a
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student having a raw idea to a
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physical product being sold in the
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market. But again, as a string of
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letters on a slide, it's well, it's
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quite dense. It is very dense. So
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to optimize this for the IPO dossier,
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another approach could be to translate
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that complex acronym into a standard
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visually digestible go to market pipeline
139 [00:05:26]
slide. Oh, OK. Because during a
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road show, you know, time is your most
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constrained asset. You have a very short
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window to capture an investor's
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confidence. Yeah, they flip through those
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decks so fast. Exactly. So if we map
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this formula visually, showing how a
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piece of research moves seamlessly
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through digitalization all the way down
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to commercialization, you instantly
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communicate the how You show them that
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Docuplay isn't just an educational tool,
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it is a hyper efficient, fully integrated
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factory. For commercializing intellectual
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property, that visual shift changes
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everything. Let's look closely at
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another section, the methodologies
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inspired by Husserl and Zubiri.
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There's this profound commitment to
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objective reality and knowing things as
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they truly are, rather than how we
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wish them to be. Yeah, it is
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a highly ambitious way to approach a
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data ecosystem and to holds massive
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commercial potential if you frame it
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correctly. So a third example of this
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translation would be to map these
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rigorous methodologies directly to
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qualitative and quantitative key
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performance indicators, the KPIs that
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traditional underwriters already track
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exactly when the dossier talks about.
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Platforms commitment to objective
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reality. Reframe it as a proprietary data
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verification model. Investors right now
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are incredibly wary of data integrity
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issues. Oh for sure, garbage in, garbage
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out, right? If you can tell an
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underwriter you know our foundational
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methodology guarantees clean, objective,
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peer reviewed data, which drives our
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internal AI models to unprecedented
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accuracy. You've suddenly turned an
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epistemological stance into a massive
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competitive Moat. That is such a
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powerful pivot. Distilling the expansive
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12 program architecture into a highly
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focused primary revenue narrative will
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strengthen the prospectus significantly.
188 [00:07:18]
Yeah, this is a really crucial transition
189 [00:07:21]
for the authors to make because the
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scope of what is being proposed in
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this dossier is just. I mean, it's
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monumental. It really is. The dossier
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outlines incredible ambition by detailing
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massive concurrent projects. Yeah, you
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have the core educational software, but
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alongside it. There is the Biodiversity
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Catalog, which is aiming to catalog 85%
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of the world's unknown species, which is
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amazing. Then there is the Hydrosolar
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Energy Transition Project. And there is
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the Super Pisa global ranking system. It
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is a vast ecosystem, right? However,
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presenting all these monumental endeavors
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simultaneously creates a mosaic that
205 [00:07:59]
disperses the reader's focus rather than
206 [00:08:01]
concentrating it on the primary engine of
207 [00:08:04]
near-term revenue. And near-term revenue
208 [00:08:06]
is exactly what is expected in a.
209 [00:08:09]
IPO or SPAC timeline, Is there a
210 [00:08:11]
risk that focusing solely on the
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educational software might overlook the
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massive scale of the physical
213 [00:08:17]
reindustrialization goals? That's the
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tension we really have to navigate here.
215 [00:08:22]
The physical reindustrialization goals,
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like rolling out that hydrosolar
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infrastructure are deeply compelling and
218 [00:08:27]
they absolutely provide the overarching
219 [00:08:29]
mission of the company, right? They are
220 [00:08:32]
the big vision. But in a capital
221 [00:08:34]
raising environment, complexity can
222 [00:08:36]
create hesitation. An underwriter needs
223 [00:08:38]
to see a very clear. Risk-adjusted path
224 [00:08:40]
to initial profitability. If I'm an
225 [00:08:42]
investor looking at a pitch deck and I
226 [00:08:44]
see a software platform right next to a
227 [00:08:47]
massive global infrastructure project, my
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immediate question is going to be, how is
229 [00:08:51]
the capital being allocated on day one?
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Yeah, that is the exact friction point we
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want to smooth out. The suggestion here
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is to structure the pitch by leading with
233 [00:09:02]
the most immediate proven revenue
234 [00:09:03]
generator. OK. And for Docuplay, based on
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the materials provided, that appears to
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be the core. Proprietary education
237 [00:09:10]
platform and its self-sustaining network
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effect right if you position this
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software as the vanguard of the pitch,
240 [00:09:17]
you can then present the grander physical
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and scientific projects like the
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biodiversity catalog and hydrosolar as
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subsequent phases or secondary growth
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horizons. Oh I see yeah this proves
245 [00:09:28]
immediate operational viability while
246 [00:09:30]
still promising that massive future
247 [00:09:31]
upside I can see what you're going
248 [00:09:34]
for here let's see how we can
249 [00:09:37]
strengthen this with some structural.
250 [00:09:39]
Adjustments to the prospectus itself
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because you know the how is just as
252 [00:09:44]
important as the what absolutely and
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while there are numerous ways to execute
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this formatting, let's explore a few
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concrete examples of how you might
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actually restructure this narrative OK,
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let's hear them first, you could create a
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highly prominent dedicated Phase I core
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platform launch section at the very
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beginning of the prospectus this section
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would focus strictly on the mechanisms
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that generate cash today like the
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automated. Engine. Exactly. The
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translation engine, the pure evaluation
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system, and the immediate content
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generation loops. By isolating these
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software elements, you clearly
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demonstrate to investors how the platform
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generates immediate, scalable cash flow
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through user subscriptions and b-to-b
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partnerships. You're showing them the
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money right up front, right? You are
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building a fortress of immediate
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financial viability before asking them to
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fund the rest of the ecosystem. That
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makes a lot of sense now looking at
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the material it also includes. Highly
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detailed proposals for the USA 250th
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anniversary in 2026. Ah yes, specifically
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it mentions the Docu Profile America
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Initiative and the American Festival of
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Songs. These are very intricate plans,
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and they highlight a profound commitment
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to civic engagement and cultural
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heritage. Their wonderful initiatives
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they are, but if we are focusing on
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the course software revenue first, where
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do these fit Well, they represent a
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phenomenal opportunity for brand
290 [00:11:07]
visibility, but they are fundamentally
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different from the core SaaS product. So
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as another example of how to streamline
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the narrative, I would suggest moving
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these highly specific anniversary
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proposals into a strategic partnerships
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and civic marketing appendix ah, instead
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of having them as core business pillars
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up front. Exactly right because if I'm an
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analyst modeling the. Five year revenue
300 [00:11:28]
projections and event based initiative
301 [00:11:30]
like a physical festival might actually
302 [00:11:32]
skew my understanding of the recurring
303 [00:11:35]
software revenue. Exactly. They are
304 [00:11:36]
brilliant marketing and engagement
305 [00:11:38]
strategies that will drive user
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acquisition, no doubt, but they serve a
307 [00:11:42]
different financial function. Grouping
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them in an appendix allows investors to
309 [00:11:46]
see the comprehensive marketing road map
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without losing the threat of the core
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subscription business model. OK, that
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cleans up the structure beautifully, but
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the dossier outlines 4 main revenue
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streams. In total, across the entire
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ecosystem, how do we present those
316 [00:12:02]
without overwhelming the reader? To
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maximize clarity here, 1/3 potential
318 [00:12:05]
solution would be to present these 4
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main revenue streams hierarchically in a
320 [00:12:10]
timeline format. A timeline, yeah.
321 [00:12:12]
Instead of just a bulleted list. Show
322 [00:12:15]
investors a visual road map. You explain
323 [00:12:17]
that years one and two focus entirely
324 [00:12:20]
on scaling the core platform and
325 [00:12:22]
integrating the Super Pisa enterprise
326 [00:12:24]
tools. Then you show that years 3
327 [00:12:27]
and 4. Expand into the biodiversity
328 [00:12:29]
cataloging revenue utilizing the student
329 [00:12:32]
network you already built in phase
330 [00:12:34]
one. Oh, I like that. And
331 [00:12:37]
finally Year 5 and beyond tackle
332 [00:12:40]
the physical hydrosolar rollout. This
333 [00:12:42]
timeline does something very important.
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It demonstrates to underwriters exactly
335 [00:12:46]
which pillar anchors the IPO valuation
336 [00:12:49]
today and which pillars represent the
337 [00:12:52]
long term exponential upside. Yeah, it
338 [00:12:54]
proves that Docuplay possesses the
339 [00:12:56]
rigorous operational. To execute its
340 [00:12:59]
ambition sequentially. They aren't trying
341 [00:13:01]
to boil the ocean all at once.
342 [00:13:04]
Exactly. We're granting the decentralized
343 [00:13:06]
intellectual property mechanism as the
344 [00:13:08]
primary market differentiator will
345 [00:13:09]
position the offering perfectly for the
346 [00:13:12]
2026 regulatory and market landscape.
347 [00:13:14]
Yes, this is where the underlying
348 [00:13:16]
mechanics of the platform truly shine.
349 [00:13:19]
They really do. The material contains A
350 [00:13:21]
revolutionary approach to student equity
351 [00:13:23]
and IP sharing as it stands, the
352 [00:13:26]
dossier explains that. Design and
353 [00:13:29]
programming authors all cosign commercial
354 [00:13:31]
contracts for patent protected income.
355 [00:13:33]
It's a massive paradigm shift. It
356 [00:13:36]
is. However, this concept is currently
357 [00:13:39]
nested deeply within the operational
358 [00:13:41]
explanations of the TECS and PICS
359 [00:13:43]
consortia. You know the technology and
360 [00:13:46]
innovation consortia and the projects of
361 [00:13:49]
innovation and commercialization, right?
362 [00:13:50]
All those logistical acronyms. Exactly.
363 [00:13:53]
It's explained as a logistical process
364 [00:13:55]
rather than being highlighted as the
365 [00:13:57]
ultimate disruptor of traditional
366 [00:13:59]
education. And corporate R&D building on
367 [00:14:01]
that point, what if we looked at it from
368 [00:14:04]
the perspective of institutional
369 [00:14:05]
investors who might initially worry about
370 [00:14:07]
IP fragmentation? That is a fascinating
371 [00:14:09]
angle. I mean, if I put my underwriter
372 [00:14:12]
hat on and I read that potentially
373 [00:14:14]
thousands of micro contributors like
374 [00:14:15]
students, peer reviewers, translators are
375 [00:14:17]
all Co signing a commercial contract for
376 [00:14:19]
a single product. My first thought is,
377 [00:14:21]
ah, how on earth did we manage the legal
378 [00:14:24]
overhead of that, right? It sounds like
379 [00:14:27]
an administrative nightmare. It sounds
380 [00:14:28]
like a huge bottleneck. Which is exactly
381 [00:14:31]
why the suggestion here is to elevate
382 [00:14:33]
this IP sharing and immediate equity
383 [00:14:35]
participation model to the very front of
384 [00:14:38]
the prospectus. You directly tie it to
385 [00:14:40]
the 2026 IPO market trends of
386 [00:14:42]
deregulation, liquidity and the
387 [00:14:44]
rebalancing of public and private markets
388 [00:14:46]
mentioned in the Folian Lardner outlook.
389 [00:14:48]
Ah, OK. Because if you leave it buried
390 [00:14:51]
in the operational sections, it looks
391 [00:14:53]
like a logistical hurdle. But if you
392 [00:14:55]
bring it forward and explain the how this
393 [00:14:58]
mechanism is a highly. Automated
394 [00:15:00]
blockchain verified engine for generating
395 [00:15:02]
unprecedented liquidity. It becomes your
396 [00:15:04]
most attractive asset. Yeah, you are
397 [00:15:07]
solving the exact structural problems the
398 [00:15:09]
2026 market is looking to overcome.
399 [00:15:11]
Because the Foley and Lardner Insights
400 [00:15:14]
specifically note that the current market
401 [00:15:16]
is heavily rewarding companies that can
402 [00:15:19]
navigate complex regulatory frameworks
403 [00:15:20]
with agility and transparency. Exactly.
404 [00:15:22]
So let's explore some concrete examples
405 [00:15:25]
of how to reposition this IP mechanism
406 [00:15:28]
to align perfectly with that.
407 [00:15:30]
Institutional appetite. And again, these
408 [00:15:32]
are just a selection of potential
409 [00:15:34]
strategies you might employ. Sure, let's
410 [00:15:36]
hear the first one first. I would
411 [00:15:39]
suggest redesigning the executive summary
412 [00:15:41]
around the core concept of turning
413 [00:15:44]
education into immediate equity. Oh,
414 [00:15:45]
that's a great hook, right? You can
415 [00:15:48]
explicitly highlight how the platforms
416 [00:15:50]
blockchain certification guarantees fair
417 [00:15:52]
fractional IP distribution without the
418 [00:15:54]
traditional legal overhead. You explain
419 [00:15:56]
that the Ledger automatically handles all
420 [00:15:58]
those micro royalties. OK, I see. By
421 [00:16:01]
doing this, you shift the narrative
422 [00:16:03]
completely. Yes, you move away from we
423 [00:16:05]
have complex multiparty IP contracts too.
424 [00:16:08]
We have a proprietary technology that
425 [00:16:10]
turns students into patent holding
426 [00:16:12]
entrepreneurs overnight with 0
427 [00:16:13]
administrative friction. That is a
428 [00:16:15]
narrative that commands a premium
429 [00:16:17]
valuation. It completely redefines the
430 [00:16:18]
value proposition for the end user too. I
431 [00:16:21]
mean, they aren't just paying a
432 [00:16:24]
subscription fee for an education, they
433 [00:16:26]
are effectively investing in their own
434 [00:16:28]
direct commercial output. It's a self
435 [00:16:30]
funding loop. Precisely. And as a second
436 [00:16:33]
example of how to leverage this, you can
437 [00:16:36]
explicitly compare this document model to
438 [00:16:38]
the massive 2025 AI and fintech successes
439 [00:16:40]
like Core Weave or Clardam, which you're
440 [00:16:43]
heavily referenced in current market
441 [00:16:45]
outlooks. Exactly. Institutional
442 [00:16:46]
investors love pattern matching. They
443 [00:16:48]
want to understand a new paradigm by
444 [00:16:50]
comparing it to a successful one they
445 [00:16:53]
already know. So how do we draw that
446 [00:16:55]
specific parallel for them? You break
447 [00:16:58]
down the mechanics. You show investors
448 [00:17:00]
how this platform solves the current
449 [00:17:02]
skilled labor shortage while generating
450 [00:17:04]
massive patent protected commercial
451 [00:17:06]
outputs. OK, wow. But here it is
452 [00:17:09]
applied to global intellectual property
453 [00:17:11]
creation. If you can show them that
454 [00:17:13]
combination, you instantly speak their
455 [00:17:15]
language of high growth, scalable
456 [00:17:17]
disruption. That's incredibly persuasive.
457 [00:17:19]
Now let's look at another major component
458 [00:17:22]
tied to this IP and talent generation.
459 [00:17:24]
The dossier details the Super Pisa
460 [00:17:27]
ranking system, right? And it's
461 [00:17:28]
presented. A wonderfully comprehensive
462 [00:17:30]
way to measure student capability across
463 [00:17:33]
multiple verifiable dimensions, moving
464 [00:17:34]
far beyond traditional standardized
465 [00:17:36]
testing. It is an incredibly robust
466 [00:17:38]
assessment tool, but again, it's about
467 [00:17:41]
how we frame its commercial value. So
468 [00:17:44]
for a final, concrete example in this
469 [00:17:47]
section, I would recommend reframing
470 [00:17:49]
Super Pisa in the opening pages, not
471 [00:17:52]
just as a global educational evaluation
472 [00:17:54]
tool, but as a proprietary.
473 [00:17:57]
HR recruiting technology for corporate
474 [00:17:59]
sponsors. Because right now, educational
475 [00:18:01]
assessment is generally viewed as a cost
476 [00:18:04]
center or at best, just a public
477 [00:18:07]
good, right? But by repositioning it, you
478 [00:18:09]
prove to investors how this tool is
479 [00:18:12]
transformed into a massive B2B revenue
480 [00:18:14]
stream. Yeah, you explain the why,
481 [00:18:17]
exactly. Corporate HR departments are
482 [00:18:19]
desperate for verified, multidimensional
483 [00:18:21]
talent data that goes beyond a standard
484 [00:18:23]
resume. Companies will pay a significant
485 [00:18:26]
premium to access this highly verified
486 [00:18:28]
talent pool. That's so true when you
487 [00:18:31]
highlight the Docuplay is essentially
488 [00:18:33]
minting its own proprietary corporate
489 [00:18:35]
recruiting pipeline backed by an
490 [00:18:37]
immutable blockchain Ledger that proves
491 [00:18:39]
exactly what a student has contributed to
492 [00:18:42]
real-world patents. You elevate the
493 [00:18:44]
entire platform. It goes from being an
494 [00:18:47]
educational. Service provider to being an
495 [00:18:50]
essential piece of corporate
496 [00:18:51]
infrastructure exactly well translating
497 [00:18:53]
academic rigor into financial roadshow
498 [00:18:55]
terminology, phasing the massive
499 [00:18:57]
structural scope to focus on immediate
500 [00:18:59]
revenue generators, and elevating the
501 [00:19:01]
revolutionary Ipsharing model to the
502 [00:19:03]
forefront of the pitch. These 3 high
503 [00:19:06]
level enhancements will allow the
504 [00:19:08]
phenomenal ambition of Docuplay to truly
505 [00:19:11]
resonate with institutional investors on
506 [00:19:13]
their own terms. It really well to
507 [00:19:16]
summarize the actionable. Questions we've
508 [00:19:18]
discussed today consider redesigning the
509 [00:19:21]
presentation deck to translate
510 [00:19:22]
philosophical concepts into metrics like
511 [00:19:25]
b-to-b retention and a clear go
512 [00:19:27]
to market pipeline. Yep, second,
513 [00:19:29]
explicitly phase the rollout of the
514 [00:19:32]
grander physical projects on a clear
515 [00:19:35]
timeline establishing the core platform
516 [00:19:37]
is phase one crucial step and
517 [00:19:40]
finally, bring the blockchain IP
518 [00:19:42]
mechanism and the Super Pisa assessment
519 [00:19:44]
system forward framing them as a
520 [00:19:47]
highly. Automated liquidity engine and a
521 [00:19:49]
lucrative B2 BHR tool respectively.
522 [00:19:51]
Absolutely. We highly encourage you to
523 [00:19:53]
apply these structural enhancements and
524 [00:19:55]
submit your revised work back end for
525 [00:19:58]
another constructive critique. The sheer
526 [00:20:00]
scale of what you've mapped out is
527 [00:20:02]
remarkable, and optimizing how that
528 [00:20:04]
narrative unfolds for the financial
529 [00:20:06]
markets will only amplify its impact.
530 [00:20:08]
It's an incredible project, it really is.
531 [00:20:10]
When we started today, we noted that
532 [00:20:13]
reviewing this dossier felt like looking
533 [00:20:15]
at the blueprints for an entire new.
534 [00:20:18]
City by adjusting the sequence of how you
535 [00:20:21]
reveal those blueprints to your
536 [00:20:22]
investors, leading with the highly
537 [00:20:24]
profitable operational transit system of
538 [00:20:26]
your core software platform. Before
539 [00:20:28]
revealing the magnificent architecture of
540 [00:20:30]
your global biodiversity and energy
541 [00:20:31]
projects, you ensure that the market
542 [00:20:34]
doesn't just admire the vision of your
543 [00:20:36]
city, they actively line up to fund its
544 [00:20:39]
construction.