Roadmap & Backlog

Near-Term Goals (Q4 2025)

Mid-Term Goals (Q1 2026)

Long-Term Aspirations

Open Questions

  1. What persistence layer (managed Postgres vs. serverless KV) best fits Netlify deployments?

  2. How will analyst authentication integrate with existing identity tooling (e.g., Auth0, Clerk)?

  3. What service level objectives are required once live investor traffic flows through the platform?

  4. Which metrics should trigger automated re-verification cycles beyond scheduled weekly checks?

  5. How should we handle teams that fail Persona checks (e.g., retries, manual overrides, red flag copy)?

Keep this file updated alongside README.md and product planning tools. Each milestone should include documentation and parity updates across all surfaces.

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