Institutional Readiness Checklist

1 · Trust & proof

The team is the investment and proof is the price of entry. This is the single biggest gap.

Publish a leadership team section — names, roles, and verifiable backgrounds ScaffoldedCriticalSection added on Our Firm; fill in real bios and photos. Name the co-founder(s) — only one principal is currently identified Critical Add an advisory board / board of directors with affiliations Scaffolded Provide at least one concrete proof point — a named partnership, pilot, asset, or executed transaction CriticalEven a single verifiable example changes the read from "thesis" to "firm." Distinguish operating capability from build-out ("Where We Are") DoneOperating / In build-out / On the roadmap board added — populate with real items. Add a track-record / milestones timeline and update it as achievements land

2 · Claims & substantiation

Sophisticated readers discount unsupported or present-tense-overstated claims.

Soften present-tense operational claims where a capability is not yet livee.g., "operates a physical network," "trades across corridors." Disclose that maps, globe, and illustrative figures are not actual operations DoneCovered in Disclosures. Publish methodology behind AeX-original figures ($5.5–6.2T, >$20T, etc.) Critical Re-verify extreme figures (e.g., antimony +2,600%) against primary sources Ensure every statistic carries a source DoneScope-of-the-Problem charts are sourced; keep this discipline everywhere.

3 · Reserve assurance & governance

The Reserve makes the boldest claims and is aimed at the highest-scrutiny audience.

Name the Reserve custodian, independent auditor, and insurer ScaffoldedCritical"Governance & assurance" line added on What We Do — insert real parties. State warehousing jurisdictions and audit / assay cadence Describe governance — board oversight, compliance function, conflicts policy Substantiate any government/defense "release framework" claim, or soften it

4 · Legal, entity & compliance

Confirm and publish legal entity name, type, and jurisdiction ScaffoldedCriticalPlaceholders live in footer and legal page. Publish a registered office address Privacy Policy, Terms of Use, and Disclosures — live and linked site-wide Done No-offer / no-solicitation and forward-looking disclaimers in place Done If raising capital: accredited-investor gating and an offering-document process CriticalInstitutional Capital copy reads as solicitation without guardrails. Have counsel review privacy, cookie/consent, and disclosure language for your jurisdiction(s)

5 · Research & credibility

Two flagship pieces fully published (Our Material Future I + The New Resource Order) Done Part II gated via request-access rather than a dead link Done Replace placeholder back-catalog notes with real published pieces over timeVol III–VI currently link to a holding note.

6 · Portal security & data

The login implies MNPI-grade data (positions, holdings, offtakes) — institutions expect stated controls.

State the portal's security posture — MFA/SSO, encryption in transit and at rest Critical Publish data-handling and confidentiality commitments for client data Provide a security contact and, when available, SOC 2 / penetration-test status Working Privacy Policy reachable from the portal consent text Done

7 · Contact & identity consistency

Reconcile all email addresses to discoveraex.com Done Verify the social profile URLs resolve (LinkedIn / X / Instagram)Currently best-guess "/discoveraex" handles. Add office location(s) and a general contact number Wire "AeX in Brief" and the "CGCI Interview" to real media, or remove the play affordance CriticalBoth currently link to nothing.

8 · Positioning for each audience

Separate the national-mission narrative from the investment offering Add an investor economics/structure summary (fees, terms, liquidity, target return) Add a procurement/compliance framing for government & defense partners

9 · Polish & technical

Standardize capitalization (e.g., "Sourcing & Logistics Hub", "Scope of the Problem") Resolve duplicated "About the Firm" copy across Home and Our Firm Confirm every published-item CTA resolves — no "#" / placeholder destinations Accessibility pass — alt text, color contrast, keyboard navigation

Institutional readiness checklist.