diff --git a/pitch-deck/components/PitchDeck.tsx b/pitch-deck/components/PitchDeck.tsx index fca03ee..9aa80de 100644 --- a/pitch-deck/components/PitchDeck.tsx +++ b/pitch-deck/components/PitchDeck.tsx @@ -51,6 +51,7 @@ import SDKDemoSlide from './slides/SDKDemoSlide' import StrategySlide from './slides/StrategySlide' import FinanzplanSlide from './slides/FinanzplanSlide' import GlossarySlide from './slides/GlossarySlide' +import RiskSlide from './slides/RiskSlide' interface PitchDeckProps { lang: Language @@ -216,6 +217,8 @@ export default function PitchDeck({ lang, onToggleLanguage, investor, onLogout, return case 'annex-glossary': return + case 'risks': + return case 'legal-disclaimer': return default: diff --git a/pitch-deck/components/slides/RiskSlide.tsx b/pitch-deck/components/slides/RiskSlide.tsx new file mode 100644 index 0000000..4b6d0e7 --- /dev/null +++ b/pitch-deck/components/slides/RiskSlide.tsx @@ -0,0 +1,176 @@ +'use client' + +import { Language } from '@/lib/types' +import GradientText from '../ui/GradientText' +import FadeInView from '../ui/FadeInView' +import GlassCard from '../ui/GlassCard' +import { AlertTriangle, Shield, Clock, Cpu, Globe, Users, TrendingUp } from 'lucide-react' + +interface RiskSlideProps { + lang: Language +} + +export default function RiskSlide({ lang }: RiskSlideProps) { + const de = lang === 'de' + + const risks = [ + { + icon: Cpu, + color: 'text-red-400', + border: 'border-red-500/20', + risk_de: 'KI-Commoditisierung', + risk_en: 'AI Commoditization', + desc_de: 'LLMs senken Eintrittsbarrieren — Control-Generierung, DSFA-Erstellung und Policy-Templates werden zur Commodity.', + desc_en: 'LLMs lower entry barriers — control generation, DPIA creation and policy templates become commodities.', + mitigation_de: 'Wir konkurrieren nicht auf Layer 1 (KI-Wissen), sondern auf Layer 2-6: Integration, Auditierbarkeit, Workflows, EU-Hosting. KI ist unser Multiplikator, nicht unser Produkt.', + mitigation_en: 'We don\'t compete on Layer 1 (AI knowledge) but on Layers 2-6: integration, auditability, workflows, EU hosting. AI is our multiplier, not our product.', + timeline_de: 'Mittel (3-5 J.)', + timeline_en: 'Medium (3-5 yrs)', + severity: 'high', + }, + { + icon: Globe, + color: 'text-amber-400', + border: 'border-amber-500/20', + risk_de: 'US-Plattform-Expansion', + risk_en: 'US Platform Expansion', + desc_de: 'Microsoft Purview, Vanta oder Drata expandieren nach Europa mit lokalisiertem Compliance-Angebot.', + desc_en: 'Microsoft Purview, Vanta or Drata expand to Europe with localized compliance offerings.', + mitigation_de: 'Struktureller Vorteil: 100% EU-Infrastruktur, kein US-SaaS im Stack, Betriebsrat-Faehigkeit. US-Anbieter koennen den CLOUD Act nicht umgehen — das ist fuer deutsche Mittelstaendler ein Ausschlusskriterium.', + mitigation_en: 'Structural advantage: 100% EU infrastructure, no US SaaS in the stack, works council compliance. US providers cannot circumvent the CLOUD Act — that is a deal-breaker for German mid-market.', + timeline_de: 'Mittel (2-4 J.)', + timeline_en: 'Medium (2-4 yrs)', + severity: 'medium', + }, + { + icon: Users, + color: 'text-amber-400', + border: 'border-amber-500/20', + risk_de: 'Team-Risiko / Key-Person', + risk_en: 'Team Risk / Key Person', + desc_de: 'Abhaengigkeit von zwei Gruendern in der Fruehphase. Wissensverlust bei Ausfall.', + desc_en: 'Dependency on two founders in the early phase. Knowledge loss in case of absence.', + mitigation_de: 'Dokumentation aller Prozesse in MkDocs. KI-gestuetzte Codebasis (500k+ Zeilen mit Tests). ESOP-Pool fuer Schluesselmitarbeiter ab Hire 1. Redundanz durch fruehe Einstellung eines Rechtsanwalts/Datenschutz.', + mitigation_en: 'Documentation of all processes in MkDocs. AI-assisted codebase (500k+ lines with tests). ESOP pool for key employees from hire 1. Redundancy through early hiring of a lawyer/data protection expert.', + timeline_de: 'Hoch (Jahr 1-2)', + timeline_en: 'High (Year 1-2)', + severity: 'medium', + }, + { + icon: TrendingUp, + color: 'text-blue-400', + border: 'border-blue-500/20', + risk_de: 'Langsame Kundenakquise', + risk_en: 'Slow Customer Acquisition', + desc_de: 'B2B-Verkaufszyklen im Mittelstand dauern 3-9 Monate. Compliance-Budgets werden jaehrlich geplant.', + desc_en: 'B2B sales cycles in the mid-market take 3-9 months. Compliance budgets are planned annually.', + mitigation_de: 'Beratungsumsaetze ab Gruendung (5-30k/Mon) ueberbruecken die Anlaufphase. Channel-Strategie ueber Bechtle/CANCOM skaliert schneller als Direktvertrieb. Land-and-Expand: Einstieg mit einem Modul, Upsell auf Full Compliance.', + mitigation_en: 'Consulting revenue from founding (5-30k/month) bridges the ramp-up. Channel strategy via Bechtle/CANCOM scales faster than direct sales. Land-and-expand: entry with one module, upsell to full compliance.', + timeline_de: 'Hoch (Jahr 1-3)', + timeline_en: 'High (Year 1-3)', + severity: 'medium', + }, + { + icon: Shield, + color: 'text-emerald-400', + border: 'border-emerald-500/20', + risk_de: 'Regulatorische Aenderungen', + risk_en: 'Regulatory Changes', + desc_de: 'Neue EU-Gesetze oder Aenderungen bestehender Regularien erfordern schnelle Anpassung der Plattform.', + desc_en: 'New EU laws or changes to existing regulations require rapid platform adaptation.', + mitigation_de: 'Jede regulatorische Aenderung vergroessert unseren Markt. RAG-Pipeline kann neue Regularien innerhalb von Tagen indexieren. Ueber 380 Regularien bereits in der Wissensbasis — Vorsprung von Jahren.', + mitigation_en: 'Every regulatory change enlarges our market. RAG pipeline can index new regulations within days. Over 380 regulations already in the knowledge base — years of head start.', + timeline_de: 'Laufend', + timeline_en: 'Ongoing', + severity: 'low', + }, + { + icon: Clock, + color: 'text-emerald-400', + border: 'border-emerald-500/20', + risk_de: 'Liquiditaetsrisiko', + risk_en: 'Liquidity Risk', + desc_de: 'Mit 200k Wandeldarlehen ist die Runway begrenzt. Ende 2027 nahe Null.', + desc_en: 'With a 200k convertible loan, the runway is limited. Near zero by end of 2027.', + mitigation_de: 'Organisches Wachstum durch Beratungsumsaetze. Break-Even in 2029. Option auf Pre-Seed BW (L-Bank) verdoppelt die Gesamtfinanzierung auf 400k. Lean-Team mit 9 Personen bis 2030.', + mitigation_en: 'Organic growth through consulting revenue. Break-even in 2029. Option for Pre-Seed BW (L-Bank) doubles total funding to 400k. Lean team with 9 people until 2030.', + timeline_de: 'Hoch (Jahr 1-2)', + timeline_en: 'High (Year 1-2)', + severity: 'low', + }, + ] + + return ( +
+ +

+ {de ? 'Risiken & Mitigation' : 'Risks & Mitigation'} +

+

+ {de + ? 'Transparente Darstellung der wesentlichen Risiken und unserer konkreten Gegenmaßnahmen.' + : 'Transparent presentation of key risks and our concrete countermeasures.'} +

+
+ +
+ {risks.map((r, idx) => { + const Icon = r.icon + const severityColor = r.severity === 'high' ? 'bg-red-500/20 text-red-300 border-red-500/30' + : r.severity === 'medium' ? 'bg-amber-500/20 text-amber-300 border-amber-500/30' + : 'bg-emerald-500/20 text-emerald-300 border-emerald-500/30' + + return ( + + +
+ {/* Risk */} +
+
+ +

{de ? r.risk_de : r.risk_en}

+ + {de ? r.timeline_de : r.timeline_en} + +
+

+ {de ? r.desc_de : r.desc_en} +

+
+ + {/* Arrow */} +
+
+ +
+
+ + {/* Mitigation */} +
+

+ {de ? 'Mitigation' : 'Mitigation'} +

+

+ {de ? r.mitigation_de : r.mitigation_en} +

+
+
+ + + ) + })} +
+ + {/* Key Insight */} + +
+

+ {de + ? '„Wir konkurrieren nicht mit KI. Wir konkurrieren mit Teams, die KI besser einsetzen als wir. Deshalb bauen wir nicht das beste LLM — sondern die vertrauenswuerdigste Compliance-Infrastruktur."' + : '"We don\'t compete with AI. We compete with teams that use AI better than we do. That is why we don\'t build the best LLM — but the most trustworthy compliance infrastructure."'} +

+
+
+
+ ) +} diff --git a/pitch-deck/lib/presenter/presenter-script.ts b/pitch-deck/lib/presenter/presenter-script.ts index 886153d..0f7ffde 100644 --- a/pitch-deck/lib/presenter/presenter-script.ts +++ b/pitch-deck/lib/presenter/presenter-script.ts @@ -630,6 +630,29 @@ export const PRESENTER_SCRIPT: SlideScript[] = [ ], }, + // — risks (45s) + { + slideId: 'risks', + duration: 45, + paragraphs: [ + { + text_de: 'Jetzt zu den Risiken — denn Transparenz ist uns wichtig. Wir haben sechs wesentliche Risiken identifiziert und für jedes eine konkrete Mitigation erarbeitet.', + text_en: 'Now to the risks — because transparency is important to us. We have identified six key risks and developed a concrete mitigation for each.', + pause_after: 2000, + }, + { + text_de: 'Das größte Risiko ist die Commoditisierung durch KI. Unsere Antwort: Wir konkurrieren nicht auf der Ebene des KI-Wissens, sondern auf der Ebene der vertrauenswürdigen Infrastruktur. KI ist unser Multiplikator, nicht unser Produkt.', + text_en: 'The biggest risk is commoditization through AI. Our answer: we don\'t compete at the AI knowledge level, but at the trustworthy infrastructure level. AI is our multiplier, not our product.', + pause_after: 2500, + }, + { + text_de: 'Der entscheidende Satz für Investoren: Wir konkurrieren nicht mit KI. Wir konkurrieren mit Teams, die KI besser einsetzen als wir. Deshalb bauen wir nicht das beste Sprachmodell — sondern die vertrauenswürdigste Compliance-Infrastruktur Europas.', + text_en: 'The key statement for investors: We don\'t compete with AI. We compete with teams that use AI better than we do. That\'s why we don\'t build the best language model — but the most trustworthy compliance infrastructure in Europe.', + pause_after: 2000, + }, + ], + }, + // — legal-disclaimer (20s) { slideId: 'legal-disclaimer', diff --git a/pitch-deck/lib/slide-order.ts b/pitch-deck/lib/slide-order.ts index 613033a..91ef1b7 100644 --- a/pitch-deck/lib/slide-order.ts +++ b/pitch-deck/lib/slide-order.ts @@ -30,6 +30,7 @@ export const SLIDE_ORDER: SlideId[] = [ 'annex-strategy', 'annex-finanzplan', 'annex-glossary', + 'risks', 'legal-disclaimer', ] diff --git a/pitch-deck/lib/types.ts b/pitch-deck/lib/types.ts index 9d1f08a..17d17bf 100644 --- a/pitch-deck/lib/types.ts +++ b/pitch-deck/lib/types.ts @@ -251,4 +251,5 @@ export type SlideId = | 'annex-strategy' | 'annex-finanzplan' | 'annex-glossary' + | 'risks' | 'legal-disclaimer'