Owner's Circle — what is being built, how it operates, and what must not change.
This page is the single source of truth for the developer, Product Manager, Chief of Staff, Finance, and Founder. It summarizes the Founder Vision, the economic model, the governance rules, the current operating model, and the current stage of the program.
The Lovable application is the participant-facing prototype. Real operating decisions — reward proposals, verification, approvals, cash payment, and Owner's Units issuance — are run in the Founder-approved Google Sheet operating workbook during the pilot.
Reward extraordinary value creation — not job descriptions.
Owner's Circle is Home Alliance's private infrastructure for recognizing leaders who create transformational value beyond their day-to-day role, salary, and standard KPIs. Salary rewards the role. KPIs measure expected performance. Owner's Circle begins where the job description ends.
The program is invitation-only, governed, and long-term. Every reward is tied to a verified, measurable outcome — never to opinion, seniority, or negotiation. The system exists to make participation visible, verified, and permanent.
Verified Value × Approved Rate, split 20% cash and 80% Owner's Units.
→ 80,000 Owner's Units @ $1.00 initial unit value
Separation of duties. Founder-only high-value approvals. Auditable at every step.
The Google Sheet is the operating pilot. The app is the vision prototype.
During the pilot, the Founder-approved Google Sheet operating workbook is the system of record for reward proposals, verification, calculation, approval routing, and issuance. The Lovable application preserves the vision, the participant experience, and the reference implementation of the schema and workflow — but is not the transactional system for the pilot.
- · Project baselines and reward agreement drafts
- · Verified value entry and formula calculation
- · Financial Reviewer recommendation
- · Founder approval log
- · Cash payment tracking
- · Owner's Units grant register and valuations
- · Founder Vision and program narrative (public pages)
- · Participant view of rewards, units, vesting, redemption
- · Founder View of the operating sheet
- · Schema, RLS, and ledger reference implementation
- · This handoff canon
Reconciliation between the sheet and the app is manual during the pilot. No two-way integration is in scope.
Vision prototype complete. Operating pilot running in Google Sheets.
- Public program pages (Home, How It Works, Rewards, Units, Vesting, Redemption, Leaving)
- Participant reward view
- Founder View with operating sheet block
- Ledger, reconciliation, and invariants harness
- This Project Handoff canon
- New role architecture
- New dashboards or workflow screens
- New economic logic or valuation methods
- Internal marketplaces
- Additional migrations without Founder + PM approval
- Reward proposals & agreements
- Verification and calculation
- Founder approvals
- Cash payments
- Unit grants and valuations
Who owns what during the pilot.
Non-negotiables. Any deviation requires Founder approval.
- The 20% Cash / 80% Owner's Units split.
- The formula: Total Reward = Verified Value × Approved Rate.
- Ledger immutability — no updates or deletes to posted entries.
- Separation of duties between Chief of Staff, Financial Reviewer, and Founder.
- Founder as sole approver of issuance, valuation, and redemption windows.
- Owner's Units are contractual participation — not stock, options, or legal equity.
- Annual redemption windows — not on-demand liquidity, not an internal marketplace.
- Reconciliation-must-equal-zero before payout or redemption.
Explicitly not in the pilot.
- Payroll processing.
- Cap table integration.
- Tokenization of Owner's Units.
- External or secondary marketplace.
- HRIS or generic performance-review tooling.
- Advanced valuation models beyond the Founder-approved method.
- New authorization complexity beyond the current role set.