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Presenter Notes

12 acts · 10m 30s total

Quick Reference

Keyboard ShortcutsCtrl+K: Search · Arrow keys: Navigate acts · Space: Play/Pause · Enter: Launch act · Esc: Exit
Demo URL/demo-mode (auto-navigating) · /presenter-notes (this page)
Key Numbers9 shapes · 14 tables · 174 columns · 93 tests · 23,600 lines
If API FailsCached prices show "DELAYED" badge. Retry logic handles transient failures. Demo still works.

Pre-Demo Checklist

Act 1

The Hook

Slide 7
30s
Say

"What if you could see your investment's future — not as numbers, but as a shape?"

Do

Open the landing page. Let the hero animation play. Pause for effect.

On Screen

Animated hero section with gradient shapes morphing

Transition: "Let me show you what that looks like in practice..."
Act 2

How It Works

Slide 12
45s
Say

"Three steps. That's all it takes to go from uncertainty to clarity."

Do

Walk through the 3-step process: Choose → Shape → Monitor.

On Screen

Animated step cards with icons and descriptions

Transition: "Now let's see the real engine behind this..."
Act 3

Asset Discovery

Slide 15
45s
Say

"First, you find what you want to invest in. Real-time data, real markets."

Do

Search for 'Apple'. Click on AAPL. Show the live price, volatility, and asset details.

On Screen

Search results with live prices, sparklines, and asset cards

Transition: "Now let's shape this investment..."
Act 4

The Studio

Slide 21
90s
Say

"This is where the magic happens. 9 shapes, each a different risk-return profile."

Do

Select AAPL. Choose 'Safety Shield'. Adjust amount to £10,000. Show the payoff curve updating in real-time. Then switch to 'Growth Ramp' to show the difference.

On Screen

Interactive payoff chart with sliders, shape selector showing all 9 shapes

Transition: "Watch how the shape changes as I adjust the parameters..."
Act 5

Interactive Demo

Slide 25
60s
Say

"For those who prefer a guided experience, here's the interactive demo."

Do

Run through the demo flow. Show how each parameter change updates the payoff shape instantly.

On Screen

Step-by-step demo with live payoff visualization

Transition: "All calculations happen in your browser — sub-50ms..."
Act 6

Scenario Simulator

Slide 29
60s
Say

"What would have happened during COVID? During the 2022 bear market? Let's find out."

Do

Select a shape. Run historical scenarios. Show the stress test results.

On Screen

Scenario cards with historical events and P&L outcomes

Transition: "Now let's see this in a real portfolio..."
Act 7

Dashboard & Portfolio

Slide 33
60s
Say

"Here's where it all comes together. Your portfolio, your shapes, your performance."

Do

Show the portfolio summary cards. Click on an investment to see the position detail. Show the aggregated payoff view.

On Screen

Portfolio cards with live P&L, market ticker, aggregated payoff chart

Transition: "And behind all of this, there's an AI assistant..."
Act 8

Doris AI

Slide 37
60s
Say

"Meet Doris — your AI investment advisor. She understands shapes, risk, and your portfolio."

Do

Ask Doris: 'What shape would you recommend for someone worried about a market crash?' Show the contextual response.

On Screen

Chat interface with streaming AI response, markdown rendering

Transition: "For wealth managers, there's a whole other layer..."
Act 9

Wealth Manager

Slide 41
45s
Say

"Wealth managers get a bird's-eye view of all client portfolios."

Do

Show the AUM overview, client summaries, risk distribution chart.

On Screen

Professional dashboard with client cards and aggregated metrics

Transition: "And every action is tracked..."
Act 10

Operations & Audit

Slide 42
45s
Say

"Full operational visibility. Every trade, every event, every compliance checkpoint."

Do

Show the operations dashboard. Navigate to the audit log. Show the event trail.

On Screen

Operations metrics, audit log with filterable events

Transition: "Let's look at how this was built..."
Act 11

SDK & API

Slide 43
45s
Say

"Everything you've seen is available via API. Partners can integrate shapes into their own platforms."

Do

Show the SDK documentation. Run a live API call. Show the JSON response.

On Screen

API documentation with live endpoint testing and response preview

Transition: "And finally, the architecture decisions that made this possible..."
Act 12

Architecture Decisions

Slide 44
45s
Say

"5 ADRs that trace every architectural decision to the code that implements it."

Do

Open ADR-001 (tRPC over REST). Show how the decision connects to the actual implementation.

On Screen

ADR cards with status badges, expandable detail views

Transition: "And that's Novum — visual investing, made real."

Troubleshooting Quick Fixes

Prices not loading: Yahoo Finance rate limit. Cached prices with "DELAYED" badge will show automatically. Wait 30s and refresh.
WebSocket disconnected: Red dot on Dashboard. Refresh the page. Auto-reconnects in 5s.
Empty Dashboard: Click "Load Demo Data" button in the empty state. Seeds 3 investments instantly.
AI Chat slow: LLM response streams in real-time. First token may take 2-3s. This is normal.