Idea Book (Venture OS)

The foundation of your venture in 14 sections, from Problem Discovery to Product Roadmap. Sections unlock as you finish each AI Workspace stage, AI can draft any section, and your progress here opens every other plan.

What it is

The Idea Book is where your venture is written down properly: the problem, the market, your customers, the solution, the business model, pricing, team, pitch, financials and product roadmap. It has 14 sections. Every other plan in Venture OS reads from it and unlocks from it, so treat it as the single source of truth for your venture.

Explanation video

Watch on YouTube (English)

Where to open it

Sidebar → Plans → the Idea Book card. Open Idea Book

Before you start

  • Select a venture.
  • Sign in. Signed-out visitors and guests see every section as Locked.
  • Finish the matching AI Workspace stage. Each section opens only when the key fields of its own stage are filled in the AI Workspace on your dashboard:

| AI Workspace stage | Key fields that unlock it | Sections it opens | |---|---|---| | Explore | Idea Title, Problem Statement, Target Audience, Solution | Problem Discovery | | Understand | Target Market, Current Alternatives, Differentiation | Market Landscape, Target Segments, Customer Personas | | Design | Offer Title | Value Proposition Canvas, Solution Mechanics, Business Model Canvas, Pricing Strategy, Pricing Engine, Founding Team, AI Pitch Studio, Financial Projections, Competitor Analysis | | Launch | Alpha, Beta and MVP stage descriptions | Product Roadmap |

A field that only holds a placeholder such as "(not specified yet)" doesn't count. If you click a locked card, a Section Locked dialog tells you which stage to finish.

The 14 sections

| Section | What goes in it | |---|---| | Problem Discovery | Idea title, industry, product type, geography, audience, problem, solution and deeper problem questions | | Market Landscape | Market size (TAM/SAM/SOM), growth, alternatives, differentiation | | Target Segments | The customer groups you will serve, as cards | | Customer Personas | Named personas for those segments | | Competitor Analysis | Competitor records (one is enough to count as done) | | Value Proposition Canvas | Offer title, customer jobs, pains, gains, and how you relieve and create them | | Solution Mechanics | How it works, the value moment, time to value, MVP scope, tech, monetisation | | Business Model Canvas | The 9 canvas blocks, plus moat and unit economics | | Pricing Strategy | At least one pricing strategy card | | Pricing Engine | The numbers behind your price | | Founding Team | Cap table rows, a dilution scenario and a financing timeline event | | AI Pitch Studio | An elevator pitch and 10 slide narratives | | Financial Projections | CAC, LTV, revenue for years 1, 3 and 5, expenses, runway, break-even | | Product Roadmap | Alpha, Beta and MVP stages with their metrics (opens its own page) |

Each section has its own guide; use the How it works link on its card.

How to use it

  • Open the Idea Book. The box at the top shows your overall progress (x of y steps completed).
  • Read the badge on each card: Done, In Progress or Locked. May be out of date means something it depends on changed.
  • Click an unlocked card to open the section.
  • Fill the key fields first, then the extended ones. Your work saves to the venture.
  • Use Back to Plans when you're done.

What the AI does

  • Inside a section, Generate drafts the section. On a complete section the button becomes Re-generate and asks you to confirm, because it overwrites everything in the section.
  • It reads your whole Idea Book, your competitor records, and Vault documents you marked for AI. It writes straight into the section.
  • It does not search the web and doesn't know what your customers actually said unless you wrote it down. Its numbers (market size, CAC) are estimates to check.
  • On a section that isn't complete yet, Generate can also replace text you already typed. Copy anything you want to keep first.

How it connects

  • It unlocks the other plans: Business Plan and Fund Raising need key fields in 4 sections; Go-to-Market Strategy, Sales Plan and Marketing Plan need 10 sections fully complete (through Pricing Engine); the Investor Teaser also needs Product Roadmap. See Plans.
  • Every plan's AI drafts from it.
  • Your Assumption Map (under Validation) is stored on the Idea Book and counts toward its progress, though it has no card here.

Tips

  • Write specifics: "dental clinics in Dubai with 2–5 chairs" beats "SMEs".
  • Fix weak answers in the Idea Book, not in each plan. When an Idea Book section changes, plans that were drafted from it show Changes detected so you can review and resync them.
  • "Steps" in the progress bar are fields.

Getting started

Finish the Explore stage in the AI Workspace, then open Problem Discovery and fill its key fields.

Open Idea Book