Kinetic Partners · Internal · Confidential

NorthPoint v3
Platform Guide · As Built

One platform, one object, priced on a defensible ladder, sold classy and institutional at premiere dollars. This document describes the platform as it runs right now at app.northpointbook.com.

v3.0 · 2026-08-12 · Prepared for Mike Dow · supersedes v2.3; the flip plan is retired, it shipped

00Live · 2026-08-12

NORTHPOINT is live. It produces subpoena-grade signals on pots of seized crypto, forges them into sellable case files, and sells them on a scientifically defensible price ladder.

LIVE
app.northpointbook.com
magic-link, invitation only · WIKI public
9
Pots on register
POT-002 $225.3M · Prince $15.0B · Qian $6.9B
21
Positions on the shelf
POT-002, published through ASSAY
$85.5k
Vault book value
at rate card v1 · admin readout
CORE forges → the VAULT stores value → a SEEKER buys → a TRACER deepens. Access: sign-in reads By invitation. · Kinetic-controlled invites · screens under 768px get a desk-only notice · spectrograph.kineticpartners.org 301s here.

What is true of it, in Mike's words, now in production:

Shaping decisions NP-1 through NP-7 are all locked and built; they are no longer open items and are folded into the sections below.

01The Position · live

What the SEEKER buys is a POSITION. AVID stays as the tag (card header: POSITION · AVID-0015), never the product name. Wiki fence line, verbatim: a Position is a documented claim posture, not a financial instrument. Presented as a large card: headline grade + band, documented loss, factor breakdown, completeness, alerts. 21 are published today.

The card, field spine · live

  • Grade + price band, derived, pressable (formula in the wiki).
  • Documented loss, per asset, valued at transaction time; gross flow never presented as loss.
  • P(unmask) with its named driver: VASP reachability (US-subpoenable vs offshore), graded and priced.
  • Three jurisdiction fields: pot forum (who can buy) · VASP jurisdiction (odds of unmasking) · victim-locale signals (which contact rules apply).
  • Claim window status; evidence pack (exhibits count, sourcing chain, export formats).
  • Trace state (if a Tracing Desk job deepened it) and cross-pot collisions.
De-rank law

Positions are never ranked Gold, Silver, or Bronze. Status is CANDIDATE, the grade stands alone: scientific, agnostic, unbiased. No rank language anywhere on the platform.

The price formula, published in the wiki: price = k × expected attorney fee = k × documented loss × P(unmask) × P(claim allowed) × payout ratio × fee%. k ≈ 10%. The v1 bands ($500 / $1.5k / $5k / $15k / $50k by loss band) fall out of this formula and remain the operating ladder until the model recalibrates on real outcomes. Flat at export, never contingent.

02Spaces · all live

DASHBOARD pot overview  →  VAULT the shelf of Positions  →  WALLET CHECK single lookup · BOOK SCREEN · BOOK WATCH  →  TRACING DESK CipherBlade queue  →  CORE the forge (Kinetic only)  ·  ADMIN invites  ·  ACCOUNT ledger  ·  WIKI defensibility
SpaceWhat runs there todayWho sees it
DASHBOARDRegistry and pot-level view: every pot on register, posture, coverage, TRACED %. Column-reader exploration.All roles
VAULTThe shelf of published Positions only: 21 graded cards, filter rail, exports. Vault law: only CANDIDATE and VICTIM statuses shelve; walk evidence (noise, endpoints, services, consolidation) renders as CORE RECORD, never priced, never tagged. This is where money changes hands.SEEKER + Kinetic
WALLET CHECKLive register lookup: "do any of my case wallets touch a pot?" Metered against the ledger. A revenue line and a lead magnet for the network.SEEKER
TRACING DESKTrace jobs queue, section 03. Live kanban.SEEKER + TRACER
COREThe forge, never visible to a buyer. RUN LIST: every walk is a queued RUN card, dry-run preview → Mike hits ACTIVATE → live status → full logs kept forever → post-run yield readout. ENGINE SOURCES: registry of every data source and connector with status, cost class, what it feeds, and on-platform key control. ASSAY: the review floor; every run mints CANDIDATES, never Positions; verdicts PUBLISH · HOLD · RE-RUN · SCRAP; the publish event is the mint (timestamps the Position, fixes its card price, feeds WATCH); $1M+ candidates always eyes-on.Kinetic only
ADMINMember register, invites, roles, instance control. Includes the admin-only VAULT BOOK VALUE readout: shelf value per pot and total at the listed ladder.Kinetic only
ACCOUNTLive ledger of every export, check, trace job, and debit. Visibility, not negotiation.Per role
WIKIPublic, no session required. Six sections: Method · Walk rules · Review floor · Pricing defensibility · Rate card · The Position. What makes premiere $ defensible in front of an institutional buyer.Public

Roles: SEEKER (Dan or any buyer, the payer) · TRACER (a CipherBlade person) · KINETIC (ops and admin). A simple client relationship, on the record.

03Tracing desk · live v1

A SEEKER requests a trace on a file or wallet; it becomes a JOB on a kanban queue fulfilled exclusively by CipherBlade. The job card carries full detail plus exactly one back-and-forth updates/comments section.

ElementShape (seed set, refined with CipherBlade)
5 trace typesSCREEN (light) · PATH (medium) · FULL (heavy) · CERTIFIED (examiner-signed, the crypto.trace lane) · RUSH (priority multiplier)
5 job stagesREQUESTED → SCOPED → IN TRACE → REVIEW → DELIVERED
Job cardScope, wallets, pot context, type, price, timeline, deliverable format, evidence attachments, single comments thread SEEKER ↔ TRACER.
EconomicsPriced per type: CipherBlade fulfillment rate + Kinetic margin. Rate card set with CB, debited from the SEEKER's credit balance like everything else.

04Canon · locked

The unmask line

Kinetic never unmasks. We stop at the highest-scored anonymous file; identity comes into existence attorney-side via legal process. The export is the bright line between product and practice of law. This keeps the file a clean commodity and Kinetic out of data-broker and investigator licensing.

Jurisdiction doctrine

The library is jurisdiction-agnostic · the buyer is forum-specific (remission = federal administrative, any US attorney; judicial = the seizure court's district) · unmasking is VASP-specific · contact is victim-specific. Foreign victims are eligible in DOJ remission (Western Union and BitConnect paid worldwide). Foreign pots: walk, grade, shelve as export inventory for forum-local counsel.

Engine law · walk rules v1, in the WIKI

All assets always · official seeds only · inbound first, outbound is a separate rail · every sender kept · value per asset at transaction time, never aggregate unlike assets · an address is not a person · gross flow is not documented loss · full evidence stamp on every record · one library with asset filters · dry-run ceiling + Mike's ACTIVATE per run.

Exclusivity is a product

Default = open shelf at ladder prices. Exclusivity = per-pot, time-boxed window protecting the buyer's subpoena spend. Never blanket, never perpetual.

One billing moment

Browse and shortlist free → optional reserve hold, credited on export → EXPORT debits prepaid credits at ladder price. Never pay-on-attribution or pay-on-signing; contingent pricing is fee-split exposure. Urgency changes pick order, never price.

Own · enable · drop

OWN what compounds: walks, vault, grading, scoring, ladder + outcome loop, the export/billing rail, the claim-check surface. ENABLE what differentiates: attribution workbench, retention plumbing. DROP what scales linearly: intake call centers, matter management (push to Litify/Filevine, never build), the legal work itself.

05Rate card · posted, doctrine locked

Pricing doctrine

No founding pricing, no discounts, ever: discounts read desperate and cheap. The rate card is the rate card. Urgency comes from scarcity (one firm holds the POT-002 window; when it's taken, it's taken) and from repricing upward: the vault is being filled fast, and the card reprices on coverage milestones (card v2 when multiple pots run deep, v3 at world registry). Buying early buys first pick at today's card, never a lower price. Credit blocks are the only purchase unit.

Exclusivity rungs · locked 08-12

Three rungs, all time-boxed, never perpetual: RESERVE (hold) → LOCK (solo Position) → WINDOW (pot-wide). Use-it-or-lose-it law: locks and windows never renew at the same price; expired exclusivity re-shelves at the then-current card, so nobody squats on inventory to bury it. Every number below is a v1 default; each ships as an admin-settable pricing object in ADMIN (panel is next on the bench, number lock is a round-2 exercise).

LinePosted priceState
Access$2,500/mo per SEEKER firm, invoiced annually. Dashboard, vault browsing, wiki, 25 wallet checks/mo.posted
Position exportsBy documented loss: <$50k $500 · $50–250k $1,500 · $250k–1M $5,000 · $1–10M $15,000 · $10M+ $50,000. Corroborated ×0.5 · window OPEN ×1.0 / FORMING ×0.6 / CONTESTED ×0.3 · floor 0.1% of face.posted
Book screen$5,000 per scan up to 500 wallets · $15,000 up to 5,000. Output = collision count + pot heat map only.posted
Book revealOpening a hit = an export event at the Position ladder. Every hit is a pre-sold Position.posted
Book watch$1,500/mo per book on file. Standing surveillance: alert the day the growing registry touches the book. Compounds with every pot forged.locked
Trace jobsSCREEN $2,500 · PATH $7,500 · FULL $25,000 · CERTIFIED $40,000 · RUSH ×1.5.CB to confirm
Reserve holdFree 7-day hold on a Position, credited on export. Auction rule: total value on hold ≤ unspent credit balance; no back-to-back holds on the same Position.locked 08-12
Position lockSolo rights to one Position: 90 days, 2× ladder price, non-renewable. Expires and re-shelves at the then-current card. Precedent: option contracts, patent diligence clauses, M&A no-shops; 90 days matches the Rule 27 / subpoena clock.locked 08-12
Exclusivity windowPot-wide, posted per pot, time-boxed. POT-002: 90 days, $25,000 flat, one firm.posted
Credit blocks$25k · $50k · $100k, prepaid. The only way to buy; everything above debits the block.posted

The market, layered

Dan is SEEKER one, proof case one, reference story one, at posted prices. His co-counsel economics stay lawyer-to-lawyer; the platform never touches a percentage of fees or recovery.

06Y1 pro forma · cash basis · internal only

$4.0M
Y1 cash · base
rate card v1, no discounts
$2.2M
Low case
55% close rate
39
Logos by M12
2.3% of the 1,661 HOT pool
~$103k
Cash / logo / yr
~15% sales cost of rev

07The book today

89
POT-002 walk records
21 published Positions · rest are CORE RECORDs
11,253
Transfers, first BQ walk
150 senders · raw, isolated, ingest pending all-assets rule
ARMED
BigQuery engine
dry-run ceiling + ACTIVATE per run
STAGED
northpointbook.com
landing page mock, light + dark, pending pick

On the bench, in order

  • Pricing-objects panel in ADMIN: every rate-card number settable, seeded with the v1 defaults above.
  • All-assets BQ ingest of the POT-002 walk + hop 2 and beyond; new runs through RUN LIST → ASSAY.
  • Credit rails (prepaid blocks + holds live in the ledger), Compliance Shield stamp, claims-registry status fields, pro-rata claims math with downloadable ledger.

08Hard rules

Never

A percentage of recovery or legal fees on any Kinetic surface. Vouching for counsel. Implying or predicting recovery. Selling leads. Selling the Vault itself. Unmasking anyone.

Never

Working an ADVERSARIAL pot. Synthetic data in production. Merging tranches. Owning partner data. Cost figures inside the product. Rank language on Positions.

Always

Counsel signs every filing. Gross flow is never victim loss. An address is not a person; identity comes only from an authorized return. Every figure earned, sourced, and pressable. Plain english, no doctrine in labels.