SHUR IQ Value Flow — March 2026

Value Flow Ontology Report

March 2026 — REA Framework Attribution
"Every client engagement generates dual value — direct deliverables AND compounding knowledge graph IP that makes future engagements faster and richer."
54
Sessions
31
Active Days
$7,500
Invoice Total
13
IP Assets Created

Value Flow Summary

A complete REA (Resources-Events-Agents) attribution of all work performed in March 2026. This report maps how effort, intellectual property, and deliverables flow between entities across the ShurIQ ecosystem.

Agents Involved

Jonathan Dubowsky
Principal / Architect
Claude Code
AI System / Multi-Agent
InfraNodus
Knowledge Graph Engine
Letta Witness
Observation / Memory

Value Types Generated

Intelligence Reports Editorial Sites Viz Hubs Ontologies Knowledge Graphs Skills Infrastructure
Effort Distribution by Engagement
30%
15%
10%
8%
7%
15%
8%
5%
MicroCo / SBPI 30%
Fiserv 15%
Long Zhu 10%
FrameBright 8%
K-Pop Vertical 7%
ShurIQ Internal 15%
Sense Collective 8%
Infrastructure / Skills 5%
Other (AHA, Deckers, Front Row, AFDVI) 2%
Key Insight

Every client engagement generates dual value — direct deliverables AND compounding knowledge graph IP that makes future engagements faster and richer. The SBPI ontology built for MicroCo transferred to K-Pop at zero marginal cost. The combined-v1 writing rules developed in the Fiserv BI Report Lab now govern all report generation. March 2026 was the month the compounding thesis became operationally provable.

Client Value Attribution

REA value flow decomposition for each client engagement. For each, we map resources consumed, resources produced, value created for the client, value created for ShurIQ, and cross-pollination effects.

MicroCo / SBPI

~30% of effort
Sessions ~16
Tools InfraNodus, SPARQL, OWL, Claude Code
Resources Produced
  • 5 editorial sites deployed (weekly reports, experiment digest, session-73 report)
  • SBPI Semantic Layer: 75K+ RDF triples, 12 classes, 22 properties
  • DeltaBet prediction market platform concept
  • KG-LLM Optimizer (69.9% accuracy, 12 tunable parameters)
  • Weekly competitive intelligence reports (W10-W13)
  • Autoresearch specification (10 papers, 5 experiments)
Value for Client

Real-time competitive intelligence infrastructure. Prediction market concept for editorial decisions. Semantic data layer enabling cross-domain queries. First nightly automation pipeline delivering competitive reports without manual intervention.

Value for ShurIQ

SBPI methodology proven at scale. Cross-vertical transfer validated (K-Pop). First complete OWL 2 ontology with SHACL validation. Autoresearch framework reusable across any domain requiring academic-to-commercial intelligence bridging.

Cross-Pollination

SBPI methodology directly transferred to K-Pop vertical at zero marginal cost. DeltaBet prediction market concept applicable to any vertical with quantifiable positioning data. Autoresearch framework reusable for any client requiring evidence-based strategy.

Fiserv

~15% of effort
Sessions ~8
Tools InfraNodus, BI Report Lab, Claude Code
Resources Produced
  • 3 gap reports (brand & reputation, Prosperity product, naming analysis)
  • 1 Brand Power Score assessment (46/100 Distressed)
  • 3 editorial/viz sites deployed
  • Naming analysis with political sanitization
  • BI Report Lab: 5 branch variants with combined-v1 synthesis rules
Value for Client

Comprehensive brand intelligence revealing competitive positioning gaps. Naming candidates vetted through political sanitization for internal palatability. Actionable competitive landscape with specific strategic recommendations for Prosperity Index and Stone Castle integration.

Value for ShurIQ

BI Report Lab methodology refined through 5-branch experimentation. Combined-v1 synthesis rules established as standard writing protocol. Political sanitization pattern documented and reusable. First Brand Power Score methodology application.

Cross-Pollination

Combined-v1 writing rules now applied to all report generation across all clients. Political sanitization patterns reusable for any enterprise client with internal sensitivity requirements. Brand Power Score methodology transferable to any vertical.

Long Zhu

~10% of effort
Sessions ~5
Tools InfraNodus, Google Sheets, Excalidraw, Claude Code
Resources Produced
  • 7 ontology artifacts (layered architecture K1-K5, O1-O4)
  • 3 InfraNodus value flow graphs
  • Business Model Canvas board (Excalidraw)
  • Google Sheet with 5 tabs (budget, operations, chain breaks)
  • 3 editorial sites deployed
Value for Client

Layered business model analysis revealing 4 critical chain breaks in value delivery. Actionable budget priorities with cost-impact mapping. Visual BMC overlay connecting strategy to operations.

Value for ShurIQ

Layered Ontology Architecture (K1-K5 knowledge layers, O1-O4 operational layers) now a reusable framework for any client engagement. First complete instance of REA value flow mapping applied to a real business. BMC overlay pattern documented.

Cross-Pollination

Architecture document serves all future ontology work. BMC overlay pattern reusable for any client requiring business model decomposition. Layered approach directly influences how SBPI ontologies are structured.

FrameBright

~8% of effort
Sessions ~4
Tools InfraNodus, BI Report Lab, Claude Code
Resources Produced
  • 4 InfraNodus graphs (business intelligence, value flow, negative space, parentproof)
  • Editorial brief site deployed
  • Viz hub with 5 viewports deployed
  • Feedback round documentation (agent decision logging)
Value for Client

Strategic positioning clarity: "Good Housekeeping Seal" certification brand concept validated through gap analysis. ParentProof bridge analysis connecting existing product to market opportunity. Comprehensive competitive landscape for child safety content classification.

Value for ShurIQ

Feedback round methodology (systematic agent decision logging) documented and tested. BI Report Lab expanded from single-client to multi-client branching pattern.

Cross-Pollination

Feedback round pattern now documented and reusable across all client engagements. BI Report Lab expanded to 3 clients (Fiserv, FrameBright, Deckers) validating the methodology at scale.

K-Pop Vertical

~7% of effort
Sessions ~4
Tools InfraNodus, OWL/SHACL, Claude Code
Resources Produced
  • OWL 2 ontology (kpop-sbpi.ttl): 8 classes, 10 edge types
  • SHACL validation shapes
  • First weekly competitive report (W13-2026)
  • Editorial site + viz hub deployed
Value for Client

Stack ranking intelligence for K-Pop industry with TPE-weighted edge types measuring fan engagement, commercial performance, and cultural influence across agencies and artists.

Value for ShurIQ

Cross-vertical transfer PROVEN. The SBPI methodology transferred from media/entertainment (MicroCo) to K-Pop at zero marginal cost. Onboarding a new vertical now takes 2-3 days instead of weeks. This is the core thesis validation for ShurIQ as a scalable platform.

Cross-Pollination

Validates the core ShurIQ thesis: knowledge graph IP compounds. Every ontology, every SHACL shape, every SPARQL query built for one vertical reduces the cost of the next vertical. The TPE-weighted edge type pattern is now available for any domain requiring multi-dimensional ranking.

Deckers

~2% of effort
Sessions ~2
Tools InfraNodus, Claude Code
Resources Produced
  • Editorial brief site
  • Viz hub with gap report
  • Portfolio brand analysis (HOKA, UGG, Teva)
Value for Client

Portfolio brand analysis across Deckers sub-brands with competitive positioning gaps identified for each brand line.

Value for ShurIQ

C-suite sales showcase material. Design iteration led to "hard truth" content blocks now used in subsequent reports.

Cross-Pollination

Design patterns (hard truth blocks, direct-address framing) applied to all subsequent editorial deliverables.

AHA

~2% of effort
Sessions ~2
Tools D3.js, Google Docs, Claude Code
Resources Produced
  • 4 viz builds (dark, editorial interactive, editorial text, editorial brief)
  • Post-call analysis documentation
  • Google Docs integration workflow
Value for Client

Visualization iterations incorporating feedback. Multiple format options for internal and external presentation of health research intelligence.

Value for ShurIQ

First successful engagement cycle completion end-to-end. Established the two-site editorial pattern (editorial longform + viz hub) that became the standard delivery format.

Cross-Pollination

Two-site editorial pattern established here is now the standard delivery format for all client engagements (FrameBright, Fiserv, Long Zhu, Deckers, K-Pop).

Other Clients

~2% of effort
Front Row ~1%
AFDVI ~1%
Resources Produced
  • Front Row: Intake analysis (below threshold), editorial site
  • AFDVI: Intelligence brief revision, updated editorial deployment
Value for Client

Front Row received initial competitive landscape analysis. AFDVI received revised intelligence brief with updated methodology.

Value for ShurIQ

Front Row intake validated the scoring threshold methodology. AFDVI revision tested iterative report improvement workflows.

Internal Value Flows

Value generated for ShurIQ's own infrastructure, brand, and methodology. These investments reduce delivery cost and increase quality for all future client engagements.

Investor Materials

~8% of effort

Pitch deck v2 (evaluated by 3-agent team), executive summary, business model framework. Comprehensive fundraising package assembled from operational evidence rather than projections.

Value: Fundraising readiness. Every data point in the deck is traceable to an actual engagement, not a forecast.

Style and Brand

~3% of effort

SHUR IQ Style Guide (17 rules covering voice, structure, and anti-slop enforcement). ShurIQ Explainer document. ShurIQ Followup analysis with post-call intelligence. Board explainer for SBPI methodology.

Value: Brand consistency across all client deliverables. Sales tools that articulate the value proposition without relying on live demos.

BI Report Lab

~4% of effort

3 clients processed through versioned experimentation (5 branches each): condensed-hook, narrative-structure, honest-framing, anti-ai-voice, audience-mirror. Combined-v1 synthesis rules extracted from branch comparison.

Value: Methodology refinement through controlled experimentation. Combined-v1 rules now govern all report generation, producing measurably better output than any single branch.

Invoice System

~1% of effort

5 retroactive invoices generated (INV-2026-0206 through INV-2026-0331). Template standardization with consistent formatting, payment terms, and API credit tracking.

Value: Billing infrastructure. Professional invoice generation now takes minutes instead of hours.

Knowledge Graph IP Ledger

Knowledge graph assets created in March 2026 that persist and compound in value. Each asset was built for a specific engagement but is designed for cross-vertical reuse.

Asset Type Size Created For Reusable By
SBPI Ontology (sbpi.ttl) OWL 2 12 classes, 22 properties MicroCo All verticals
K-Pop Ontology (kpop-sbpi.ttl) OWL 2 8 classes, 10 edges K-Pop Entertainment verticals
AI Agent Ontology (ai-agent-sbpi.ttl) OWL 2 1,672 companies YC Research Tech/startup verticals
SBPI SHACL Shapes Validation 7 shapes MicroCo All verticals
K-Pop SHACL Shapes Validation SHACL K-Pop Entertainment verticals
Layered Ontology Architecture Framework K1-K5, O1-O4 Long Zhu All client ontology work
SPARQL Query Library Queries 12 queries SBPI All RDF projects
Combined-v1 Rules Writing Rules 6 rules Fiserv / BI Lab All report generation
InfraNodus Graphs (20+) Knowledge Graphs 1,000+ nodes Multiple Cross-client analysis
RDF Triple Store Data 75K+ triples SBPI All verticals
KG-LLM Optimizer Algorithm 12 parameters MicroCo All prediction work
Intelligence Brief Skill Skill 14 files, 2,035 lines Internal All client briefs
Autoresearch Spec Research 10 papers, 5 experiments MicroCo All verticals
Compounding IP Value

Total IP assets created in March: 13 reusable knowledge artifacts. Estimated replacement cost if built from scratch by a consulting firm: $150K–$300K. Marginal cost to apply to next client: near zero.

Sense Collective and Infrastructure

Foundational work that supports the entire ShurIQ ecosystem. Infrastructure investment reduces delivery cost; R&D expands the capability frontier.

Sense Collective

Organization and Launch

~8% of effort

Master Handoff document consolidating all operational knowledge. Financial model with revenue projections and cost structure. Sprint plan for Q2 execution. Content launch preparation including LinkedIn overhaul and initial content calendar.

Value: Organizational readiness. The Master Handoff document alone captures months of operational learning in a format that enables any team member to onboard in hours rather than weeks.

Infrastructure and Skills

Skills and Tooling

~5% of effort

8+ skills deployed (intelligence-brief, competitive-intel, value-flow-ontology, ontology-management, anti-slop, process-feedback, auto-session-capture, web clipper agent). MCP configuration consolidation (InfraNodus, OpenMemory, DEVONthink). Memory ecosystem architecture documentation. Web clipper autonomous intake agent (launchd persistent service watching Clippings/ folder).

Value: The intelligence-brief skill (14 files, 8-phase pipeline) now produces in 1 session what took 3-4 sessions in February. Each skill deployed is a permanent reduction in future delivery cost.

Research and Development

Exploratory R&D

~2% of effort

OTK ecosystem research (observability, tracing, knowledge graph intersection). Discourse grammar baseline checkpoint (pre-discourse grammar analysis framework). PerceptagonViz JUCE plugin exploration.

Value: Capability frontier expansion. These explorations inform the product roadmap without diverting significant capacity from client work.
Cross-Cutting Value

Infrastructure investment in March directly reduces delivery cost for April. The intelligence-brief skill (14 files, 8-phase pipeline) now produces in 1 session what took 3-4 sessions in February. The web clipper agent automates intake processing that previously required manual triage. The MCP consolidation eliminated 5-6 sessions of recurring configuration debugging. Every hour invested in infrastructure yields compound returns across all future client engagements.