# Corpus comparable rows for Sheet 3

Ready-to-use comparable rows for the Sheet 3 (Corpus Comparables) tab. Each row has the seven columns expected by Sheet 3: Project, Round, Budget, Verdict, Category, Profile snapshot, Lesson for current dossier.

Copy the rows that match your current dossier's category and paste into the Excel COMPARABLES list in `templates/abstract-review-builder.py` or `templates/build-review-builder.py`.

## Universal winners (always relevant, copy for context)

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| The Signal | SCF #42 | $121,000 | Won | B2B marketplace + escrow | 2 doxxed cofounders, DealEscrow.rs, Atomic Splits, B2B verticals named | Closest budget anchor for $115K-$125K dossiers |
| Bando | SCF #42 | $75,000 | Won | RWA real estate Mexico | Doxxed team, named brokerage partner, country pilot | Anchor for narrow-pilot dossiers at $75K-$90K |
| TheXBank | SCF #40 | $89,500 | Won | Africa banking | Doxxed team, country pilot named | Anchor for emerging-market banking $80K-$100K |
| Rebond (target) | SCF #44 | $132,000 | TBD | Green bond RWA | Doxxed team, 4 LOIs, Art L.411-2 framework | Anchor for dossiers with named LOIs at $130K |
| For Yield (target) | SCF #44 | $144,000 | TBD | Regulated DeFi yield | 11-team, PSCA AMF filed, 7-8M EUR AUM | Anchor for regulated DeFi at $140-145K |

## Regulated finance comparables (yield vaults, lending, stablecoin rails)

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| For Yield (target) | SCF #44 | $144,000 | TBD | Regulated DeFi yield | 11-team, PSCA AMF filed, ACCEIS audit passed | Anchor for $140-145K with regulatory filing |
| AION_FI Protocol | SCF #40 | $146,500 | Panel Review Failed | Credit cards | Anonymous team, no BIN sponsor | Same risk if regulatory partners not named |
| Stablpay | SCF #40 | $129,100 | Panel Review Failed | Stablecoin rail India | No FIU partner named | Same risk for regulated geographies |
| StellarCredit | SCF #42 | $55,000 | Panel Review Failed | Invoice factoring | No licensing plan | Regulated lending without license |
| Kyros OS | SCF #41 | $135,000 | Rejected | Spanish tax compliance | No AEAT partner | Regulated category needs named partner |
| Easner | SCF #40 | $150,000 | Panel Review Failed | "Stripe for Stablecoins" | Generic positioning + no banking partner | Stripe-for-X is overused; needs specific framework |
| Goated App | SCF #41 | $120,000 | Rejected | Predictions / gambling | No licensing plan | Predictions need explicit licensing |
| ASGCard | SCF #42 | $120,000 | Rejected | Virtual card issuance for AI agents | No BIN sponsor named | Same as AION_FI |

## RWA comparables (real estate, bonds, commodities, gold)

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| Bando | SCF #42 | $75,000 | Won | RWA Mexico real estate | Doxxed, named brokerage partner | Narrow-pilot model wins at $75-90K |
| Rebond (target) | SCF #44 | $132,000 | TBD | Green bonds | 4 LOIs, Art L.411-2 framework | Anchor for $130K with LOIs |
| Lend.xyz | SCF #42 | $120,000 | Rejected | RWA real estate | Lost to Bando same round | Audit prior winners before submitting same vertical |
| Etherfuse (Integration List) | n/a | n/a | n/a | Stablebond infrastructure | RWA-adjacent | Integration List item to leverage if applicable |

## B2B marketplace and escrow comparables

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| The Signal | SCF #42 | $121,000 | Won | B2B escrow with Atomic Splits | Doxxed founders, prior shipped product | Use as primary anchor |
| Offer-Hub | SCF #40 | $90,000 | Panel Review Failed | B2B platform | Unspecified scope issues | Vague B2B platform framing is fatal |
| Tickie (target) | SCF #44 | $130-145K | TBD | B2B ticketing + secondary | 70+ B2B clients, 814K EUR GMV 2025, French Tech Tremplin | Anchor for B2B with deep commercial traction |

## Consumer apps and gaming comparables

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| StellarRead | SCF #40 | $150,000 | Panel Review Failed | Read-to-earn | Earn-to-X at max budget | 100 pct rejection rate for earn-to-X |
| Stellar Nexus Experience | SCF #40 | $60,000 | Panel Review Failed | XP / badges learn-to-earn | Earn-to-X | Same |
| EduAfrica Learning App | SCF #40 | $89,000 | Rejected | Learn-to-earn Africa | Vague TAM + earn-to-X | Pattern stack |
| Gameduk | SCF #40 | $60,000 | Panel Review Failed | Gamified EdTech | Earn-to-X | Same |
| $NRG Token (BLOND:ISH) | SCF #41 | $150,000 | Rejected | Fan token rewards | Solana porting + max ask + earn-to-X | Triple pattern stack |
| Solar Braves (target) | SCF #44 | $121-132K | TBD | Stellar-native dungeon RPG | AveForge studio, prior live game RPS on MegaETH | Anchor for Stellar-native consumer game |

## Infrastructure and developer tooling comparables

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| Latch + KMP | SCF #41 RFP | RFP | Won | C-Address compliance tooling | RFP fit | Anchor for compliance projects |
| Orion + OctoPos | SCF #41 RFP | RFP | Won | DeFi Positions API | Open data API across DeFi | Anchor for indexer projects |
| Rumble Fish | SCF #41 RFP | RFP | Won | Block Explorer | Technical depth | Anchor for explorer / observability |
| OBSRVR Prism | SCF #41 RFP | RFP | Won | Block Explorer | Observability layer | Same |
| C-Address Toolkit | SCF #41 | $120,000 | Rejected | Compliance | Lost to Latch + KMP | Same-RFP overlap |
| StellarScope | SCF #41 | $90,000 | Rejected | DeFi Positions API | Lost to Orion + OctoPos | Same-RFP overlap |
| Soroban-first Block Explorer | SCF #41 | $75,000 | Rejected | Block Explorer | Lost to Rumble Fish + OBSRVR Prism | Generic naming + overlap |
| Stellar Playground v2 | SCF #40 | $90,000 | Rejected | Soroban dev playground | Duplicates SDF tooling (scaffold-soroban, Stellar Lab) | Pattern 6: SDF roadmap overlap |

## Anonymous-team warnings (use for any high-ask non-doxxed dossier)

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| Sorotrack | SCF #40 + #41 + #42 | $150K + $50K + $50K | Panel Review Failed (3x) | Tracker | Solo dev only by handle "Gemy" | Doxxing depth matters at high budget |
| AION_FI Protocol | SCF #40 | $146,500 | Panel Review Failed | Credit cards | Anonymous team | Pattern 1 + Pattern 2 + Pattern 8 |
| Tessera Labs | SCF #42 | $150,000 | Rejected | Confidential payments | Anonymous + brand collision + duplicates X-Ray | Three patterns stacked |
| reb.cash | SCF #42 | $150,000 | Rejected | Unspecified | Anonymous, no website, max ask | Triple stack |
| REAPP | SCF #42 | $115,000 | Rejected | x402 implementation | Anonymous | Pattern 1 alone is enough |
| Pollar | SCF #42 | $72,000 | Rejected | Unspecified | Anonymous | Even at sub-max, doxxing matters |

## Multi-chain bolt-on warnings (use for any port-from-EVM-or-Solana dossier)

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| Nuvolari.ai | SCF #42 | $84,000 | Rejected | Sonic-native AI yield, port to Stellar | Bolt-on without Stellar reason | Stellar-specific story needed |
| Nomadz | SCF #42 | $150,000 | Rejected | Solana travel app | Bolt-on + max ask | Same |
| Astrix | SCF #41 | $95,000 | Rejected | Algorand fan platform porting | Bolt-on | Same |
| WOWMAX | SCF #41 | $109,000 | Rejected | EVM DEX aggregator | Bolt-on | Same |
| Kima | SCF #40 | $133,000 | Rejected | Multi-chain interop | Stellar as one of N | Bolt-on framing |
| All Access Fans | SCF #42 | $150,000 | Rejected | Nigerian Web2 OnlyFans-alt | Bolt-on + Web2 framing | Stack |
| PathPulse AI | SCF #41 + #42 | $137K / $128K | Rejected 2x | Computer-vision data network | Bolt-on twice | Reapplying without addressing bolt-on does not help |

## SDF roadmap overlap warnings (use for ZK, PQC, alternate VM, dev playground dossiers)

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| Nebula Wallet | SCF #41, #42 | $129,000+ | Rejected | Post-quantum crypto wallet | Duplicates SDF's protocol-level PQC | Wallet-level PQC overlaps SDF roadmap |
| zkVault | SCF #42 | $130,000 | Rejected | ZK MFA wallet | Duplicates Protocol 25 X-Ray | Same X-Ray duplication |
| StellaRay | SCF #42 | $80,000 | Rejected | ZK wallet | Duplicates X-Ray | Same |
| Galeon | SCF #42 | $88,000 | Panel Review Failed | Privacy / compliance tooling | Duplicates X-Ray rollout | Same |
| Move-to-Stellar | SCF #42 | $115,000 | Rejected | Alternate VM | Contradicts SDF's Rust+WASM choice | Direct contradiction |
| Stellar Playground v2 | SCF #40 | $90,000 | Rejected | Soroban dev playground | Duplicates scaffold-soroban + Stellar Lab + Okashi | Tooling overlap |

## Brand collision warnings

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| Tessera Labs | SCF #42 | $150,000 | Rejected | Confidential payments | Same name as a16z's Tessera ERP | Google before submitting |
| Theo: USDC for Haiti | SCF #44 (live) | TBD | TBD | Payment app | Same name as theo.xyz Hack VC trading firm | Same |
| Neon Wallet | SCF #40 | $129,000 | Rejected | Wallet | Same name as Neo blockchain Neon AND Solana Neon EVM | Triple collision |
| Solo | SCF #40 + #44 | varies | Rejected | Banking | Same name as SatoshiPay Solar Wallet | Stellar ecosystem internal collision |
| Stableyard | SCF #40 | $119,500 | Rejected | Asia QR network | Same name as Stables/Stable token | Stablecoin sector collision |
| BelugaSwap | SCF #41 | unspecified | Rejected | BSC port | Same name as BSC BelugaSwap | Same crypto sector |
| AutoFi | SCF #40 then #41 (won) | varies | Won after rebrand | Auto financing | Same name as US AutoFi Inc | Won after addressing |

## Information Collection (incomplete dossier) warnings

| Project | Round | Budget | Verdict | Category | Profile snapshot | Lesson |
|---|---|---|---|---|---|---|
| The Strategists | SCF #42 | $150,000 | Information Collection | unspecified | Never compiled to panel | Empty mandatory fields kill |
| Cushion | SCF #41 | $118,400 | Information Collection | unspecified | Never compiled | Same |
| Payala | SCF #41 | $150,000 | Information Collection | Payments | Never compiled | Same |
| Neon Wallet | SCF #41 | $129,000 | Information Collection | Wallet | Never compiled | Same plus brand collision |
| SendbyKatika | SCF #40 | $150,000 | Pre-screen Failed | unspecified | Never passed pre-screen | Same |

## How to pick comparables for Sheet 3

For each new dossier, pick 10 to 15 rows from this catalog plus the current dossier as row 1 (with "TBD" verdict). Pick a mix:

- 3 to 4 close-category winners (anchor and contrast).
- 4 to 5 close-category rejects (warning patterns triggered).
- 2 to 3 cross-category illustrations (bolt-on warning, SDF overlap warning, doxxing warning) if patterns apply.
- 2 in-flight targets (Rebond, For Yield, Solar Braves, Tickie) where the profile matches.

The Sheet 3 row order matters: closest comparable first after the current dossier. The client should be able to see at a glance "we look like X (winner) more than Y (reject)".