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/home/box/agents/fyj-founder-bot/directory/market-path-research-2026-09-02-0755.md

02 Sep 2026 08:10 London · 18712 bytes · readable HTML from the file

Market-path research — 2 Sep 2026 07:55 Europe/London

Not a P move. No path named. No customer named.
Did not re-read Companies House company 16892858.
Did not repeat last recon hour: Turn2us / turn2us.org.uk / www.turn2us.org.uk benefits / grants / PIP help (2 Sep 06:55).
Also did not repeat as primary: Entrepreneur First / joinef.com (2 Sep 05:55 Market scenarios); Founders Factory / foundersfactory.com (2 Sep 04:55 Market scenarios); iwoca / www.iwoca.co.uk (2 Sep 03:55 Companies in the space); BGF / www.bgf.co.uk (2 Sep 02:55 Companies in the space); Centrepoint / centrepoint.org.uk (2 Sep 01:55 Competitor mapping); ONS labour-market overview / www.ons.gov.uk Labour market overview, UK (2 Sep 00:55 Market discovery); Funding Circle / www.fundingcircle.com (1 Sep 23:55 Companies in the space); UK GDPR / Data Protection Act 2018 / legislation.gov.uk / ICO (1 Sep 22:55 Risk reduction); Bank of England Credit Conditions Survey (1 Sep 21:55 Market discovery); Crisis / crisis.org.uk (1 Sep 20:55 Competitor mapping); Santander Breakthrough (1 Sep 19:55 Market scenarios); LSBS 2024 (1 Sep 18:55 Market discovery); Shelter (1 Sep 17:55 Competitor mapping); SyndicateRoom (1 Sep 16:55 Companies in the space); Youth Access (1 Sep 15:55 Competitor mapping); GEM UK (1 Sep 13:55 Market discovery); Google for Startups (1 Sep 12:55 Market scenarios); CRA 2015 (1 Sep 11:55 Risk reduction); Seedrs (1 Sep 10:55 Companies in the space); Advicelocal (1 Sep 09:55 Competitor mapping); Crowdcube (1 Sep 07:55 Companies in the space); GOV.UK Business Support Helpline (1 Sep 06:55 Market scenarios); IPSE (1 Sep 05:55 Companies in the space); CCR 2013 (1 Sep 04:55 Risk reduction); Access to Justice Foundation (1 Sep 03:55 Competitor mapping); Virgin StartUp (1 Sep 02:55 Market scenarios); Founders Forum (1 Sep 01:55 Companies in the space); AdviceNow (1 Sep 00:55 Competitor mapping); Eagle Labs / NatWest Accelerator / BIPC / King's Trust / MentorsMe / Growth Hub / ACAS / Start Up Loans product / Help to Grow / Enterprise Nation / TEN / CFE / CBI / techUK / Innovate Finance / BVCA / UKBAA / ScaleUp / Be the Business / BCC / IoD / FSB / RCJ Advice / JUSTICE / NPBC / FRU / Support Through Court / Advocate / AdviceUK / Law Centres / LawWorks / Citizens Advice / Legal Choices as primary. Explicitly did not re-open Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR / BoE CCS / Crisis / Shelter / Santander Breakthrough / Google for Startups / Virgin StartUp as primary. Prefer StreetLink this hour (named unused competitor-mapping fallback across recent hours including 2 Sep 06:55 Turn2us). Leave ONS Vacancies sibling and Modern Slavery Act 2015 s.54 unused. Also did not use as a separate primary this hour: unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026). Distinct from 14:20 compile (e834b2f2, 0 candidates, blocker reach) and from 15:36 reach-story/stats (58cd58c1). 08:55 direction window closed at 10:25 with no reply — logged as skipped; this hour does not re-ask. 14:55 did not fire this cycle — not re-asked this hour. 17:15 close already ran at 17:32 — this hour does not re-close the cycle. Did not unpark/install customer cut 63e813ea. Did not write kpis/p-evidence.md. Did not promote Ironclad, Harvey, Legora, SOC 2, or “startups and SMEs” as an accepted market/path. Did not install the 12:48 productised hour-menu as a path. Did not treat StreetLink users / rough sleepers / “people in need” / “people experiencing homelessness” / “startups and SMEs” as a FYJ customer. Did not invent a buyer from rough-sleeping referral / outreach-alert audiences.

Area: Competitor mapping.
Verdict: stayed thin as a path.
P unchanged.

Searched

Prefer Competitor mapping this hour — StreetLink / streetlink.org.uk / www.streetlink.org.uk / thestreetlink.org.uk (how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral; NEW as primary; named unused competitor-mapping fallback on 2 Sep 06:55 Turn2us and earlier Crisis / Centrepoint / Shelter hours). Why this source now: destination $2.5–5bn; first-customer cut parked (63e813ea); live gate still cannot compile path candidates (e834b2f2 compile 0; blocker still REACH — how a first professional hour is found and sold); last recon hour was Turn2us benefits/grants/PIP competitor mapping; this hour tests the named unused how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral host without inventing a buyer. Hold = no invention, not no recon. Live public redirect + referral surface exists (streetlink.org.uk / www.streetlink.org.uk first-hop 301 → thestreetlink.org.uk; WebFetch-readable /start alert page; St Mungo companion StreetLink London pages describe the national website alert + London phone line). Filed under Competitor mapping — rough-sleeping referral / outreach-alert lane is the how-the-public-is-directed-to-homelessness-outreach channel (same preference rule as Centrepoint / Crisis / Shelter / Turn2us). Not a FYJ path. Not P. This hour works REACH-channel competitor-mapping filing on the live compile-paths gate and does not invent a buyer to close it. Fallbacks not switched to: ONS Vacancies and jobs in the UK sibling (note: jobsandvacanciesintheuk/latest HTTP 200 this hour after vacanciesandjobsintheuk/latest still 502 — left unused because StreetLink primary lives); Modern Slavery Act 2015 s.54 transparency; unpublished ONS 2026.

HTTP inventory

Did not invent a FYJ buyer from StreetLink alert makers, rough sleepers, outreach-team clients, StreetLink London callers, St Mungo volunteers, “people in need”, or “startups and SMEs”. Named Shell 403 paths are Cloudflare challenges, not 404s. ONS Vacancies / Modern Slavery Act 2015 s.54 / unpublished ONS 2026 were not switched to — StreetLink primary cluster lives (redirect + WebFetch /start + St Mungo companion).

What stands

What does not stand

End-to-end test

Value-forming

The Competitor mapping line got another how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral filing (after Centrepoint / Crisis / Shelter / Turn2us). Value has not started to form as a FYJ path. An alert /start page is not a path. Adjacent Competitor-mapping filings still leave who / why / how / next empty.

Result

No path named yet. Competitor mapping stayed thin as a path. P unchanged. StreetLink primary cluster lives (redirect + WebFetch /start + St Mungo companion) — no switch.

Unused fallbacks named for NEXT hour

  1. Market discovery unused: Vacancies and jobs in the UK (ONS sibling; jobsandvacanciesintheuk/latest HTTP 200 this hour; old vacanciesandjobsintheuk/latest still 502 — not primary this hour). Do not fake unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026). Do not re-read ONS labour-market overview /latest as primary.
  2. Risk reduction unused: Modern Slavery Act 2015 s.54 transparency (not primary this hour).
  3. Do not re-use StreetLink / Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR / BoE CCS / Crisis / Shelter / Santander Breakthrough / Google for Startups / Virgin StartUp as primary next hour.

Confirmation

Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon. Standing work is recon until end-to-end paths emerge and value-forming is visible. No path named. P unchanged. Customer cut parked.
One line: 63e813ea is live (parked).
e834b2f2 compile still 0; blocker still reach. 58cd58c1 Founder View is the story. 06657cd0 pages shareable. f7c2a04e voice walk. c7b2e14a short Evidence. Hermes parked. Slot unchanged. Layer unchanged (Peer toggle: Founder View ↔ Agent View).
08:55 skipped (no reply by 10:25). Proceeded without new founder input. 14:55 did not fire this cycle — not re-asked this hour. 17:15 close already ran at 17:32 — not re-closed this hour.
Wrote founder-view-overnight-2026-09-02.md (Night of 1–2 Sep).

Raw file
<!-- AGENT VIEW ONLY.
This file is the working recon note (directory/*.md).
Do NOT copy this dump onto founder-view-path-research-*.md.
Founder Evidence is narrative plus chain. HTTP inventories stay here.
-->

# Market-path research — 2 Sep 2026 07:55 Europe/London

Not a P move. No path named. No customer named.
Did not re-read Companies House company 16892858.
Did not repeat last recon hour: Turn2us / turn2us.org.uk / www.turn2us.org.uk benefits / grants / PIP help (2 Sep 06:55).
Also did not repeat as primary: Entrepreneur First / joinef.com (2 Sep 05:55 Market scenarios); Founders Factory / foundersfactory.com (2 Sep 04:55 Market scenarios); iwoca / www.iwoca.co.uk (2 Sep 03:55 Companies in the space); BGF / www.bgf.co.uk (2 Sep 02:55 Companies in the space); Centrepoint / centrepoint.org.uk (2 Sep 01:55 Competitor mapping); ONS labour-market overview / www.ons.gov.uk Labour market overview, UK (2 Sep 00:55 Market discovery); Funding Circle / www.fundingcircle.com (1 Sep 23:55 Companies in the space); UK GDPR / Data Protection Act 2018 / legislation.gov.uk / ICO (1 Sep 22:55 Risk reduction); Bank of England Credit Conditions Survey (1 Sep 21:55 Market discovery); Crisis / crisis.org.uk (1 Sep 20:55 Competitor mapping); Santander Breakthrough (1 Sep 19:55 Market scenarios); LSBS 2024 (1 Sep 18:55 Market discovery); Shelter (1 Sep 17:55 Competitor mapping); SyndicateRoom (1 Sep 16:55 Companies in the space); Youth Access (1 Sep 15:55 Competitor mapping); GEM UK (1 Sep 13:55 Market discovery); Google for Startups (1 Sep 12:55 Market scenarios); CRA 2015 (1 Sep 11:55 Risk reduction); Seedrs (1 Sep 10:55 Companies in the space); Advicelocal (1 Sep 09:55 Competitor mapping); Crowdcube (1 Sep 07:55 Companies in the space); GOV.UK Business Support Helpline (1 Sep 06:55 Market scenarios); IPSE (1 Sep 05:55 Companies in the space); CCR 2013 (1 Sep 04:55 Risk reduction); Access to Justice Foundation (1 Sep 03:55 Competitor mapping); Virgin StartUp (1 Sep 02:55 Market scenarios); Founders Forum (1 Sep 01:55 Companies in the space); AdviceNow (1 Sep 00:55 Competitor mapping); Eagle Labs / NatWest Accelerator / BIPC / King's Trust / MentorsMe / Growth Hub / ACAS / Start Up Loans product / Help to Grow / Enterprise Nation / TEN / CFE / CBI / techUK / Innovate Finance / BVCA / UKBAA / ScaleUp / Be the Business / BCC / IoD / FSB / RCJ Advice / JUSTICE / NPBC / FRU / Support Through Court / Advocate / AdviceUK / Law Centres / LawWorks / Citizens Advice / Legal Choices as primary. Explicitly did not re-open Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR / BoE CCS / Crisis / Shelter / Santander Breakthrough / Google for Startups / Virgin StartUp as primary. Prefer StreetLink this hour (named unused competitor-mapping fallback across recent hours including 2 Sep 06:55 Turn2us). Leave ONS Vacancies sibling and Modern Slavery Act 2015 s.54 unused. Also did not use as a separate primary this hour: unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026). Distinct from 14:20 compile (e834b2f2, 0 candidates, blocker reach) and from 15:36 reach-story/stats (58cd58c1). 08:55 direction window closed at 10:25 with no reply — logged as skipped; this hour does not re-ask. 14:55 did not fire this cycle — not re-asked this hour. 17:15 close already ran at 17:32 — this hour does not re-close the cycle. Did not unpark/install customer cut 63e813ea. Did not write kpis/p-evidence.md. Did not promote Ironclad, Harvey, Legora, SOC 2, or “startups and SMEs” as an accepted market/path. Did not install the 12:48 productised hour-menu as a path. Did not treat StreetLink users / rough sleepers / “people in need” / “people experiencing homelessness” / “startups and SMEs” as a FYJ customer. Did not invent a buyer from rough-sleeping referral / outreach-alert audiences.

Area: Competitor mapping.
Verdict: stayed thin as a path.
P unchanged.

## Searched
Prefer Competitor mapping this hour — StreetLink / streetlink.org.uk / www.streetlink.org.uk / thestreetlink.org.uk (how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral; NEW as primary; named unused competitor-mapping fallback on 2 Sep 06:55 Turn2us and earlier Crisis / Centrepoint / Shelter hours). Why this source now: destination $2.5–5bn; first-customer cut parked (63e813ea); live gate still cannot compile path candidates (e834b2f2 compile 0; blocker still REACH — how a first professional hour is found and sold); last recon hour was Turn2us benefits/grants/PIP competitor mapping; this hour tests the named unused how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral host without inventing a buyer. Hold = no invention, not no recon. Live public redirect + referral surface exists (streetlink.org.uk / www.streetlink.org.uk first-hop 301 → thestreetlink.org.uk; WebFetch-readable /start alert page; St Mungo companion StreetLink London pages describe the national website alert + London phone line). Filed under Competitor mapping — rough-sleeping referral / outreach-alert lane is the how-the-public-is-directed-to-homelessness-outreach channel (same preference rule as Centrepoint / Crisis / Shelter / Turn2us). Not a FYJ path. Not P. This hour works REACH-channel competitor-mapping filing on the live compile-paths gate and does not invent a buyer to close it. Fallbacks not switched to: ONS Vacancies and jobs in the UK sibling (note: jobsandvacanciesintheuk/latest HTTP 200 this hour after vacanciesandjobsintheuk/latest still 502 — left unused because StreetLink primary lives); Modern Slavery Act 2015 s.54 transparency; unpublished ONS 2026.

## HTTP inventory
- Apex HTTPS https://www.streetlink.org.uk/ — first-hop HTTP 301 Location https://thestreetlink.org.uk; follow GET HTTP 403 size ~5504. Title: Just a moment... (Cloudflare challenge; cf-mitigated: challenge). Not treated as readable StreetLink marketing HTML from Shell this hour.
- Apex https://streetlink.org.uk/ — first-hop HTTP 301 Location https://thestreetlink.org.uk; follow HTTP 403 size ~5504 title Just a moment...
- http://www.streetlink.org.uk/ — first-hop HTTP 301 Location https://thestreetlink.org.uk; follow HTTP 403 size ~5504.
- Canonical host https://thestreetlink.org.uk/ — Shell curl first hop HTTP 403 size ~5504 title Just a moment... Cloudflare challenge. WebFetch this hour also returned Cloudflare security-verification page (Ray ID recorded on fetch; not readable homepage body).
- www canonical https://www.thestreetlink.org.uk/ — Shell curl HTTP 403 size ~5508 title Just a moment...
- Alert / start https://thestreetlink.org.uk/start — Shell curl first hop / follow HTTP 403 size ~5519 title Just a moment... WebFetch this hour readable: title Tell us about someone sleeping rough - StreetLink. Printed: Call 999 if the person is in immediate danger, needs medical assistance, is under 18 or is with someone who is under 18; StreetLink can be used by anyone in England and Wales to send an alert about someone over 18 who is sleeping rough or preparing to sleep rough; do not make an alert if the person is begging or engaging in anti-social behaviour unless you believe they are rough sleeping; when submitted the details go to local outreach teams; teams (mostly working at night) try to locate the person, assess needs, and offer support; goal help people access the right services and move away from homelessness; StreetLink itself does not provide accommodation or go out to search for individuals — it connects members of the public with local outreach teams. Same Virgin-StartUp-style pattern: Shell CF-block noted; WebFetch /start lives — primary not switched.
- About https://thestreetlink.org.uk/about — Shell curl HTTP 403 size ~5519 title Just a moment... WebFetch this hour Cloudflare security-verification only (not readable About body from this box). Do not invent About copy from search-index snippets as if it were a live HTML fetch this hour.
- Named short paths under thestreetlink.org.uk Shell curl all HTTP 403 size ~5513–5567 title Just a moment... this hour: /about-us; /report; /how-it-works; /contact; /privacy; /privacy-policy; /faq; /faqs; /donate; /app; /robots.txt; /sitemap.xml. Do not invent 404s from those 403s. Do not invent readable robots/sitemap from the challenge body.
- Companion readable host (StreetLink London / St Mungo’s — describes StreetLink; not substituted as primary): https://www.mungos.org/streetlink-london/ — HTTP 200 size 174450. Title: StreetLink London | St Mungo's. Printed: StreetLink London is a self-referral phone line for people experiencing homelessness across London; team works every day of the year from 9 am to 9 pm; StreetLink is a referral service accessed two ways — website (public alerts + anyone rough sleeping outside London) and phone line for people rough sleeping in London; StreetLink is not an emergency response service (call 999 for urgent medical attention); about 40 telephone volunteers now / aim ~80 pre-pandemic; address 8-10 Warner Street, London, EC1R 5HA; General enquiries 020 3856 6000 / info@mungos.org; Donations 020 8600 3000; © 2026 St Mungo’s Registered Charity No 1149085, Company No 8225808, Housing Association No LH0279, VAT Registration No. 155 134 821.
- Companion sibling https://www.mungos.org/our-services/helping-people-off-the-streets/streetlink/ — HTTP 200 size 177875. Title: StreetLink: everything you need to know | St Mungo's. Printed same StreetLink referral / alert / StreetLink London phone-line description; points alert makers to “their website” (StreetLink).
- St Mungo apex https://www.mungos.org/ — HTTP 200 size 196996. Title: Homeless Charity - St Mungo's. Recorded as sibling host existence only — not re-filed as primary.
- Companies House (number printed on St Mungo StreetLink London footer this hour; padded to 08225808): https://find-and-update.company-information.service.gov.uk/company/08225808 — HTTP 200 size 36575. Title: ST MUNGO COMMUNITY HOUSING ASSOCIATION overview - Find and update company information - GOV.UK. Printed: company 08225808; Active; Private Limited Company by guarantee without share capital use of 'Limited' exemption; incorporated 24 September 2012; registered office 8-10 Warner Street, London, United Kingdom, EC1R 5HA; SIC 55900 Other accommodation / 68201 Renting and operating of Housing Association real estate / 87300 Residential care activities for the elderly and disabled / 88990 Other social work activities without accommodation not elsewhere classified; last accounts made up to 31 March 2025; next accounts made up to 31 March 2026 due by 31 December 2026; next confirmation statement 22 September 2026 due by 6 October 2026; last statement dated 22 September 2025. Named https://find-and-update.company-information.service.gov.uk/company/8225808 HTTP 404 size 30470 — do not invent a live short-number CH page; open from zero-padded form of footer 8225808. Site address string matches CH office. These numbers are St Mungo Community Housing Association (London phone-line companion), not a StreetLink-entity number invented from thin air. Did not re-read 16892858.
- Charity Commission (number printed on St Mungo footer 1149085): https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1149085 — HTTP 200 size 74465. Title: Search the register of charities. Printed body this hour: Sorry, there was an issue displaying this content. Please visit again later. Unreadable Commission card this hour — do not invent income / expenditure / employee headcounts from that shell. Charity number left as footer print only.
- Homeless Link apex https://www.homeless.org.uk/ / https://homelesslink.org.uk/ — HTTP 200 size 103760 title Homeless Link (existence). Named /streetlink paths HTTP 404 size 22006. Footer prints Company number 04313826 / Charity number 1089173. Not opened as StreetLink operator this hour (no StreetLink string on homepage; not primary). Do not invent Homeless Link as StreetLink owner without a live printed claim on the StreetLink cluster.
- ONS Vacancies sibling checked only as unused fallback (not primary): https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/jobsandvacanciesintheuk/latest — HTTP 200 size 84999. Title: Vacancies and jobs in the UK - Office for National Statistics. H1 Vacancies and jobs in the UK: August 2026; release 18 August 2026; next 15 September 2026; early May–Jul 2026 vacancies 707,000 (−6,000 / 0.8% vs Feb–Apr). Old slug …/vacanciesandjobsintheuk/latest still HTTP 502 size 16 this hour. Left unused — StreetLink primary lives.

Did not invent a FYJ buyer from StreetLink alert makers, rough sleepers, outreach-team clients, StreetLink London callers, St Mungo volunteers, “people in need”, or “startups and SMEs”. Named Shell 403 paths are Cloudflare challenges, not 404s. ONS Vacancies / Modern Slavery Act 2015 s.54 / unpublished ONS 2026 were not switched to — StreetLink primary cluster lives (redirect + WebFetch /start + St Mungo companion).

## What stands
- Live StreetLink brand domain chain: streetlink.org.uk / www.streetlink.org.uk / http www first-hop HTTP 301 → thestreetlink.org.uk (Cloudflare). Canonical thestreetlink.org.uk Shell CF 403 on apex and named short paths this hour; WebFetch /start readable England-and-Wales rough-sleeping alert page.
- Printed role (from WebFetch /start + St Mungo companion): how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral (public alert → local outreach teams; StreetLink does not provide accommodation itself; StreetLink London phone line 9am–9pm every day for people rough sleeping in London via St Mungo). Sibling next to Centrepoint, Crisis, Shelter, Turn2us, Youth Access, Advicelocal, ATJF, AdviceNow, RCJ Advice, JUSTICE, NPBC, FRU, Support Through Court, Advocate, AdviceUK, Law Centres, LawWorks, Citizens Advice, Legal Choices. Not a FYJ market path.
- Printed companion numbers / labels (St Mungo StreetLink London footer): Charity 1149085 / Company 8225808 / HA LH0279 / VAT 155 134 821; 8-10 Warner Street EC1R 5HA; CH 08225808 Active guarantee company from 24 Sep 2012 SIC 55900+68201+87300+88990. Company number live on footer HTML — CH opened from printed number (not invented). Commission card for 1149085 unreadable this hour.
- Competitor-mapping how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral lane. Not a FYJ market path.

## What does not stand
- No page names a FYJ customer, market, offer, or P.
- StreetLink users, rough sleepers, alert makers, and “people experiencing homelessness” are StreetLink / outreach audiences, not a buyer.
- A public rough-sleeping referral / outreach-alert service (even with a live /start page and a London phone-line companion) is not a FYJ market path.
- Naming “FYJ for StreetLink users / rough sleepers / people in need / startups and SMEs” is inventing a customer — banned.
- Do not invent readable thestreetlink.org.uk apex / about / robots / sitemap HTML from Shell 403 Cloudflare challenges. Do not invent StreetLink’s own charity or company number (none printed on the readable /start body this hour). Do not invent Charity Commission income figures from the unreadable 1149085 shell. Do not re-file Centrepoint / Crisis / Shelter / Turn2us / Youth Access as primary. Leave ONS Vacancies / Modern Slavery Act 2015 s.54 unused.
- Who / why / how / next all missing. No candidate this hour has even a partial who / why / how. End-to-end stays missing. Productised-menu context from 12:48 does not fill those blanks. Compile stays 0 (e834b2f2); reach blocker not closed by filing another how-the-public-is-directed-to-homelessness-outreach host. Stayed thin as a path.

## End-to-end test
- Who it is for: missing.
- Why they would pay: missing.
- How FYJ reaches them: missing (a public rough-sleeping alert / StreetLink London phone line is how StreetLink / St Mungo reach people who need outreach, not how FYJ reaches a named buyer).
- What sits next: missing.
No real public fact this hour filled any of the four. Do not invent the rest. The StreetLink live redirect + WebFetch /start + St Mungo companion pages fill a Competitor mapping cell (how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral). They do not fill a path cell. They do not install the productised-menu bucket. They do not pad compile candidates. Compile stays 0.

## Value-forming
The Competitor mapping line got another how-the-public-is-directed-to-homelessness-outreach / rough-sleeping referral filing (after Centrepoint / Crisis / Shelter / Turn2us). Value has not started to form as a FYJ path. An alert /start page is not a path. Adjacent Competitor-mapping filings still leave who / why / how / next empty.

## Result
No path named yet. Competitor mapping stayed thin as a path. P unchanged. StreetLink primary cluster lives (redirect + WebFetch /start + St Mungo companion) — no switch.

## Unused fallbacks named for NEXT hour
1. Market discovery unused: Vacancies and jobs in the UK (ONS sibling; jobsandvacanciesintheuk/latest HTTP 200 this hour; old vacanciesandjobsintheuk/latest still 502 — not primary this hour). Do not fake unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026). Do not re-read ONS labour-market overview /latest as primary.
2. Risk reduction unused: Modern Slavery Act 2015 s.54 transparency (not primary this hour).
3. Do not re-use StreetLink / Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR / BoE CCS / Crisis / Shelter / Santander Breakthrough / Google for Startups / Virgin StartUp as primary next hour.

## Confirmation
Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon. Standing work is recon until end-to-end paths emerge and value-forming is visible. No path named. P unchanged. Customer cut parked.
One line: 63e813ea is live (parked).
e834b2f2 compile still 0; blocker still reach. 58cd58c1 Founder View is the story. 06657cd0 pages shareable. f7c2a04e voice walk. c7b2e14a short Evidence. Hermes parked. Slot unchanged. Layer unchanged (Peer toggle: Founder View ↔ Agent View).
08:55 skipped (no reply by 10:25). Proceeded without new founder input. 14:55 did not fire this cycle — not re-asked this hour. 17:15 close already ran at 17:32 — not re-closed this hour.
Wrote founder-view-overnight-2026-09-02.md (Night of 1–2 Sep).

Storage file view of FYJ Founder Bot. Not the Identity letter.