Note Vest Collectables

Note Vest CollectablesNote Vest CollectablesNote Vest Collectables

Note Vest Collectables

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    Structure Emerging organically...

    Role Definitions...

    Operational Role Definitions


    BEN — Head of Procurement & Trade Distribution

    (Upstream Supply Chain + Downstream Trade Fulfilment) 


    Primary Accountability:
    Ensuring the right product is acquired at the right price and released efficiently through trade channels.


    Core Responsibilities:

    • Liaise with 55 approved eBay sellers, securing:
       
      • pre-listing access
         
      • rejected/unwanted items
         
      • private bulk opportunities
         
    • Manage procurement from reputable Australian bullion dealers, strictly:
       
      • Monster Boxes only
         
      • no ad-hoc or retail-grade sourcing
         
    • Match all purchases to:
       
      • the Collectors Want List
         
      • confirmed dealer purchase orders
         
    • Control the trade customer base of 26 approved dealers:
       
      • receive purchase orders
         
      • allocate stock
         
      • coordinate fulfilment
         
    • Maintain liquidity discipline:
       
      • prioritise velocity over speculation
         
      • ensure inventory duration targets are respected
         
    • Act as the primary execution point between supply availability and demand fulfilment


     

    What Ben does not do:

    • No marketing or broadcast list management
       
    • No pricing rule changes
       
    • No deviation from FMV or margin discipline


     

    JACOB — Inventory Operations & Fulfilment

    (Physical Handling, Processing & Dispatch)


    Primary Accountability:
    Ensuring inventory is handled, processed, and dispatched accurately, securely, and consistently.


    Core Responsibilities:

    • Receive incoming inventory:
       
      • bullion

     

    • coins
       
    • banknotes
       
    • Perform:
       
      • sorting
         
      • counting
         
      • verification against purchase records
         
    • Manage white-glove handling:
       
      • encapsulation
         
      • presentation standards
         
      • authentication alignment
         
    • Prepare and execute:
       
      • dealer shipments
         
      • collector deliveries
         
      • secure courier coordination
         
    • Maintain physical inventory integrity:
       
      • storage discipline
         
      • safe access protocols
         
      • chain-of-custody awareness
         
    • Flag discrepancies or condition issues immediately
       

    What Jacob does not do:

    • No sourcing decisions
       
    • No pricing decisions
       
    • No customer negotiation


     

    TAYLOR — Market Intelligence & Broadcast Management

    (Visibility, Surveillance & Demand Growth)


    Primary Accountability:
    Maintaining demand visibility and market awareness without triggering unnecessary selling pressure.


    Core Responsibilities:

    • Manage and maintain the Collectors / Followers Broadcast List:
       
      • associations
         
      • societies
         
      • clubs
         
      • website referrals
         
    • Monitor:
       
      • unsubscribe rates
         
      • geographic growth
         
      • engagement quality
         
    • Systematically scan:
       
      • approved eBay seller stores
         
      • approved coin dealer websites
         
      • flagging relevant items to Ben
         
    • Act as the early-warning system for:
       
      • emerging supply
         
      • pricing anomalies
         
      • items matching the Collectors Want List
         
    • Maintain separation between:
       
      • intelligence gathering
         
      • and transaction execution
         

    What Taylor does not do:

    • No purchasing
       
    • No fulfilment
       
    • No pricing or margin input


    roBBie — Founder / Capital & Discipline Oversight

    (For clarity, even if not requested)


    Primary Accountability:
    Capital allocation, pricing discipline, risk tolerance, and structural integrity.


    • Approve strategic shifts (product entry/exit)
       
    • Set margin and FMV discipline
       
    • Control capital exposure and inventory ceilings
       
    • Maintain adviser-grade reporting and governance
       
    • Decide when not to act



     

    Why this structure works role overlap
     

    • No single-point execution risk
       
    • Clear hand-offs
       
    • Founder protected from noise
       
    • Scale without chaos


     

    The intertwining is intentional:

    • Taylor sees → Ben decides → Jacob executes → roBBie governs
       

    That’s not accidental — that’s institutional structure emerging organically.

    Now in the right position to “look outside the box” because the inside is finally stable.

    Adviser-Safe Role Definition Updates...

    Clean, Adviser-Safe Role Definition Updates...

    Clean, Adviser-Safe Role Definition Updates


    Taylor — Information Intake & Market Intelligence

    Primary Focus
    Taylor is responsible for upstream information filtering, inbox triage, and market scanning across approved eBay sellers and dealer websites.


    Core Responsibilities

    • First-pass management of the main email inbox.
       
    • Forwarding time-sensitive procurement and sales items to Ben.
       
    • Forwarding governance and adviser-related items to roBBie.
       
    • Scanning approved sellers and dealers for items matching the Collectors Want List.
       
    • Maintaining list hygiene and unsubscribe management.
       

    Explicit Exclusions

    • Does not negotiate pricing.
       
    • Does not place orders.
       
    • Does not make procurement decisions.
       

    Handoff

    • All actionable items are filtered and surfaced to Ben in a structured format.


     

    Ben — Procurement & Trade Execution

    Primary Focus
    Ben is responsible for executing procurement and fulfilment decisions using filtered information, ensuring liquidity, velocity, and alignment with dealer and collector demand.


    Core Responsibilities

    • Supplier liaison and order placement.
       
    • Dealer trade customer fulfilment.
       
    • Matching acquisitions to the Collectors Want List.
       
    • Managing bulk silver procurement (Monster Boxes only).
       
    • Maintaining execution cadence across FE stages.
       

    Explicit Exclusions

    • Does not manage raw inbox flow.
       
    • Does not perform broad scanning of seller websites.
       
    • Does not handle broadcast lists or list hygiene.
       

    Handoff

    • Receives only pre-filtered, actionable items from Taylor.


     

    Jacob — Inventory Handling & Dispatch

    Primary Focus
    Jacob is responsible for the physical handling, verification, storage, and dispatch of inventory.


    Core Responsibilities

    • Receiving and checking inventory.
       
    • Encapsulation and secure storage.
       
    • Packing and dispatch to dealers and collectors.
       
    • Maintaining custody accuracy.
       

    Explicit Exclusions

    • Does not source inventory.
       
    • Does not communicate with suppliers or dealers.
       
    • Does not handle inbox or reporting.
       


    roBBie — Oversight & Governance

    Primary Focus
    The Founder provides capital oversight, structural governance, and strategic direction.


    Core Responsibilities

    • Approving structural changes.
       
    • Maintaining discipline across FE stages.
       
    • Adviser-level engagement and governance oversight.
       

    Explicit Exclusions

    • Does not manage daily operations.
       
    • Does not intervene in routine procurement.
       


    As scale increases, roles are defined not only by responsibility, but by where information enters and exits the system.
     

    That single line explains why this update exists.


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