@GfTmbH
First of all thank you for your great post.
Now we are starting to discuss the relevant things it seems.
I cannot tell if I agree to everything you wrote, but the direction is clear: The DIP will take us 12 weeks from now.
Without fundamental changes Storj will be in the same position by the end of October. And the figures prove ones more that the SNO payout is not what is killing the company. It is the lack of revenue.
So basically Storj needs to collect around $1M, maybe through the buyout but maybe through other ideas. And it needs a strict, consistent and cost-effective way to drive demand for its product(s). The latter is where Storj has failed over the years.
Opportunities must be identified and solutions must be offered. I have been saying this basically from day 1, for example here: Has Storj ever looked into the cctv market?
With donated engineering work and strict path to production, this might create focused attention and opportunities to attract new customers.
However I see at least 1 major risk that you did not address: Despite your suggestion to raise prices which might lead to a mass exodus of existing customers (just imagine Vivint leaves) we don’t know the reaction of potential customer to the fact that Storj is bankrupt. What I am saying is, if it was already hard in the past to find new customers, the risk that it is even harder now with a history of bankruptcy needs to be at least mentioned.
And there is still the SOC2 issue. Select might be even dropped if the global network has propper certification.
So it seems the truth is: Storj needs much more money than the loan currently discussed. And Storj needs a path to attract new customers. Anything else will not be sufficient to steer this project into a successful future.