INVESTORS & VCs

For investors who want early warning signals on execution—before drift becomes a write-down.

Most portfolio companies don’t fail suddenly. They drift, especially post-seed, when strategy gets fuzzy and the roadmap starts falling apart.

Common early signals include:

• Teams hit activity milestones (features shipped) but miss outcome milestones (reduced uncertainty, traction, proof)
  

• A confident narrative holds… until tradeoffs surface (scope vs speed vs proof)
  

• MVPs ship, but the critical unknowns remain unresolved
  

• Roadmaps expand to “cover risk,” while conviction quietly erodes
  

• Decisions relitigate because assumptions were never made explicit or owned

By the time metrics reveal the problem, options are narrower and intervention is more expensive.

Pitch decks hide the most expensive risks
Most diligence focuses on what’s easy to document early:

• Market size
  

• Team credentials
  

• Narrative coherence
  

What’s harder to see—and often decisive—is what happens once pressure arrives:

• Are assumptions treated as facts, or turned into tests with owners?
  

• Is decision ownership clear, or distributed across “influencers”?
  

• Is validation real (changes decisions), or performative (checks a box)?
  

• Is speed used to reduce uncertainty—or to avoid hard choices?

When Product Clarity fades, execution risk compounds quietly—and shows up late as churn, missed outcomes, and credibility loss.

Independent, product-centric perspective

We don’t replace your diligence process. We complement it by making product execution risk explicit while there’s still time to act.

Three ways investors use our services:

1) Pre-investment clarity (before term sheet / IC)

• Identify the top execution risks and what evidence would reduce them
  

2) Post-investment drift triage (post-seed / pre-Series A)

• Diagnose strategy confusion driving roadmap churn and missed outcomes
  

3) Board / partner alignment

• Turn “concerns” into explicit risks, mitigations, and expectations
  

How the engagement typically runs:

• Step 1: Briefing (context, decision timeline, what “success” must prove next)
  

• Step 2: Risk surfacing (assumptions, feasibility, ownership, validation quality)
  

• Step 3: Written output (IC-ready memo + question set + next-step options)

Clear signals—not opinions

Investors typically receive:

• A ranked list of early warning signals on execution feasibility
  

• A clear articulation of where risk resides (assumptions • ownership • validation • constraints)
  

• A “what to verify next” question set (who to ask, what evidence matters)
  

• Confidence to support, intervene, or recalibrate expectations—with reasons you can explain
  

Optional fast-track - 48-Hour Focus & Risk Snapshot (fast triage)

A rapid, written snapshot for time-bound decisions or post-seed drift—top risks, missing validations, and a 2-week “Stop/Start/Keep” plan.

This clarity strengthens portfolio conversations, improves capital efficiency, and prevents “surprise risk” from becoming “irreversible risk.”

This is a good fit if:

• You want insight beyond narrative-driven diligence
  

• Portfolio companies are post-MVP, post-seed, or approaching scale
  

• You value early signals over late surprises
  

• You want decision clarity with context (risk + mitigation), not a shallow score
  

This is not a fit if:

• You’re seeking financial or market diligence only
  

• You want a pass/fail label without context or mitigations
  

• Product direction is already locked and unexamined
  

• You’re looking for a generic consulting deck instead of decision-grade risk clarity