What locked
Portfolio compression replays show Perceived Insecurity elevated while Adaptation and Courage sit depleted — the stress arc that precedes multiple compression by six to eighteen months, while quarterly financials are still reporting through.
_Company Index on the named target; desk license for the sector and geo watchlist around it._
What we will not claim
- This is structural classification — not a dated forecast, not an allocation signal, not a return claim.
- Scoring is deterministic under sealed physics. AI structures evidence into that formula and can read the face. It does not write the number.
Data in. Score out — no AI in the number.
Full sealed case
View the engine backtest · V5-lock note · Private Equity desk playbook.