Vertical
A score on the industry you underwrite
Desk-licensed phase reads on sectors and geos in your thesis — category timing with an audit trail, not another market map.
Venture capital playbook
Score the vertical.
Then score the portco.
For GPs, platform leads, and portfolio operators — desk-licensed reads on the industries you underwrite, plus an Internal Audit on named companies when the thesis is under load.
Venture diligence reads the market map.
Category stress builds underneath it.
Same inputs, same output. Zero AI touching the engine — it never scores.
What it means for you
You time capital and intervention to structure — not the last board deck or the loudest narrative in the category.
Open the public desk noteThe payoff
What you leave with.
Portco
An Internal Audit on the company
Score, six domains, TVG, and a sequenced 90-day plan — dated, defensible in partner and LP rooms.
Lead
Lead time before the write-down
Structural stress months ahead of the metric cliff — time to intervene, reserve, or re-underwrite the thesis.
See it on a system that matters to venture— then Book an intro.
The gap
Your stack sees comps and narrative — not structural stress
Market maps, TAM slides, and founder updates excel at story and metrics. They miss structural entropy in the vertical and inside the company — until multiples compress, follow-ons stall, or a cohort rewrites the thesis after the fact.
Category / market maps
Sizing and competitor grids — no phase classification on the industry as a system.
Portco dashboards
ARR, burn, and NPS — lagging. Identity and Adaptation often break first.
Partner memo intuition
Sharp, subjective, hard to replay when LPs ask what you saw and when.
What the Index reads
The lenses that matter on your desk.
Same six-domain instrument. For venture, these are the reads that change the decision.
Adaptation
Category and company bandwidth to absorb shock — depleted bandwidth kills timelines before the metric board shows it.
Perceived
Hype vs. structure — where crowded rounds and narrative premia diverge from the underlying system.
Courage
Founder and leadership will to cut, reset, or hold sequence under pressure — not founder mythology.
Identity
Trust and culture cohesion inside the portco — fractures before the retention cliff or the re-org.
Mind
Signal clarity through the org — decision quality under growth and AI load.
In practice
Where it lands in your work.
01
Vertical and thesis watchlists
Score the industries and corridors your funds underwrite — alerts when the category crosses a phase boundary, not when TechCrunch notices.
02
Pre-term-sheet organizational screen
Fast structural read on a target company before deep diligence spend — same instrument as nations and markets.
03
Portco under load
Full Internal Audit when a company is restructuring, AI-loading, or missing plan — score first, then sequence intervention.
04
LP and IC narrative
Evidence-tiered vertical and portco briefs for LP updates — reproducible framework, not partner intuition alone.
How you run it
GP and platform workflow
01
Scope verticals and critical portcos
Industries in the thesis, plus named companies under watch — same six-domain instrument.
02
License the desk for the vertical
Live scores and alerts on category and geo systems that move your deployment calendar.
03
Commission the Internal Audit when earned
Named company: score, domains, TVG, 90-day plan — before the write-down memo.
04
Act on structural lead time
Deploy, pause, intervene, or re-underwrite with documented evidence — not after the cohort reprices.
Why trust it
Structure leads the narrative — and the multiple
Portfolio and category compression replays show Perceived Insecurity elevated while Adaptation and Courage sit depleted — the arc that precedes write-downs and crowded-category resets by months, while dashboards still report through.
Vertical watchlist on the desk. Internal Audit on the portco. Same Index either way.
6–18
Months typical lead time
Vertical
+ portco coverage
Multi-source
Source-traceable inputs
6
Thermodynamic domains
Try it
Try a vertical brief — then order an Internal Audit on a portco when the thesis is under load.
Pick a system you already watch. Get a structured brief — score, domains, phase, evidence — not a chat essay.
01
AI infrastructure venture vertical
near horizon
02
Climate tech deployment cohort
medium horizon
03
Fintech regulatory stress set
near horizon
What ships
What the engagement ships.
Internal Audit first. Live watch cycle when you license the instrument.
Engagement
Internal Audit
Ten-section organizational Index: score, stress band, six domains, validated threats, thermodynamic reversibility, then horizon strategy, 90-day plan, risk register, and source-traced evidence — delivered as digital twin plus Board Edition and Exec Folios. Instrument fields are engine-backed; strategy layers are authored against that readout.
Live readout
NII readings, six-domain breakdown, phase classification, and momentum — updated on calculation date.
Weekly signal reports
Regime classification, domain deterioration, and cross-entity stress — investment committee scannable.
Alert bulletins
Notifications when NII crosses phase boundaries or domain stress accelerates on watchlist entities.
Monthly flagship report
Full thermodynamic profile, narrative analysis, and evidence trace — board-ready PDF on calculation date.
Ask
Ask AI/EI on your book — grounded on live readings, this week's brief, and your desk note.
At Analyst+
Custom watchlist
Nation-states, sectors, or counterparties scoped to your mandate — scored on the same framework.
Quarterly Travis briefing
Direct framework walkthrough with Dr. Hanes — anchor briefings for investment committee prep.
Straight answers
Before you request pricing.
How is this different from PE?
Same instrument. Different job. PE leans hold-period ops and covenant risk. Venture leans category timing and earlier-stage portco stress — thesis verticals on the desk, Internal Audit when a company is under load.
Do you score startups from public data only?
Internal Audit engagements are public-data scoped by default. You can provide internal materials; we don't scrape private metrics as a product claim. Vertical and industry scores use the same sealed Index stack as other desks.
Is this a market-map or TAM tool?
No. We classify structural stress and phase conditions in systems — industries, geos, organizations — not addressable-market sizing or competitor feature grids.
One instrument.
Six domains. Structural stress. Early-warning clocks. The physics do not change — only the entity you score. Built for venture workflows.
A
License the World Index
From $50K/yr · firm
- Live scores and Watch/Act clocks
- Countries, corridors, sectors, and markets
- Ask AI/EI — instrument-grounded answers on live scores, briefs, and your desk note
- Alerts, desk briefings, named users included
I
Engagement
Corporates & PE
From $25K · engagement
Commission an Industry Index
One scoped vertical — industrial / building materials first — scored from public evidence. Base rate every operator inherits. Then commission a named-org Internal Audit against that base rate, or Refresh when the industry re-regimes.
- Same Index physics on a vertical — score, six domains, TVG, thermo
- Public / industry evidence · scope lock · ~3 week Standard delivery
- Operator priorities · risk register · path to named-org upsell
Lower friction than org engagements — no data room. Quiet packs: corridor, peer cohort, Refresh.
B
Commission an Internal Audit
From $35K · engagement
- Same Index physics — score, six domains, stress band, insecurity gap (not live Watch/Act)
- Threat Validation Gate · cascade when flagged · 90-day plan · Day-90 Checkpoint
- Ask AI/EI — instrument-grounded answers on the sealed score, six domains, and 90-day plan
- Digital twin → Board Edition + Exec Folios · source-traced evidence
Next step
Score what you underwrite.
Vertical watchlist for the industries in your thesis — or an Internal Audit on a named portco. Same Index. Get started — or book an intro to scope.