Pre-mortem & red-team
Next: IC Decision →The failure hypotheses, the independent attack on the case, and the conflicts flagged to IC — the last sharpening before the gate.
Investment Guide: Next: write the failure hypotheses — '24 months out it failed; why?' · for Kystdata AS.
Kystdata ASMaritime dataSource · Your PMPConnected · PMPPASSAnti-portfolio
Imagine it already failed
List the failure hypotheses — '24 months out, it failed; why?'.
T2
Pre-mortem & red-team
Failure hypotheses — “24 months out, it failed; why?”
- Data moat is shallow
- Two well-funded incumbents
1 conflict flagged
Strongest reason to say no. Priced for a moat it doesn't have — pass.
TALK TO THE PROGRAM — about this sub-step