We stress-test your assumptions against reality.
We analyse the technical foundation and team capacity to validate, or challenge, your scaling thesis before capital is committed.
Discuss your situation
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The situation
Most investment theses are tested only after close, when changing course is expensive
Every investment case rests on assumptions about the technology and the team. We test them before the investment committee decides, while the answer can still change the deal.
The work
We test the assumptions that carry the valuation
- The technical foundation: whether the product and its systems can carry the growth the thesis expects.
- Team capacity: whether the people in place can deliver the plan, and where they cannot.
- The scaling path: the order in which growth has to happen, and what it will cost.
- The assumptions that do not hold, stated plainly.
Photograph by Terragio67, Wikimedia Commons, CC BY-SA 4.0
The result
A thesis you can defend in the investment committee, or a reason to change it
You receive a written validation of the thesis: what holds, what does not and what has to be true for the investment to work. Where the thesis fails, we say so before capital is committed.
Tell us which thesis you need tested before the committee meets
Describe the situation in a few lines, and we will propose the scope that fits it.
Discuss your situationconnect@msquare-capital.com