White paper No.1
The Invisible Debt
Technical debt as an explicit financial liability: why to size it before the deal.
Publications
The four white papers
A reading framework for product and technology assets, published in four documents and three Substack series.
White paper No.2
Product Alpha Scorecard
The four-axis framework to read a product asset as a financial asset, from pre-deal to exit.
White paper No.3
Product Alpha AI
The AI derivative of the Scorecard: efficiency, margin, moat, from audit to the first hundred days.
White paper No.4
The License to Operate
The SCRM/TPRM thesis: financial risk infrastructure whose moat is data and network.
Two axes, four documents
How to read the series
- Product and AI axis: start with The Invisible Debt (technical debt), continue with the Product Alpha Scorecard (the framework), then Product Alpha AI (AI execution).
- SCRM axis: The License to Operate, the sector thesis built on four years as Group CPO at OnceForAll.
- Each page gives the essentials in two minutes. The full PDF and the Substack series give the detail.
Contact
Place your portfolio on this framework
A 30 minute conversation to read a portfolio company on these axes.