On record
We analyzed more than twenty innovation projects, from USAA, Steelcase, and Delta Faucet to a half-dozen ventures we’ve launched. The same opportunity DNA showed up in every sector.
Two of them, an innovation project and a venture.
The ask · What we delivered
Increase the value of the band. Brand value rose 57% in 45 days. Our idea positioned KISS with a new category of buyer, and the IP sold for $300M+.
brand value
IP sale
from ask to result
The ask · What we delivered
Burn down a mile liability measured in the tens of billions. Program contract value. A live auction where miles-rich customers competed for scarce experiences. The business was acquired.
program contract value
Live
auction for scarce experiences
Acquired
business exit
Every engagement runs on
Opportunity DNA™
Assumption
Name it.
It starts with what the team believes.
Every hunch gets written down with a number and a range, before anyone opens the data.
Signal
Find it.
Then it reads what the records say.
Years of quotes, orders and invoices test every hunch, and surface the gaps nobody raised.
Alpha
Size it.
It sizes the gap and why it survived.
A dollar range from your own data, and the incentive that kept anyone from closing it.
Holdout
Prove it.
It has to hold up twice.
Found in one stretch of records, then confirmed in a stretch nobody looked at.
Mechanism
Build it.
Then we build what captures it.
A startup, a product or a workflow. About ten weeks, with the stop condition written first.
What ships
What ships is a working thing, never a PowerPoint. It usually takes one of six forms.
Pricing
A pricing engine. Quotes priced from your own win history instead of a cost-plus sheet. Your estimator sees a second number and decides.
Operations
A workflow run by agents. The process that eats a workday, like quoting, order entry, or reconciliation, run by agents and checked by your people.
Capital
A forecast. Demand and inventory forecasts that free working capital and stop the expensive guesses.
Revenue
A new product line. Something your customers already need, sold by the team they already trust.
Market
A new market or buyer. A market for something you were giving away, or a category of buyer nobody had pitched.
Venture
A new company. When the mechanism is worth more to your whole industry, it spins out. You hold the equity; we bring the investors.
It runs
Live in your operation, on real records and real decisions.
It’s yours
Code, models, and data structures. No license, no dependency.
It’s measured
Against the size of prize written in the OID, every week.
It can stop
The stop condition is agreed before the build starts.
Design, launch, and growth ship with every build. Hire any of them on their own.
Built with
The Operating System
The DNA we found across those ventures became our operating system. It has four moves.
signals
Every business continuously records its own behavior. Quotes. Invoices. Contracts. Redemptions. Routing. When an operating model goes unquestioned for decades, those records quietly disagree with the assumptions. We read them.
alphas
A signal becomes an alpha candidate when it can be sized. It names a specific gap, puts a dollar range and an evidence profile on it, and states the test that would prove it wrong. It becomes a proven alpha only when that test is run.
shipping
We don't hand over findings. We build the mechanism that captures the alpha, whether that is a pricing engine, a market, a buyer, or a product, and it is working inside your operation within weeks.
portfolio
For owners and investors who want more than one bet. A managed portfolio of opportunities, each gated, each killed or scaled on evidence, run like a production line.
Who We Serve
We work with old-economy businesses and the groups that own them.
The mechanisms are built as graphs. Agents run them.
Every engagement leaves a working system, not a deck. That is the only reason these timelines are possible.
Recent project
agents running concurrently
days
to a signed Opportunity ID
in value identified
Services
Every engagement begins with an ID.
01 · $500 · 10 business days
Opportunity ID
One export from one business comes back with the three to five opportunities worth testing, each with a dollar range, an evidence profile, and a written stop condition. If the evidence isn’t there, we say so. The $500 is credited against a build.
Run an Opportunity ID →02 · 10 weeks per build
Build Engagements
Pick one opportunity or several. We build the mechanism that captures each one, live in your operation. Ten weeks per build. Builds can run at the same time. Fixed price, stop condition in writing.
See how it works →03 · Sponsors and holding companies
Portfolio Alpha
For sponsors and holding companies. We run the operating system across every company you own: an OID per company, ranked by size of prize, killed or scaled on evidence. We can also run it during diligence, before you close.
See the model →Start here
See what’s already in your records. Tell us your hunch. Ten days later it comes back with numbers on it.
10 business days · $500, credited against any build