Growth-stage companies have operating history—but projections dominate the thesis. Stress-test assumptions, validate unit economics, and build IC-defensible conviction for investments where the path forward matters more than the path behind.
| Scenario | Prob. | 5Y Rev | IRR |
|---|---|---|---|
| Bull | 20% | $340M | 38% |
| Base | 45% | $180M | 24% |
| Bear | 25% | $95M | 11% |
| Stress | 10% | $45M | -8% |
Growth equity sits between venture optimism and buyout conservatism. Your IC needs to see that aggressive projections have been stress-tested—not just accepted from management decks.
CAC, LTV, payback periods, cohort retention—the metrics that matter for growth are buried in operating data that doesn't arrive in neat financial statements.
Management presents the base case. Your IC wants to see the bear case, the bull case, and the "what if their key assumption breaks" case. Building these manually takes weeks.
Is their growth rate good? Is their burn sustainable? Without structured comparison against relevant peer sets, you're pattern-matching from memory rather than analysing with data.
Upload financials, cohort data, and management materials. Our governed reasoning engine extracts unit economics, validates assumptions, and constructs multi-path scenarios—all with complete provenance.
Monthly financials, cohort exports, customer data, management presentations. We normalise the chaos.
CAC, LTV, payback, retention curves, contribution margin. Automatically derived with full transparency.
The SDN constructs governed scenarios. What if churn increases? What if CAC degrades? Each pathway probability-weighted.
Investment memos, scenario analyzes, assumption registers—all with complete provenance trails.
The Synthetic Data Narrative Network doesn't just flex inputs ±20%. It constructs causally coherent alternative futures grounded in your actual operating data.
Scenarios aren't independent assumptions. If churn increases, CAC efficiency likely degrades as you're forced to reach further down the funnel. SDN models these interdependencies.
Not all scenarios are equally likely. Evidence weighting from comparable companies and historical patterns assigns probability to each pathway.
Every projection management makes embeds assumptions. We make them explicit, traceable, and testable—so your IC can see exactly what has to be true for the plan to work.
"What would have to change for this to be a $500M outcome instead of $200M?" Work backward from desired outcomes to required conditions.
From initial screening to portfolio value creation, governed reasoning with scenario intelligence at every phase.
Rapid assessment of inbound opportunities. Does the unit economics story hold up? Are growth rates sustainable? First-pass conviction without full diligence commitment.
Deep analysis of the opportunity with scenario-tested projections. Understand the full range of outcomes before committing capital.
Evaluate whether the team can execute the growth plan. Compare stated assumptions against industry benchmarks and historical performance patterns.
Track performance against the investment thesis. Early identification of trajectory changes requiring intervention or follow-on decisions.
Growth investing requires conviction in uncertain futures. Our provenance system ensures you can defend that conviction—showing exactly how each scenario, probability weight, and conclusion derives from evidence.
Start with a single company analysis or deploy across your portfolio.
Not another AI wrapper. A governed semantic reasoning engine with scenario intelligence designed for growth-stage complexity.
Constructs governed multi-path scenarios with causal interdependencies. Forward inference for projections, backward inference for assumption archaeology.
Patent Pending24 interconnected enterprise domains provide the semantic foundation. Unit economics map to universal structures enabling cross-company comparison.
Open Source FoundationEvery inference is constrained by explicit rules. Scenarios are bounded by evidence. Trust is constructed through transparency, not assertion.
Enterprise ReadyJoin growth equity firms who've upgraded from spreadsheet sensitivity to scenario intelligence. Start with a single company.