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Week 3 — Synthesize · Day 19 of 30
Pick the worst-performing investment. What did the composite say at term sheet?
Yesterday
Yesterday you turned scores into questions. Today: applying the same scoring to your own portfolio history.
Retroactive scoring on your own portfolio is where the framework either becomes part of your process or doesn't. If you find that two of your worst-performing investments scored 1/6 at the term-sheet date, that's a procedural change you can implement before the next check.
A retroactive score that you can compare to actual outcome. If the framework would have flagged the bet you regret, it just earned a permanent slot in your process.
Some early-stage bets are intentionally low-composite (pre-engineering, founder-only). The framework doesn't penalise that — it just means the composite isn't the right tool for that stage. Note where the cutoff is for your own beat.
Bonus
Run this on 5 investments. The pattern usually shows up: one signal you systematically ignored. That's the highest-leverage change you can make to your own process this year.
Tomorrow
Tomorrow: the 30-second pre-read — using the composite to prep for a first meeting.
Curriculum: /challenge · Methodology: /methodology · Paper: ssrn.com/abstract=6606558