Week 3 — Synthesize · Day 18 of 30
Five questions, each seeded by a signal — sharper than 'tell me about traction.'
Yesterday
Yesterday's sector sweep gave you the broad scan. Today you turn one specific score into five sharp questions.
The framework's second-order value is what it does to your founder conversation. A founder who hears 'your dependents graph has 80+ external repos, what's the migration cost for an enterprise customer who depends on you?' knows you read the engineering, not just the deck.
Six questions, each tied to a specific signal. The form is 'I noticed [data], what's the [implication]?' — never 'do you have...' Yes/no closes the conversation. Implication questions open it.
If the founder's deck already addresses every signal explicitly, congratulations — they've read the same panel data you have. Move to the unscored questions: hiring plan, GTM, competitive moat.
Bonus
Founders remember the investor who read their code. The Q&A bar moves from 'standard pitch' to 'we're already in diligence.' That's the conversation differential the framework gives you for free.
Tomorrow
Tomorrow: scoring a portfolio company retroactively — what the framework would have caught at investment time.
Curriculum: /challenge · Methodology: /methodology · Paper: ssrn.com/abstract=6606558