The deck says the market is large. Find out in days, not in the post-mortem.
The investor's problem
Every deck has a market slide. It was built by the founder, from sources the founder chose, to support a round the founder needs. Your associate has a week, a data room, and whatever an answer engine says when asked. By the time the market is proven wrong, the money is in.
The portfolio side is the same problem in reverse. Twenty companies, each with a go-to-market plan written by the people executing it, each asking you for the introduction, the hire, or the bridge. You cannot personally pressure-test twenty plans. You can give each of them something better than your opinion.
Before the wire: the market, checked
Three questions decide whether a round's story holds, and all three can be answered from public and subscribed sources without the founder knowing they were asked.
Is the market what the deck says? Industry Outlook builds the picture from filings, pricing pages, hiring data and trade sources, labels every estimate as an estimate, and says where the deck's number came from if it can be found. Who are the real competitors? Competitive Intelligence names them from evidence, not from the founder's slide, with a dossier on each. What do buyers and the machines say about the company? Public Perception captures the review surfaces and the answer engines on a date, so you know what your next investor will see too.
Each arrives as finished intelligence with a one-screen verdict, and every claim links to a dated capture in the Evidence Locker. Your investment committee can click any sentence and land on the source.
| Question before the wire | Intelligence that answers it | Delivered |
|---|---|---|
| Is the market the size and shape the deck claims? | Industry Outlook | 5 to 6 days |
| Who actually competes, and are they winning? | Competitive Intelligence Core | 7 to 10 days |
| What do buyers and answer engines say about the company today? | Public Perception Intelligence | 5 to 6 days |
Start with the deck itself
Before any of that, there is the deck. Deck Check pulls every checkable claim out of it, market size, growth rate, named competitors, customer logos, pricing, every "only we", checks each against a primary source, and returns a ledger: verified, contradicted, unverifiable, with the capture behind every line. A one-screen verdict and the five questions to ask the founder sit on top. Three working days, from the smallest price on the site, and it usually tells you which of the three bigger questions to spend on.
After the wire: the portfolio
Founders do not need another advisor's opinion. They need the work: a go-to-market plan built on evidence of how buyers in their category actually buy, a capital strategy that answers the fifty hardest questions the next round will ask, and a read on whether the machines describe them the way they describe themselves.
The Portfolio package puts three of those products under one agreement at the package discount: Industry Outlook, Capital Strategy, and Go-to-Market Strategy. Buy it for the company you are least sure about, or for the one you are about to take to market again.
Published prices apply to companies up to $100M in revenue. Fund-wide arrangements, several portfolio companies under one agreement, are negotiated: tell us the portfolio and we will come back with terms.
Portfolio Check: keeping the board deck honest
Every quarter the board deck says the market grew, the competitor stumbled, the pipeline filled and the reviews improved. Some of it is true. Portfolio Check is the quarterly re-capture, per company: the same questions and the same surfaces every quarter, captures side by side, read against what the deck claims. It catches the market number public reality contradicts, perception drifting while nobody is looking, a price a competitor is now setting, the leak in the funnel the plan does not mention, and the competitor hire that changes the next twelve months. One comparison four times a year, per company, comparable across the portfolio, from $2,500 a quarter published. Not a dashboard, and not a monitoring fee.
Three ways a founder can brief us, including not at all
A founder who wants to brief us can, in an hour. A founder who would rather not, or whom you would rather not alert, does not have to: we build from public and subscribed sources and the deliverable shows exactly what it leaned on. That is also the view an acquirer's analyst will build one day, which is worth seeing early.
What makes it usable at a fund
Every product is built on a structured method, so the Industry Outlook for your fintech company and the one for your climate company read the same way: same sections, same evidence standard, same first screen. Twenty of them can be read in an afternoon.
Every deliverable ships with Ask Rathvane, a consultant trained on that engagement only. The founder asks it where to start. Your associate asks it what matters before the board meeting. It answers from the research beneath the pages, with the citation, and it knows nothing about your other companies.
And every engagement carries the guarantee: if we do not provide you value, you do not pay us a dime.
Start with one company
Pick the company whose market slide you believe least. The free snapshot is one page on what the answer engines say about any company, within the week. Or tell us the round and we will say which intelligence answers it.