Every opportunity is evaluated individually no checklist decides automatically, but every decision passes through the same nine considerations.
Capability, integrity and alignment of the people running the business.
How the company earns, retains and grows its revenue stated plainly.
A real, reachable market large enough to matter.
Whether growth multiplies value or merely multiplies cost.
Honest numbers: cash flows, obligations and runway.
Clean ownership, sound contracts, no hidden liabilities.
What can go wrong, how likely, and what it costs if it does.
Whether the opportunity belongs in our portfolio and we in its story.
A credible path to meaningful long-term value creation.