Earth Observation
Four operating models in one building.
EO companies run hardware on a years cadence, software on a weeks cadence, government contracting on procurement cycles, and commercial sales on whatever cadence the customer dictates, all inside a single organisation with one founder whose authority crosses all four. The tension between those cadences is what determines whether the company scales or stalls. Standard due diligence doesn't look for it because the playbook was built for software companies with one cadence.
The Expert Network Model Isn't Designed to Give You What You Need
Expert networks give you 45 anonymous minutes. You need a structural diagnosis of the EO company you're about to invest in. The model is wrong, not the experts.
Defense & Dual-Use
Climate tech companies don't pivot to defense because defense is more attractive. They pivot because the climate market hasn't been built.
Four operating models, four cadences, one founder whose authority crosses all of them. If that's the company you're building or backing, write to me.