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 structural tension between those cadences is what determines whether the company scales or stalls. Standard due diligence doesn't look for it because the DD 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.

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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.

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Four operating models, four cadences,
one founder whose authority
crosses all of them. That's the structural
assessment the DD doesn't run.

Map the decision graph

Four operating modelsin one building

The Expert Network Model Isn't Designed to Give You What You Need

Defense & Dual-Use

Four operating models, four cadences,one founder whose authoritycrosses all of them. That's the structuralassessment the DD doesn't run.

Four operating models
in one building

Four operating models, four cadences,
one founder whose authority
crosses all of them. That's the structural
assessment the DD doesn't run.