Topics
Due Diligence
11 pieces on due diligence, across diagnostic patterns, climate tech, investor guidance, and earth observation.
Case: The DD That Changed the Deal
A Series B climate adaptation company with strong metrics and validated technology. The structural assessment found something the numbers couldn't show.
For InvestorsHow Engagements Work
What hiring a structural diagnostician looks like. From a two-week pre-investment assessment to six months of organisational redesign.
For InvestorsFor Family Offices
A venture fund with thirty portfolio companies absorbs organisational failure as statistics. A family office with five climate tech investments feels each one. The structural assessment gap between financial evaluation and organisational evaluation is where your investment risk concentrates.
For InvestorsFounder-CEO Assessment
Can this founder scale? The usual assessment is personal — leadership style, coachability, self-awareness. The structural assessment asks whether the organisational design allows the founder to evolve, or traps them in early-stage behaviours regardless of capability.
For InvestorsImpact Due Diligence Evaluates the Wrong Layer
Impact frameworks evaluate outputs: carbon reduced, people served, SDGs aligned. They don't evaluate whether the organisation can sustain those outputs.
For InvestorsThe Structural Diagnostic a Family Office Needs Before Writing a Direct Check
Family office direct investing in climate tech is structurally different from fund investing. Standard financial DD misses the organizational risks that determine whether the company can deliver.
For InvestorsWhere Capital Should Flow Based on Physical Science, Not Market Narrative
Market narrative and physical science disagree on where climate capital is needed. The data points to sectors where small capital has outsized impact.
For InvestorsOrganizational Due Diligence
Your due diligence reads the pitch deck, the cap table, and the CTO's LinkedIn. It doesn't read the decision graph — the layer that actually converts your capital into the outcomes your thesis described.
For InvestorsPeople Due Diligence for Deep Tech
Everyone writes financial DD and technical DD. 'People DD' is a sales page term with no framework behind it. The structural assessment evaluates whether the decision graph can convert the capital into the outcomes the thesis describes.
For InvestorsStructural Due Diligence: A Framework
Financial DD asks: is this a good investment? Technical DD asks: does the technology work? Structural DD asks the question nobody else is asking: can this organisation convert the capital into the outcomes the thesis describes?
Earth ObservationThe 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.