Investibility Score™ · Operations Center

§ 03

Investibility Distribution™

Benchmark intelligence — how the assessed population stratifies across the readiness continuum.

Classification

Range

Distribution

Count

Trend

Founder Dependent

0–39

14%

Operationally Constrained

40–59

31%

Growth Ready

60–74

32%

Scalable Enterprise

75–89

17%

Institutional Grade

90–100

Benchmark layer: Cohort distribution recalibrated each quarter against the active assessment population.

§ 04

Institutional Readiness Risks™

The five weakest areas across the assessed population — private-equity operating intelligence.

Risk Area

Risk Score

Severity

Trend

R-01

Founder Dependency

High

R-02

Process Documentation

High

R-03

Leadership Capability

Medium

R-04

Revenue Concentration

Medium

R-05

Financial Visibility

Medium

§ 05

Recent Assessments

The active assessment ledger — searchable, sortable, and filterable.

Company	Date	Score	Classification	Priority	Status	Analyst
Arvon Industrial	2026-06-02	87	Scalable Enterprise	A	Strategic Review	K. Mehta
Halverson & Co.	2026-06-01	92	Institutional Grade	A	Advisory	N. Patel
Northwind Logistics	2026-05-30	68	Growth Ready	B	Qualification	J. Cho
Sable Health Group	2026-05-29	54	Operationally Constrained	C	Hold	K. Mehta
Lumen Manufacturing	2026-05-27	78	Scalable Enterprise	A	Analyst Review	R. Singh
Cedar Capital Partners	2026-05-25	36	Founder Dependent	D	Declined	J. Cho
Birch Software	2026-05-22	71	Growth Ready	B	Scoring	N. Patel

§ 06

Qualification Funnel™

Stage-by-stage conversion from intake to retained engagement.

01Assessment Started412

02Assessment Completed77% conv.−94 drop318

03Qualified58% conv.−134 drop184

04Strategic Review Scheduled52% conv.−88 drop96

05Proposal Sent56% conv.−42 drop54

06Client Won57% conv.−23 drop31

07Retainer Won58% conv.−13 drop18

§ 07

Dimension Performance™

Averages across all assessments, benchmarked against the calibrated cohort.

Dimension

Average Score

Trend

vs. Benchmark

Enterprise Foundation™

64.2

+1.8

+4.2 vs 60

Leadership & Governance™

58.7

-0.6

-3.3 vs 62

Growth & Capital Attractiveness™

66.1

+2.4

+3.1 vs 63

Financial Readiness™

60.5

+0.9

-0.5 vs 61

§ 08

Insights Center™

Pattern intelligence distilled from the active assessment corpus.

IN-01Most Common Bottleneck

Founder Dependency

Present in 68% of sub-60 assessments.

IN-02Most Common Opportunity

Process Documentation

Largest delta between current and benchmark.

IN-03Most Improved Area

Growth & Capital Attractiveness™

+4.1 pts trailing 90 days.

IN-04Highest Risk Segment

Services · <$5M ARR

Avg. composite 47.3; 0% institutional grade.

Recent Analyst Observations

QUALITATIVE LAYER

N. Patel

2 days ago

Manufacturing cohort skewing toward Scalable Enterprise — Q2 cycle benchmark may need re-baselining.

K. Mehta

5 days ago

Three Priority A prospects share identical leadership gap pattern; flagging for playbook review.

J. Cho

1 week ago

Financial Visibility scores trending down despite stable composite; investigating evidence rubric.

§ 09

Methodology Overview

A weighted-average model translating qualitative diligence into a comparable composite.

[Placeholder] The Investibility Score™ is engineered to make heterogeneous opportunities comparable without flattening their texture. Each assessment yields a composite score (0–100) computed from 24 weighted questions across 4 institutional dimensions, a band classification, and an analyst overlay.

Composite Formula

S = Σ ( wᵢ · dᵢ ) − π( risk ) + α( signal )

Composite Investibility Score (0–100)

wᵢ

Dimension weight (4 dimensions, Σ = 100)

dᵢ

Normalized dimension score (weighted avg. of 6 questions)

Penalty function for unresolved risk

Analyst-applied signal adjustment, bounded ±5

Analyst note: The α adjustment is the only place individual judgment is permitted to move the score. All other inputs are deterministic.

§ 10

Scoring Framework

Bands, thresholds, and the actions each band triggers.

Band

Range

Action

AInvestible

85 – 100

Advance to Strategic Review.

BPromising

70 – 84

Conditional advance with analyst notes.

CDevelop

55 – 69

Hold for re-assessment in 90 days.

DNot Ready

< 55

Decline with documented rationale.

Classification policy: A score may only move bands via formal re-assessment. Cross-band overrides require Strategic Review approval.

§ 11

Dimension Weights

The current 4-dimension weight set, ratified at the most recent calibration cycle.

D1Enterprise Foundation™28%

D2Leadership & Governance™26%

D3Growth & Capital Attractiveness™24%

D4Financial Readiness™22%

Weight Invariant

Σ wᵢ = 100 · wᵢ ∈ [20, 30] · n = 4

wᵢ

Weight assigned to dimension i

bound

No dimension may exceed 30% or fall below 20%

Fixed at 4 institutional dimensions

§ 12

Question Bank

The instrument library — 24 active questions, versioned, tagged by dimension, and stress-tested quarterly.

Active Items

Per Dimension

Retired

In Trial

Question bank table

Awaiting population

Analyst note: The Version 1 instrument is fixed at 24 questions (6 per dimension). New items enter the bank in trial status for two cycles before contributing to scoring.

§ 13

Analyst Playbook

The operating manual for the human in the loop.

PB-01SOP

Intake Protocol

Evidence collection and pre-scoring checklist.

PB-02SOP

Calibration Pass

Cross-check raw scores against benchmark cohort.

PB-03SOP

α Adjustment

Rules and limits for applying analyst signal.

PB-04SOP

Dissent Recording

How to record disagreement with the composite.

PB-05SOP

Handoff to Council

Briefing format for Strategic Review.

PB-06SOP

Post-mortem

Outcome tracking and model feedback loop.

§ 14

Founder Report Format

The artifact delivered to every assessed founder — standardized, signed, defensible.

Report Sections

01Cover & Score
02Dimension Breakdown
03Evidence Map
04Analyst Commentary
05Recommendation
06Appendix

Report preview

Awaiting population

§ 15

Qualification Rules

The gate logic that decides who advances, who waits, and who is declined.

Qualification Gate

Q = ( S ≥ θ ) ∧ ( ∀ d ∈ critical · dᵢ ≥ ϕ ) ∧ ( risk = clear )

Qualification outcome ∈ {pass, hold, fail}

Mandate-specific composite threshold

Floor for any critical dimension

risk

Outcome of risk register review

Critical dimensions are mandate-specific. Failure on a single critical dimension is sufficient to fail the gate, regardless of composite.

Mandate × threshold matrix

Awaiting population

§ 16

Automation Workflow

The orchestration layer connecting assessment, scoring, and routing.

Workflow Triggers

EVENT-DRIVEN

T-00

assessment.submitted

Compute composite, persist snapshot, notify analyst.

T-01

score.computed

Route to analyst queue by mandate and load balance.

T-02

analyst.reviewed

Apply α adjustment, lock version, generate report draft.

T-03

qualification.passed

Open Strategic Review packet, schedule council slot.

T-04

qualification.failed

Emit decline letter, archive evidence, set re-eval timer.

Workflow runtime telemetry

Awaiting population

§ 17

Version Control

Every model, weight set, and item is versioned. Nothing changes silently.

v4.0.0

2026 · Q2

Version 1 launch architecture: instrument condensed to 24 questions across 4 institutional dimensions; weighted-average methodology ratified.

v3.1.0

2025 · Q2

Rebalanced Capital Readiness weight from 10 → 12.

v3.0.0

2025 · Q1

Major: introduced α adjustment with ±5 bound.

v2.4.3

2024 · Q4

Question bank prune — retired 22 low-discrimination items.

v2.4.0

2024 · Q3

Added Risk & Counter-thesis dimension.

Launch Version Rule: This is the official Version 1 architecture. No additional dashboard sections will be added until 100 completed assessments have been collected and analyst, founder, and user behavior has been reviewed.