Business Instruments

Every entry here is a control loop, not a document. An artifact only compounds when it is filled in, acted on, and updated.

The Spine

Idea Capture — the first instrument: name the future clearly enough that people know what they are joining
One-Page Plan — the wedge and direction on one page
Venture Presentation — the pitch that collapses the gap between vision and commitment
AI SWOT — where AI-era forces change the strategic picture
AI Transformation Roadmap — the 7× question: if we built this knowing what AI can do, how would we design it?
Model Selection — which business model fits the opportunity
Pitch Deck — the investor-facing compression of the above

Cash Flow Projection — prove the idea survives without lying about cash or time
Unit Economics — the per-customer loop that must compound before you scale
ROI Analysis — the return on each investment decision
Cap Table — who owns what, and how dilution changes over time
Valuation Comps — what comparable businesses are worth and why
M&A Valuation — deal-level valuation for acquisitions
Investor Map — who funds this category and at what stage
Data Room — the diligence package a serious investor will require
AI ROI Model — quantify the return on AI investment before committing

Ideal Customer Profile — make the right people self-identify and enter the proof loop
Go-to-Market Strategy — the channel, message, and motion that acquires the first 100
Lead Magnet Strategy — the asset that earns attention before asking for a sale
Positioning Statement — the one sentence that holds the brand promise under pressure
Brand Guide — keeps the promise consistent everywhere it appears
Visual Art Direction — the visual language that makes recognition instant

Operations Scorecard — the bridge page: Value · Belief · Control + blueprint coverage + fires next
Business Logic Doc — the rules the business runs on, written down
Constraint Map — where the system is bottlenecked and what to do about it
Data Flow Map — how information moves through the business
Context Architecture — the knowledge structure agents and humans share
Facilities Plan — space, equipment, and physical infrastructure

Business Idea Checklist — the minimum gates before a new idea deserves serious effort
PRD Spec — the product requirement that hands off cleanly to engineering
AI Priorities Review — which product bets to advance, hold, or cut in the AI era