Investor OS

Scheduled decisions

Thresholds you set when the mind was cold — never a to-do list

Scheduled decisions (6)

VC-05-predecessor-reconciliationT3Predecessor-history reconciliation fails: the ~12-18 month operating history and ~150-iteration / ~150-paying-user claims do not survive register/contract verification (JUVO student-company IP, user base or revenue did not cleanly transfer to the ~6-month-old AS), invalidating the seed-stage read.· due 2026-09-14
Pre-wired: No clean IP-assignment or asset-transfer documentation from JUVO; VAT-reported turnover inconsistent with the ~150-user × NOK 100-300/mo claim; founder narrative dates conflict with register filings.
VC-06-valuation-capstackT3Valuation/cap-stack overhang kills the next round: the ~NOK 90-100M post (10x an unachieved NOK 1M ARR, ~90-250x current revenue) plus undocumented Antler-affiliated convertible terms create a cap table later investors will not clear without a reset.· due 2026-09-14
Pre-wired: Convertible post-money/cap terms surface as conflicting or punitive on conversion; post-money on existing convertibles remains undisclosed at DD; new-investor indications price below the current entry valuation; conversion mechanics dilute beyond founder/seed expectations.
VC-03-series-a-triggerT2Series A trigger missed: current ~NOK 4-25k MRR cannot bridge the ~40-250x gap to NOK 1M MRR within the runway, so the company exhausts the ~NOK 3M plus this round without hitting the financing milestone and faces a down round or bridge.· due 2026-09-30
Pre-wired: MRR below ~NOK 400-500k by Q3 2026 (off-trajectory for a Nov-2026 NOK 1M target), <6 months runway remaining, no Series A term sheet in hand; quarterly MRR growth insufficient to compound to NOK 1M by Nov 2026; cash runway dips under 9 months without a milestone-credible pipeline.
VC-01-market-incumbentT3Incumbent erosion: Google NotebookLM and general LLM tools close the Norwegian-academic-writing workflow gap faster than Skriptr deepens its wedge, collapsing the ~6-12 month moat window and stalling paid conversion before the unbuilt LMS switching-cost moat ships.· due 2026-12-14
Pre-wired: Month-on-month organic signup rate flattens or declines; rising 'why not just use NotebookLM' objections in beta feedback; CAC creeps up as organic word-of-mouth saturates; net new paying users decelerate or churn rises in any consecutive 2-month window after a major incumbent Norwegian-feature release.
VC-04-moat-stays-hypothesisT3The durable moat stays a hypothesis: Canvas/Brightspace/Inspera LMS integration (Q4 2026 roadmap) and multi-vendor LLM abstraction are never delivered or delivered late, leaving a thin wrapper exposed to single-vendor (OpenAI) pricing/policy shocks and trivial substitution.· due 2026-12-31
Pre-wired: By end-2026 no LMS integration in production with at least one institution and no multi-vendor abstraction layer exists; LMS milestones slip or drop from roadmap; engineering capacity diverted to firefighting; gross-margin pressure from foundation-model cost changes.
VC-02-distribution-economicsT3Distribution never clears the economics: the ~NOK 2M budget across 5 unallocated channels fails to deliver the ~125k signups (at 1% conversion) implied by the NOK 1M MRR target, because paid-acquisition CAC exceeds NOK 100-300/mo LTV in a thin niche.· due 2027-03-14
Pre-wired: By month 6-9 post-raise no single channel shows a repeatable payback-positive CAC:LTV cohort at scale; blended CAC reported above first-year revenue per user; channel tests rotated without one being scaled; MRR run-rate tracking <NOK 250k entering Q3 2026.

A scheduled decision shows what was committed BEFORE the evidence landed — re-litigation is visible as deviation, and drift past the decide-by date is itself a process finding.