KOLLIED
← Portfolio

System Evidence & Spin ↻

Outcome (spin / exit / markup / kill), wind-down, anti-portfolio, reusable patterns, retro and calibration into the next cycle.

Venture Guide: Digna β€” Run Gate 0 against the studio thesis and sign the verdict.

Capture the outcome

T1

Record the realized outcome β€” spin / exit / markup / kill + value + terms.

Dogfood-demo: Clearly-labelled dogfood demo: the 6 companies (MyStdy Β· Servicely Β· DifferenZ Β· Exponic Β· Digna Β· Kollied) are companies Espen holds a stake in, used ONLY as demo data to exercise the engines β€” never as proof that venture building works. Every demo row is flagged dogfood and held out of every client-facing aggregate (DEL 98-3).

Outcome & exit

Spin / exit / markup / kill + value + terms β†’ accounting link. Dogfood β€” never validation.

Clearly labelled dogfood (source_flag: internal_dogfood) β€” excluded from every client-facing aggregate (DEL 98-3).

Kollied Β· spindogfood β€” not validationspin-ready β€” handover to Growth OS
Exponic Β· markupdogfood β€” not validationmarkup at pre-seed (dogfood)
Servicely Β· killdogfood β€” not validationkill β€” cold-list pilot did not convert (kill criterion)

Wind-down

On kill: return capital, release founders, close the company, archive learning.

Servicely (kill)capital returned Β· founders released Β· company closedlearning archived in anti-portfolio

Anti-portfolio

Log killed/passed + later outcome.

Servicelykilled 2026 Β· later outcome: trackedanti-portfolio note (addendum to kill reason)

System evidence β€” reusable patterns

Capture build patterns that worked across ventures (with an evidence basis).

Register-first validationpattern savedevidence: 3 ventures cut false positives early
Pre-committed kill criterionpattern savedevidence: prevented post-rationalisation on 2 experiments

Retro

Post-mortem on kill & spin (what worked / what we'd change).

What workedRegister evidence + pre-committed kill held the discipline
What we'd changeEarlier willingness-to-pay test in regulated sector

Calibration β†’ step 1

Re-weight signals from outcomes (mass-preserving) β†’ feeds the next cycle.

recalibrateWeights: win ↑, loss ↓, renormalised to the same sum (glass-box).

Market-Intent25.0% β†’ 28.6%
Readiness25.0% β†’ 28.6%
Vicious-Cycle20.0% β†’ 14.3%
Capital-track15.0% β†’ 14.3%
Trajectory15.0% β†’ 14.3%
Proposed
Record the realized outcome β€” spin / exit / markup / kill + value + terms.
Live commit Β· connected store
TALK TO THE PROGRAM β€” about this sub-step

Spin-out handoff

Record the realised outcome for Digna. It lands as a handoff record carrying the venture’s identity and appears on the Funding Market’s inbound board β€” the market operator lists it, and an anchor first-look routes it when one covers the cell. A kill stays in the anti-portfolio; a markup is a valuation event, not a listing.

Digna
Handoff records (ready for the Investor / PMP front door β€” not yet wired live)No spin-outs recorded yet.