What breaks under scale — before capital.
Deploy scaling capital
Deploy fix capital (gated)
Do not deploy
Fix to Go roadmap ✓
DPI
On paper: ~1.7× TVPI
Paper value ≠ cash returned
missed winners
DPI leaks through picked
failures and missed fixes
The problem isn’t the deal.
It’s what happens after capital goes in.
0.26× DPI · On paper: ~1.7× TVPI
Execution risk = missing capability before scale.
Capital amplifies what’s already constrained.
This is a diligence design consequence.
The system detects execution risk.
Humans validate reality.
The question isn’t “is this a good company?”
It’s “is this capital safe at scale?”
Without Execution Intelligence, decisions default to invest or pass.
With it, the decision space expands: Go · Fix · Pass.
ICs decide before capital amplifies failure.
capital outcomes
Execution risk verdict
Go · Fix · Pass
+ scaled
Execution scaled under load
Execution Intelligence is for investors whose real risk is not missing the next winner — but funding the wrong one.
The IC decision is whether capital reduces execution risk or amplifies it.
Especially in complex ClimateTech systems — where execution is tightly coupled to regulation, ecosystems, and scale.
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