The model
Scale defensibly.
Valuations come from defensible growth. We sharpen the five layers of your growth machine so scaling and moat come together. For software scale-ups and their investors.
THE PROBLEM
You're growing, and CAC is rising with you. Your investors want to know what holds this growth when the market turns. That's the question behind every valuation.
THE FIVE LAYERS
The five layers of your growth machine
Scaling is a machine. Each layer builds on the one before, and a weak layer slows everything above it.
- 01
Position
A category of your own makes your value obvious. Without one, you land in a price comparison.
- 02
Demand
Do you create your own demand? When you shape a category, you get found and referred long before the moment of purchase.
- 03
Monetization
Does your price grow with customer value? A price that rises with the value you deliver turns growth into margin.
- 04
Economics
Acquisition that pays back fast funds your growth from itself. That turns every funding round into a free choice.
- 05
Compound
Retention and expansion build the moat. This is where the multiple comes from.
Formula: When your installed base grows on its own and acquisition pays back fast, you get the moat investors pay for.
WHAT WE DO
We scan your five layers and find the bottleneck that holds you back. That becomes a roadmap to solve it. A first diagnosis within days.
WHO IT'S FOR
For founders in the growth phase and for investors who want to know, before a round or a buyout, where the moat really sits.