The Real Criteria
Yeah, I have the ROI system. But there's more to it.
Financial Due Diligence
- Can they 10x in 5 years?
- Is the TAM big enough?
- Do unit economics work?
Team Assessment
- Have they built something before?
- Do they take feedback?
- Are they coachable?
Market Timing
- Is this the right moment?
- What's the macro environment?
- Who else is playing here?
Gut Check
After all the analysis, does it feel right?
My Hit Rate
60% fail. 30% return 1-3x. 10% return 10x+.
That 10% more than makes up for everything else.
High risk, high reward. That's the game.