AgEvidenceInvestor Evidence Room
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OverallInvestmentTechnologyScienceNeutral
Independent review · company risk

Founder dependency

Founder-led engineering is why the capital plan can stay lean, and the largest single concentration risk in the review.

Acceptable now
  • Architecture
  • Product truth
  • Fast implementation
  • Capital allocation
By month 12, someone else must be able to
  • [ ] Map a new customer
  • [ ] Run a deployment
  • [ ] Explain the evidence model
  • [ ] Manage the customer process
  • [ ] Issue an artifact
  • [ ] Explain failure states
  • [ ] Maintain partner cadence
If, at month 12, only the founder can map a customer, explain the evidence model or run a deployment, the company has bought product progress with institutional fragility.
Independent review

Everything in this room

Founder dependency

Founder centrality is expected early and dangerous if it persists.

It is acceptable for the founder to own architecture and product truth while the system is being discovered. By month twelve, it becomes problematic if only the founder can map a customer, explain the evidence model, run deployments, manage counterparties or explain failure states. Documentation, fixtures, acceptance tests and a technical-commercial deployment operator are part of de-risking the company.

Reading through Overall

The native reading. Claim status, evidence burden, proof gates, falsifiers, contradictions, capital-to-proof, governance, downside, and explicit reasons to stop or narrow the thesis.