Capital allocation is not just a model output. Soft Circle is our Monday discipline for separating what is plausible from what is actually moving, with stage, next action, and the gap to a real close visible: https://fundraisefaster.substack.com/p/circled-closed
Capital allocation isn't dead so much as the analysis-first playbook is — the few worldviews that can underwrite outliers now do most of the real work the spreadsheet used to fake.
So either way you are saying build the world that you like, or act like a great executor of analysis and deal making when another world builder makes the commitment decision for you
Love it. One of your best in a while! I love how we all think of ourselves one way but act in another!
Capital allocation is not just a model output. Soft Circle is our Monday discipline for separating what is plausible from what is actually moving, with stage, next action, and the gap to a real close visible: https://fundraisefaster.substack.com/p/circled-closed
Capital allocation isn't dead so much as the analysis-first playbook is — the few worldviews that can underwrite outliers now do most of the real work the spreadsheet used to fake.
So either way you are saying build the world that you like, or act like a great executor of analysis and deal making when another world builder makes the commitment decision for you