Prior decision
Northstar
- 22% customer concentration
- Portfolio overlap remained open
- Partner required additional evidence
Firm Intelligence
The output isn’t the intelligence. The judgment behind it is.
Drott connects accepted views to the evidence, corrections and reasoning behind them, so the firm’s judgment carries forward.
Aster Vale Partners
Proceed to focused diligence.
Renewal confirmed. Customer concentration and portfolio exposure remain open.
Linked evidence
Customer call · TranscriptRenewal confirmed by management.
Partner correction
Keep two conditions open.Renewal does not resolve concentration or portfolio overlap.
Now
Keep what your best people saw that the analysis missed.
The condition they added. The assumption they challenged. The reason they changed the conclusion.
- AI proposes
Confirm renewal before advancing the investment view.
- Partner changes
Keep concentration and portfolio exposure open after renewal is confirmed.
- Why
Renewal alone does not resolve 22% concentration or overlapping portfolio exposure.
- Accepted judgment
Advance to focused diligence. Retain both conditions.
When you return
The next review starts with the firm’s thinking intact.
Return to the current view, the conditions still open and the reasoning that shaped the decision.
- T0Decision made
Partner correction accepted.
- T1New evidence arrives
Renewal confirmed.
- T2Review resumes
Concentration and portfolio exposure remain open.
The next decision
Keep the judgment. Then make it compound.
Bring relevant prior decisions into the next review—with the context to judge whether they apply.
What mattered
- The question
- Does customer concentration become acceptable under these conditions?
- The reasoning
- Renewal quality mattered, but portfolio overlap remained an independent consideration.
New opportunity
Harborpoint
- 14% concentration
- Different portfolio exposure
- Different customer durability
Reuse the question.
Reassess the answer.
The prior reasoning informs the review. The new conclusion remains human judgment.
Across the firm
A shared basis for the work ahead.
Give partners and execution teams a current view to act on, with clear conditions and decision history.
Current Firm View
One accepted basis for action.
The conclusion, open conditions and reasoning travel together.
Partners
See the judgment.
Investment team
See the conditions.
Portfolio / execution
Act from the current view.
Future review
Return to the rationale.
A governed foundation for future AI and agent workflows: the firm’s accepted view, with its authority and reasoning intact.
Make the next decision build on this one.
Bring one consequential workflow. See what your team gets now—and what your firm keeps.