Capital Refinery
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Insufficient Data

INSUFFICIENT DATA — Analyst on Zoom call with LP: 'How's the portfolio doing?' Analyst types into platform: 'Generate LP update.' Platform: 'INSUFFICIENT DATA CONFIDENCE. 2 blockers detected. Recommend resolving before LP communication.' Analyst, back on Zoom, slight smile: '...broadly speaking, things are good.'

The platform says no. The LP wants a yes.

Anti-confabulation is a platform commitment. We refuse to generate the LP update when the data confidence isn't there. The friction is the point — even if you, this once, soften the answer on the call yourself.

This is what decision continuity prevents — not by writing the memo for you, but by keeping the memo testable.

Don't trust the dashboard. Trace the numbers yourself.

Three downloadable deal packs across the lifecycle. Every KPI cites its source cell. Open kpis.csv, follow the citation, the number matches.