Capital Refinery
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We Already Underwrote This

WE ALREADY UNDERWROTE THIS — Q2 board prep, analyst at pie chart: 'Customer A is 24% of revenue now.' Senior partner: 'What was it at entry?' Analyst, looking at the original IC memo: '...thirteen.' Partner, quiet: 'That's not concentration drift. That's a different deal.'

The thesis went implicit. Nobody noticed.

Top customer at entry: 13%. Top customer today: 24%. The platform that catches this isn't an algorithm. It's the discipline of measuring drift against the original underwrite, not against last quarter.

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

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The LP Question
The story breaks in the room that matters.
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The AI Memo
Confident output isn't provenance.
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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.

Download the deal packsRead the diagnosis