The Five Belief Statements

Outcomes are a function of the drivers of enterprise value creation.

The key is finding businesses for which the 5 main belief “statements” are all believable.

1) Problem Statement
2) Solution Statement
3) Go-to-market-motion Statement
4) Founding Team/Market Fit Statement
5) Financial Model Statement

The key is gaining conviction that #1 through #4 have high enough odds to produce the outcome described by the assumptions in #5.