Momentum converts every finding into remediation.
Where this breaks
Some conditions invalidate transferability, recovery, legality or the value-creation timeline.
The operating move
Define walk-away thresholds before evidence arrives and preserve independent technical judgment.
Value object — The operational card
- Core thesis claim
- Falsifying condition
- Evidence threshold
- Decision authority
The test
Present the investment committee with a fact that breaks the thesis but can be repaired eventually. The answer should follow value, not deal momentum.