@veyralabs/skills 0.5.0 → 0.5.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/package.json
CHANGED
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@@ -5,16 +5,17 @@ description: Startup and SaaS idea validation. Researches market evidence, maps
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# Venture Analyst
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Research a startup or SaaS idea and determine if it's worth building. No fluff
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Research a startup or SaaS idea and determine if it's worth building. No fluff - real evidence from real sources, structured reasoning, and a committed decision.
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## What this does
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Five phases, each producing structured output:
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1. **Problem Discovery** - Find evidence the problem actually exists (Reddit, HN, GitHub issues)
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1. **Problem Discovery** - Find evidence the problem actually exists (Reddit, HN, GitHub issues, trends)
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2. **Competitor Intelligence** - Map the landscape, find gaps, extract pricing signals
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3. **Validation Experiments** - Generate 3 prioritized experiments to test demand before building
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4. **Verdict** - Bull/Bear/Judge debate
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4. **Verdict** - Bull/Bear/Judge debate with Confidence Engine and scored recommendation
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5. **Decision Intelligence** - Contradiction detection, founder trap check, reality check, distribution plan, time-to-first-dollar
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## How to use
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@@ -23,63 +24,79 @@ Describe your idea. Include:
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- Who it's for (target customer)
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- What problem it solves
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Optional: budget for experiments, market type (B2C/B2B), known competitors.
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Optional: budget for experiments, market type (B2C/B2B), known competitors, founder background.
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## Phase 1
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## Phase 1 - Problem Discovery
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**Goal:** Find evidence the problem is real and people talk about it unprompted.
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Use `scripts/sources.py` to collect evidence:
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```python
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from scripts.sources import search_hn, search_hn_comments, search_reddit, search_github_issues, get_trends
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from scripts.sources import search_hn, search_hn_comments, search_reddit, search_github_issues, get_trends, calculate_evidence_score
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hn_comments = search_hn_comments(query, min_points=3, limit=30)
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# Reddit: find complaints, questions, "is there a tool for X" posts
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hn_stories = search_hn(query, limit=20)
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hn_comments = search_hn_comments(query, min_points=3, limit=30)
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reddit_posts = search_reddit(query, limit=25, timeframe="year")
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gh_issues = search_github_issues(query, limit=20)
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trend_data = get_trends(keyword)
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```
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gh_issues = search_github_issues(query, limit=20)
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**Evidence Quality (not just quantity):**
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Evaluate source mix and signal strength, not just raw counts.
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| Source | Quality signal | Weight |
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|--------|---------------|--------|
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| HN Ask/Show with 50+ points | People actively seeking solutions | High |
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| Reddit complaints with 100+ upvotes | Widespread frustration | High |
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| GitHub issues with many reactions | Developers hitting the same wall | High |
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| HN/Reddit mentions of spending money | Willingness to pay | Very high |
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| Rising trend | Growing problem | High |
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| Trend flat | Established problem | Medium |
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| Trend declining | Dying problem | Negative |
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| Generic blog posts | Low signal noise | Low |
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Evidence Quality grades:
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- **A** - Multiple high-quality sources, direct pain quotes, spending signals
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- **B** - Good source mix, clear pain but limited spending signals
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- **C** - Some signal but concentrated in one source
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- **D** - Thin signal, only indirect evidence
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- **F** - Essentially no evidence
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**Synthesize findings:**
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- People spending money on
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- Recurring complaints with no
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Strongest pain signals (prioritize):
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- People actively spending money on imperfect solutions
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- Recurring complaints with no satisfying answer
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- "Is there a tool that does X?" posts with many upvotes
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- GitHub issues with many reactions
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- Rising trend line
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- GitHub issues with many reactions, still open
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Red flags:
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- Zero discussion anywhere
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- Problem exists but
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- Only a few power users care,
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- Zero discussion anywhere (even if search terms varied)
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- Problem exists but everyone's workaround is "good enough"
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- Only a few power users care, no broad market
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- Discussion peaked years ago (dying category)
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**Output format:**
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```
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## Problem Evidence
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Evidence Score: [0-100]
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Evidence Quality: [A/B/C/D/F]
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- [
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Source breakdown:
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- HN: [n] discussions, strongest: "[quote]"
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- Reddit: [n] posts, strongest: "[quote]"
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- GitHub: [n] issues, strongest reaction count: [n]
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- Trend: [rising/stable/declining], avg interest: [n]
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- [
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### Gaps found
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- [what existing solutions miss]
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Quality notes:
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- [what makes this evidence strong]
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- [what's missing]
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```
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## Phase 2
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## Phase 2 - Competitor Intelligence
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**Goal:** Map who's already solving this. Find pricing, positioning gaps, weak points.
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from scripts.scraper import scrape_competitor
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from scripts.sources import search_github_repos, search_web
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repos = search_github_repos(f"{idea} tool", limit=8)
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repos = search_github_repos(f"{idea} tool", limit=8)
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web_results = search_web(f"{idea} software alternatives", limit=8)
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# Scrape each competitor's pricing + positioning
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for url in competitor_urls:
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data = scrape_competitor(url)
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# data
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# data: title, tagline, description, pricing, features, tech_stack
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```
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**Competitive map
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**Competitive map:**
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```
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| Name | Pricing | Target | Weakness | Stars |
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| X | $49/mo | SMBs | No API | 2.1k |
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| Name | Pricing | Target | Weakness | Stars/Users |
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|------|---------|--------|----------|-------------|
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```
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**Gaps to
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- Price ceiling:
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- Audience gap: power users vs beginners vs enterprise
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- Feature gap: what do
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- Distribution gap:
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**Gaps to identify:**
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- Price ceiling: tier missing between free and enterprise?
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- Audience gap: power users vs beginners vs enterprise underserved?
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- Feature gap: what do reviews complain about repeatedly?
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- Distribution gap: channel nobody is using?
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**
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```python
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from scripts.scraper import scrape_g2_reviews
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reviews = scrape_g2_reviews("https://www.g2.com/products/[product]/reviews")
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# Check for recurring "cons" patterns
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```
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**Output format:**
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```
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## Competitor Map
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**Opportunity Score vs Startup Score:**
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[table]
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These are two different things. Conflating them is a common mistake.
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- **Opportunity Score** = how good is the market? (demand, size, willingness to pay)
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- **Startup Score** = how viable is this as a startup? (scalability, defensibility, execution path)
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- Gap 1: [description + evidence]
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- Gap 2: [description + evidence]
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A market can be huge (high opportunity) but impossible to win as a bootstrapped startup (low startup score). Example: "A better Stripe" - huge opportunity, near-zero startup score for most founders.
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- Range: [$X - $Y/month]
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- Free tier pattern: [present/absent]
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- Typical model: [seat/flat/usage]
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```
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Score both separately in the competitor output section.
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## Phase 3
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## Phase 3 - Validation Experiments
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**Goal:** Before writing code, find out if people will actually pay.
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experiments = generate_experiments(
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idea=idea,
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target_customer=target,
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market_type="b2b",
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competition_level="medium",
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budget="zero",
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market_type="b2b", # or "b2c"
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competition_level="medium",
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budget="zero",
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print(format_experiment_output(experiments, idea))
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```
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Present experiments in priority order. Cheapest + highest-signal first.
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**Mom Test enforcement**
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**Mom Test enforcement** - when helping design interviews or outreach:
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- See `references/mom-test.md` for good vs bad questions
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- Flag any future-hypothetical question ("would you use X?")
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- Replace with past-behavior questions ("how do you currently handle X?")
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**Time-To-First-Dollar estimate:**
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For each experiment path, estimate realistic time to first revenue:
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| Market type | Typical range | What accelerates it |
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|------------|--------------|---------------------|
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| B2C consumer SaaS | 30-90 days | Viral loop, strong landing page CTR |
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| B2B SMB | 30-60 days | Warm outreach, concierge MVP |
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| B2B mid-market | 60-180 days | Champion inside company, ROI clear |
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| B2B enterprise | 6-18 months | Do not start here without traction |
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| Developer tool (paid) | 14-45 days | Show HN, Product Hunt, X/Twitter post |
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| Marketplace | 90-180+ days | Cold start problem, both sides |
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| Content-led SaaS | 60-120 days | SEO takes time, need existing audience |
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This is not the time to build - it's the time from starting experiments to first paying customer.
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## Phase 4 - Verdict
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**Goal:** Simulate a debate between Bull, Bear, and Judge. Reach a committed conclusion.
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### Confidence Engine
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The confidence score must explain itself. Not "Confidence: High" alone. Show the reasoning.
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```
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Confidence: [0-100]
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High confidence because:
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+ [n] Reddit mentions across [n] subreddits
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+ [n] GitHub issues with [n]+ reactions
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+ [n] competitors validated with real pricing
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+ Rising trend over [period]
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+ [specific spending signal found]
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Confidence reduced because:
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- [specific gap, e.g. weak monetization signals]
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- [e.g. no willingness-to-pay evidence found]
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- [e.g. fragmented ICP - different pain in different segments]
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- [e.g. limited search volume data]
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```
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This matters because users need to see the reasoning is transparent, not magic.
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### Bull case (write this first)
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- Strongest evidence for building it
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- Best-case scenario with numbers
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### Bear case (steelman the opposition)
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- Strongest evidence AGAINST
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- Strongest evidence AGAINST building it
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- Why existing solutions might be good enough
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- Market risks, timing risks, competition risks
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- Why it might fail even if the problem is real
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### Judge verdict
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Apply these criteria:
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| Signal | Weight |
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|--------|--------|
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| Evidence score > 60 | +2 |
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| Evidence quality A or B | +1 |
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| Trend = rising | +1 |
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| Competitors have clear weakness | +1 |
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| No dominant player (>50% market) | +1 |
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| B2B with willingness-to-pay signals | +1 |
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| Price ceiling exists | +1 |
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| Evidence score < 30 | -3 |
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| Evidence quality D or F | -2 |
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| Trend = declining | -2 |
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| 1+ competitor with >100k users + free tier | -2 |
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| Problem is niche (<10k potential users) | -1 |
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| Founder trap detected (high priority) | -2 |
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| Reality check failed | -2 |
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**Verdict:**
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```
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Recommendation: BUILD / VALIDATE FIRST / AVOID
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Confidence: [0-100]
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Score: [+N or -N]
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Judge's reasoning:
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[2-3 sentences. Direct. No hedging. Reference the specific evidence that tipped the scale.]
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```
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## Phase 5 - Decision Intelligence
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Run this after the Verdict. It does not change the verdict score - it adds context that makes the decision actionable.
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### Contradiction Detector
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Look for contradictions between sources. The most valuable insight is often in the gap between what people say and what the market shows.
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Common contradiction patterns:
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**Pain high, market growing:**
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```
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260
|
+
Reddit: strong complaints about current solutions
|
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261
|
+
Competitors: growing, raising funding
|
|
262
|
+
|
|
263
|
+
Interpretation: users hate existing tools but still pay.
|
|
264
|
+
This is an improvement opportunity, not a replacement play.
|
|
265
|
+
Consider: better UX, better pricing, better ICP focus.
|
|
266
|
+
```
|
|
267
|
+
|
|
268
|
+
**Pain high, no competitors:**
|
|
269
|
+
```
|
|
270
|
+
Evidence of real pain.
|
|
271
|
+
Zero viable competitors found.
|
|
196
272
|
|
|
197
|
-
|
|
273
|
+
Two interpretations:
|
|
274
|
+
1. Blue ocean - opportunity exists
|
|
275
|
+
2. Graveyard - others tried and died
|
|
276
|
+
|
|
277
|
+
Check: search for failed startups in this space. If multiple failed,
|
|
278
|
+
investigate why before treating this as opportunity.
|
|
279
|
+
```
|
|
280
|
+
|
|
281
|
+
**Trend rising, community silent:**
|
|
282
|
+
```
|
|
283
|
+
Google Trends shows growing interest.
|
|
284
|
+
Reddit/HN have minimal discussion.
|
|
285
|
+
|
|
286
|
+
Possible: problem is new, community hasn't formed yet (early).
|
|
287
|
+
Risk: trend is noise, not genuine demand.
|
|
288
|
+
```
|
|
289
|
+
|
|
290
|
+
**Competition dense, pain still high:**
|
|
291
|
+
```
|
|
292
|
+
Multiple established competitors.
|
|
293
|
+
Pain signals still strong and recent.
|
|
294
|
+
|
|
295
|
+
Interpretation: nobody has actually solved it.
|
|
296
|
+
Look for the structural reason: price, UX, missing feature, wrong ICP.
|
|
297
|
+
```
|
|
298
|
+
|
|
299
|
+
When a contradiction is found, output:
|
|
300
|
+
```
|
|
301
|
+
Contradiction detected: [name]
|
|
302
|
+
|
|
303
|
+
[source A] shows: [signal]
|
|
304
|
+
[source B] shows: [signal]
|
|
305
|
+
|
|
306
|
+
Most likely interpretation: [explanation]
|
|
307
|
+
What to verify: [specific experiment or question that resolves this]
|
|
308
|
+
```
|
|
309
|
+
|
|
310
|
+
### Founder Trap Detector
|
|
311
|
+
|
|
312
|
+
Check `references/founder-traps.md` for full criteria.
|
|
313
|
+
|
|
314
|
+
Evaluate the evidence against each trap pattern. Flag any trap where 3+ signals match.
|
|
315
|
+
|
|
316
|
+
Output when trap found:
|
|
317
|
+
```
|
|
318
|
+
Founder Trap: [trap name]
|
|
319
|
+
Evidence: [which signals matched]
|
|
320
|
+
Risk level: [high/medium]
|
|
321
|
+
Does not invalidate the opportunity, but changes the execution approach.
|
|
198
322
|
```
|
|
199
|
-
## Verdict
|
|
200
323
|
|
|
201
|
-
|
|
202
|
-
**Confidence:** [High / Medium / Low]
|
|
203
|
-
**Score:** [+N or -N]
|
|
324
|
+
### Reality Check
|
|
204
325
|
|
|
205
|
-
|
|
206
|
-
[2-3 sentences. Direct. No hedging.]
|
|
326
|
+
This is not about the market - it's about whether this founder can execute this idea.
|
|
207
327
|
|
|
208
|
-
|
|
209
|
-
|
|
328
|
+
Gather context:
|
|
329
|
+
- What is the founder's background? (from idea description if mentioned)
|
|
330
|
+
- What does the idea require to work? (regulatory, infrastructure, capital, technical depth)
|
|
331
|
+
|
|
332
|
+
Questions to answer:
|
|
333
|
+
1. Does this require compliance, licensing, or regulatory approval?
|
|
334
|
+
2. Does this require partnerships before it can function? (e.g. bank partners, data licenses)
|
|
335
|
+
3. Does this require enterprise sales from day one?
|
|
336
|
+
4. Does this require a team of 10+ to build the MVP?
|
|
337
|
+
5. Is the technical complexity beyond a solo founder?
|
|
338
|
+
|
|
339
|
+
If 2+ of these are true:
|
|
340
|
+
```
|
|
341
|
+
Reality check: Execution path is high-risk for early-stage founders
|
|
342
|
+
|
|
343
|
+
Requires: [list what it requires]
|
|
344
|
+
|
|
345
|
+
This does not mean the opportunity is bad.
|
|
346
|
+
It means: do not start building until these constraints are addressed.
|
|
347
|
+
|
|
348
|
+
Alternative paths:
|
|
349
|
+
- [reduced scope version that avoids the constraint]
|
|
350
|
+
- [validate the demand first, then find the right co-founder/partner]
|
|
351
|
+
```
|
|
352
|
+
|
|
353
|
+
### Distribution Plan
|
|
354
|
+
|
|
355
|
+
Based on the research, recommend 3 specific acquisition channels.
|
|
356
|
+
|
|
357
|
+
Use `references/traction.md` for channel criteria. Apply to this specific market:
|
|
358
|
+
|
|
359
|
+
```
|
|
360
|
+
Top channels for this idea:
|
|
361
|
+
|
|
362
|
+
1. [channel] - because [specific evidence from research]
|
|
363
|
+
Test: [how to run a cheap test in 2 weeks]
|
|
364
|
+
|
|
365
|
+
2. [channel] - because [specific evidence]
|
|
366
|
+
Test: [how to test]
|
|
367
|
+
|
|
368
|
+
3. [channel] - because [specific evidence]
|
|
369
|
+
Test: [how to test]
|
|
370
|
+
|
|
371
|
+
Avoid:
|
|
372
|
+
- SEO - [reason, e.g. "competitive market, 6+ months to rank"]
|
|
373
|
+
- Paid social - [reason, e.g. "B2B ICP hard to target on Meta"]
|
|
374
|
+
```
|
|
375
|
+
|
|
376
|
+
Do not recommend generic channels. Base it on where the pain evidence was actually found.
|
|
377
|
+
|
|
378
|
+
Example: if most Reddit signal came from r/smallbusiness, recommend Reddit community strategy specifically.
|
|
379
|
+
|
|
380
|
+
### Time-To-First-Dollar
|
|
381
|
+
|
|
382
|
+
Based on the market type, competition, and experiment plan:
|
|
383
|
+
|
|
384
|
+
```
|
|
385
|
+
Time-To-First-Dollar estimate: [X-Y weeks/months]
|
|
210
386
|
|
|
211
|
-
|
|
212
|
-
[
|
|
387
|
+
Path:
|
|
388
|
+
Week 1-2: [specific action, e.g. "cold outreach to 50 Reddit users who posted about problem"]
|
|
389
|
+
Week 3-4: [specific action]
|
|
390
|
+
Week 5-8: [specific action]
|
|
391
|
+
Target: first paying customer by [date estimate]
|
|
213
392
|
|
|
214
|
-
|
|
215
|
-
|
|
393
|
+
What would accelerate this: [specific factor]
|
|
394
|
+
What would delay this: [specific risk]
|
|
216
395
|
```
|
|
217
396
|
|
|
218
397
|
## Enhancement detection
|
|
@@ -225,11 +404,9 @@ from scripts.enhance_detect import detect_level, ensure_searxng, best_search
|
|
|
225
404
|
env = detect_level()
|
|
226
405
|
# Returns: docker, searxng, veyrascrape_mcp, github_token, exa_key, tavily_key, groq_key
|
|
227
406
|
|
|
228
|
-
# If Docker available, auto-launch SearXNG for better web search
|
|
229
407
|
if env["docker"] and not env["searxng"]:
|
|
230
408
|
ensure_searxng() # silent, no user prompt
|
|
231
409
|
|
|
232
|
-
# Use best available search
|
|
233
410
|
results = best_search(query, env, limit=10)
|
|
234
411
|
```
|
|
235
412
|
|
|
@@ -258,12 +435,15 @@ From `calculate_evidence_score()` in `sources.py`:
|
|
|
258
435
|
- `references/mom-test.md` - good vs bad interview questions
|
|
259
436
|
- `references/blue-ocean.md` - Value Curve, ERRC Grid, finding uncontested space
|
|
260
437
|
- `references/traction.md` - 19 acquisition channels, Bullseye framework
|
|
438
|
+
- `references/founder-traps.md` - 8 trap patterns with evidence criteria
|
|
261
439
|
|
|
262
440
|
## Output principles
|
|
263
441
|
|
|
264
442
|
1. Lead with evidence, not opinions
|
|
265
|
-
2. Quote real sources (HN post, Reddit thread, GitHub issue)
|
|
266
|
-
3.
|
|
267
|
-
4.
|
|
268
|
-
5.
|
|
269
|
-
6.
|
|
443
|
+
2. Quote real sources (HN post, Reddit thread, GitHub issue) with specifics
|
|
444
|
+
3. Separate fact from inference - never present interpretation as data
|
|
445
|
+
4. Show the Confidence Engine reasoning - never just state "High confidence"
|
|
446
|
+
5. Run the contradiction check - the most valuable insight is often in the gaps
|
|
447
|
+
6. Check for founder traps before finalizing verdict
|
|
448
|
+
7. Verdict must commit - no "it depends" without specifics and a path forward
|
|
449
|
+
8. Distinguish Opportunity Score from Startup Score
|
|
@@ -0,0 +1,191 @@
|
|
|
1
|
+
# Founder Trap Patterns
|
|
2
|
+
|
|
3
|
+
Common patterns where founders convince themselves they have a good idea when the evidence says otherwise. Detect these from the research data - not from what the founder says, but from what the data shows.
|
|
4
|
+
|
|
5
|
+
## How to detect traps
|
|
6
|
+
|
|
7
|
+
These are signal patterns, not opinions. Each trap has specific evidence criteria. If the criteria match, flag it. If they don't, don't flag it.
|
|
8
|
+
|
|
9
|
+
---
|
|
10
|
+
|
|
11
|
+
## Trap 1: Solution Looking for a Problem
|
|
12
|
+
|
|
13
|
+
**What it looks like:**
|
|
14
|
+
Founder describes a sophisticated technical solution. When asked about the problem, they describe the solution again in different words.
|
|
15
|
+
|
|
16
|
+
**Evidence signals:**
|
|
17
|
+
- High feature complexity in the idea description
|
|
18
|
+
- Low Reddit/HN pain evidence (people aren't complaining about this)
|
|
19
|
+
- GitHub issues about the problem: near zero
|
|
20
|
+
- Trend data: flat or no data
|
|
21
|
+
- When searching for the problem, results are mostly product announcements, not complaints
|
|
22
|
+
|
|
23
|
+
**Example:**
|
|
24
|
+
"An AI-powered semantic graph database for distributed knowledge management" - but nobody is searching for this, and no Reddit threads show people struggling with their current knowledge management.
|
|
25
|
+
|
|
26
|
+
**Output flag:**
|
|
27
|
+
```
|
|
28
|
+
Founder Trap: Solution looking for a problem
|
|
29
|
+
Signal: High technical complexity, low organic pain evidence
|
|
30
|
+
Evidence score on the problem: [X] -- below threshold for this complexity level
|
|
31
|
+
```
|
|
32
|
+
|
|
33
|
+
---
|
|
34
|
+
|
|
35
|
+
## Trap 2: Building for Yourself
|
|
36
|
+
|
|
37
|
+
**What it looks like:**
|
|
38
|
+
The founder is the only person in the world with this exact problem configuration. The idea solves a very specific workflow that only power users in one niche experience.
|
|
39
|
+
|
|
40
|
+
**Evidence signals:**
|
|
41
|
+
- The subreddits where this pain appears have under 10k subscribers
|
|
42
|
+
- HN discussions exist but are 5+ years old and never got traction
|
|
43
|
+
- GitHub issues exist in one very specific repo from one very specific maintainer
|
|
44
|
+
- No mainstream discussion anywhere
|
|
45
|
+
- Trend data: zero or declining
|
|
46
|
+
|
|
47
|
+
**Output flag:**
|
|
48
|
+
```
|
|
49
|
+
Founder Trap: Building for yourself
|
|
50
|
+
Signal: Pain exists but only in a very narrow segment
|
|
51
|
+
Estimated addressable users: [small] -- may not support a business
|
|
52
|
+
```
|
|
53
|
+
|
|
54
|
+
---
|
|
55
|
+
|
|
56
|
+
## Trap 3: Vitamin, Not Painkiller
|
|
57
|
+
|
|
58
|
+
**What it looks like:**
|
|
59
|
+
The problem exists. People acknowledge it. But nobody is urgently trying to solve it right now. It's a "nice to have."
|
|
60
|
+
|
|
61
|
+
**Evidence signals:**
|
|
62
|
+
- Reddit posts about the problem get upvotes but few comments
|
|
63
|
+
- No "is there a tool that does X" posts
|
|
64
|
+
- Competitors exist but have low engagement / slow growth
|
|
65
|
+
- People describe the problem but their current workaround is "good enough"
|
|
66
|
+
- No one is spending money on bad solutions currently
|
|
67
|
+
|
|
68
|
+
**Output flag:**
|
|
69
|
+
```
|
|
70
|
+
Founder Trap: Vitamin, not painkiller
|
|
71
|
+
Signal: Problem acknowledged, urgency low
|
|
72
|
+
No evidence of active spending on imperfect solutions
|
|
73
|
+
```
|
|
74
|
+
|
|
75
|
+
---
|
|
76
|
+
|
|
77
|
+
## Trap 4: Red Ocean Obsession
|
|
78
|
+
|
|
79
|
+
**What it looks like:**
|
|
80
|
+
Founder wants to compete directly with a dominant player using the same positioning and features. "We're like X but better."
|
|
81
|
+
|
|
82
|
+
**Evidence signals:**
|
|
83
|
+
- 1+ competitor with over 100k users
|
|
84
|
+
- Competitor has a free tier
|
|
85
|
+
- No clear positioning gap in the competitor map
|
|
86
|
+
- Founder's description relies on feature parity + marginal improvements
|
|
87
|
+
- No ERRC analysis shows a meaningfully different value curve
|
|
88
|
+
|
|
89
|
+
**Output flag:**
|
|
90
|
+
```
|
|
91
|
+
Founder Trap: Red ocean entry
|
|
92
|
+
Signal: Dominant player exists with free tier and no clear structural weakness
|
|
93
|
+
"Better" is not a strategy
|
|
94
|
+
```
|
|
95
|
+
|
|
96
|
+
---
|
|
97
|
+
|
|
98
|
+
## Trap 5: Market Timing Mismatch
|
|
99
|
+
|
|
100
|
+
**What it looks like:**
|
|
101
|
+
The idea was good 3-5 years ago (or will be good in 3-5 years) but is poorly timed for now.
|
|
102
|
+
|
|
103
|
+
**Evidence signals:**
|
|
104
|
+
- Trend data: declining
|
|
105
|
+
- Related GitHub repos: abandoned or archived
|
|
106
|
+
- HN discussions: lots of interest 3+ years ago, silence now
|
|
107
|
+
- OR: Trend rising fast but infrastructure/regulation not ready yet (too early)
|
|
108
|
+
|
|
109
|
+
**Output flag:**
|
|
110
|
+
```
|
|
111
|
+
Founder Trap: Market timing mismatch
|
|
112
|
+
Signal: [declining interest over X period] or [infrastructure gap for early timing]
|
|
113
|
+
```
|
|
114
|
+
|
|
115
|
+
---
|
|
116
|
+
|
|
117
|
+
## Trap 6: Complexity Moat Illusion
|
|
118
|
+
|
|
119
|
+
**What it looks like:**
|
|
120
|
+
Founder believes the product's complexity is the moat. "Nobody else will build this because it's hard." This is almost never true.
|
|
121
|
+
|
|
122
|
+
**Evidence signals:**
|
|
123
|
+
- The problem space has well-funded competitors (they can hire the engineers)
|
|
124
|
+
- The technical complexity doesn't translate to switching costs for users
|
|
125
|
+
- No network effects in the model
|
|
126
|
+
- No proprietary data advantage
|
|
127
|
+
|
|
128
|
+
**Output flag:**
|
|
129
|
+
```
|
|
130
|
+
Founder Trap: Complexity moat illusion
|
|
131
|
+
Signal: Technical difficulty does not equal defensibility
|
|
132
|
+
Better-resourced competitors can and will replicate
|
|
133
|
+
```
|
|
134
|
+
|
|
135
|
+
---
|
|
136
|
+
|
|
137
|
+
## Trap 7: Proxy Metric Validation
|
|
138
|
+
|
|
139
|
+
**What it looks like:**
|
|
140
|
+
Founder validated the wrong thing. Got 500 waitlist signups but none converted. Got 50 "great idea" replies to a cold email but nobody booked a call.
|
|
141
|
+
|
|
142
|
+
**Evidence signals (use when reviewing experiment design):**
|
|
143
|
+
- Success criteria were defined by vanity metrics
|
|
144
|
+
- No willingness-to-pay experiment was ever run
|
|
145
|
+
- Conversion from interest to commitment was never tested
|
|
146
|
+
|
|
147
|
+
**Output flag:**
|
|
148
|
+
```
|
|
149
|
+
Founder Trap: Proxy metric validation
|
|
150
|
+
Signal: Interest validated, commitment not validated
|
|
151
|
+
Waitlist signups are not customers
|
|
152
|
+
```
|
|
153
|
+
|
|
154
|
+
---
|
|
155
|
+
|
|
156
|
+
## Trap 8: ICP Drift
|
|
157
|
+
|
|
158
|
+
**What it looks like:**
|
|
159
|
+
Founder started with one customer type, got rejected, and gradually expanded their ICP until "everyone" is the customer.
|
|
160
|
+
|
|
161
|
+
**Evidence signals:**
|
|
162
|
+
- Target customer description is vague ("any business", "any developer")
|
|
163
|
+
- Multiple contradictory customer types mentioned in the idea description
|
|
164
|
+
- Pain signals come from very different subreddits with no overlap
|
|
165
|
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# Verdict Template
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Final output of venture-analyst. Complete all sections. No section is optional.
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The goal is a decision, not a report.
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## [Idea Name] - Venture Verdict
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**Date:** [YYYY-MM-DD]
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**Evidence Score:** [0-100]
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**Evidence Score:** [0-100]
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**Evidence Quality:** [A/B/C/D/F]
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**Recommendation:** BUILD / VALIDATE FIRST / AVOID
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---
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## Evidence Summary
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###
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### Source breakdown
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| Source | Count | Quality | Strongest signal |
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| HN discussions | [n] | [H/M/L] | "[quote or title]" |
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| Reddit posts | [n] | [H/M/L] | "[quote or title]" |
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| GitHub issues | [n] | [H/M/L] | "[repo - issue title - reactions]" |
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| Market trend | [rising/stable/declining] | - | [avg interest + period] |
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**Spending signals found:** [Yes - describe / No]
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**Willingness-to-pay evidence:** [Yes - describe / No]
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### Competitor landscape
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| [A] | [price] | [n] | [gap] |
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| [B] | [price] | [n] | [gap] |
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**Dominant player:** [Yes
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**Market gap identified:** [Yes - describe / No]
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**Dominant player (>50% share):** [Yes - name / No]
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**Opportunity Score:** [0-100] - [how strong is the market?]
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**Startup Score:** [0-100] - [how viable as a startup to execute?]
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---
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## Confidence Engine
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```
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Confidence: [0-100]
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High confidence because:
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+ [specific signal - e.g. "312 Reddit mentions across 8 subreddits"]
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+ [specific signal - e.g. "14 paying competitors validated"]
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+ [specific signal - e.g. "trend rising 40% over 12 months"]
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Confidence reduced because:
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- [specific gap - e.g. "fragmented ICP - different pain in different segments"]
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```
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---
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*Arguments for building this.*
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**Strongest evidence:**
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[2-3 specific data points
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**Market timing:**
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[Why now? What changed recently?]
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**Competitive angle:**
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[What can this do that incumbents can't or won't?]
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In 18 months
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In 18 months: [specific outcome] if [specific condition] holds.
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---
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## Bear Case
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**Strongest evidence against:**
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[2-3 specific counterarguments
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[2-3 specific counterarguments with data.]
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**Why existing solutions might be good enough:**
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[What do incumbents have that would be hard to beat?]
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**
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- Market
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- Timing
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- Execution
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**Worst-case scenario:**
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[What happens if the problem isn't as painful as signals suggest? Or if incumbents copy the positioning?]
|
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**Key risks:**
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- Market: [specific]
|
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- Timing: [specific]
|
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- Execution: [specific]
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---
|
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## Judge Verdict
|
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|
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*Read both cases above before scoring.*
|
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### Score
|
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|
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| Signal | Present | Points |
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|--------|---------|--------|
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| Evidence score > 60 | [Y/N] | +2 / 0 |
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| Evidence quality A or B | [Y/N] | +1 / 0 |
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| Trend rising | [Y/N] | +1 / 0 |
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| Clear competitor weakness | [Y/N] | +1 / 0 |
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| No dominant player >50% | [Y/N] | +1 / 0 |
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| B2B willingness-to-pay signals | [Y/N] | +1 / 0 |
|
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| Price ceiling gap | [Y/N] | +1 / 0 |
|
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113
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| Evidence score < 30 | [Y/N] | 0 / -3 |
|
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|
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| Evidence quality D or F | [Y/N] | 0 / -2 |
|
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| Trend declining | [Y/N] | 0 / -2 |
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| Dominant player + free tier | [Y/N] | 0 / -2 |
|
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| Niche < 10k users | [Y/N] | 0 / -1 |
|
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| High-priority founder trap | [Y/N] | 0 / -2 |
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| Reality check failed | [Y/N] | 0 / -2 |
|
|
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| **Total** | | **[sum]** |
|
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### Recommendation
|
|
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124
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**[BUILD / VALIDATE FIRST / AVOID]**
|
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**Confidence:** [0-100]
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*Reasoning (2-3 sentences. Direct. Reference specific evidence):*
|
|
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[What tipped the scale. What the judge weighed most heavily.]
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---
|
|
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|
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|
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## Decision Intelligence
|
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### Contradictions
|
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|
|
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[If none: "No significant contradictions detected."]
|
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+
|
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[If found:]
|
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```
|
|
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|
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Contradiction: [name]
|
|
141
|
+
|
|
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|
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[source A] shows: [signal]
|
|
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|
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[source B] shows: [signal]
|
|
144
|
+
|
|
145
|
+
Interpretation: [explanation]
|
|
146
|
+
What to verify: [specific test that resolves this]
|
|
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|
+
```
|
|
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|
+
|
|
149
|
+
### Founder Traps
|
|
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|
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|
|
151
|
+
[If none detected: "No founder traps detected."]
|
|
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|
+
|
|
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|
+
[If found:]
|
|
154
|
+
```
|
|
155
|
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Trap: [trap name]
|
|
156
|
+
Evidence: [which signals matched]
|
|
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|
+
Risk level: [high/medium]
|
|
158
|
+
```
|
|
101
159
|
|
|
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|
-
|
|
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|
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### Reality Check
|
|
103
161
|
|
|
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|
-
|
|
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|
-
|
|
162
|
+
[If execution path is clear: "No significant execution barriers identified."]
|
|
163
|
+
|
|
164
|
+
[If barriers found:]
|
|
165
|
+
```
|
|
166
|
+
Execution risk: [high/medium]
|
|
167
|
+
|
|
168
|
+
Requires: [list constraints]
|
|
169
|
+
|
|
170
|
+
Alternative path: [reduced scope or different entry point]
|
|
171
|
+
```
|
|
172
|
+
|
|
173
|
+
### Distribution Plan
|
|
174
|
+
|
|
175
|
+
**Top 3 acquisition channels for this idea:**
|
|
176
|
+
|
|
177
|
+
1. **[channel]** - [why, based on where the evidence was actually found]
|
|
178
|
+
- Test: [how to test this in 2 weeks with minimal budget]
|
|
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|
+
|
|
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|
+
2. **[channel]** - [why]
|
|
181
|
+
- Test: [how to test]
|
|
182
|
+
|
|
183
|
+
3. **[channel]** - [why]
|
|
184
|
+
- Test: [how to test]
|
|
185
|
+
|
|
186
|
+
**Avoid:**
|
|
187
|
+
- [channel] - [specific reason for this market]
|
|
188
|
+
|
|
189
|
+
### Time-To-First-Dollar
|
|
190
|
+
|
|
191
|
+
**Estimate:** [X-Y weeks]
|
|
192
|
+
|
|
193
|
+
| Week | Action |
|
|
194
|
+
|------|--------|
|
|
195
|
+
| 1-2 | [specific action] |
|
|
196
|
+
| 3-4 | [specific action] |
|
|
197
|
+
| 5-8 | [specific action] |
|
|
198
|
+
|
|
199
|
+
**What would accelerate this:** [factor]
|
|
200
|
+
**What would delay this:** [risk]
|
|
106
201
|
|
|
107
202
|
---
|
|
108
203
|
|
|
@@ -110,51 +205,36 @@ In 18 months, [specific outcome] if [specific condition] holds. Revenue path: [r
|
|
|
110
205
|
|
|
111
206
|
### If BUILD
|
|
112
207
|
|
|
113
|
-
**Start here:**
|
|
114
|
-
[One specific
|
|
208
|
+
**Start here (this week):**
|
|
209
|
+
[One specific action. Not "do customer research." Something like: "Post in r/[subreddit] describing the problem and ask how people handle it - aim for 10 DMs this week."]
|
|
115
210
|
|
|
116
|
-
**
|
|
117
|
-
**
|
|
118
|
-
**
|
|
211
|
+
**MVP type:** [Concierge / Wizard of Oz / Fake door / Single feature]
|
|
212
|
+
**v0.1 scope:** [What it does. What it explicitly does NOT do.]
|
|
213
|
+
**First 10 customers:** [Where exactly. Who exactly.]
|
|
119
214
|
|
|
120
215
|
---
|
|
121
216
|
|
|
122
217
|
### If VALIDATE FIRST
|
|
123
218
|
|
|
124
219
|
**Critical unknown:**
|
|
125
|
-
[The one thing that must be
|
|
220
|
+
[The one thing that must be proven before building. One sentence.]
|
|
126
221
|
|
|
127
|
-
**
|
|
128
|
-
[
|
|
222
|
+
**Run this experiment:**
|
|
223
|
+
[Name from experiments.py] - [duration] - success = [metric >= threshold]
|
|
129
224
|
|
|
130
225
|
**Decision point:**
|
|
131
|
-
|
|
226
|
+
If [metric] >= [threshold] in [X weeks]: proceed to build.
|
|
227
|
+
If not: [specific pivot or kill condition].
|
|
132
228
|
|
|
133
229
|
---
|
|
134
230
|
|
|
135
231
|
### If AVOID
|
|
136
232
|
|
|
137
233
|
**Core problem:**
|
|
138
|
-
[
|
|
234
|
+
[One clear reason. Not a list.]
|
|
139
235
|
|
|
140
236
|
**What would have to change:**
|
|
141
|
-
[
|
|
142
|
-
|
|
143
|
-
**Adjacent opportunity (if any):**
|
|
144
|
-
[Sometimes the research reveals a related problem that IS worth pursuing. If found, name it.]
|
|
145
|
-
|
|
146
|
-
---
|
|
147
|
-
|
|
148
|
-
## Appendix — Raw Data
|
|
149
|
-
|
|
150
|
-
### Top HN threads
|
|
151
|
-
[list with URLs and point counts]
|
|
152
|
-
|
|
153
|
-
### Top Reddit posts
|
|
154
|
-
[list with URLs and upvote counts]
|
|
155
|
-
|
|
156
|
-
### Competitor data
|
|
157
|
-
[scraped pricing, feature lists, tech stack if available]
|
|
237
|
+
[Specific signal that would make this worth revisiting. Or: "nothing changes this - the structural problem is permanent."]
|
|
158
238
|
|
|
159
|
-
|
|
160
|
-
[
|
|
239
|
+
**Adjacent opportunity (if found):**
|
|
240
|
+
[Related problem the research surfaced that IS worth pursuing.]
|