@veyralabs/skills 0.5.0 → 0.5.2
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 +1 -1
- package/skills/venture-suite/venture-analyst/SKILL.md +398 -102
- package/skills/venture-suite/venture-analyst/references/execution-roadmap.md +187 -0
- package/skills/venture-suite/venture-analyst/references/founder-traps.md +191 -0
- package/skills/venture-suite/venture-analyst/references/moat-patterns.md +176 -0
- package/skills/venture-suite/venture-analyst/templates/verdict.md +216 -69
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# Execution Roadmap Framework
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The analysis means nothing if the founder doesn't know what to do on Monday morning.
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This framework converts a venture-analyst verdict into a concrete 30-day action plan. The output is not generic advice - it is specific actions based on the evidence collected in Phases 1-5.
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---
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## The core principle
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Most validators end with BUILD or AVOID. That is not enough.
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The right output is:
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- What to do this week (not "validate the idea" - specific tasks)
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- What NOT to build yet (and why)
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- When to stop and reassess (specific trigger conditions)
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The roadmap changes based on the verdict:
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- **BUILD** → 30-day sprint to first paying customer
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- **VALIDATE FIRST** → 30-day experiment plan
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- **AVOID** → pivot path or stop criteria
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---
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## BUILD path - 30-day roadmap
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The goal is one paying customer in 30 days. Not an MVP. Not a waitlist. One customer who pays.
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### Week 1 - Find the customer before building
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Actions:
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1. Identify 50 people who have the problem (from the research: which subreddits, which GitHub repos, which communities had the most signal?)
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2. Reach out to 20 with a Mom Test message - not a pitch, a question about their current workflow
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3. Book 5 discovery calls
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4. Run all 5 calls using Mom Test structure from `references/mom-test.md`
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5. By end of week: can you describe the customer's pain in their exact words?
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Do NOT build anything this week.
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Decision gate: if you cannot find 5 people willing to talk, the ICP is wrong. Stop and reassess before continuing.
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### Week 2 - Build only what closes the first sale
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Based on the 5 conversations:
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1. Identify the one outcome the customer cares most about
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2. Can you deliver that outcome manually? (Concierge MVP)
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3. If yes: offer to do it for free or at a steep discount for 2-3 people
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4. If the outcome requires software: build only the path from input to that outcome. Nothing else.
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Scope rule: if it takes more than 5 days to build, you are building too much.
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Decision gate: if you cannot articulate what the customer is paying for in one sentence, do not build yet.
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### Week 3 - Deliver and charge
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1. Deliver the concierge MVP or minimal software to the 2-3 people from Week 2
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2. At delivery: ask "would you pay [price] per month for this if it continued?"
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3. If yes: send them a payment link (Stripe, Gumroad, bank transfer - whatever works)
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4. If no: ask what would have to be different for them to pay
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First payment is the signal. Not a letter of intent. Not "I would pay". An actual transaction.
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Decision gate: if nobody pays after Week 3, you have a problem with price, value, or ICP. Identify which one before continuing.
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### Week 4 - Stabilize and find customer 2-3
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1. Deliver reliably to paying customer 1
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2. Ask for referral: "who else do you know with this problem?"
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3. Run outreach to 10 more people from the original 50 list
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4. Goal: 2-3 paying customers by end of month
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---
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## VALIDATE FIRST path - 30-day experiment plan
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The goal is to answer the one critical unknown identified in Phase 5.
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### Week 1 - Define the question precisely
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Write this sentence: "We do not know if [specific assumption]. If we knew [assumption] is true, we would build. If false, we would not build."
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Examples:
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- "We do not know if freelancers will pay for automated invoicing when free tools exist."
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- "We do not know if HR teams have budget for this outside their annual planning cycle."
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Everything in the next 3 weeks answers this one question.
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### Week 2 - Run the cheapest test that could falsify it
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Based on the assumption type:
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| Assumption type | Best test | Cost | Time |
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|----------------|-----------|------|------|
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| Does the problem exist? | 10 Mom Test interviews | 0 | 1 week |
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| Will they pay? | Concierge MVP with payment ask | 0 | 2 weeks |
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| Does the message resonate? | Fake door landing page | 0-30€ | 1 week |
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| Is the ICP right? | Cold outreach to 3 different segments | 0 | 1 week |
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Do not run more than one test at a time. You need clean signal.
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### Week 3 - Collect and evaluate data
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By end of week 3 you need a number against a threshold:
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- Interviews: at least 7 out of 10 describe the same problem unprompted
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- Payment ask: at least 2 out of 5 say yes and follow through
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- Fake door: CTR above 5% from cold traffic
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- ICP test: one segment responds 3x better than others
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### Week 4 - Decision
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Three possible outcomes:
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**Assumption confirmed:** move to BUILD path. Start Week 1 of the BUILD roadmap.
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**Assumption partially confirmed:** the test worked but raised a new question. Run a second 2-week experiment targeting the new unknown.
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**Assumption falsified:** the critical assumption is wrong. Before stopping:
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- Is there a pivot? (different customer, different problem, different solution)
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- If yes: restart from Phase 1 with the new hypothesis
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- If no: stop. Time is the most valuable resource.
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---
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## AVOID path - what to do instead
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If the verdict is AVOID, the roadmap is not "do nothing." It is:
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### Option A - Pivot investigation (2 weeks)
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The research surfaced something. What was the most interesting unexpected signal?
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- A different customer segment with stronger pain
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- A related problem that nobody is solving
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- A gap in the competitor landscape that the original idea missed
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Spend 2 weeks doing Phase 1 research on the pivot hypothesis before committing.
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### Option B - Clean stop criteria
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If no pivot is visible, document:
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- What was learned (specific, honest)
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- What would have to change in the market for this to be worth revisiting
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- Time horizon: reassess in [6/12/24] months if [specific trigger] occurs
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This is not failure. It is validated learning. The next idea starts from a better place.
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---
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## Roadmap anti-patterns
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**Anti-pattern 1: Building before selling**
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The roadmap assumes zero code until someone has committed to paying. Build only what closes the next sale.
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**Anti-pattern 2: Optimizing before validating**
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Do not improve the landing page conversion rate before you have 100 cold visitors. Do not A/B test before you have a working baseline.
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**Anti-pattern 3: Scaling before repeating**
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Do not invest in marketing before you have 3 customers who came through the same process. One customer is an anecdote. Three is a pattern.
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**Anti-pattern 4: Measuring vanity metrics**
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The only metric that matters in week 1-4 is: did someone pay? Every other metric is a proxy.
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**Anti-pattern 5: Moving the goalposts**
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Define success criteria before starting each week. Do not redefine "success" after seeing results.
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---
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## Output format for roadmap
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```
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## 30-Day Execution Roadmap
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Path: [BUILD / VALIDATE FIRST / AVOID]
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Critical constraint: [the one thing that must be true for this plan to work]
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Week 1: [specific tasks + decision gate]
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Week 2: [specific tasks + decision gate]
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Week 3: [specific tasks + decision gate]
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Week 4: [goal + decision]
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Do NOT build yet:
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- [specific feature or system to avoid]
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- [reason]
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Reassess if:
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- [specific trigger that means the plan is failing]
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```
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# Founder Trap Patterns
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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.
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## How to detect traps
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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.
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---
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## Trap 1: Solution Looking for a Problem
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**What it looks like:**
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Founder describes a sophisticated technical solution. When asked about the problem, they describe the solution again in different words.
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**Evidence signals:**
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- High feature complexity in the idea description
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- Low Reddit/HN pain evidence (people aren't complaining about this)
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- GitHub issues about the problem: near zero
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- Trend data: flat or no data
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- When searching for the problem, results are mostly product announcements, not complaints
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**Example:**
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"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.
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**Output flag:**
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```
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Founder Trap: Solution looking for a problem
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Signal: High technical complexity, low organic pain evidence
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Evidence score on the problem: [X] -- below threshold for this complexity level
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```
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---
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## Trap 2: Building for Yourself
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**What it looks like:**
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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.
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**Evidence signals:**
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- The subreddits where this pain appears have under 10k subscribers
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- HN discussions exist but are 5+ years old and never got traction
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- GitHub issues exist in one very specific repo from one very specific maintainer
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- No mainstream discussion anywhere
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- Trend data: zero or declining
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**Output flag:**
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```
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Founder Trap: Building for yourself
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Signal: Pain exists but only in a very narrow segment
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Estimated addressable users: [small] -- may not support a business
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```
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---
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## Trap 3: Vitamin, Not Painkiller
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**What it looks like:**
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The problem exists. People acknowledge it. But nobody is urgently trying to solve it right now. It's a "nice to have."
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**Evidence signals:**
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- Reddit posts about the problem get upvotes but few comments
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- No "is there a tool that does X" posts
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- Competitors exist but have low engagement / slow growth
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- People describe the problem but their current workaround is "good enough"
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- No one is spending money on bad solutions currently
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**Output flag:**
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```
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Founder Trap: Vitamin, not painkiller
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Signal: Problem acknowledged, urgency low
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No evidence of active spending on imperfect solutions
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```
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---
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## Trap 4: Red Ocean Obsession
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**What it looks like:**
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Founder wants to compete directly with a dominant player using the same positioning and features. "We're like X but better."
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**Evidence signals:**
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- 1+ competitor with over 100k users
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- Competitor has a free tier
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- No clear positioning gap in the competitor map
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- Founder's description relies on feature parity + marginal improvements
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- No ERRC analysis shows a meaningfully different value curve
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**Output flag:**
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```
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Founder Trap: Red ocean entry
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Signal: Dominant player exists with free tier and no clear structural weakness
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"Better" is not a strategy
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```
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---
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## Trap 5: Market Timing Mismatch
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**What it looks like:**
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The idea was good 3-5 years ago (or will be good in 3-5 years) but is poorly timed for now.
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**Evidence signals:**
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- Trend data: declining
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- Related GitHub repos: abandoned or archived
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- HN discussions: lots of interest 3+ years ago, silence now
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- OR: Trend rising fast but infrastructure/regulation not ready yet (too early)
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**Output flag:**
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```
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Founder Trap: Market timing mismatch
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Signal: [declining interest over X period] or [infrastructure gap for early timing]
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```
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---
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## Trap 6: Complexity Moat Illusion
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**What it looks like:**
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Founder believes the product's complexity is the moat. "Nobody else will build this because it's hard." This is almost never true.
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**Evidence signals:**
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- The problem space has well-funded competitors (they can hire the engineers)
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- The technical complexity doesn't translate to switching costs for users
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- No network effects in the model
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- No proprietary data advantage
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**Output flag:**
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```
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Founder Trap: Complexity moat illusion
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Signal: Technical difficulty does not equal defensibility
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Better-resourced competitors can and will replicate
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```
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---
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## Trap 7: Proxy Metric Validation
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**What it looks like:**
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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
|
+
|
|
166
|
+
**Output flag:**
|
|
167
|
+
```
|
|
168
|
+
Founder Trap: ICP drift
|
|
169
|
+
Signal: Expanding ICP is a sign of failed validation, not a bigger market
|
|
170
|
+
Narrow the target before expanding
|
|
171
|
+
```
|
|
172
|
+
|
|
173
|
+
---
|
|
174
|
+
|
|
175
|
+
## How to apply in analysis
|
|
176
|
+
|
|
177
|
+
During Phase 5 (Decision Intelligence):
|
|
178
|
+
|
|
179
|
+
1. Match evidence patterns against each trap above
|
|
180
|
+
2. Flag any trap where at least 3 of the listed signals are present
|
|
181
|
+
3. Never flag based on one signal alone
|
|
182
|
+
4. If a trap is flagged, it does NOT automatically change the verdict - it goes into Decision Intelligence for the judge to weigh
|
|
183
|
+
5. A BUILD verdict can coexist with a detected trap if the other evidence is strong enough
|
|
184
|
+
|
|
185
|
+
Priority order (most damaging first):
|
|
186
|
+
1. Solution looking for problem
|
|
187
|
+
2. Red ocean obsession
|
|
188
|
+
3. Vitamin not painkiller
|
|
189
|
+
4. Building for yourself
|
|
190
|
+
5. Market timing mismatch
|
|
191
|
+
6. All others
|
|
@@ -0,0 +1,176 @@
|
|
|
1
|
+
# Moat Patterns
|
|
2
|
+
|
|
3
|
+
A moat is why you keep customers after a competitor copies your features. Without a moat, you build a product, not a business.
|
|
4
|
+
|
|
5
|
+
Most startup validators say "competitive advantage" and leave it there. This reference gives scoring criteria for 5 real moat types so the analysis can score each one and identify which is most realistic for a given idea.
|
|
6
|
+
|
|
7
|
+
---
|
|
8
|
+
|
|
9
|
+
## The 5 moat types
|
|
10
|
+
|
|
11
|
+
### 1. Distribution Moat
|
|
12
|
+
|
|
13
|
+
You control a channel others cannot easily access.
|
|
14
|
+
|
|
15
|
+
**What it looks like:**
|
|
16
|
+
- Exclusive partnership with a platform (e.g. pre-installed on hardware)
|
|
17
|
+
- Large owned audience (email list, YouTube, community)
|
|
18
|
+
- SEO dominance in a niche that takes years to replicate
|
|
19
|
+
- Embedded in a workflow that creates daily habit (Slack, Notion)
|
|
20
|
+
|
|
21
|
+
**Evidence signals (score higher for each present):**
|
|
22
|
+
- Founder already has relevant audience or network
|
|
23
|
+
- Product embeds into existing workflow daily
|
|
24
|
+
- Partnership or distribution deal possible that others can't easily get
|
|
25
|
+
- SEO moat: high-intent keywords with low competition
|
|
26
|
+
|
|
27
|
+
**Score 1-10:**
|
|
28
|
+
- 1-3: No distribution advantage, same channels as competitors
|
|
29
|
+
- 4-6: Some channel advantage but replicable with money
|
|
30
|
+
- 7-10: Structural distribution advantage that compounds over time
|
|
31
|
+
|
|
32
|
+
**Most realistic for:** content businesses, platforms with network effects, tools that embed into a daily workflow
|
|
33
|
+
|
|
34
|
+
---
|
|
35
|
+
|
|
36
|
+
### 2. Data Moat
|
|
37
|
+
|
|
38
|
+
You accumulate proprietary data that makes your product better over time and is impossible to replicate from scratch.
|
|
39
|
+
|
|
40
|
+
**What it looks like:**
|
|
41
|
+
- Each user interaction improves the model/output for all users
|
|
42
|
+
- Unique dataset nobody else has (e.g. proprietary industry data)
|
|
43
|
+
- Network of data contributors locked in by switching cost
|
|
44
|
+
- Longitudinal data that takes years to accumulate
|
|
45
|
+
|
|
46
|
+
**Evidence signals:**
|
|
47
|
+
- Product gets meaningfully better with more users or usage
|
|
48
|
+
- Data collected is not available from public sources
|
|
49
|
+
- Users contribute data as part of normal use (not just consume)
|
|
50
|
+
- The gap between early data and mature data is the moat
|
|
51
|
+
|
|
52
|
+
**Score 1-10:**
|
|
53
|
+
- 1-3: Uses same public data sources as everyone else
|
|
54
|
+
- 4-6: Collects user data but competitors could replicate with time
|
|
55
|
+
- 7-10: Proprietary data flywheel that widens with scale
|
|
56
|
+
|
|
57
|
+
**Most realistic for:** AI products, marketplaces, analytics platforms, any product where N+1 users make the product better for all N users
|
|
58
|
+
|
|
59
|
+
---
|
|
60
|
+
|
|
61
|
+
### 3. Community Moat
|
|
62
|
+
|
|
63
|
+
Users identify with the product and each other. Leaving means leaving the community.
|
|
64
|
+
|
|
65
|
+
**What it looks like:**
|
|
66
|
+
- Strong brand identity (users say "I'm a [product] user" as part of identity)
|
|
67
|
+
- Active user community that is product-adjacent (Slack, Discord, events)
|
|
68
|
+
- User-generated content that attracts more users
|
|
69
|
+
- Power users who become advocates and contributors
|
|
70
|
+
|
|
71
|
+
**Evidence signals:**
|
|
72
|
+
- Reddit or HN discussions about the product are enthusiastic, not just transactional
|
|
73
|
+
- Users refer others without being asked
|
|
74
|
+
- Community exists or could exist around the problem space
|
|
75
|
+
- Identity signal: does the target customer identify strongly with a community?
|
|
76
|
+
|
|
77
|
+
**Score 1-10:**
|
|
78
|
+
- 1-3: No community signal, purely transactional product
|
|
79
|
+
- 4-6: Some user loyalty but no real community
|
|
80
|
+
- 7-10: Product is central to a user identity or community
|
|
81
|
+
|
|
82
|
+
**Most realistic for:** developer tools, creator tools, niche B2B, products solving problems with strong in-group identity
|
|
83
|
+
|
|
84
|
+
---
|
|
85
|
+
|
|
86
|
+
### 4. Switching Cost Moat
|
|
87
|
+
|
|
88
|
+
Leaving is painful because of data, integrations, learned behavior, or sunk cost.
|
|
89
|
+
|
|
90
|
+
**What it looks like:**
|
|
91
|
+
- Data locked in proprietary format
|
|
92
|
+
- Deep integration into other tools (replacing means replacing the whole stack)
|
|
93
|
+
- Trained behavior - users have built muscle memory around the product
|
|
94
|
+
- Team adoption - everyone on the team uses it, coordination cost to switch
|
|
95
|
+
|
|
96
|
+
**Evidence signals:**
|
|
97
|
+
- Product stores user data that is hard to export
|
|
98
|
+
- Integration depth: does it connect to 5+ other tools in the workflow?
|
|
99
|
+
- Time-to-value is long (users invest time before they get value)
|
|
100
|
+
- Team product vs individual product (team switching cost >> individual switching cost)
|
|
101
|
+
|
|
102
|
+
**Score 1-10:**
|
|
103
|
+
- 1-3: Easy to replace, data fully portable, no integrations
|
|
104
|
+
- 4-6: Some friction to switch but not prohibitive
|
|
105
|
+
- 7-10: Switching requires significant time, data migration, or retraining
|
|
106
|
+
|
|
107
|
+
**Most realistic for:** B2B SaaS, CRMs, project management, any product that stores meaningful user data or integrates deeply
|
|
108
|
+
|
|
109
|
+
---
|
|
110
|
+
|
|
111
|
+
### 5. Execution Moat
|
|
112
|
+
|
|
113
|
+
The team can build and ship faster or better than others. Not a durable moat alone, but can be decisive in a fast-moving market.
|
|
114
|
+
|
|
115
|
+
**What it looks like:**
|
|
116
|
+
- Unique domain expertise that takes years to acquire
|
|
117
|
+
- Technical complexity that requires rare skills
|
|
118
|
+
- Speed advantage from existing infrastructure or team
|
|
119
|
+
- Regulatory or compliance knowledge that creates a barrier
|
|
120
|
+
|
|
121
|
+
**Evidence signals:**
|
|
122
|
+
- Founder has 5+ years of domain expertise
|
|
123
|
+
- Technical stack requires rare specialization
|
|
124
|
+
- Regulatory approval process exists (creates time barrier for followers)
|
|
125
|
+
- Existing codebase or infrastructure gives head start
|
|
126
|
+
|
|
127
|
+
**Score 1-10:**
|
|
128
|
+
- 1-3: Anyone with enough money can hire the team to replicate this
|
|
129
|
+
- 4-6: Some execution advantage but not structural
|
|
130
|
+
- 7-10: Rare expertise or regulatory barrier that cannot be bought quickly
|
|
131
|
+
|
|
132
|
+
**Most realistic for:** deep tech, regulated industries, products where domain expertise is genuinely scarce
|
|
133
|
+
|
|
134
|
+
---
|
|
135
|
+
|
|
136
|
+
## Moat Scoring Guide
|
|
137
|
+
|
|
138
|
+
Score each moat 1-10 using the criteria above. Then:
|
|
139
|
+
|
|
140
|
+
**Moat Score = weighted average:**
|
|
141
|
+
- Take the top 2 moat scores
|
|
142
|
+
- The highest becomes the primary moat
|
|
143
|
+
- The second becomes the secondary moat
|
|
144
|
+
- Overall Moat Score = (primary * 0.6) + (secondary * 0.4)
|
|
145
|
+
|
|
146
|
+
**Interpretation:**
|
|
147
|
+
| Score | Meaning |
|
|
148
|
+
|-------|---------|
|
|
149
|
+
| 1-3 | No real moat. Features will be copied. Compete on speed only. |
|
|
150
|
+
| 4-5 | Weak moat. Some defensibility but competitors can close the gap. |
|
|
151
|
+
| 6-7 | Moderate moat. Viable business, but needs to strengthen before scaling. |
|
|
152
|
+
| 8-10 | Strong moat. Structural advantage that compounds with growth. |
|
|
153
|
+
|
|
154
|
+
**Critical output:**
|
|
155
|
+
After scoring, answer: "What is the most realistic moat for this idea, and what specific actions build it?"
|
|
156
|
+
|
|
157
|
+
Do not just name the moat. Give the action. Example:
|
|
158
|
+
- Data moat: "Every analysis run should store anonymized patterns. At 1,000 analyses, the pattern database becomes a proprietary asset."
|
|
159
|
+
- Community moat: "Build in public. Ship a free tool that attracts the exact ICP and turns them into advocates before monetizing."
|
|
160
|
+
- Distribution moat: "Identify the one community where the ICP concentrates and become the go-to contributor before launching."
|
|
161
|
+
|
|
162
|
+
---
|
|
163
|
+
|
|
164
|
+
## Common moat mistakes
|
|
165
|
+
|
|
166
|
+
**Mistake 1: Confusing features with moats**
|
|
167
|
+
"We have AI" is not a moat. Every competitor will have AI. The question is what the AI produces that is unique and hard to replicate.
|
|
168
|
+
|
|
169
|
+
**Mistake 2: Assuming complexity = moat**
|
|
170
|
+
Hard to build does not mean hard to copy. Once you show it works, a well-funded competitor can hire the engineers.
|
|
171
|
+
|
|
172
|
+
**Mistake 3: Planning a moat that requires scale you don't have yet**
|
|
173
|
+
Data moats require data. Network effects require network. These are goals, not current advantages. Score them based on realistic trajectory, not end state.
|
|
174
|
+
|
|
175
|
+
**Mistake 4: Relying on execution moat alone**
|
|
176
|
+
Speed is not a business. It buys time to build a real moat. Always pair execution moat with a second structural moat.
|