Performix — investor carve-out

say it so a partner can repeat it in five minutes

Performix measures what drives a team's performance and tells you the one constraint to fix. Not a survey, not a dashboard — a diagnosis with a number attached.

the shift in the world that opens the window

Two shifts converged: AI made a century of behavioral-science research computable (effect sizes with their uncertainty, as joinable tables), and adaptive testing made diagnosis cheap. The thing that required a consulting team now runs as software.

the venture-scale opening

Leadership and team performance — every team in every org. Because performance is mostly unexplained in the wild, the territory isn't a niche tool; it's the residual managers run blind on.

• — [Mike: TAM framing — comparable spend on engagement + performance tooling + the consulting it displaces.]

who buys first, and why now

The per-leader coaching assistant — a subscription a single manager can buy, into the coaching budget that already exists. The arbitrage: coaching is sought, performance-analytics is resisted. One leader, low friction, no committee; the same engine then sells the team diagnostic and the enterprise rollout.

what we know that others have missed

Three things competitors don't combine — remove any one and it's an ordinary product:

• — The binding-constraint model (CAMS) — a team is gated by one condition, and we find it.
• — A protected-feedback, psychometric-first engine — the measurement is real; the AI consumes it, it isn't the source.
• — The patent-pending adaptive diagnostic (reincarnation algorithm: adaptive next-best-question × value-of-information) — the answer in the fewest, most informative questions.

traction / learning velocity for the stage

MVP 1 is live. [Mike: pilots / design partners / first R² deltas / leader-retention or expansion signal — the strongest real evidence at this stage.]

how revenue + acquisition compound

Land per-leader (self-serve, posted price — analytics is decisions, not engagements), expand to the team, then the enterprise. Three doors on one engine: coaching/sales, AI augmentation, M&A. [Mike: unit economics / CAC / pricing tiers.]

what compounds — why winning creates more winning

Four compounding layers:

• — The combinatorial moat — psychometrics + adaptive testing + information economics + behavioral science + data engineering; you must stand in five fields to find the door.
• — Patent-pending IP.
• — Transparency-by-construction — legible-by-design is the moat a black box can't retrofit.
• — The org-graph flywheel — every diagnostic maps a team's leaders, motivations, and binding problems: proprietary data that compounds and the warmest expansion map.

the unfair founder-market fit

[Mike: founder-market fit — the four-discipline background (behavioral science + statistics + systems + strategy), the filed patents, the shipped product.]

raise → milestones → risks retired → next inflection

Raise [$X] to [milestones that retire the adoption + repeatability risks], reaching [next inflection].