No. I — FORTHCOMING Memo 01 / 03
No. 1
The unaudited assumption is the most expensive thing in founder intuition.
Founders run their companies on intuition. Intuition is a compression algorithm. What it compresses is the assumption layer beneath it. Most of those assumptions never get audited. When they fail, they fail slowly, expensively, and usually in the quarter after the raise.
This book is an operator's field manual for finding the unaudited assumption, naming it, pricing it, and building the ritual that keeps it from hiding again. It is written for founders scaling Series A through C, and the product operators who work with them.
No. II — WHAT IT COVERS Memo 02 / 03
No. 2
Four pieces of the same operator move.
- No. 1 Intuition is a debt instrument.
- Why every high-confidence founder call carries a ledger entry.
- No. 2 The assumption audit.
- A twelve-question protocol for surfacing what your org silently assumes.
- No. 3 The cost of vibes.
- How pre-rationalized gut calls get priced into runway, hiring, and roadmap.
- No. 4 The ritual layer.
- Institutional checks that make the audit survive the founder.
No. III — EARLY READERS Memo 03 / 03
No. 3