How we assess
Capital. Advantage. Market. People. Our investment framework for examining strategic technologies, their route to adoption and the companies building them.
Independent thinking. Decisive capital.
| Stage | Capital | Advantage | Market | People |
|---|---|---|---|---|
| Pre-seed | 10% | 30% | 20% | 40% |
| Seed | 15% | 30% | 25% | 30% |
| Series A | 25% | 25% | 30% | 20% |
| Series B+ | 35% | 20% | 30% | 15% |
Technology becomes investable when capital, advantage, market and people make one case.
From capability to investment case
CAMP examines the four pillars together. It structures the questions, exposes missing evidence and shows where the case holds and where it breaks.
Each pillar is weighted for the company’s stage, so a pre-seed company is not judged as if it were at Series A.
Principles
Grounded in observable progress. Unverified assumptions are made visible.
The evidence expected matches the company’s technical and commercial maturity.
Shows what must be learned, and which milestones would change the view.
The framework informs the review. Our investment team makes the decision.
The four pillars
Capital · Capital to milestone
Development, testing and deployment need different kinds of capital. We examine what this round must prove and what it takes to get there.
A credible plan allows for slower adoption, integration work and the financing needed after the first milestone.
Advantage · Technical edge and defensibility
We examine the performance that matters to the user, and the evidence behind it. A strong demonstration is where technical diligence starts, not where it ends.
The advantage has to survive real operating conditions, competing alternatives and the cost of integration.
Market · Buyer, adoption and demand
Commercial and national-security markets often have different users, buyers and purchasing paths. We separate interest in a capability from a decision to buy it.
We examine the budget owner, deployment requirements, sales cycle and whether demand repeats. Strategic importance is not evidence of revenue.
People · Technical depth and execution
We look for the expertise to build the technology and the judgment to build a business around it. Understanding the customer matters as much as technical depth.
Integrity, a record of delivery and the willingness to revise assumptions are central. Gaps in commercial, operational or governance capability should be stated, not hidden.
Weighted by stage
Select a stage to see the weights. At pre-seed, People carries the most weight. By Series B+, Capital does.
Reading a score
A score summarizes an assessment. It is not a probability of success or a commitment to invest. The evidence behind it still has to be verified.
The CAMP assessment takes about ten minutes. Score 75 or above and your company is eligible for investment review.
The assessment runs on Flash Intelligence, at flash.zone.