What this is
Every investment team has a stated way of evaluating deals. Very few have ever measured whether they actually follow it. This instrument puts a number on the distance between the two: the weights you would name, and the weights your choices imply.
You allocate 100 points across six dimensions, then pick between twelve pairs of synthetic deals. Each pair forces a trade, so a consistent pattern of picks reveals what actually drives your decisions. The gap between said and did is the result.
How the scoring works
The score is arithmetic, not AI. Every deal you see is defined by fixed attribute levels. When you pick one deal over another, each dimension where your pick was stronger earns credit proportional to the difference. Tally, normalize to 100, done. Run the same choices through it a thousand times and you get the same answer a thousand times.
If you leave notes on your picks, a language model reads them afterwards and offers commentary: recurring themes, places where a stated reason contradicts what the choice actually favored. That commentary is labeled as commentary and sits outside the score. It cannot move a single weight.
What happens to your answers
Every deal in the exercise is synthetic. You are never asked about your pipeline, your portfolio, your terms, or your firm. We store your calibration answers, your point allocations, your picks, and any notes you choose to leave, keyed to an anonymous session. An email is only attached if you ask for a save link, and it is used to send you that link. The field benchmark is built from aggregated revealed weights, segmented by fund type, with nothing identifying anyone.
Who built it
The founder spent years on Wall Street: investment banking, then private equity and hedge funds, along the way collecting a CFA charter and a Harvard MBA. The instrument grew out of a simple observation from inside those seats: almost no team writes its weights down, and the ones that do rarely check whether the weights on paper are the ones in use.
If your result raises the obvious next question, what this looks like run against your team on your real deal flow, use the contact form.
Run the instrument