Part 2 · Set up
Companies to watch
Who you would take a meeting with. Watching is free and history takes time.
01What it is
The companies the collectors watch for public change. Watching costs nothing and starts building an evidence history immediately.
02Why it exists
The watchlist is where precision gets its raw material. An empty one means no reads, ever, however good the inference is.
Fit matters more than size. A hundred companies you would genuinely take a meeting with beats five hundred picked from a list, because a read on a company you would not sell to is a read you will ignore, and ignoring reads teaches the allocator nothing useful.
03How to use it
- 01Add companies you would take a meeting with tomorrow.
- 02Add them as you meet them. The list is not a one-time exercise.
- 03Expect quiet for the first weeks. Evidence is built from change, and change takes time to happen.
- 04Do not add pre-seed or seed companies. That segment has no budget, and a read there wastes a window.
04What good looks like
- You give it
- 60 companies matching the context, added over three weeks.
- You get
- Evidence accumulating on all 60, with the first reads firing on the two or three doing several things at once.
- Why
- A read needs several meaningful events inside the synthesis window, and most companies are not doing several things at once in any given month.
Derived from the rules in the code
05What weak looks like, and what it costs
- You give it
- 500 companies from a downloaded list, most outside the stated buyer.
- You get
- Reads fire on companies the founder would not sell to, and get ignored. Nothing learns from an ignored read.
- Why
- The collectors do not know your qualification bar. Only the list you gave them expresses it.
Derived from the rules in the code