THE METHODOLOGY

Diagnostic
Methodology

A comprehensive 8-module assessment that goes beyond financial statements to reveal a company's true growth and scalability capacity.

Progression toward maturity and scalability

8 Assessment Modules

Each module contains targeted questions with a 0-4 rating scale, clear definitions, and concrete examples. Total duration: 12-15 minutes.

01• 15 questions

Operational Autonomy & Delegation

Assesses the level of effective delegation, team autonomy, and the organization's ability to function without the founder.

02• 10 questions

Strategy & Positioning

Analyzes strategic clarity, competitive positioning, and the ability to articulate and execute a growth vision.

03• 15 questions

Governance & Execution Cadence

Measures governance discipline, decision rhythms, and the ability to translate strategy into concrete actions.

04• 15 questions

Finance & Bankability

Evaluates financial health, cash flow predictability, and the ability to attract external financing.

05• 10 questions

Operations & Scalable Capacity

Analyzes operational processes, their documentation, and the ability to grow without proportional cost increases.

06• 10 questions

Data & KPIs

Measures measurement discipline, data quality, and the use of KPIs to drive decisions.

07• 10 questions

Talent & Org Design

Evaluates the ability to attract and retain talent, organizational structure, and succession planning.

08• 15 questions

M&A Readiness

Analyzes M&A transaction readiness, documentation quality, and attractiveness to potential buyers.

Scoring System

A

Maturity Score

0-100

Weighted average of 8 modules. Configurable weights based on context and industry.

B

Founder Trap Index

0-100

Based on 10 operational concentration signals derived from responses. Configurable weights.

C

Scale Path Fit

0-100

Function of sub-scores with penalties for critical imbalances (e.g., growth without governance).

Maturity Classification

N1
Score
0-39
Level
Founder Concentration
Assessment
High Risk
N2
Score
40-59
Level
Emerging Structure
Assessment
Moderate Risk
N3
Score
60-74
Level
Ready to Scale
Assessment
Low Risk
N4
Score
75-100
Level
M&A Ready
Assessment
Institutional Grade

Automated Generation

The system automatically generates actionable recommendations based on scores and responses.

Top 3 Strengths

Modules with the highest scores, indicating the strongest organizational capabilities.

Top 3 Priorities

Modules with the lowest scores and the greatest potential impact on growth.

90-Day Plan

7 sequenced actions with typical owner, estimated effort, and expected impact. Simple rules: governance + KPIs + cash first.

12-Month Roadmap

Structured roadmap in 3 waves: stabilization (0-3 months), acceleration (4-8 months), expansion (9-12 months).