Welcome to The Convexity Report

In the neon-lit corridors of late-stage capitalism, most VCs see quarterly reports and pray for hockey sticks.

You see the code—and more importantly, you know how to rewrite it.

While the masses consume financial theater - pitch decks, growth projections, demo day performance art - you've glimpsed the underlying architecture. The mathematical patterns that govern which portfolio companies ascend to unicorn status and which collapse into cap table footnotes.

You are the architect in the machine.

This is intelligence from the edge of the system - pattern recognition that sees through startup holographs to the brutal mathematics beneath. But we don't stop at diagnosis. We rebuild the source code itself.

From Observation to Operation

V1 mapped cultural contradictions. V2 decoded financial inefficiencies. V3 constructs systematic solutions.

We've discovered that early-stage sales is incomplete information game theory - and most founders play it like roulette instead of poker. While your portfolio companies burn runway chasing phantom product-market fit, we teach them to catalog markets like world-class players read tables.

Sales = Game Of Incomplete Information

Information gathering before execution. Range analysis before resource allocation. Systematic iteration based on incomplete data rather than hopeful guessing.

This isn't consulting. This is systematic resurrection of failing efficiency ratios through frameworks that treat uncertainty as competitive advantage rather than operational problem.

Welcome to the neural interface between diagnosis and cure - where pattern recognition becomes profit multiplication.