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The Furnace
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School Apparel
Kinetico SA
HoldCo
Parked, due for revisit
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Stage 1: The Screener
Every idea, without exception. Ten minutes.
Stage 2: The Pressure Test
Required over the Stage 1 threshold. Be direct: weak assumptions, overbuilding, adoption risk.
Value
Declared run rate, projected by fiscal year (Jan to Dec), against quarterly actuals.
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