Science-backed frameworks for investing in quality businesses
From noise to insight
From noise to insight
We decode the behavioral patterns and financial data that others overlook.
By combining evidence-based research with real-world investing experience, we turn complexity into clarity and frameworks you can actually use.
- Evidence-based thinking
- Practical application
- Long-term focus
This week’s key ideas
This week’s key ideas
Practical insights from our latest research. Connecting behavioral science, valuation, and business strategy.
Why some revenue is worth 2x and other revenue 8x
Two businesses, same revenue, one sells for 4x more. The difference is revenue quality. Here's how to assess it before buyers or sellers figure it out.
· Ruben van Putten
VC funding and gender: What the data reveals about European tech in 2025
Female and mixed-gender founding teams receive 6-28% of European VC funding despite equal performance. The gap is widening, not narrowing. Data from 2025.
· Ruben van Putten
Three questions that reveal if your moat actually exists
Three practical tests to validate if your competitive advantage is real. Score pricing power, replication risk, and founder dependency before diligence does.
· Ruben van Putten
Seven behavioral traps that inflate valuations
Seven behavioral traps quietly inflate M&A valuations. Use a four-step protocol to counter bias, haircut synergies, and keep discipline at the bid table.
· Ruben van Putten
When founders become bottlenecks
Founder dependency kills scalability. Spot it in diligence and replace with systems that protect revenue and decisions in 90 days.
· Ruben van Putten
Why some €2M companies outperform €20M ones
Research shows small focused companies often outperform larger diversified ones. Why complexity costs exceed scale benefits, backed by strategy research.
· Ruben van Putten
Strategic Growth Assessment
Strategic Growth Assessment
Identify blind spots, strengthen positioning, and maximize your next fundraising or exit.
QAPITAL Framework Guide [FREE]
Our seven-dimension methodology for assessing competitive advantages, growth sustainability, compounding potential, valuation and business quality. Built on behavioral finance research and 25+ years of investment experience.
- Complete QAPITAL framework
- Quality dimension evaluation criteria
- Behavioral bias identification checklist
- Real company examples and applications
Full Quality Assessment [PAID]
Get a comprehensive analysis (20-30 pages) before your next fundraising round or exit. We evaluate competitive moats, growth sustainability, management effectiveness, and investor perception revealing opportunities traditional analysis misses.
- Moat and sustainability analysis
- Investor perception assessment
- Valuation positioning evaluation
- Strategic recommendations report
Join other investors and founders using systematic frameworks to evaluate strategy, assess valuations, and build quality portfolios that last.