Operating frameworks

DIAGNOSE. BUILD. SCALE.

Three operating disciplines. One value-creation cycle.

DRAF™ · SISM™ · CMRB™

DIAGNOSEPre-investment + early ownership
BUILDPost-investment transformation
SCALEExpansion + replication
01 DIAGNOSE DRAFDiagnostic Revenue Architecture Framework

What is actually limiting value?

DRAF identifies the structural constraint preventing a business or asset from reaching its next level of value. Revenue architecture is one diagnostic lens; operating systems, positioning, infrastructure and asset economics are others.

PRE-INVESTMENT + EARLY OWNERSHIP

01
MAPUnderstand the existing value and operating architecture.
02
ISOLATEIdentify the constraint with the greatest impact on value.
03
PRIORITIZEDetermine the intervention with the highest structural leverage.
04
DEFINETranslate the diagnosis into a measurable value-creation plan.
02 BUILD SISMStrategic Infrastructure Scaling Model

What system removes the constraint?

SISM turns the diagnosis into operating infrastructure — systems, automation and management architecture that let a business grow without adding proportional resources.

POST-INVESTMENT TRANSFORMATION

01
DESIGNTranslate the diagnosed constraint into operating architecture.
02
DEPLOYImplement systems, automation and operating infrastructure.
03
MEASUREDetermine whether the intervention improves the targeted constraint.
04
INSTITUTIONALIZEMake the improved system repeatable and less founder-dependent.
03 SCALE CMRBCross-Market Replication Blueprint

Can the system travel?

CMRB expands proven operating systems into new markets, locations or segments without losing the structural advantage that made them work.

EXPANSION + REPLICATION

01
VALIDATECan the system travel?
02
ADAPTWhat must change locally?
03
DEPLOYLaunch the localized operating model.
04
INTEGRATEConnect the new market to the broader system.
04 — How they work together

One cycle.

Each discipline answers one question. Each answer is the input to the next.

01 · DRAFDIAGNOSE

What is limiting value?

PRE-INVESTMENT + EARLY OWNERSHIP
→
02 · SISMBUILD

What system removes the constraint?

POST-INVESTMENT TRANSFORMATION
→
03 · CMRBSCALE

Can the system travel?

EXPANSION + REPLICATION

Diagnose before you build. Build before you scale.

05 — The same logic, different assets

Three examples.

The questions stay the same. What gets diagnosed, built and scaled depends on the asset.

LOWER MIDDLE MARKET
  1. DIAGNOSEA revenue or distribution bottleneck
  2. BUILDRebuild the operating infrastructure around it
  3. SCALEReplicate proven growth systems
MARKETPLACE
  1. DIAGNOSEA liquidity or trust constraint
  2. BUILDRedesign the marketplace mechanics
  3. SCALEReplicate across markets
HOSPITALITY
  1. DIAGNOSEAsset economics and positioning
  2. BUILDStandardized hospitality operating model
  3. SCALEReplicate the proven model across locations

Investment judgment identifies the opportunity. Operating discipline determines what happens next.

Where the frameworks are applied

Four strategies, one operating model.

Investment Strategies

For investors

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