Home / Contexts
Evaluation Contexts

Eight active modes. One evidence discipline. Different decisions.

Six core contexts preserve the original K1–K12 architecture; two capital-markets extensions add live IPO review and listed-company research. The stated decision objective takes precedence over document type, then locks the weight matrix, specialist chain, evidence thresholds and output language for the run.

CONTEXT 01

Evaluation contexts overview

GENERALStandard Evaluation

An inclusive, balanced reading for all decision tables. The default context when no specific decision purpose is set. Investor relevance, growth, cash and feasibility are read with balanced weights.

CONTEXT 02

EQUITY_INVESTMENTVenture & Growth Investment

A deep reading focused on the investment decision. Valuation fairness, dilution, exit scenarios and follow-on readiness come to the fore. The primary context for institutional investors such as VC, CVC and regulated venture funds.

CONTEXT 03

CROWDFUNDINGEquity Crowdfunding

For equity-based crowdfunding applications. Regulatory compliance, feasibility minimums, campaign simulation and target achievement come to the fore. Platform and campaign discipline.

CONTEXT 04

PRE_SCREENAccelerator / Incubator

Active specialist chain: UZM_08. This is not an investment decision. It asks whether an early-stage team is worth admitting and can accelerate with structured support. Team trust, learning velocity, problem-solution logic, MVP/pilot evidence and a milestone-based support plan come to the fore; missing advanced valuation alone is not a rejection.

CONTEXT 05

M_AND_AMergers & Acquisitions

Active specialist chain: UZM_06. This is not a venture-investment label. It tests whether the target is acquirable and portable, whether synergies are evidenced after realization costs, and whether product, technology, customer, people, systems and compliance can be integrated through a Day-1, first-100-days and 12–24-month plan.

CONTEXT 06

IPO_READINESSIPO Readiness

Pre-IPO readiness assessment. Financial-reporting discipline, corporate governance, prospectus logic, use-of-proceeds planning and investor-relations readiness come to the fore.

Capital-Markets Extensions

Two additional modes extend the six-context framework without changing K1–K12.

These extensions use dedicated evidence and reporting contracts. They are not extra columns in the original six-context weight matrix.

EXTENSION 01

IPO_REVIEWPublic Offering Review

A source-led review of a specific offering: prospectus and pricing evidence, offer structure, dilution, use of proceeds, consortium and allocation rules, official event lifecycle and post-offer follow-up. It produces a non-directional evidence and risk view — not participate/do-not-participate, target price or return guidance.

EXTENSION 02

LISTED_COMPANY_RESEARCHListed Company Research & Mechanical Valuation

A cut-off-date review of disclosures, multi-year financials and market data. It reconciles market capitalisation, conventional and economic enterprise value, NAV/SOTP and dilution scenarios, then presents thesis, counter-thesis and evidence that would change the view. It is scoreless and does not produce buy/sell/hold or a target price.

Context-Weighted Matrix

Each block's weight shifts with the context. The final score is read across nine domains, not one.

The original six-context block matrix calibrates each of the nine scoring blocks differently; total weights always sum to 100. IPO_REVIEW has its own review calibration, while LISTED_COMPANY_RESEARCH is intentionally scoreless.

Block General Equity Crowdfund. Pre-Screen M&A IPO
BLOCK-01 · Market1214101288
BLOCK-02 · Product13141015108
BLOCK-03 · Revenue13141081010
BLOCK-04 · Financial1011871318
BLOCK-05 · Operations14111010118
BLOCK-06 · Team12121018812
BLOCK-07 · Valuation814144810
BLOCK-08 · Context core8620182218
BLOCK-09 · Public footprint10488108
TOTAL100100100100100100
  • BLOCK-08 (context-specific core) carries the highest weight in CROWDFUNDING (20), M&A (22), IPO and PRE-SCREEN (18). In these contexts the work's main question converges in BLOCK-08.
  • BLOCK-04 (Financial Health) peaks at 18 in IPO_READINESS — public-disclosure discipline is the most critical element in this context.
  • BLOCK-07 (Valuation) sits at 14 in EQUITY_INVESTMENT and CROWDFUNDING, only 4 in PRE-SCREEN — early-stage valuation pressure is systematically lower.
  • BLOCK-06 (Team) is highest at 18 in PRE-SCREEN, where team quality matters more than anything else early on.
Context-file mismatch

A wrong context selection is the most critical systemic risk. An explicit mode wins. Otherwise, the user's stated outcome — investment, campaign, programme admission, acquisition, IPO readiness, offering review or listed-company valuation — is resolved before document type. A clear expectation starts the matching mode automatically; low-confidence input falls back visibly to GENERAL. Context locks when the run starts, and switching the decision question opens a new evaluation.