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Investor Crew Vestfold

Pre-Seed · Seed · Vestfold, Norway · NOK 100K–1M · thesis: 2 claims on clocks

Your morning brief · Friday 13 June 2026View as digest →

Equafish needs a go/no-go by Friday — the register filing reads NOK 8.4M revenue against the deck's NOK 12M, a 30% gap your DD question was pre-wired to decide.

Three of your four capitals climbed since Q1; Judgment stays unmeasured by design until your first scheduled decision resolves.

The four capitals

Three of four climbing since Q1 — Judgment stays empty by design until a decision resolves.

Score /100 · ▲ vs Q1
Access62
Trust71
Judgment
measurable from Q1 via validation clocks
Coherence68
What it means
  • Access rising — the thesis is pulling deal flow (28 in pipeline this quarter).
  • Trust rising — warm-intro origination is compounding referral quality.
  • Judgment unmeasured by design — it reads only after your first resolved decision (Q1).
  • Coherence steady-up — the portfolio stays on-thesis as it grows.

Pipeline

A healthy taper — but one DD-stage conflict needs deciding this week.

Deals this quarter
Sourced18
Screened7
In DD3
What it means
  • 18 → 7 → 3 is a clean funnel taper for the quarter; no stage is starving.
  • Equafish (In DD) carries a register-vs-deck revenue conflict — 8.4M filed vs 12M claimed.
  • The conflict is the deciding DD question, pre-wired before the evidence landed.

Decisions due

Scheduled decisions with thresholds set while the mind was cold — not a to-do list.

DecisionThreshold (pre-wired)Decide by
Equafish — DD go/no-goregister revenue reconciles within 15% of the deckby Fri 13 Jun
Beta AS — follow-onMRR > NOK 800k at the next readwithin 14 days
Unwasted — pass-reason checkthe stated pass reason still holds (Reason-Match)Q3
Compounding test · Q2 2026 — Access 62 ▲ · Trust 71 ▲ · Judgment — · Coherence 68 ▲ · three up since Q1; Judgment pending its first resolved decision.