Notes on how companies grow, and how to measure it.
How software reads a company from the outside in, grounds findings in evidence, and turns fragmented growth signals into board-level intelligence.
Outside-in intelligence for asset managers
Filings arrive quarterly. The signals that move a thesis arrive daily. How asset managers and AMCs read a listed company from public signals between disclosures, with every finding cited.
12 Sep 2026Read › MonitoringWhat changed: turning a watchlist into a signal
A watchlist is a list of names. Continuous monitoring turns it into a stream of dated, cited changes ranked by whether they matter. How the fourteen-day cycle works and what a weekly brief contains.
12 Sep 2026Read › ProspectingSignal-led prospecting: who has a reason to buy now
A lead list tells you who exists. A signal tells you who has a reason to talk. How the evidence base surfaces companies whose recent changes create a commercial opening, with the evidence and the why-now attached.
12 Sep 2026Read › IntelligenceExecutive departure as a leading indicator
A senior exit is a data point. A pattern of exits is a signal. What executive departures predict, how they are read from public sources before the filing, and how to score them without over-reading.
12 Sep 2026Read › IntelligenceHiring signals: strategy two quarters out
Job postings are the most honest strategy document a company publishes. How to read volume, mix, seniority and disappearance as a leading indicator, and what each pattern is read as.
12 Sep 2026Read › DiligenceM&A target screening: red flags to spot before the term sheet
A preliminary screen catches most deal-breaking risk before exclusivity. The red flags visible in public signals, and how to check a target in days, not weeks.
25 Jul 2026Read › BrandsCompetitive intelligence software: what outside-in tracking can (and can't) show you
Most competitive intelligence tools track one competitor's public moves. Few connect those moves to your own revenue friction. Where the category gap sits.
25 Jul 2026Read › DiligenceContinuous portfolio monitoring, from the outside in
Board packs arrive quarterly and self-reported. An independent outside-in layer flags portfolio risk between the reports.
13 Jul 2026Read › FounderWhy we built Qravitas
Enterprise software has systems for finance, security, engineering, and operations. It has no system for reasoning about growth. That is the gap Qravitas exists to fill.
9 Jul 2026Read › GovernanceGrowth governance: why revenue decisions need oversight too
Finance has controls. Security has controls. The decisions that determine whether a company grows have neither an audit trail nor an escalation path. What a governance layer for growth actually requires.
7 Jul 2026Read › DistressEarly warning signs a company is in financial distress
The earliest distress markers show up in public behavior long before the filings confirm them. How to read hiring, go-to-market, and sentiment signals from the outside.
6 Jul 2026Read › AgenciesProspect intelligence for agencies: audit any account before the pitch
Read a prospect from public signals before the pitch, surface where it is losing revenue, and open with evidence instead of a generic deck.
3 Jul 2026Read › Corp-devContinuous competitive intelligence for corporate development
Episodic research goes stale on delivery. Continuous observation keeps every target and competitor current, with evidence attached.
2 Jul 2026Read › ThesisTechnical debt is revenue friction
Technical debt is usually framed as an engineering cost. It is a revenue problem, and it can be measured from the outside.
1 Jul 2026Read › DiligenceOutside-in due diligence: what you can know before the data room
Read a target from public signals before the process starts: growth friction, competitive exposure, and distress markers, evidence-backed and fast.
30 Jun 2026Read › ArchitectureWhy a cross-company knowledge graph beats single-company dashboards
A dashboard describes one company. A graph that has seen thousands can judge it. The case for cross-company grounding.
20 Jun 2026Read › AIGrounded reasoning: evidence before inference in enterprise AI
Any model can generate a confident claim. The defensible capability is verification. How grounding, supervision, and confidence scoring work together.
24 Jun 2026Read › CategoryEnterprise Growth Intelligence: a new software category
Enterprises have systems for finance, security, and engineering. They have none for reasoning about growth. That gap is a category.
27 Jun 2026Read › IntelligenceThe Revenue Friction Index, explained
A continuously updated enterprise health signal. What it measures, how it is scored from evidence, and why it behaves more like a credit score than a report.
12 Jun 2026Read › MethodOutside-in: reading a company from public signals
The most honest read on a company is the one the market can already see. How outside-in analysis works, and why it needs no access to start.
16 Jun 2026Read ›