Guide · 7 min read
The Investor Narrative Standard
An investor narrative meets the standard when each claim is separable, evidenced, and testable — what the company is, why the market is moving, what has been proven, and what the next stage will prove.
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Separate the claims
Combined claims hide weak links. Separating them exposes which part of the argument is carrying the weight and whether the evidence supports it.
Attach evidence to each claim
- Customer behavior over customer counts.
- Retention and expansion over pipeline.
- Repeatable motion over notable logos.
State the risk
Name the primary risk and the plan for it. Diligence will find it; the only variable is whether the company appears to have already thought about it.
Apply the three tests
Is it true? Is it useful? Would we recommend it if we were not being paid? A narrative that fails any of the three will fail in the room.