Market Timing & Early Signals

Great founders and companies don't announce their strength to the market. They signal it through action: hiring talent, shipping features, gaining customer traction, building community.

The insight: these behavioral and public signals exist *before* traditional VC recognition. A 6-12 month window where exceptional companies are detectable but not yet consensus picks.

By detecting these signals systematically, you identify exceptional founders and companies 6-12 months before their metrics become obvious—when valuations are 50-75% lower and the field is uncrowded.

Why Early Detection Matters

Traditional VC waits for three signals:

  • Breakout revenue numbers
  • Competitor validation
  • Press mentions and market buzz

By that time, valuations are 5-10x higher and competition is fierce.

By detecting behavioral signals 6-12 months earlier, you engage with exceptional founders before their metrics are obvious—when valuations are 50-75% lower and the field is uncrowded.