Company Diligence Memo

Sensitivity table keeps uncertainty visible#

The anonymized tooling company passes a technical workflow test on two backends and reports three renewals among four eligible buyers. The conditional partner decision survives the base case. It automatically becomes wait if portability falls to one backend or renewal falls below three. Financing and conflicts remain separate fields and can independently constrain commitment.

METRICS = {"backends": "backends", "renewals": "buyers", "eligible": "buyers", "runway": "months"}
def valid_iso(value):
    parts = value.split("-") if type(value) is str else []
    return len(parts) == 3 and [len(part) for part in parts] == [4, 2, 2] and all(part.isdigit() for part in parts)
def memo_decision(memo, as_of):
    errors = []
    evidence = memo.get("evidence", [])
    for index, row in enumerate(evidence):
        if row.get("kind") not in {"fact", "company-claim", "analyst-inference"} or not row.get("source_id"):
            errors.append(f"evidence_{index}_provenance")
        if not valid_iso(row.get("date", "")) or row.get("date", "") > as_of:
            errors.append(f"evidence_{index}_date")
        age = row.get("age", {})
        if type(age.get("value")) is not int or age.get("unit") != "days":
            errors.append(f"evidence_{index}_age_schema")
        elif age["value"] > row.get("max_age_days", -1):
            errors.append(f"evidence_{index}_stale")
    for name, unit in METRICS.items():
        item = memo.get(name, {})
        if type(item.get("value")) is not int or item.get("unit") != unit:
            errors.append(name + "_schema")
    if type(memo.get("funded")) is not bool or not memo.get("conflict_record"):
        errors.append("funding_or_conflict_record")
    failed = []
    if not errors:
        if memo["backends"]["value"] < 2:
            failed.append("portability")
        if memo["renewals"]["value"] < 3:
            failed.append("renewals")
        if not memo["funded"]:
            failed.append("financing")
    return {"decision": "invalid" if errors else ("wait" if failed else "partner"),
            "errors": sorted(set(errors)), "failed_gates": failed}
memo = {"scenario": "anonymized tooling-company base case",
        "evidence": [{"claim": "two backend runs passed", "kind": "fact",
                      "source_id": "scenario:portability-log", "date": "2026-08-10",
                      "age": {"value": 4, "unit": "days"}, "max_age_days": 90},
                     {"claim": "three of four eligible buyers renewed", "kind": "company-claim",
                      "source_id": "scenario:renewal-ledger", "date": "2026-08-01",
                      "age": {"value": 13, "unit": "days"}, "max_age_days": 90},
                     {"claim": "partnering is bounded", "kind": "analyst-inference",
                      "source_id": "scenario:memo-analysis", "date": "2026-08-14",
                      "age": {"value": 0, "unit": "days"}, "max_age_days": 90}],
        "backends": {"value": 2, "unit": "backends"}, "renewals": {"value": 3, "unit": "buyers"},
        "eligible": {"value": 4, "unit": "buyers"}, "runway": {"value": 18, "unit": "months"},
        "funded": True, "conflict_record": "analyst has no financial interest"}
base_result = memo_decision(memo, "2026-08-14")
bad_evidence = [{key: value for key, value in memo["evidence"][0].items() if key != "source_id"}, *memo["evidence"][1:]]
bad_result = memo_decision({**memo, "evidence": bad_evidence}, "2026-08-14")
portability_result = memo_decision({**memo, "backends": {"value": 1, "unit": "backends"}}, "2026-08-14")
renewal_result = memo_decision({**memo, "renewals": {"value": 2, "unit": "buyers"}}, "2026-08-14")
assert base_result["decision"] == "partner"
assert bad_result["decision"] == "invalid" and "evidence_0_provenance" in bad_result["errors"]
assert portability_result["failed_gates"] == ["portability"] and renewal_result["failed_gates"] == ["renewals"]
print(f"PASS: 86 company memo base={base_result['decision']} invalid={bad_result['errors']} portability={portability_result['decision']} renewals={renewal_result['decision']}")

Artifact contract. A dated claim/evidence/dependency/scenario dataset with executable reversal tests and rubric. Facts, company claims, and analyst inferences remain distinct; stale or unsupported load-bearing claims fail; each kill criterion changes the decision without manual narrative editing.

Exact validation command: python3 tools/validate_briefs.py --briefs data/editorial_briefs_64_87.json --from 64 --through 87 --check-rewritten-sources --execute-artifacts