Research snapshot updates per run·Live evidence when a Dossier completes·Themes seed the Board →·Scoring methodology →
Lenses · methodology

Understand the Surface score.

Business Quality + Downside Shield + Reality Check blend·S inputs move now; D inputs stay at a 5/10 prior until cited evidence arrives
Lens 01 · Quality / GARP

Business Quality

Is the business genuinely good?

Best for

Quality / GARP. Reads: Financials, transcripts, filings.

Primary inputs
fundamentalsfinancialscash flowbalance sheettranscripts/historyfilingsfilings/web10-K / forensic
How to read it

Surface uses structured inputs plus a 5/10 neutral prior for Deep inputs. Conviction is earned only after cited evidence updates the Deep inputs, so Delta measures what the dig added.

10 pts
Revenue GrowthS

YoY organic growth. Anchor: declining -> about 10% -> greater than 40% durable. Source: fundamentals; surface-computable before the dig.

10 pts
Gross MarginS

Level and trend. Anchor: less than 20% and falling -> about 40% stable -> greater than 70% and rising. Source: financials; surface-computable before the dig.

10 pts
Operating LeverageS

Incremental margin on growth. Anchor: compressing -> flat -> strong expansion. Source: financials; surface-computable before the dig.

10 pts
FCF ConversionS

FCF margin / FCF to net income. Anchor: burns cash -> roughly converts -> greater than 25% FCF margin. Source: cash flow; surface-computable before the dig.

10 pts
Return on CapitalS

ROIC vs WACC. Anchor: below cost of capital -> breakeven spread -> greater than 20% ROIC. Source: financials; surface-computable before the dig.

10 pts
Balance-Sheet StrengthS

Net cash/debt and coverage. Anchor: stressed leverage -> moderate -> net cash. Source: balance sheet; surface-computable before the dig.

10 pts
Management ExecutionD

Guidance hit-rate and capital allocation. Anchor: chronic misses/dilution -> in-line -> consistent beats plus smart allocation. Source: transcripts/history; set by cited Deep Dive evidence.

10 pts
Revenue QualityD

Recurring revenue, retention, backlog. Anchor: lumpy one-off -> mixed -> high recurring plus NRR above 120%. Source: filings; set by cited Deep Dive evidence.

10 pts
Competitive PositionD

Share trend and pricing. Anchor: losing share -> stable -> gaining plus raising prices. Source: filings/web; set by cited Deep Dive evidence.

10 pts
Accounting QualityD

Accruals, restatements, red flags. Anchor: aggressive/flags -> clean -> conservative and transparent. Source: 10-K / forensic; set by cited Deep Dive evidence.

Current blend

Business Quality + Downside Shield + Reality Check blend

Selected lenses3
Inputs / lens10
Deep prior5/10
Blend methodavg
Active Board blend: Business Quality + Reality Check + Downside Shield. Surface stays free; the cited Deep Dive is what can turn the read into Conviction.
Scoring mechanics

How the Board score is assembled.

1. Score ten inputs

Every lens has exactly 10 inputs worth 10 points each. Surface inputs are measured immediately; Deep inputs start at a 5/10 prior.

2. Hold Deep at prior

D inputs stay neutral until the paid dig finds cited evidence. Surface-assisted inputs can move now, then tighten after the dig.

3. Blend selected lenses

A blend is the equal-weight average of the selected lens scores. Default active blend is Business Quality + Downside Shield + Reality Check.

4. Reserve Conviction for Deep Dive

Conviction only changes after the real-time cited research run updates Deep inputs, and Delta is Conviction minus Surface.