What is this?

With an investment opportunity you have to "dream the dream." Eventually you'll have to get nitty-gritty with the realities of a product, a team, a market, and all of that. You have to be skeptical of each of those components. But it's easy to say no to any opportunity, and it's always riskier to say yes.

The way to let the opportunity have any chance to survive is to first ask "what could this be if it goes well?"

"Transformational?"

Using Key Frameworks

Porter's Five Forces

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Jobs-to-be-Done

What is Jobs to be Done (JTBD)?

A Jobs to be Done Framework for Startups - JTBD Templates & Examples for Building Products Customers Want

https://twitter.com/thisiskp_/status/1335634450764460032?s=21

Relevant Reading

Zero To One

Innovator's Dilemma

Innovator's Solution

https://www.investingcity.org/post/discontinuous-disruption