#114: The Integrated Decision Engine: Investment Process #2 of 5
THE INTEGRATED DECISION ENGINE
Last week we discussed competition for capital, a philosophy that can lead to tools that increase completion, competition for our time, and clearer decision making. Today we introduce the integrated decision engines, which builds on that last tenant of clear decision making. We’ll walk through how the tool was developed, but listen for what the tool provides beyond the spreadsheet: the simple ordering of key factors in the portfolio, a common language for the portfolio manager and analyst, and just enough understanding for the analyst to better understand what the portfolio manager is looking for and needs to succeed.
This is part of a five-part series on investment process. If there was a passion project at Coburn ventures, investment process might be it! We’ll walk through a few tools and concepts that we hope might spark ideas or tweaks or even affirmations for your own investment process, and then we get to sit down with some friends for additional conversation. Thanks for listening.
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