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LP Intelligence Hub

Capital insights for LPs who value execution over theory.

No Fluff.

Every PUCP white paper is built for institutional LPs — no filler, no hype, just the frameworks and data that actually move capital.

Actionable.

Each piece translates directly into execution — from due diligence to deployment, we turn analysis into operator playbooks LPs can use.

Conviction.

We publish ahead of the market — distilling insights from live deals and GTM trenches before they hit mainstream VC thinking.

Execution Capital in Action — Frameworks That Move Money.


PUCP 1-pager Oct 25

PUCP
One–Pager.

  • Our Mission
  • The Difference
  • What LPs Get
  • Target Returns & Portfolio Construction
  • Why it Matters
Manufacturing Alpha Exec Edition

Manufacturing
Alpha.

  • Executive edition (Thesis)
  • The Execution Gap
  • Why tradition VC can't fix it
  • Mispricing Arbitrage
  • The PUCP Model
  • Target Returns
SPV Playbook Thumbnail

Measuring What Matters.

  • MOIC
  • CAGR
  • Why other traditional VC metrics aren't relevant.
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Protecting LP Capital.

  • Proprietary Framework
  • Revenue Diligence
  • Baseline Forecast Lock-in
  • Revenue Command Assessment
  • Forecast Stability Test
PMF Engine Thumnail

Diligence Matters.

  • PMF Evaluation Engine
  • Quantifying PMF
  • Why PMF Fails
  • Measuring PMF Durability
  • Case Study
  • Why it matters
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Manuf. Alpha Full Thesis.

  • 34–Page Manifesto
  • Strategy
  • Finance
  • Model
  • Attitude

We run deep diligence upfront — so when we pitch, it’s with conviction, not speculation.

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