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
Xxx
Jobs-to-be-Done
What is Jobs to be Done (JTBD)?
Upgrade your user, not your product. Don't build better cameras - build better photographers. - Kathy Sierra Ten thousand years ago, we were hunter gatherers and used our feet to roam the earth. Today, we have fast food restaurants and autonomous cars. Why did we change?
jtbd.info
A Jobs to be Done Framework for Startups - JTBD Templates & Examples for Building Products Customers Want
This article is by Sunita Mohanty , who is a Product Lead as a part of Facebook's New Product Experimentation. She has built products for startups, nonprofits and global public companies, most recently leading product teams at Oculus, Facebook Core Growth and as Director of Product at Lumosity.
t.co
Relevant Reading
Innovator's Dilemma
Innovator's Solution
https://www.investingcity.org/post/discontinuous-disruption