Private thesis review
Catch stale conviction before the next investment review.
Bring one live thesis where the evidence has gotten messier. Crene maps the assumptions, tracks what changed each week, shows where models disagree, and makes clear what would force the team to rethink.
1 live thesis
A view already under debate
Review period
Kickoff, five weekly memos, final review
Private pilot
Built around a real review
Signs a thesis needs review
The thesis is still active, but the evidence moved.
The thesis is still active, but recent evidence has become messier.
The team disagrees, but nobody knows which assumption causes the disagreement.
The memo is stale, but the position or strategic view is still live.
The PM asks what changed, and the answer is scattered across notes, models, and calls.
Nobody can say what evidence would force the team to rethink.
What you get
A founder-led private thesis review.
Kickoff thesis map
Five weekly review memos
Model disagreement tracking
Rethink trigger board
Final review and export
Example first read
What a submitted thesis becomes.
Submitted thesis:
Will enterprise AI productivity gains show up in 2026 earnings before capex fatigue dominates?
Top assumption
AI usage must show up in utilization and margins, not only seat counts.
Model disagreement
Models split on timing. Adoption evidence is stronger than earnings evidence.
Rethink trigger
Q2 and Q3 earnings calls disclose weaker utilization, lower AI revenue, or capex pullback.
First read
Track realized workflow adoption before accepting the productivity thesis.