A worked example
I researched Systemiq’s publications, then searched the verticals in which the team invests to see how its thesis translates into companies. I found 31 companies and narrowed them through the screen below; an AI assistant at the bottom lets you ask more questions.
Power systems around silicon.
Gridraven · Tibo Energy — Carolien Marwijk Kooy, AI will supercharge grid utilisation
Yottar — Irena Spazzapan, Twenty years in power. Three curves. One convergence.
Tensormesh — Jasper Wigley, Beyond Silicon
Biology in production.
Enduro Genetics — George Darrah, Solving hard, practical problems by decoding nature
Freshflow — Gemma Bloemen, Why We Invested in eComID
Software used in physical operations.
Destro AI — Sie Yin Poh, The new era of Robotics and the Future of Industrial Automation
Sunrise Robotics — Sie Yin Poh, The new era of Robotics and the Future of Industrial Automation
Three cleared the high screen. I show four candidates because one has a clear next evidence test.
Hover or tap a gate to see what it checks.
Stage, geography, physical bottleneck and hard no’s.
A named portfolio neighbour or an explicit Systemiq request, without competition.
Physical bottleneck, layer fit, portfolio complement, stage and geography, why now, and defensibility of facts.
A sceptical second look at the strongest claim and the missing evidence.
Red-team review means a sceptical second pass: I tried to break the strongest claim and named the evidence still missing.
Opportunities
Assistant
How this works
It uses 31 company records and indexed excerpts from Systemiq’s articles. If the source does not answer the question, it can search the internet.