Analysis, frameworks, and case studies on demand forecasting, commercial assumptions, business cases, and investment decisions.
Insights
Your Revenue Forecast Is Really a Bet on Customer Behavior
Every revenue forecast assumes customers will behave differently than they do today. The real question is whether the forces behind that change are strong enough to support the business the forecast imagines.
The Forecasting Paradox: Why Capital Tightening Exposes Weak Demand Models
As capital becomes more selective, weak demand assumptions become harder to hide. This article explores why tighter investment conditions expose fragile revenue forecasts—and why demand evidence should precede the financial model.