Today, we introduce our new alternative investments / private markets investing operating system...

Private Markets Investor Catalyst Suite (PMICS)

What is the PMICS?

This is a fully integrated framework designed to enhance an investor’s ability to both evaluate / balance potential investments & maximize investing returns.* PMICS is equal parts quantitative as it is qualitative. It's designed to reveal hidden blind spots while also unmasking more potential "wins."

In other words, PMICS was built to make you a better investor.

Who is PMICS for?

• Individuals looking to break into the world of startup / private markets / alternative markets / angel investing.
• Both experienced & novice level angels that want to maximize investing returns.
• Emerging fund managers & Solo GPs who are looking to improve investing performance.
• Micro-VCs / Seed / Series A / Series B VCs who are looking to optimize their ability to evaluate potential deals / investments.
• Family Offices who are engaged in direct and/or co-investments.
• Growth Equity Investors and Board Members monitoring/overseeing portfolio efficiency.
• Active LPs who also co-invest directly.
• Non-accredited investors using or considering equity crowdfunding platforms such as Republic, StartEngine, or SeedInvest.
• Accredited investors wishing to buttress their existing systems/methodologies to improve both efficiencies and returns.
• Multi-stage investors (Seed → Series C+)

What value does PMICS provide?

• Converts raw portfolio and deal data into actionable decision-making signals.
• Strengthens investor discipline by reducing bias and potential deficiencies.
• Highlights concentration and sizing risks that erode long-term returns.
• Gives you the confidence that every deal is being judged by the same fair, standardized, disciplined lens.
• Creates practical outputs (scores, reports, flags) that improve investment decisions.
• Provides peace of mind by surfacing hidden risks before they cause real damage.

What makes PMICS unique?

• Post-mortem intelligence turned predictive - Converts your actual failed investments into a personalized pattern detection system that flags your specific blind spots before you repeat them.
• Quantifies the unquantifiable - Transforms gut feelings and soft signals (conviction, bias, co-investor influence) into scored, measurable data points you can track and act on.
• Self-awareness as a competitive advantage - Built for introspection rather than benchmarking against others—exposes your specific behavioral patterns, not generic industry metrics.
• Catches momentum shifts before they're obvious - Detects revenue deceleration and burn inefficiency in real-time, not in retrospect when it's too late to act.
• Bridges conviction and capital allocation - The only system that explicitly measures whether your money follows your highest-conviction ideas or contradicts them.
• Co-investor intelligence layer - Tracks which syndicate partners correlate with your wins and losses, giving you a data-driven map of who improves or dilutes your results.
• Designed for resource-constrained investors - No data scientists, APIs, or expensive software required- just practical tools that work with the information you already have access to.
• Forces honest accounting - Strips away founder-friendly unit economics and optimistic projections to reveal true CAC, LTV, and burn efficiency using cash-flow reality.

Private Markets Investor Catalyst Suite Contents

1. Investment Blind Spot Tracker [Google Sheet + Word]

What it does: You record 10–20 characteristics of failed investments, including founder background, business model, reasons for failure, and red flags that were ignored. The spreadsheet processes these entries to detect recurring patterns.
​Outputs and value: It produces a personalized “blind spot report” that shows the patterns that repeat in your own decision history. Example in the sheet: an LP reported improving results from 1-in-15 to 1-in-8 over 18 months after running this exercise. The value is the conversion of post-mortems into a concrete list of repeating mistakes you can now avoid.

2. The Cognitive Bias Investment Filter [Excel + Word]

What it does: A 15-question framework you answer when a deal is under consideration. The sheet scores the answers and maps them to bias checkpoints such as time pressure, social proof, and over-confidence.
​Outputs and value: It triggers automatic “slow down” flags based on specific answers and gives you a scored snapshot of the decision at that moment. The value is a short pause backed by a score that reduces bias-driven mistakes without requiring external data.

3. Portfolio Diversification Checker / Portfolio Mirror [Google Sheet + Word]

What it does: You enter portfolio attributes across 12 dimensions such as founder age, industry, business model, and geography. The sheet analyzes these fields and calculates a “sameness score”.
​Outputs and value: It highlights concentration risk and lists specific areas for diversification. The value is a direct read on where your portfolio clusters, with plain prompts on where to diversify next.

4. Conviction vs Allocation [Google Sheet + Word]

What it does: You record a conviction rating from 1–10 for each position and your actual dollar allocation. The sheet compares the two.
​Outputs and value: It creates a “misalignment score” and identifies positions that are over- or under-sized relative to conviction. The value is simple sizing hygiene and a prompt to re-align future allocations.

5. Herd Immunity Filter [Google Sheet + Word]

What it does: You tag deals by co-investors and track outcomes over time. The sheet aggregates results by co-investor.
​Outputs and value: It creates a “co-investor alpha/beta” ranking and suggests adjustments to behavior based on syndicate composition. The value is a simple read on which co-investors correlate with better or worse results.

6. Revenue Velocity Index [Google Sheet + Word]

What it does: You input monthly revenue growth rate, sales cycle length, and customer acquisition trends for the last 12 months. The sheet combines these into a single score and can benchmark by industry and stage.
​Outputs and value: It flags companies with decelerating velocity before it shows up in headline metrics and tracks correlation between velocity and outcomes. The value is early detection of slowing momentum.

7. Burn Multiple Predictor [Google Sheet + Word]

What it does: You enter burn rate and revenue growth. The sheet evaluates growth efficiency by stage and sector and projects runway and funding requirements.
​Outputs and value: It provides benchmarks for “good burn” and “bad burn,” flags companies likely to require emergency funding or face down rounds, and estimates runway. The value is a clearer view of efficiency and capital needs.

8. Unit Economics Reality Check [Google Sheet + Word]

What it does: You calculate true CAC and LTV using cash-flow timing, fully loaded costs, and realistic churn assumptions. The spreadsheet applies time-tested assumptions and requires inputs that avoid optimistic accounting.
​Outputs and value: It generates “unit economics confidence scores” based on data quality and assumptions vs projections. The value is separating reliable economics from optimistic reporting.

Private Markets Catalyst Suite - The Complete Guide

In addition to the tools themselves, we’ve also prepared a comprehensive 10-page reference manual to further assist you in using PMICS effectively.

This reference manual shows you exactly how and when to apply each tool, in what sequence, and at what cadence. It includes step-by-step playbooks for new deals, follow-ons, quarterly portfolio reviews, and syndicate checks. The guide also contains a one-page reference map linking each tool together.

Bottom Line Catalyst Suite Value:

• Turns your biggest liabilities into assets - Your past mistakes become your personal early-warning system instead of expensive lessons you keep repeating
• Stops you from being your own worst enemy - Catches the cognitive biases, emotional decisions, and behavioral patterns that silently destroy returns across your portfolio
• Gives you unfair advantages the competition doesn't have - While others rely on gut feel and pattern matching, you have scored, quantified self-awareness working in your favor
• Pays for itself with one avoided bad deal - A single $25K-$100K mistake prevented covers the cost 40-170x over
• Reveals what your portfolio actually looks like vs. what you think it looks like - Exposes hidden concentration risks, misaligned sizing, and clustering that erode diversification benefits
• Detects problems 6-12 months before they become obvious - Revenue deceleration, burn inefficiency, and capital needs show up in your dashboards before they show up in board decks
• Works with the information you already have - No expensive data subscriptions, no technical skills required, no waiting for access - plug in what you know and get immediate insights
• Tracks the invisible factors that drive results - Co-investor quality, conviction-to-allocation gaps, and founder communication patterns that traditional diligence never measures
• Operationalizes discipline at scale - What takes experienced investors 10+ years to learn through painful trial and error, you systematize and apply consistently starting today

The real value: It's the difference between investing blind and investing with your eyes wide open to your own patterns.

Purchasing Our Private Markets Investor Catalyst Suite

Contents / Delivery Format:

• Cognitive Bias Investment Filter
  • Excel file
  • Word "How to Use" document
  • "Cognitive Biases in Investment Decisions - Polarity IQ" Word document
• Investment Blind Spot Tracker
  • Word "How to Use" document
  • Link to personal copy of tool via Google Sheet
  • Link to tool sheet with sample data via Google Sheet
• Conviction vs Allocation Audit
  • Word "How to Use" document
  • Link to personal copy of tool via Google Sheet
  • Link to tool sheet with sample data via Google Sheet
• Portfolio Mirror / Portfolio Pattern Tracker
  • Word "How to Use" document
  • Link to personal copy of tool via Google Sheet
  • Link to tool sheet with sample data via Google Sheet
• Burn Multiple Predictor
  • Word "How to Use" document
  • Link to personal copy of tool via Google Sheet
  • Link to tool sheet with sample data via Google Sheet
• Unit Economics Reality Check
  • Word "How to Use" document
  • Link to personal copy of tool via Google Sheet
  • Link to tool sheet with sample data via Google Sheet
• Revenue Velocity Index
  • Word "How to Use" document
  • Link to personal copy of tool via Google Sheet
  • Link to tool sheet with sample data via Google Sheet
• Herd Immunity Filter
  • Word "How to Use" document
  • Link to personal copy of tool via Google Sheet
  • Link to tool sheet with sample data via Google Sheet
• Private Markets Catalyst Suite – The Complete Guide
  • Word Document

Purchasing PMICS

(discounted pricing is valid only until Thursday October 16th, Midnight Eastern U.S. time)

Remember: our PMICS suite is an instant download purchase- you don't have to wait hours to get your hands on the system.

PMICS functions within Google Sheets, if you are unfamiliar with how to use Google Sheets, please do not purchase this product.

Legal Disclaimer: Please review our PMICS legal disclaimer below before purchasing.

You can purchase the Private Markets Investor Catalyst Suite for this week's discounted price of $495 (valid only until Thursday October 16th, Midnight Eastern U.S. time)

And here is today's PMICS Promotion code (this code MUST be applied in the Stripe order page):

KTPMTS423

Buy our Private Markets Investor Catalyst Suite

Legal Disclaimer: This content, including any tools, models, templates, and resources provided, is for educational and informational purposes only and does not constitute financial, investment, legal, or tax advice in any way. We are not recommending any specific investment or strategy. The information provided is offered "as is" without any guarantees, representations, or warranties of accuracy, completeness, or timeliness. Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal. Private market investments may involve additional risks such as illiquidity, complexity, limited transparency, and lack of regulatory oversight. You should conduct your own research and consult with qualified financial, legal, and tax professionals before making any investment decisions.

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Cheers,
Brian Ortiz | PolarityIQ.com​
Launch@PolarityIQ.com
​​https://www.linkedin.com/in/brianvortiz​​
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