shipped@di-atomic/startup-forecast · v0.1.0 · beta

A forecast is not a pitch deck. Mine kills the idea.

Most forecasting tools help you build the case. This one takes the idea apart first. It will not run a single number until it has written the obituary and checked your idea against five known tarpits. Then it sizes the market from the bottom up, because 60% of pitch decks inflate the top-down one.

For founders and operators about to bet real money or real months on an idea — and who would rather find out in week one than in month eighteen.

Chalk sketch: a large gold tombstone lettered DEAD IN 24 MONTHS? with an arrow pointing right to a small white calculator labelled THE NUMBERS
Built by Di-Atomic Marketing & compliance agency REACH / CLP vocabulary-aware 7-language team Clients incl. ONYX Radiance, Pamit Group
4investor lenses that disagree on purpose
5tarpit patterns scanned before any math
14sourced reference procedures
6scripts gate the agent’s own output
Installopvs-skills install @di-atomic/startup-forecast

Then say: “forecast this idea”, “is this a tarpit?” or “should we enter this market?”

Why the order of the questions decides the answer

Starting with the market size
1. TAM ......... $50B
2. "we only need 0.1%"
3. SOM ......... $50M
4. risks ....... one line,
                 at the bottom

(the number anchored the
 optimism before a single
 risk was named)

Founders spend 80% of their time on TAM because it is the easiest number to inflate, and 20% on SOM because it is the hardest to defend.

Starting with the obituary
1. pre-mortem .. "it is dead in
                 24 months. why?"
                 3+ named modes
2. tarpit scan . 5 patterns
                 any HIT -> STOP
3. SOM ......... bottom-up,
                 5 factors named
4. TAM ......... labelled
                 directional
verify-tarpit-scan -> PASS

Investors run it the other way round. “The team cannot explain their SOM” is the red flag they name first.

You cannot un-anchor a number once you have seen it. So the number goes last.

What you actually get

💀

A pre-mortem you cannot skip

It asks the Kahneman question verbatim — it is 24 months from now, this is dead, what killed it? — and forces at least three named modes with an early warning indicator each. verify-tarpit-scan.mjs checks the pre-mortem appears before the first dollar sign, and blocks the forecast if it does not.

📏

Benchmarks that know your model

3:1 LTV:CAC is a floor, not a goal, and it is a SaaS floor. Efficient runs 4:1–6:1, PLG hits 8:1–9:1, DTC lives at 1.5:1–3:1 and agency at 2:1–4:1. The skill classifies the business model first, then quotes. And it reports payback ranges, because payback — not the ratio — is what actually caps growth.

🔢

Ranges, never a point

Worst, base and best on every projection, anchored to at least five reference-class comparables rather than founder optimism. verify-scenario-ranges.mjs and verify-anti-optimism.mjs reject a single confident number and any absolute claim that it will work.

The two rules doing most of the work

Chalk sketch: a tar pit with warning flags on the left, a gold STOP barrier across the path, and a small document on the right
Tarpit ideas look like fresh water and attract praise. Across 1,000+ YC startups the enthusiasm turned out to be a symptom, not a signal. A hit on any of the five patterns stops the run.
Chalk sketch: a huge faint white circle labelled 3.1 billion dollar TAM with a small solid gold circle inside labelled 1.15 million dollar SOM, fed by a bottom-up arrow
The SOM is built from price, reachable ICP count, frequency and achievable share — and kept visibly separate from a TAM that is labelled directional instead of pretending to be a plan.

One idea, question to verdict

> "should we launch a compliance SaaS for EU importers?"

  [1] classify ....... raw idea, no company yet

  [2] pre-mortem ..... "it is 24 months on. this is dead."
        killed by .... incumbent bundles it free        (market)
                       6-month sales cycle outruns cash (capital)
                       the regulation slips a year      (timing)
      tarpit scan .... 5 patterns ... 4 MISS, 1 HIT
                       "obvious idea in a crowded space"
      verify-tarpit-scan ....... STOP + override required

  [3] model .......... regulated -> its own unit-economics reference

  [4] size ........... TAM  $3.1B    directional, top-down
                       SOM  $1.15M   price x ICP x frequency x share
      verify-bottom-up-som ..... PASS   5/5 factors named

  [5] unit econ ...... LTV:CAC 3.4:1   floor cleared, not efficient
                       payback 14-19mo the actual constraint

  [6] four lenses .... sequoia GO . a16z PASS . yc ITERATE . bootstrap SELF-FUND

  [7] ranges ......... worst / base / best on every line
      verify-scenario-ranges ... PASS
      verify-anti-optimism ..... PASS   6 comparables anchored

  -> forecast versioned to AgentDocs. revisit scheduled in 6 months.

The tarpit HIT does not end the conversation. It changes it — from how big could this be to what is your unfair insight that the graveyard lacked. That is the question worth answering in week one.

Where it stops

Chalk sketch: an idea lightbulb above four pairs of spectacles labelled Sequoia GO, a16z PASS in gold, YC ITERATE and Bootstrap SELF-FUND
Four lenses, four verdicts, no averaging. A single blended score would hide exactly the disagreement you need to see.
It is guidance-only. There is no backend and nothing to authenticate — it calls no market-data API, buys no research, and cannot tell you whether your idea will succeed. It gives you assumption ranges with sources attached, and it is explicit that an advisor or counsel confirms the ones that carry money. It is the future-tense member of the family: kpi-advisor reads the present, analytics wraps the past, this one projects. Ask it for a single headline number and it will refuse.
Why this exists

I built this because I kept talking myself into ideas.

startup-forecast is one skill in the system behind Di-Atomic — the marketing & compliance agency that runs cognitoAI, SpiderIQ and OPVS. If you are weighing a launch, a new market or a strategic bet and you want the pre-mortem done properly before the spreadsheet — in any of our seven languages, including regulated categories like REACH and CLP where compliance is the moat — that is the day job. Let’s talk.

Book a 30-min call with Di-Atomic

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