Quantify Stories

Make Better Decisions

Investors need to translate their research and
insight into judgments about an uncertain future
so they can make investment decisions today

Why is this so hard to do in practice?
Because the spreadsheets, memos and slides become divorced from the real conversation, the cases are hard to flex and compare, the assumptions are anchored with cognitive bias and the analysis fails to quantify the upside and downside odds clearly

1. Use Case Builder yourself to create logical cases, attach evidence and see upside and downside clearly

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Any
Spreadsheet
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1-2-Analyst
Your Analyst team
Defines cases
Using our AI-driven
Research platform
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BPN Case Builder Platform produces them
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LOGICAL CASES
You Explore the Interactive Model,
Charts & Slides
Case Builder makes it easy to define cases, attach evidence from AI and human analysts to support assumptions, and consider upside and downside for anything you feel is important - e.g. beating or missing next year budget, cohort analysis, sales efficiency, operating expense leverage, 5 year cash flow forecast, peak margins @ scale, exit multiples, expected return from today’s price, etc, etc.

2. We also have proprietary models to create a comprehensive set of logical cases and produce odds

Software
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Proprietary BPN Strategic Scenario Models using our
AI-driven Research platform
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Services
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BPN Analysts provide advice and guidance

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COMPREHENSIVE SET OF LOGICAL CASES WITH ODDS
BPN’s Strategic Scenario Models produce a consistent, objective and comprehensive set of cases with odds that enable you to consider the likelihood of making or losing money based on today's entry price.

3. As your Challenge Team, BPN can deliver a dynamic Strategic Scenario Model you can adapt and update, and present our conclusions to compare with your own

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Fundamental
Investment Stories
(data rooms, decks etc.)
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BPN Proprietary Strategic Scenario Models
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BPN Analysts providing independent research
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COMPREHENSIVE SET OF LOGICAL CASES WITH ODDS
You Explore the Interactive Model
BPN presents its conclusions in slides and final memo
BPN can be an extension of your team, producing a consistent, objective and comprehensive set of cases with odds
that enable you to consider the likelihood of making or losing money based on today's entry price. You can compare the BPN version to your own, and store, update and save versions over time.

Compare upside/downside across your whole portfolio, update any analysis with new information and save versions - all in one place

About Us

BPN co-founders Mike Ryan and Peter Moore have collaborated over three decades, working together both at Goldman Sachs and Harvard’s endowment.
1996
Co-Founder Mike Ryan taught co-founder Peter Moore scenario analysis in the preferred Goldman Sachs style. Moore received a Stanford MBA and Ryan became a partner at Goldman Sachs.
2006
Ryan was Co-Head of Global Equity Products at Goldman Sachs. During this same time frame, Moore won multiple National Science Foundation research grants to build a graph database platform to Quantify Stories in Scenarios.
2016
Ryan and Moore licensed BPN’s patented graph database platform to the Harvard Endowment, where Ryan managed $18 billion and was a member of Harvard’s Investment Committee.
Today
Now, they make BPN’s team of fundamental research analysts and patented software available to leverage your domain expertise and research in the BPN Platform.

Who We Serve

Venture Capital

Private Equity

Private Credit Funds 

Public Markets

Co-Investors

Family Offices

...and their Portfolio Companies

Platform

The BPN Platform’s patented software architecture

makes it practical to Quantify Stories by integrating


   1  Research Management 

 

   2  Scenario Modeling.

Explore our patented software architecture,

perfected with National Science Foundation grants, 65,000 hours of development, and 10 years of continuous use by our founders.

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If you want our BPN team to review the data room (under NDA), provide independent research and advisory services, and deliver a complete model and slide deck, we can serve as a formal Challenge Team with conclusions and recommendations summarized in a memo to compare to your own.

 

 

Both Case Builder and Strategic Scenario Models can be built by your team, or ours. 

 

Both Case Builder and Strategic Scenario Models leverage our research management platform and interactive charts & tables library to enable your research team, final decision makers, and any approved 3rd party to:

  • Source evidence using AI and human research to keep key assumptions current and well-informed
  • Map the evidence to specific assumptions to inform the  debate that drives the decision
  • Explore upside and downside of each case, or see the expected value across all cases, using our interactive charts and tables
  • Create and save your own versions over time to reflect the views of different team members
  • Update and timestamp versions as new information emerges or views change
  • Displays specific cash flow forecasts, valuation analyses and other key metrics
  • Compare alternative investments in a consistent format that highlights differences in assumptions and results

Spreadsheet Case Builder

Build Your own Logical Case Models atop any spreadsheet in 4 Easy Steps:

BUILD
Multiple cases with ease
TRANSFORM YOUR SPREADSHEET INTO A LOGICAL CASE MODEL
MAP
Research to Assumptions
MITIGATE COGNITIVE BIAS WITH AI + HUMAN RESEARCH
ASSIGN
Odds to Cases
JUDGE HOW LIKELY DIFFERENT CASES ARE TO OCCUR
EXPLORE
Interactive Charts
COMPARE & PIVOT TO SEE UPSIDE / DOWNSIDE DRIVERS

 

 

 

Case Builder starts with uploading any spreadsheet or by copying from an existing Case Builder template.

You define each case and explore the interactive output.  You can easily add new cases, change assumptions or save versions.

Strategic Scenario Models (SSMs):

Use Our Proprietary Models to Create A Comprehensive Set of Cases with Odds, or Engage BPN to be Your Challenge Team and Deliver a complete analysis with memo and slide deck

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  • Strategic Scenario Models (SSMs) require additional training and support to unleash the power of the graph model architecture but automatically produce a more comprehensive set of cases with odds assigned to each.
      

BPN Feed Platform

Clients collaborate with their team and approved 3rd parties in private communities to improve their  Case Builder and Strategic Scenario Models on the BPN Feed platform. Login to get started.
 
    Click HERE to explore a Case Builder template and start a new company analysis
 
  
Click HERE to Interact with an Example SSM
 

Schedule a demo? Questions?
Contact us today.

We’d love to show you the power of BPN’s graph database technology, easy to use platform, and experienced research team.