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BILTSIGNAL THE PROBLEM Three plans that are supposed to be aligned Thesis, strategy, and roadmap align on day one. Then the hold period happens, markets shift, plans evolve, priorities get re-cut, and the three quietly drift apart. You don't see the gap until results stop laddering up. ALIGNED AT ENTRY THE GAP INVESTOR Investment thesis COMPANY Strategy PRODUCT Roadmap ENTRY HOLD PERIOD EXIT Alignment is hard to hold. Proving R&D investment delivered the underwritten return is harder, a periodic, multi-system reporting scramble that drains leadership every cycle.

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