Causal Map
Two layers, one model. The strategic layer is the firm's standing theory of how the fund works — three Super KRs (AUM, ROI, Brand) and the Areas that drive them, founder-authored. The operational layer is whatever KRs the org is currently working on, attached to Areas. Every KR must trace a path to a Super KR; ones that can't are flagged as orphans, and ones that bypass the Areas layer are flagged as bypasses. See okr-integration.md and glossary.md.
Legend
Two layers
Strategic — Super KRs + Areas + the drives links between them. Founder-authored scaffolding; slow-moving.
Operational — KRs hanging off Areas (or, occasionally, attached directly to a Super KR as a flagged bypass). Anyone authors; fast-moving.
Toggle the layer above to see scaffolding only or both at once.
Reinforcing loops
AUM → I&DF → Portfolio Mgmt → IR → AUM — the fund engine. Capital deploys into investments; investments become a managed portfolio; portfolio results give IR a story to raise more.
Brand → IR → AUM → Brand budget → Brand — earned brand warms LP inbound; IR converts the warmth into commitments; AUM growth funds more brand investment.
ROI → IR → AUM → ROI — better returns make IR's job easier; AUM compounds when capital deploys into the same picks that drove the returns.
ROI → Brand → IR → AUM → ROI — performance drives recognition, recognition warms IR pipeline, IR converts to AUM, larger AUM compounds returns.
Cycles in the strategic-layer graph are real reinforcing loops, not anomalies. ROI and Brand grow AUM through Fundraising & IR — capital doesn't deposit itself just because returns or recognition are good.
Reading this view
- Drag any node to reposition.
- Click a Super KR to filter to its drivers.
- Hover an edge for the mechanism prose.
- Layer toggle hides KRs to reveal the scaffolding.