shou-zheng
Skill2 starsChanged 3 months agoApache-2.0View on GitHub
守正·专注科技创新投资——项目尽调操作手册（三把尺子：团队/市场/技术；验证顺序市场→技术→团队，权重团队第一）。MUST BE USED 当进行项目初筛/尽调/市场容量计算/伪需求判断/投后监控/创始人评估时。
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守正 · 科技创新投资尽调操作系统
来源：2026-08-18 完成 7 单元精读（structured/守正-structured.md）。本 skill = 三把尺子框架的机器化 + 尽调/投后工具集。 与 poor-charlie-almanack 联动：穷查理给"道"（8 铁律），守正给"术"（三把尺操作）。
核心框架：三把尺子（行 1112-1122）
- 验证顺序：市场 → 技术 → 团队（先看天花板，成本最低的淘汰器）
- 权重：团队第一（与穷查理铁律 0 一致）
- 双向多米诺三问：团队能否支撑技术？技术能否支撑市场？市场能否成就伟大企业？
- 100 个人做 1 天 ≠ 1 个人做 100 天（硬科技靠长期积累）
工具索引
- 市场尺 → chapters/ch04 + patterns：需求闭环 / 市场容量三算法 / 百亿门槛 / 小老头
- 技术尺 → chapters/ch02+ch05 + patterns：九原则 / 领先 1-2 年 / 平台型>项目型 / 窗口期
- 团队尺 → chapters/ch03 + patterns：庙堂江湖 / 六道坎 / 八维度 / 股权三原则
- 尽调 → chapters/ch06 + patterns：瑕疵 vs 硬伤 / 五大监控 / 风险坍塌点
硬科技四分类（U1）
科技 / 高科技 / 硬科技（难以复制）/ 黑科技 / 软科技——"难以复制"是硬科技定义性特征；数字技术（AI）有壁垒则属硬科技
使用提示
- 郑宗良天线项目素材：标定"科技~高科技偏硬科技"（可复制性存疑）→ 领先 1-2 年（窗口期）→ 次元壁（团队）→ ISAC 细分市场测算（待调研）→ 投后盯业务动态（能不能卖出去）
- 与 vault 概念页联动：[[概念：三把尺子]] 等 5 个概念页
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