The Investment Decision Framework

Your own discipline, made repeatable. Score any move NCGS makes with Talyx before you spend on it. Four elements, each High, Medium, or Low, then multiplied. The lowest element is the gate.

Worth if it works × Probability of success × Speed to value × Understandability = a deal worth doing

They multiply, not add. A single Low collapses the other three. Speed to value reads higher-is-better: less time and less money mean more speed.

Element	What it means for NCGS	Higher or simpler is better
Worth if it works	The durable value if it lands: a brand bigger than Scott, recurring revenue, a reachable FSO, energy, and tax network, license tier, origination across the network and Southeast Asia.	Larger reachable network. Higher recurring value. Displaceable incumbent.
Probability of success	What must be true to convert, and is it true now: warm-path engine status, a named decision-maker with budget, a trigger in the window, a sponsor in the room.	A proven engine. A mapped network. A closed comparable (PSA, Feb 2026).
Speed to value	How fast and how cheaply we reach first value, and who carries the lift. Talyx builds it, the engine is reused, the pilot is focused.	A fast pilot. Reuse over net-new build. Existing graph coverage.
Understandability	Can Marvel explain it to his network in one sentence. If he cannot, referrals stall and origination slows.	One-sentence pitch. A proof artifact. Named references.

Read the lowest element. All High means originate or close now. A fixable Low means fix it first. A structural Low means no-go. Never push past a Low. The math will not reward it.

FOR SCOTT MARVEL · TALYX × NCGS · JUNE 16 20261 / 3

TALYX

INTELLIGENCE INFRASTRUCTURE

NCGS · INVESTMENT DECISION FRAMEWORK

The framework, worked

The same four elements scored against a real opportunity in each of Marvel's two roles. Watch the multiply: a single Medium pulls the product down, and the lowest element tells you exactly what to fix before you spend.

Marvel as a client

The NCGS company brain and 3-pillar system · the $60,000 in this packet

Worth: brand beyond Scott, recurring, three pillarsH

Probability: relationships proven, Cortex live, comparable closedH

Speed: four-week pilot, Talyx builds it, engine reusedH

Understandability: company brain needs the one-sentence and a brief in the roomM

H × H × H × M. Strong GO.The gate is clarity, not capability. Lead with the one-sentence and a concrete brief in the room, and the medium lifts. This is the proposal in this packet.

Marvel as a channel

Reselling Cortex into his network, overseas, and Southeast Asia

Worth: license tier plus origination across FSO, energy, taxH

Probability: warm path exists, but trigger and decision-maker unconfirmedM

Speed: reuse plus client-side deploy, short cycleH

Understandability: needs Marvel's one-sentence referral and a proof to showM

H × M × H × M. FIX-FIRST.Two mediums multiply down fast. Ground the trigger and the decision-maker, and arm the one-sentence with a proof. Then originate.

The discipline. You are not averaging the four, you are multiplying them. Two Mediums score far below three Highs and a Low you have a plan to fix. The sequence writes itself: close Marvel-as-client now (the strong GO), and let the channel mature behind it once the pilot is a proof you can hand a prospect.

FOR SCOTT MARVEL · TALYX × NCGS · JUNE 16 20262 / 3

TALYX

INTELLIGENCE INFRASTRUCTURE

NCGS · INVESTMENT DECISION FRAMEWORK

The intelligence layer

The four elements, driven by the question to answer (PIR) and the data point that answers it (EEI), configured for both of Marvel's roles. Run it in the room.

Element	The question to answer	Client: the NCGS company brain	Channel: a prospect Marvel originates
Worth if it works PIR-1, the HELD item	If this works, what is it worth, and how durable is that value?	Reachable network across FSO, energy, tax; qualified count; recurring vs one-time; the value of a brand bigger than Scott.	Prospect deal size; annual contract value; retention horizon; cross-vertical expansion; commission anchored at origination.
Probability PIR-2	What must be true to convert, and is it true now?	Warm-path engine status; nodes in the graph; trusted-advisor fit; entry pillar selected; sponsor commitment.	Warm intro path and its strength; decision-maker reachability; trigger event; budget authority; incumbent vendor.
Speed to value PIR-3	How fast and how cheaply do we reach first value, and who carries the lift?	Pilot scope and duration; build vs reuse ratio; Marvel-side effort hours; deploy and infrastructure cost.	Sales-cycle length; effort to the first artifact; client-side infrastructure need; reusable vs net-new build.
Understandability PIR-4	Can the buyer and the referrer explain it in one sentence?	One-line value statement; the first proof artifact, a brief in the room; comparable closed deals; reference names.	Marvel's one-sentence referral pitch; a concrete proof to show; comparable wins; named references.

PIR is the single question that, once answered, tells you whether an element is High, Medium, or Low. EEI is the specific data point that answers it. PIR-1 is the gating HELD item: the revenue grounding that must land on NCGS's own numbers before any figure is committed.

Run it in the room on June 16. Walk the four questions as questions, not claims. The gaps you cannot fill are exactly the items to ground before a number is committed. Four answered questions is a qualified opportunity. An unanswered one is a research task, not a deal.

FOR SCOTT MARVEL · TALYX × NCGS · JUNE 16 20263 / 3