Venture Lab

Five ventures from a panel of five investor agents: a wildcatter, a family-office investor, a markets and finance guru, a high-end closer and an AI-native lean operator. They pitched 20 ideas and scored all of them, and a chair picked 5. Each pick then got a researched plan and a red team (finance, sales, lean ops), was revised, and was built as a site with a working prototype. All figures are projections. Verdicts are Kevin's.

Hold The Wire

Best bet

Deepfake and payment-fraud drills for mid-market finance teams: a pentest for the money-movement process, reported in CFO terms.

$120k launch, ~$289k peakYear 5 $3.2M revenue, $1.1M owner cash flow5 people in Year 5Base exit ~$5.6M, bull ~$19.9M

House Track

Strong, needs capital

Brand-owned AI music for franchise systems and multi-unit groups: one licensed catalog for stores, the phone line and every franchisee's social posts, with indemnity.

Peak need ~$887k, gatedYear 5 $2.8M revenue, 2,600+ locations6 peopleExit ~$8-9M, upside ~$14.6M

Copper Sentinel

Option, not a projection

Anti-theft programs for remote solar and battery sites, sold with a filmed physical red-team break-in. No hardware owned, no trucks rolled.

~$1.1-1.2M over 18 months, gatedPlanning case breaks even only around month 59Upside: $12M exit, 15.5x on $600k

Black Box Capital

Low-labor yield, upside in a fund

An AI royalty-leak audit business (RoyaltyLeak) that feeds a roll-up of long-tail music catalogs. Zero W-2 staff.

~$309k peakCore: 14.5% IRR, 1.8xFund option: 21-41% IRR if an anchor commits ~$15M

Waitlist Hangars

Only if the gates clear

20-unit box-hangar condo phases on airport ground leases, presold to owner-pilots stuck on years-long waitlists.

Base case 0.97x; go case 1.66x / 20% IRR$2-3.5M peak cash plus $6-7M guaranteed debt1 employee

Also in the shortlist but not built: AgentBreak (continuous AI red-teaming with a signed attestation), Quiet Sky (counter-drone detection as a service) and CRA Clock. Concept-stage only. No customers, partners or traction are claimed anywhere.