Two-Part Inevitability Framework

Shaan Puri shares a framework for pitching investors that focuses on demonstrating two types of inevitability to secure investment.

The Two-Part Inevitability Framework

• Part 1: Market Direction Inevitability

  • Show where "the puck is going"
  • Demonstrate clear market trends supporting your thesis
  • Use data points and growth metrics to prove market movement
  • Paint picture that change in your space is inevitable

• Part 2: Team Capture Inevitability

  • Prove your team will be the one to capture the opportunity
  • Show why you're uniquely positioned to win
  • Demonstrate competitive advantages over established players
  • Address why incumbents won't win instead of you

Supporting Elements

• Use comparable success stories

  • Reference other companies who've succeeded in similar spaces
  • Show revenue numbers of market leaders
  • Highlight growth trajectories of similar companies

• Market Data

  • Include relevant growth statistics
  • Show category trends (e.g., "sprouted products growing 34% year over year")
  • Demonstrate size of total addressable market

• Differentiation Story

  • Highlight "sea of sameness" in current market
  • Show how you're different from established players
  • Emphasize unique advantages (better story, social media presence, etc.)

Key Takeaway

The framework suggests that successful pitches need both market timing validation AND proof that your specific team/company is positioned to win - having just one piece isn't enough.