How the Blitz Index Works
BlitzLab is a research project that scores companies on their blitzscaling strategy — how concentrated capital seizes a category, and whether the moat lasts. We call it the credit rater for blitzscaling. Every quarter we judge each covered company against the same 100-point ruler, the Blitz Index, using published filings and reported data. Every scorecard is public: score, grade, the item-by-item breakdown, the reasoning, and the score history. Companies that never make it through the gates get a judgment file explaining exactly why.
Two gates first
Two gates must both pass before any scoring begins. Gate 1 — the business is real: product-market-fit evidence (for mature companies, sustained growth or a second growth curve). Gate 2 — there is room: a 10-year market ceiling at least 10× current revenue. A company that fails either gate is not scored.
The 100 points
| Section | Points | What it measures |
|---|---|---|
| A · Speed | 25 | Revenue growth, capital-raising pace, hiring and productivity, market-share movement |
| B · Moat | 60 | Network effects, distribution scalability, market size, gross margin |
| C · Creative destruction | 15 | What old order is being replaced, irreversible behavior change, cost-structure disruption |
| D · BlitzFailing demerits | up to −30 | Debt and interest, revenue quality, governance, regulatory and social cost |
Grades and the success line
Grades: S ≥ 90 · A ≥ 80 · B 60–79 · C 40–59 · D < 40. The success line is 65, set by a 20-company blind backtest (the first draft’s 80 was lowered after measurement). A total demerit of −15 or more flags the company for BlitzFailing watch; current flags are shown on each company page.
Frozen at v1.0
The model is frozen at version 1.0. Weights, thresholds, and the qualitative anchors are not quietly changed.
Evidence standards
Scores rest on published filings and reported data, with SEC filings first. Figures are labeled confirmed, estimated, or reported; figures that cannot be verified are left out. Scores are revisited each quarter, and sooner when earnings change the evidence.
What this is not
Research only. Not investment advice. No buy, sell, or hold recommendations, no price targets, and no earnings or share-price forecasts. The full methodology is also published as a PDF: Blitz Index methodology (PDF). Every article is listed on the Research index.