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Executive Intelligence · Advanced Executive Intelligence

Decision Bias and Challenge Agent

Challenges a decision memo by listing unstated assumptions and common biases as questions.

Demonstration: Rosewell Capital Management (fictional) · Asset management. Fictional data and a scripted answer.

The situation

Organisation
Rosewell Capital Management (fictional)
Who is asking
Chief investment officer
Industry
Asset management
What happened
The investment committee is about to approve a large position on the strength of a memo, and the chair wants the memo challenged first.

The question asked

Which statements in this decision memo may be shaped by bias, and which are sound?

What it reads, and who can see the result

  • Decision memo documentThe memo as written by the sponsor.
  • Decision quality checklist documentCommon biases and how they show.
Reads
The memo and the checklist.
Does not read
Anything outside the memo.
Permission
The committee secretary attaches the memo.
Who sees it
The committee chair, the sponsor and the challenger.

Try it

Review each flagged record: confirm it or dismiss it. The totals and the answer below follow your decisions.

Statement in the memoPossible biasBasis givenValue resting on it (GBP)FindingDecision
Valuation is based on three comparable dealsNoneNamed comparables0MatchedNone needed
The management team has never missed a forecastAnchoring on a track recordTwo years of data18,000,000Two years is a short record
Downside is limited because the sector is defensiveConfirmation of a favoured viewNone cited12,000,000Asserted without evidence; no downside case shown
Debt is conservative at 2.1 timesNoneAudited accounts0MatchedNone needed
We have already spent heavily on due diligence, so we should proceedSunk costCost of work to date9,000,000Past spend is not a reason to commit more
Everyone on the team is enthusiasticGroup agreementNo dissent recorded6,000,000No one was asked to argue the opposite
Flagged
4 of 6 · GBP 45,000,000
Challenge it
0 · GBP 0
Sound
0 · GBP 0
Undecided
4 · GBP 45,000,000

The answer

Simulated answer. Written for this fictional case, not produced by a live model. Only the figures in it are computed, from what you decided above.

4 of 6 statements show a pattern that can distort a decision, GBP 45,000,000 of the decision resting on them.

The memo's facts are sound where they are sourced; the weaknesses are in its reasoning [S1][S2]. A short track record, a downside asserted rather than shown, a sunk-cost argument and unchallenged enthusiasm are the patterns the checklist is built to find.

You have chosen to challenge 0 statements (GBP 0) and have judged 0 sound (GBP 0); 4 are undecided. A bias flag is a question for the sponsor, not a verdict on the proposal.

Relies on: S1 · Decision memo, new positionS2 · Decision quality checklist

Review and approval

The committee chair decides. Approving sends the challenges to the sponsor to answer before the vote. It does not accept or reject the proposal.

Not ready to approve. 4 flagged statements are still undecided. Confirm or dismiss each one first.

In the product this is a different person with the right permission. Here you play that role to see the rule.

What it produces

registerDraft, not approved

Challenges to the sponsor

  • To challenge: 0 statements, GBP 0 of the decision.
  • Judged sound: 0.

Limits of this example

  • A pattern is a prompt to ask, not proof of bias.
  • A challenge is only as good as the answer it gets.
  • This is a scripted demonstration on fictional data. No model was called and no real organisation, person or result is shown.