Felix

Stage-Gate & Portfolio Discipline

Felix is the adult supervision innovation teams need. It runs stage-gate governance with clear readiness checks, comparable scoring, and pipeline health views so leadership can make real tradeoffs instead of funding everything. Felix does not “approve” ideas on vibes— it forces evidence, tight definitions, and clean decision records. Built to support judgment, not replace it: your leaders decide what to fund, Felix ensures every decision is defensible, repeatable, and anchored to strategy.

Primary Outputs

Typical deliverables

Stage-gate readiness packs: what’s required, what’s missing, and what’s at risk

Comparable scoring across ideas: strategic fit, consumer demand, differentiation, and risk

Portfolio balance views: core vs adjacent vs new-to-world, near-term vs long-horizon bets

Decision logs and next-step workplans: who owns what, by when, and with what proof

Kill / pause recommendations with rationale and resource reallocation options

Pipeline health metrics: cycle time, kill rate, evidence quality, and bottleneck diagnosis

Core Capabilities

What it does

Defines stage-gate requirements so teams know what “ready” actually means at each step

Creates scoring that is comparable across ideas, not customized to make favorites look good

Forces explicit tradeoffs: what gets funded, what gets paused, and what gets killed

Surfaces risk early: weak differentiation, shaky RTBs, inflated upside, and unclear target consumer

Tracks pipeline health so innovation doesn’t become a graveyard of half-finished projects

Preps leadership-ready decision materials that keep governance tight and fast

Operational Fit

How it’s used

Used By

Innovation leaders, Marketing/Insights, cross-functional gate teams, and senior leadership.

Used For

Stage-gate meetings, pipeline reviews, portfolio balancing, and making tough calls quickly.

Typical Questions

Which ideas deserve resources right now—and which should be killed or paused?
Are we balanced across core, adjacent, and new-to-world, or overexposed to one type of bet?
What’s blocking cycle time: unclear briefs, weak testing, or governance drift?

Agent Overview