STANDARDS
How Froskr operates.
This page is the long version of the disclosure regime. The footer disclaimer is binding; this page expands it.
Disclosed conflicts
I may hold positions in any company discussed on the site. Every piece that touches a covered company carries a footer disclosing the position, the entry vehicle, and the approximate entry date. If I close or modify a position, the disclosure on the relevant piece is updated with a date-stamped postscript.
I may also benefit financially if a covered company succeeds, through public market positions, private investments, SPV carry, advisory relationships, or some combination. These conflicts are structural. Treat every piece as written by someone with a stake in the outcome, because every piece is.
Trading discipline
For 30 calendar days after a piece publishes, I do not open new positions or materially increase existing positions in (a) the company that is the subject of the piece, and (b) any directly named competitor or comparable in the piece. This is a self-imposed discipline, not a regulatory requirement. SPV positions are visible in real time on AngelList; anyone can verify independently.
Verification gate
If a claim cannot be verified, it does not go in the writing. Public materials rank above company-provided non-public materials. Company-provided non-public ranks above anonymous sources, which are not used as the primary basis for any factual claim. Pitch decks, press releases, and third-party analyst reports (Gartner, Forrester, IDC) are not primary sources.
Specific quantitative projections require a disclosed analytical foundation: market sizing, assumed share, time horizon, key assumptions. Qualitative forward-looking statements ("this company could IPO," "this could become standard") are permitted as inherent to investment writing and are clearly identified.
Three-layer analytical model
Vishak Menon writes the principles, the framing, and the thesis. Current language models, including Claude, are used for data analysis, modeling, and presentation. Named external analysts contribute domain expertise where I lack it; their position disclosures appear in the footer of the relevant piece, parallel to mine.
Tool use is implicit and acknowledged on this page rather than in every piece. Named human contributors are disclosed per piece. Bias is not eliminated by this structure; it shifts to prompt design and data selection, which are also mine.
Data zero-liberties commitment
Charts, statistics, and projections are presented at the rigor of a peer-reviewed appendix, not a marketing deck. Axes are labeled. Time windows are justified. Forecasts are visually distinct from actuals. Methodology is disclosed. Percentage changes from small bases are flagged. Logarithmic axes are flagged when used.
Corrections
If a piece contains a factual error, the correction is added as a date-stamped postscript on the original piece. Material corrections also trigger a note on the home page for a reasonable period. If a thesis turns out wrong, the response depends on what was learned: a full post-mortem piece for significant learning, a dated postscript for smaller adjustments. Silence is never the default.
What Froskr does not accept
No sponsored content. No paid placement. No founder veto over coverage. No quote approval as a vehicle for editorial control. Subjects may review drafts for factual accuracy only.
What Froskr asks of readers
Read with the assumption that the author is interested in the companies he writes about. Verify what matters to you using the linked sources. Consult licensed professionals before acting on anything. Nothing here is investment advice.