← Orbicul for Portfolio Companies
Steering Between Quarterly Meetings With Colour Signals
Colour rules, green continues, amber gets watched, red gets intervention, remove the debate over whether something needs attention, enabling steering between quarterly meetings based on signal rather than calendar. Instead of every domain getting equal discussion time regardless of whether anything has changed, meeting time goes specifically to what has moved into amber or red, while green domains are confirmed quickly and moved past.
What each colour means and what it triggers
| Signal | What it means | What happens next |
|---|---|---|
| Green | Domain is on or ahead of its own trajectory | Confirmed quickly, no discussion time needed |
| Amber | Domain has moved outside its normal range | Watched, flagged for the next steering conversation |
| Red | Domain has crossed a threshold that matters | Intervention, a specific conversation with management |
Why waiting for the quarterly meeting is the real risk
A domain that quietly slides from green to red between two scheduled meetings can go three months without anyone formally noticing, simply because there was no mechanism prompting attention outside the calendar. Colour signals are what let a real problem get flagged the week it happens, not the quarter after.
How the thresholds actually get set
Per domain, based on what genuinely represents a meaningful deviation from the company's own trajectory, not a generic, one-size-fits-all threshold. A domain with naturally high volatility needs a wider amber band than one that should stay stable, or the signal becomes noise.
What changes in the actual quarterly meeting once this is running
The meeting stops being a full review of every metric and becomes a review of what's currently amber or red, plus a brief confirmation that green domains are still green. This alone tends to make quarterly meetings shorter, more focused, and considerably less repetitive.
You Track Over 100 KPIs. Maybe 15 of Them Actually Matter to Your Valuation.
Orbicul gives management and shareholders the same model, the same definitions, so the quarterly conversation shifts from justifying the numbers to deciding what to change.