Theta Framework

The 4 Moves to Build
Breakthrough Innovation

We help companies protect their core, scale the edge, and plant seeds for the future without disruption

Innovation Doesn't Fail Because of Bad Ideas

It fails because the system is designed to protect the present, not build the future. Governance structures that work for core business strangle innovation. Metrics that matter to CFOs don't match metrics that guide builders.

The problem isn't innovation. It's the structure, incentives, and politics that surround it.

1

Deep Audit

Before building anything new, you have to see the mess for what it is. We map innovation complexity, tech maturity, and timeline risk. We trace the blockers—decision loops, incentives, org charts, labs that build prototypes no one funds, metrics that make no sense.

The goal isn't to blame. It's to help leaders differentiate between signals and noise, to see what's holding them back.

Example Results

Manufacturing Conglomerate: 3 years funding "innovation theater" with 18 projects and no clear market path. We mapped the portfolio, killed 60% of stalled efforts, redirected capital into 2 high-complexity bets aligned with next-era demand shifts.

2

Rewire the System

Breakthrough innovation can't grow inside structures built to protect the core. We create a protected lane with its own governance and funding. We hardwire a faster decision loop.

When innovation stops fighting the core business, everything moves faster.

Example Results

Telco Giant: $2B company spent 18 months building an innovation lab that produced 47 pilots, three awards, and zero revenue. We focused only on the 10% that had a real path to market with separate governance structure and stage-gate funding.

3

Measure What Matters

Most pilots die because they're judged by the wrong scorecard. You don't measure an infant by the same standards as a full-grown business.

We reset what success looks like at each stage: infant, child, teen, adult. That shift alone saves years of wasted effort.

Stage-Specific KPIs

Infant: Learning velocity, hypothesis validation
Child: Early adopter feedback, product-market fit
Teen: Revenue growth, TAM expansion
Adult: ROI, margin optimization, market share

4

Builders Over Storytellers

Good stories inspire. But innovation needs builders. We work with teams who ship, test, and grow new futures instead of waiting for permission.

This means hiring for bias-to-action, creating rapid prototyping cycles, and celebrating smart failures that accelerate learning.

Example Results

Regional Bank: $1B bank had a 40-page innovation strategy, seven committees, and zero working pilots. We separated core from breakthrough, cleaned up the management process, set proper KPIs. The first pilot went live in twelve weeks.

Metrics & Outcomes Per Zone

Different innovation zones require different success metrics aligned with their strategic purpose and timeline

🟩

Core Zone Metrics

Focus: Revenue protection, cost efficiency, margin improvement

KPIs: EBITDA, customer retention, operational efficiency, market share defense

🟨

Edge Zone Metrics

Focus: Learning velocity, market traction, revenue growth potential

KPIs: TAM expansion, pilot-to-scale rate, adoption metrics, failure rate with learning

🟥

Beyond Zone Metrics

Focus: Strategic optionality, future defensibility, category creation

KPIs: Patent portfolio, partnerships formed, market positioning, cultural readiness

Who Owns What: Innovation Governance

Zone Decision Makers Funding Source Timeline
🟩 Core Operational Leaders + CFO Operating Budget (5-10% annual budget) 0-2 years
🟩 Adjacent Business Unit Heads + Strategy Strategic Budget (10-15% operating profit) 2-5 years
🟨 Edge Innovation Board + C-Suite Corporate VC, Partnerships (1-5% annual revenue) 3-10 years
🟥 Beyond CEO + Board + Ethics Board Long-Horizon R&D (5-10% R&D budget) 7-15+ years

Service Tiers

Entry

Free Innovation Audit

  • Portfolio mapping session
  • Gap analysis report
  • Strategic recommendations
  • Case study references

Advisory

Quarterly Engagement

  • Deep audit + system rewire
  • Governance framework design
  • Metrics implementation
  • Leadership workshops
  • Quarterly progress reviews

Elite

Full Transformation

  • All Advisory features
  • Embedded team integration
  • Builder recruitment support
  • Continuous optimization
  • C-suite coaching

Free Innovation Audit

Limited to the First 3 Companies

Deep-dive mapping + clarity report. First come, first served basis.