QNT/L
    QNT/L · REVENUE ARCHITECTURE INDEX · V3.3-EDITORIAL.1

    The institutional rating for B2B revenue architectures.

    136 companies published·5 dimensions·methodology v3.3-editorial.1·public·citation-anchored

    See the Index →
    CH.01 — THE PREMISE

    EVERY OTHER
    ASSET CLASS
    HAS A RATING.

    Trillions of dollars in B2B enterprise value ride on revenue architectures that have never been independently rated.

    Debt markets did not become disciplined because operators promised rigor. They became disciplined because an independent rating existed and everyone could read it. RAI is the rating that changes that for revenue.

    136 companies rated and counting. Methodology versioned. Audit trail public. Published weekly.

    CORPORATE DEBTMOODY'S
    PUBLIC EQUITIESTHE AUDITOR'S OPINION
    COMMERCIAL REAL ESTATETHE CAP-RATE MODEL
    B2B REVENUE ARCHITECTURERAI · EST. 2025
    CH.02 — THE INSTRUMENT

    FIVE DIMENSIONS.
    ONE COMPOSITE.

    Each dimension contributes a weighted share of the composite. Motion Integrity carries the heaviest weight because pricing, channel, sales cycle, and expansion compound or decay together.

    01

    THESIS CLARITY

    Does the thesis survive a CEO transition?

    A clear thesis outlasts the operator who wrote it. An unclear thesis produces perpetual pivots.

    20%
    WEIGHT
    PROBLEM DEFINITIONBUYER SPECIFICITYTEMPORAL RELEVANCE
    02

    MOTION INTEGRITY

    Do pricing, channel, sales cycle, and expansion tell the same story?

    When the pieces of the go-to-market do not agree, the revenue system runs a tax on itself.

    30%
    WEIGHT · HEAVIEST
    PRICING-CHANNEL FITSALES-CYCLE COHERENCEEXPANSION ARCHITECTURE
    03

    EXECUTIVE CONTINUITY

    Can the team carry the motion long enough for the motion to compound?

    Architecture without operators to carry it is a document, not a system.

    15%
    WEIGHT
    CRO TENURELEADERSHIP TEAM COHERENCESUCCESSION READINESS
    04

    MARKET ALIGNMENT

    Is the market actually arriving at the thesis the company is selling?

    Demand signal, buyer behavior, and competitive position either confirm the thesis or they do not.

    20%
    WEIGHT
    DEMAND SIGNALBUYER BEHAVIOR FITCOMPETITIVE POSITION
    05

    INSTRUMENTATION QUALITY

    Does the measurement system generate decisions or just dashboards?

    Tools that measure everything and improve nothing are a tax, not an asset.

    15%
    WEIGHT
    MEASUREMENT COMPLETENESSDECISION VELOCITYSIGNAL-TO-NOISE
    THE COMPOSITE · 0-100 SCALE · WEIGHTS TUNED TO PREDICTIVE POWER ACROSS THE CORPUS
    RAI_composite = (0.20 × ThesisClarity)
              + (0.30 × MotionIntegrity)
              + (0.15 × ExecutiveContinuity)
              + (0.20 × MarketAlignment)
              + (0.15 × InstrumentationQuality)
    CH.03 — THE GRADES

    FROM RA-AAA
    TO RA-D.

    Grades translate the composite into a band a board member or a PE partner reads without a decoder ring.

    RA-AAA
    90-100
    Exceptional architecture. Structural advantages rare.
    TOP 2%
    RA-AA
    85-89
    Strong architecture. Defensible under stress.
    NEXT 8%
    RA-A
    80-84
    Healthy architecture. Ordinary execution risks.
    NEXT 15%
    RA-BBB
    75-79
    Functional architecture. Specific dimension weaknesses.
    NEXT 20%
    RA-BB
    65-74
    Architecture under stress. Leadership response required.
    NEXT 25%
    RA-B
    55-64
    Architecture drift evident. Intervention warranted.
    NEXT 15%
    RA-CCC
    45-54
    Structural compromise. Multiple dimensions degraded.
    NEXT 10%
    RA-CC TO RA-D
    <45
    Architectural failure. Full redesign indicated.
    BOTTOM 5%
    CH.04 — THE DOCTRINE

    FOUR LAWS
    GOVERN EVERY
    RATING.

    The properties that let QNT/L publish a rating a sophisticated reader will scrutinize, a court will survive, and a board will defend.

    01

    CONFIDENCE

    Every rating carries a confidence band because some companies emit more signal than others. Intervals wider than ±10 are held provisional and never published. Confidence is not a marketing shield. It is the methodology's honest statement about what it can and cannot know.

    02

    VERSIONING

    Every rating cites the methodology version under which it was scored. When the methodology changes, affected ratings are recomputed and their previous versions archived, not overwritten. Changes made in response to a rated company's complaint are forbidden.

    03

    PROVENANCE

    No observation enters the Corpus without citing where it came from. The database enforces it at the schema level. An observation without a source cannot be written. A reader can trace any grade back through the reasoning to the evidence.

    04

    INDEPENDENCE

    QNT/L does not charge companies for their public ratings. Where a commercial engagement exists with a rated company, it is disclosed on the rating. A rating can never be purchased, improved, or suppressed by commercial relationship.

    CH.05 — WORKED EXAMPLE

    THE METHODOLOGY,
    APPLIED.

    The methodology applied to a company readers know. Datadog rated under v3.1-architecture. Sources cited per observation; full case on the portal.

    DATADOG
    DATADOGHQ.COM · OBSERVABILITY · METHODOLOGY V3.1-ARCHITECTURE
    Strong market position offset by material succession risk.
    RA-A
    COMPOSITE 80/100 · CONFIDENCE ±5
    THESIS CLARITY× 0.2095
    MOTION INTEGRITY× 0.3086
    EXECUTIVE CONTINUITY× 0.1535
    MARKET ALIGNMENT× 0.2082
    INSTRUMENTATION QUALITY× 0.1592
    0.20 × 95 + 0.30 × 86 + 0.15 × 35 + 0.20 × 82 + 0.15 × 92 = 80.25, rounded to 80

    Datadog scores RA-A on the strength of an exceptionally clear thesis and a coherent observability-to-security expansion motion. Thesis Clarity at 95 and Instrumentation Quality at 92 are the strengths of the architecture. Market Alignment at 82 reflects strong segment traction with $100k+ ARR customers and dollar-based net retention near 120%. Motion Integrity at 86 confirms that pricing, channel, and expansion tell the same story.

    Executive Continuity at 35 is the dimension that constrains the rating: multiple officer-change disclosures and a weak succession signal remain a material structural question.

    Confidence ±5 reflects rich public signal across all five dimensions: SEC filings, earnings transcripts, product roadmap, executive tenure, and customer cohort disclosures all align with the scored observations.

    Read the full case on portal →

    PICK YOUR SEAT.

    Four ways forward. New ratings publish quarterly.

    01DILIGENCE TEAMSRun RAI on a target before LOI.
    02CROS AND REVENUE LEADERSSee where your company stands.Lookup my company →
    03ANALYSTS AND RESEARCHERSCite the methodology in your work.
    04PEER REVIEWMethodology comments and feedback.research@qntl.ai
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