Many companies remain profitable on paper until the very end. What actually kills them is not losses, but timing mismatches between inflows and fixed outflows.

Most tools focus on performance (P&L), not on when decisions become irreversible. Yet there seems to be a point where lack of short-term cash visibility turns from a management issue into a structural failure.

How do experienced founders or operators reason about this threshold? Is there a point where not acting early enough becomes a system-level fault rather than bad execution?