How fast can you turn a diligence around?

Most engagements fit a one to three week window, and we can give you a verbal read on the biggest risks well before the written memo. Live deals move fast, and so do we.

Do you sign NDAs and manage conflicts?

Yes. We work under NDA as a matter of course and decline any engagement where we have a conflict with the company or a competing party.

Can you support portfolio companies after the deal?

Yes. Investors often bring us back to help a portfolio company execute, through fractional leadership or a transformation engagement.

For investors

AI Technical and Market Diligence

Every company is an AI company now, in the pitch. Diligence is how you tell a durable technical advantage from a thin layer over someone else's model. We give you a clear, evidence-based read before you wire the money.

Book an intro call How we work

Who this is for

Venture and growth investors, corporate acquirers, and boards who need an independent, technically credible assessment of an AI company before an investment or acquisition.

The situation

AI claims are easy to make and hard to check from the outside. Traction can rest on a single model provider, a moat can evaporate with the next foundation-model release, and an impressive demo can hide brittle systems and unsustainable costs. Standard diligence rarely reaches this layer.

How it works

What we do

Technical assessment

We evaluate the architecture, the data advantage, and how much of the product is genuinely theirs versus a thin layer over a foundation model.

Moat and dependency analysis

We test how the advantage holds up against the next model release, provider price changes, and fast followers.

Unit economics

We model inference and data costs at scale, so the margin story survives contact with growth.

Team and market read

We assess whether the team can build what the thesis requires, and where the company really sits in its market.

What you walk away with

An independent read on the real technical advantage
Model, data, and dependency risk assessed honestly
A view on cost structure and unit economics under scale
Team capability and key-person risk evaluated
A clear, decision-ready memo, not a hedge

Deliverables

Independent diligence memo with a clear recommendation
Technical risk and dependency assessment
Unit-economics model at scale
Team and key-person evaluation
A prioritized list of questions for management

Engagement

A time-boxed engagement matched to your process, typically one to three weeks, with a verbal read available early.

Questions

Frequently asked

How fast can you turn a diligence around?: Most engagements fit a one to three week window, and we can give you a verbal read on the biggest risks well before the written memo. Live deals move fast, and so do we.
Do you sign NDAs and manage conflicts?: Yes. We work under NDA as a matter of course and decline any engagement where we have a conflict with the company or a competing party.
Can you support portfolio companies after the deal?: Yes. Investors often bring us back to help a portfolio company execute, through fractional leadership or a transformation engagement.