Reads everything
Deck, financial model, bank and payment exports, contracts, cap table, registry filings, code repositories, customer references - every document the founder consents to share.
The Analyst is an AI-native diligence engine that reads everything a founder submits - deck, financials, contracts, cap table, code - cross-validates every claim against source documents and external data, and delivers a risk dashboard with an evidence-based valuation range. Before your first meeting, not after your fourth week.
Deck, financial model, bank and payment exports, contracts, cap table, registry filings, code repositories, customer references - every document the founder consents to share.
The engine converts the founder's narrative into discrete, testable claims - typically 150–300 per company - each tagged to the document that made it.
Each claim is tested against primary evidence: revenue vs. payment data, contracts vs. their actual clauses, team history vs. filings and references, market size rebuilt bottom-up.
A risk dashboard, flagged-claims register, evidence-based valuation range, and suggested partner-meeting questions - reviewed by a human analyst before it reaches you.
Claimed ARR/MRR reconciled against payment-processor and bank data; burn, runway and cohort retention rebuilt from source rather than the founder's model.
LOIs vs. binding agreements, termination clauses, exclusivity traps, IP assignment gaps, and unregistered encumbrances - read clause by clause.
Founder market claims reconstructed from unit economics and addressable-customer counts. Top-down slideware gets flagged, not repeated.
Employment history, exits, qualifications and director records checked against filings and structured reference calls run by our team.
Repository analysis for real engineering activity, dependency and licence risk, and whether "proprietary AI" is proprietary - benchmark artifacts requested where claims exceed evidence.
Registry-verified ownership, convertible and SAFE overhang, ESOP position, and how the proposed round terms compare with stage-matched precedents.
Every company in your Monday memo arrives pre-scored. Full Analyst reports unlock per deal - so by the time you take a partner meeting, you already know which claims held, which didn't, and what the round is actually worth.
Founders explicitly consent to Analyst review when joining the network. They see which claim categories were flagged - and can respond with evidence before your meeting.
Every report is reviewed by our investment team before release. The engine marks claims it cannot verify as UNVERIFIABLE rather than guessing - silence is a signal, not a gap.
Valuations are evidence-based ranges with stated methods and confidence, not prices. The Analyst tells you where to dig - the investment decision, and final diligence, stay yours.
Analyst pre-scores are included in every Fund membership memo. Full reports unlock per opportunity. See it run on this week's deal flow.
Get access with Fund membership