How global capital now diligences AI.
Writing from the side of the table that asks the questions, in a personal capacity. Drawn on public information only. Published regularly.
The questions global capital now asks about your AI
The AI claim is the youngest, least-evidenced, most-probed sentence in your narrative. Here is the lens a diligence room reads it through, and how a prepared team builds against each part.
Read the note →Build the holdout before you need it
When a founder says AI added eight points of margin, the room asks one thing. Where is the holdout? The version that holds is a cohort that did not get the model, run alongside one that did.
Read the note →Take the margin apart
Investors do not want to hear that AI improved your margins. They want the margin decomposed, with the model's own cost in the denominator. The number that survives that is the one you can defend.
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