- You're running technical or AI diligence on a target or portfolio company
- You want an operator's read on what's real, not a checklist
- You need the findings translated into what they mean for the investment
Who I Work With · For Investors
AI Value Creation Assessment
A practical portfolio-company assessment for identifying where AI can create value, reduce risk, and support execution.
Across a portfolio, AI can look deceptively simple from a distance.
Every company has opportunities. Every leadership team has opinions. Every vendor has a demo. And every board conversation seems to land somewhere between "we need to move faster" and "we need to understand the risk."
The hard part is not believing AI matters. The hard part is knowing where it matters first, which teams can execute, which ideas are commercially meaningful, and which initiatives are likely to become expensive distractions. In the middle market especially, the question is rarely "Can this company use AI?" It is "Where can AI improve the business without overwhelming the organization?"
You need a way to turn broad enthusiasm into clear priorities, practical diligence, and portfolio-level learning. Not a generic AI workshop. Not a pile of speculative use cases. A grounded view of where technology can create value, where it introduces risk, and what leadership needs to do next.
Is this you?
Who it's for, and who it's not.
- You want a rubber-stamp that confirms the thesis
- You need a large team for a months-long, exhaustive audit
- You're after a line-by-line code review and nothing else
My approach
Separate the story from the substance.
I treat opportunity, risk, and readiness as three separate questions: what the company could do, what it's exposed to, and what it's actually positioned to deliver.
I weigh the organizational realities that usually decide the outcome (data, talent, governance, operating capacity), not just the models on the slide.
You get findings in plain language, tied directly to the decision in front of you.
Typical engagement scopes
A few ways we might work together.
Pre-investment diligence
A clear-eyed read on AI and technology opportunity, risk, and readiness before you commit.
Portfolio readiness assessment
Where a company stands today, and what it would actually take to deliver.
Value-creation advisory
Ongoing guidance to help a portfolio company execute on the plan.
Most relevant engagements
AI Assessments · Governance, Security & Compliance
Plot a course · the path forward
Let's talk.
Tell me about the company or portfolio in question, and we'll figure out the wise next step together.