AI Changes The Laws of Funding Physics

We've Sat on Both Sides of the Table. That's Your Edge.

Portfolio investors need two things most advisors can't provide: technical clarity on how fast AI is actually moving, and operational reality on how capital decisions get made under pressure. We deliver both.

We lived through the PE buyout process. We know how corporate budgets freeze when uncertainty hits. How public funding timelines collide with market velocity. How VC math changes when unit economics shift overnight. How PE sponsors defend valuations even as business models decay. We've seen which capital strategies accelerate growth and which ones fund managed decline.

We track exponential AI shifts weekly. While your portfolio companies report quarterly, AI capabilities ship weekly. Competitive advantages that took years to build now erode in months. We identify the repeatable AI patterns across your holdings—where capacity is stranded, where margins will compress, where self-service will kill revenue streams—before these threats surface in the numbers.

The combination is rare. Most AI advisors have never managed a P&L or defended a covenant. Most finance operators don't understand that AI's impact isn't linear—it's a step-function that resets entire market positions between board meetings.

We translate exponential threats into capital decisions: which investments to double down on, which boards need immediate intervention, which exits to accelerate. We show you where AI creates 10x opportunities and where it silently destroys value you're still carrying at full marks.

Markets move faster than governance cycles now. We close that gap.

For Banks & Commercial Lenders

Your Loan Portfolio Has a 12-Month Information Lag. AI Disruption Moves Weekly. Banks manage covenant risk using lagging indicators—EBITDA, quarterly reports, annual audits. But AI disruption operates on an exponential clock. By the time financial metrics show distress, the business model has already decayed beyond recovery. The rot is invisible until it's irreversible.

The Critical Gap: PE-backed B2B service companies—your largest commercial exposures—are facing simultaneous attack from AI-first insurgents delivering services at 70% lower cost, existing competitors adopting AI at scale, and customers going self-service. Long-term contracts and slow reporting cycles mask severe underlying decay. When covenant breaches finally surface 12-18 months from now, collateral value has evaporated.

Our Forward-Looking Defence: We've built proprietary AI risk assessment frameworks—updated weekly based on global AI capability shifts—that generate objective 0-100 risk scores for portfolio companies. This independent signal anticipates covenant breaches 6-12 months before they appear in financials, enabling proactive governance instead of reactive restructuring.

Portfolio-Level Intelligence: Quantify your systemic exposure across critical risk thresholds. If 40% of your B2B service portfolio scores above 75 (Critical Risk), you have data-backed evidence to demand strategic pivots from sponsors, adjust capital reserves, or accelerate exit conversations—before the numbers force your hand. We close the information latency gap, giving your credit risk committee a real-time risk metric calibrated to the pace of market disruption, not outdated financial cycles.

For LP Investors in Private Equity Funds

Are Your NAV Marks Based on 2024 Business Models in a 2025 AI Market?

General Partners mark NAV based on comparable transactions, EBITDA multiples, and financial performance. But AI is compressing margins, commoditizing services, and destroying revenue streams faster than quarterly reports can capture. The multiples you're seeing today assume business models that may not survive the next 12 months.

The LP Blind Spot: You're receiving backward-looking data from GPs who are themselves receiving backward-looking data from portfolio companies. Meanwhile, junior-level work that generates 60% of billable hours in B2B services is being eliminated by AI. Cost structures are obsolete. Competitive moats are eroding. But NAV marks remain stable—until they don't.

Our Independent Lens: We bring the same forensic AI risk assessment we provide to banks—but calibrated to LP concerns. Using proprietary algorithms updated weekly based on exponential technology insights, we help you challenge GP narratives with data-backed questions:

Which portfolio companies have Critical AI Risk scores (75+) that suggest multiple compression is imminent?
What percentage of fund NAV sits in businesses whose core service offerings can now be delivered at 70% lower cost by AI-first competitors?
Where is "stranded capacity" masking as operational stability—teams locked into obsolete workflows while market expectations shift weekly?

The Questions You Should Be Asking: We arm you with the specific, technical questions that expose whether GPs are tracking real-time competitive threats or managing to last quarter's financial metrics. Our frameworks identify concentration risk across AI-vulnerable sectors, quantify exposure to business model obsolescence, and provide independent risk signals that anticipate multiple compression before it hits fund valuations.

This isn't about general "AI strategy." It's about specific, measurable business model decay happening right now in your funds' B2B service holdings.

For Venture Capital Investors

Your Portfolio Companies Could Be Burning Cash to Build What AI Now Does for Free.
The business model you funded 18 months ago assumed certain cost structures, competitive moats, and go-to-market timelines. AI has invalidated those assumptions. Portfolio companies are hiring engineers to build features that are now commodity capabilities. They're scaling sales teams to sell solutions customers can now self-serve. They're burning runway to reach milestones that no longer command premium valuations.

The VC Timing Crisis: Your portfolio faces a brutal convergence. Series A companies approach their Series B with unit economics that looked strong in 2024 but are uncompetitive in 2025. Growth-stage companies prepare for exit with revenue multiples based on markets that are being commoditized weekly. Meanwhile, AI-first insurgents are launching in your portfolio's core markets with 70% lower CAC, 10x faster product cycles, and economics that make your companies' burn rates look reckless.

The Recognition Gap: You're sitting in board meetings where management teams present growth plans based on assumptions that expired three months ago. Founders defend moats that AI has already breached. Product roadmaps solve problems that LLMs now handle natively. But the numbers still look okay—until the next funding round when new investors price in the real competitive landscape.

Our Portfolio Intelligence System: We've built proprietary AI disruption frameworks—updated weekly as new capabilities ship—that help you triage your portfolio before the market does it for you. Our algorithms assess each company across multiple threat vectors:

Competitive Velocity Risk: Which portfolio companies face AI-first competitors who can deliver equivalent value at a fraction of your cost structure?
Product Obsolescence Index: What percentage of your companies' core features are now replicable using frontier AI models at near-zero marginal cost?
Business Model Decay Rate: How fast are your companies' fundamental value propositions eroding as AI capabilities advance?

The Board-Level Questions You Need: We provide the specific, technical questions that expose whether your founders are tracking real-time threats or managing to outdated playbooks:

Has the team quantified how much of their engineering roadmap is now solvable with Claude/ChatGPT/Gemini plus 1 week of integration work?
What's the honest assessment of how AI-first competitors could replicate your core IP in 90 days?
Which revenue streams depend on work that customers can now do themselves with AI agents?

Portfolio-Level Defence: Across your 20-30 investments, we identify concentration risk in AI-vulnerable categories, surface which companies need immediate strategic pivots versus which can be AI-accelerated to stronger exit positions, and provide independent signals for follow-on funding decisions calibrated to exponential disruption, not linear growth assumptions.

The Stark Reality: Some portfolio companies are worth doubling down on—if they pivot fast. Others are zombies that don't know they're dead yet. The difference between these outcomes is measured in weeks, not quarters. And the traditional board metrics (ARR growth, NRR, burn multiple) won't tell you which is which until it's too late.

We help you make high-conviction decisions about where to deploy reserves, which boards need urgent intervention, and which exits to accelerate before the market reprices your sector.