P9 · Program
Investor & Portfolio Services
Observe, validate, invest. Screened companies, technology screening and portfolio consulting for investors who want to know whether the disruption claim survives contact with an engineer.
X = Deal flow —[Δ Screening · Δ 360 eval · Δ Tech audit · Δ Compliance]→ Y = Conviction
The hook
Diligence usually tests the narrative. We test the machine — founders, model, code, data rights and compliance — against the same twenty drivers we use to build ventures.
Intent · Give investors a scored, technically verified view of a company or portfolio, and a value-creation plan for what happens after the cheque.
1%
selection target
360°
evaluation scope
20
value drivers scored
The movement
X · today
Volume of decks and warm intros
Y · destination
A screened, driver-scored, technically verified shortlist
Most diligence tests the narrative. We test the machine: the founders, the business model, the technology claim and the compliance surface — then score the venture against the same twenty value drivers we use to build them.
Only incubator-grade in-house SaaS platform expertise plus tech screening capability, applied to your portfolio rather than to a pitch.
People
- Founder screening
- Synergy evaluation
- Capability assessment
- Stakeholder review
- Customer feedback
Business
- Market impact and timing
- Business model integrity
- IP barriers and moat
- Agility and operating metrics
- Product roadmap credibility
Tech stack
- Technology screening
- Algorithm claim audit
- Scalability evaluation
- Technology asset valuation
- Remediation guidance
Compliance
- Financial checks
- Legal checks
- Growth analysis
- Inspections and audits
- Customer references
Why it matters · impact
Technical claims are rarely audited
Most funds diligence market and team well and technology poorly. That gap is where post-investment surprises live.
Portfolio value is created operationally
Returns increasingly come from driver movement inside the portfolio, not from entry price alone.
Comparable scoring beats narrative memory
A consistent driver scorecard makes companies comparable across cohorts, sectors and vintages.
How it runs · deep dive
Screen · Top of funnel
Structured screening so partner time meets only credible companies.
- Thesis-fit filter and standard intake data pack
- Founder and team capability assessment
- First-pass driver scoring across the twenty drivers
- Red-flag triage: data rights, IP ownership, cap table, concentration
Verify · 360° evaluation
Four independent workstreams, one scored output.
- Business: model integrity, unit economics, market timing, moat
- Technology: architecture, AI substance, evals, security and scale cost
- Compliance: legal, financial, regulatory, data protection
- Customer: reference calls, churn analysis, satisfaction evidence
Create value · After the cheque
The scorecard becomes the operating agenda.
- Post-investment 100-day plan against the weakest drivers
- Quarterly portfolio review on a common metric set
- Operator and expert bench access for portfolio companies
- Exit-readiness diagnostics ahead of the next round
Measured on · KPIs
Screening throughput
Companies fully screened per month
matched to deal flow
Selection rate
Companies passing full evaluation
≈ top 1%
Diligence cycle
Intake to final evaluation report
< 3 weeks
Findings materiality
Material issues surfaced pre-investment
documented per deal
Portfolio driver movement
Improvement on targeted drivers after 2 quarters
measured and reported
What you walk away with
- →Driver scorecard per company, comparable across the portfolio
- →Technical evaluation report including AI and data-rights findings
- →Compliance and reference findings log
- →100-day value creation plan
Other programs
P1
XY Incubation
0 → Revenue, engineered.
P2
XY Acceleration
Revenue → Scale, without chaos.
P3
XY Growth Fund
Create, boot-strap, fund, scale, repeat.
P4
Global Market Access
You win on home turf, then you conquer another.
P5
XY Mentoring
One missing node, not one missing strategy.
P6
Business Model Consulting
Beyond the fluff — a calibrated engine.
P7
Product Management
Discover value, frame it, validate it, create it.
P8
Technology Consulting
Is it your IP — or someone else's API?