Go / no-go diligence memos for investors.
Your AI agrees with you. Ours is required to disagree.
The problem
Every investor now has a research chatbot open. Ask it about a deal you are excited about and it catches your excitement and hands it back to you with citations. It is a mirror with a search engine attached. That is not diligence. That is company.
The method
Six seats read the same evidence file independently: the Skeptic, the Growth Partner, the Customer-Truth Advisor, the Operator, the Timing Analyst, and a Red Team assigned against whatever the consensus turns out to be. They cannot see each other's work. Then they argue, on the record, and every seat must name the opposing argument it cannot beat. A managing adjudication weighs the surviving arguments, never the votes.
Then the memo has to survive an audit it did not write: a second AI from a different company checks every source, every date, and every quote before the memo can ship. Every factual claim carries a link and a date. What survives is not an answer. It is a verdict.
Every verdict states: a posture (one of four, from GO to CANNOT READ RESPONSIBLY), a confidence number, the named experiments with kill thresholds that condition it, the strongest surviving argument against it, printed in full, and the two or three observable facts that would change the call.
The proof
Zoom, decision date January 16, 2017. The day before Sequoia wired $100 million at a $1 billion valuation, the consensus said video conferencing was solved and crowded. Using only sources dated before that day, 114 of them, linked, the table said GO WITH EXPERIMENTS at confidence 70, and named the one number that decided the case.
Olive AI, decision date June 30, 2021. The day before the $400 million round at a $4 billion valuation: NO-GO AS FRAMED at confidence 75, built from 64 dated public sources that all existed before the wire.
The claim is not foresight. Backtests are run under a hard rule that no source may postdate the decision date, and each memo carries that caveat in print. The claim is that the evidence was on the table.
The founding reader offer
Name a company you are seriously considering. No NDA, you send us nothing. You get the full memo, built from the dated public record: $2,500, waived for a small number of founding readers in exchange for twenty minutes telling us what is missing.
Every memo ends with the experiments only insider access can run. Running them is the engagement that follows, if the memo earns it.