How does BlackAI help investors evaluate AI companies?

BlackAI provides AI-specific due diligence that combines technical depth (AI architecture, model evaluation, data governance) with financial depth (valuation, risk, governance). The team assesses model stack, data defensibility, integration depth, scalability, EU AI Act compliance, and competitive moat — then delivers a risk-adjusted investment memo structured for decision committees.

What is the BlackAI Masterplan for institutional investors?

The BlackAI Masterplan is a structured advisory framework for institutional investors and multi-family offices. It covers target assessment, AI due diligence, milestone-based valuation, deal structuring, and portfolio-level AI exposure analysis. The framework uses the same research-backed methodology applied across all BlackAI engagements.

What areas does AI due diligence cover for investors?

AI due diligence examines six areas: model stack (proprietary vs. wrapper), data governance (defensibility, quality, compliance), integration depth (core product vs. feature), scalability (margin behavior at growth), regulation (EU AI Act classification and conformity), and defensibility (competitive moat, IP protection, structural barriers).

BlackAIConsulting

For Institutional Investors & MFOs

AI Expertise for
Smarter Investments

You evaluate AI companies for acquisitions, allocations or portfolio strategies. We help you assess them properly.

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The Problem

Too many pitches.
Too little clarity.

Every week, another AI company lands on your desk. The pitch decks all sound the same: proprietary technology, defensible data, scalable margins. But telling apart genuine innovation from a well-designed slide deck takes expertise most investment teams do not have in-house.

Our team combines AI research, technical architecture and financial expertise. We examine the technology, the business model and the numbers. And tell you clearly what is real, where the risks are and whether the valuation makes sense.

Services for Investors

Four disciplines. One goal: clarity.

AI Due Diligence

Technical review of whether the AI story holds up architecturally, commercially and strategically.

AI Valuation

Milestone-based option valuation for companies whose value is driven by AI.

Transaction Support

Target assessment, deal structuring and post-acquisition integration advisory.

Portfolio Advisory

AI exposure analysis, governance frameworks and management-level risk briefings.

Do you know the difference between
an AI wrapper and an AI-native company?

If not, it might be worth talking to us before making a decision.

Talk to Us First

What We Assess

Six dimensions. Every single one matters.

Model Stack

Is the AI proprietary or a wrapper around existing APIs? How deep is the integration?

Data Governance

Are the data assets defensible? How is the access, quality and compliance logic structured?

Integration Depth

Is AI the core product or a feature? How dependent is the business model on the AI layer?

Scalability

Do margins scale with growth or do costs grow linearly with it?

Regulation

EU AI Act risk classification, conformity status and regulatory resilience.

Defensibility

Competitive moat, IP protection and structural barriers against replication.

Process

Three steps. From briefing to investment memo.

Briefing

You share the investment thesis and open questions. We define the scope of review.

Analysis

Technical architecture, data assets, business model, regulation and valuation.

Deliverable

Investment memo with clear assessment, risk evaluation and actionable recommendation.

Methodology

No opinions. Published methodology.

Our valuation models and due diligence frameworks are based on our own peer-reviewed research. Every assessment is methodologically traceable and documented to audit standard.

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Consulting Stages

From first look to full mandate.

You choose the depth. Start with a quick pre-filter or go all the way to a structured investment framework. Every stage works on its own or as part of a longer engagement.

Pre-Filter Assessment

You have a stack of pitch decks. We do a quick, structured assessment of each — technology, team, market fit — and tell you which ones deserve a deeper look. Saves weeks of internal debate.

Technical Deep Dive

For the shortlisted companies, we go under the hood. Architecture review, AI maturity assessment, data quality, model dependency. A clear technical picture for your DD team.

Investor Room Support

We join your internal discussions, sit in on founder pitches, and provide real-time expert feedback. Your team asks the right questions, and we help interpret the answers.

Valuation & Due Diligence

Full AI-specific due diligence and milestone-based valuation. Not a generic DCF — a framework built for how AI companies actually grow and create value.

Business Plan & Strategy

We write or review the business plan with you. Revenue model, unit economics, competitive positioning, go-to-market — structured so your investment committee can work with it.

The Masterplan

A comprehensive investment framework across your entire AI portfolio. Valuation bands, risk mapping, capital allocation, and ongoing advisory as your strategy evolves.

Your AI Targets

Bring us any AI company you are evaluating. We assess the technology, the business model, and the valuation — and give you a clear, honest recommendation. One-off engagement or ongoing advisory, whatever your mandate requires.

Co-Investment

We also build and invest in AI companies ourselves. If you are looking for vetted opportunities with an operational team already in place, our portfolio is open for co-investment.

VALUATION

$40M

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Co-Investment Opportunities

BlackAI Portfolio

AI companies we build and operate ourselves. Open for co-investment alongside our team.

View all projects on blackai.capital →

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Education

Swiss research and education quality, fully online.

AI Expertise forSmarter Investments

Too many pitches.Too little clarity.

Four disciplines. One goal: clarity.

AI Due Diligence

AI Valuation

Transaction Support

Portfolio Advisory

Do you know the difference between an AI wrapper and an AI-native company?

Six dimensions. Every single one matters.

Model Stack

Data Governance

Integration Depth

Scalability

Regulation

Defensibility

Three steps. From briefing to investment memo.

Briefing

Analysis

Deliverable

No opinions. Published methodology.

From first look to full mandate.

Pre-Filter Assessment

Technical Deep Dive

Investor Room Support

Valuation & Due Diligence

Business Plan & Strategy

The Masterplan

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AI Expertise for
Smarter Investments

Too many pitches.
Too little clarity.

Do you know the difference between
an AI wrapper and an AI-native company?