Use Case Foundry
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For investment and portfolio teams

Test AI claims with evidence, not slogans—across the whole portfolio.

Use Case Foundry helps investment and portfolio teams test whether a company can win with AI based on its assets, data, workflows, limits, and ability to deliver. The same assessment works across companies, with written reasons ready for investment memos and operating plans.

The tension

Why AI claims are hard to underwrite

Pressure 1

Pitch decks say AI-enabled, but the evidence behind the claimed advantage is thin.

Pressure 2

Automation potential gets confused with an advantage customers value and competitors cannot easily copy.

Pressure 3

Data access, proprietary workflow knowledge, and execution constraints are hard to compare quickly.

Pressure 4

Every portfolio company needs an AI value-creation read, and ad hoc assessments don't compare across the portfolio.

Pressure 5

A polished agent demo says nothing about whether it can pass representative tests, a supervised pilot, or production checks.

The decision

What diligence and portfolio ops can test

Outcome 1

A first read of public evidence, customer pressure, and possible business priorities before management interviews.

Outcome 2

An assessment of which AI bets fit the company’s real strengths.

Outcome 3

A clear split between feasible automation, strategic advantage, prerequisites, and gaps.

Outcome 4

Questions for management that expose missing evidence before investment or acquisition decisions.

Outcome 5

The same repeatable assessment across every portfolio company, so AI value-creation reads are comparable.

Outcome 6

A clear readiness result—ready, needs evidence, or unsafe—for any agent claim under review.

A concrete output

A diligence memo for AI readiness

Use Case Foundry turns company evidence into a clear view of value, practicality, company advantage, evidence quality, and readiness. Investment and portfolio teams can challenge AI claims with specifics, including whether a proposed agent can pass representative tests and production-handoff checks.

What a deal or operating team should leave with

  • A memo that names the strongest possible sources of AI value and the evidence behind them.
  • A short list of management questions that would most change the recommendation.
  • A 100-day plan that separates quick validations from prerequisites and longer bets.
  • A comparison lens that makes company-to-company reads repeatable across the portfolio.

What the first 100 days should clarify

  1. Where the proprietary advantage really lives — data rights, workflow ownership, or scarce judgment.
  2. Which claims are generic — impressive demos with weak linkage to differentiated business outcomes.
  3. What management must prove next — data access, operating owners, pass thresholds, and rollout constraints.

What to avoid

Do not reduce the diligence read to a generic maturity score. The job is to identify which specific AI bets are grounded, what remains unproven, and what evidence would justify the next dollar of investment.

Why the answer holds up

Keep the reasoning attached to the recommendation.

1

Every inferred market priority keeps its dated public sources and remains a question until reviewed.

2

Moat scoring rewards proprietary data, scarce expertise, reusable abstractions, and switching costs.

3

Generic ideas are demoted before they become polished but weak investment claims.

4

Evidence gaps become diligence questions for management, customers, and technical owners.

5

Written score reasons make every ranking easy to review in an investment memo or operating plan.

6

Deployment readiness comes from reviewed evidence and fixed checks, not from the company’s AI marketing claims.

Next steps

Go deeper with resources

Starting prices for single-company diligence; portfolio scans are quoted.