What does AI disruption mean for your portfolio strategy?
Our AI Disruption Audit adds the missing lens—so you can price risk, justify entry, and hold with conviction.
In an environment full of velocity and noise, we tell you how AI will affect your investments.
AI is moving fast. Investors need a faster lens.
AI is shifting value creation across sectors—compressing margins, reshaping cost structures, and spawning new competitors faster than most investors can react. Yet it's hard to systematically assess portfolio vulnerability.
A Boston-based B2B SaaS leader with $40M ARR saw its value halved when a GenAI competitor launched with zero marginal cost.
A German manufacturing firm quietly lost 30% of its gross margin to automation-savvy rivals before the board noticed the root cause.
A London fintech investment that looked defensible on paper was outflanked by open-source models within 18 months.
What these all had in common: no structured AI risk analysis before or during the holding period.
A rigorous audit to surface AI risk — built for investors
Our AI Disruption Audit is an outside-in analysis that identifies critical risk vectors across your portfolio.
Sector Disruption Scan
We map AI innovations and threats in the company's sector
Vulnerability Assessment
We assess the target's tech and defensibility against AI competition
Strategic Action Plan
We deliver recommendations to bolster AI resilience
Risk areas we analyze
Independent & Unbiased: We operate without vendor bias or operational blinders. Every audit is tuned to investor workflows.
Three audit formats. Zero friction.
Choose the level of access and effort that fits your case.
Full Access Audit
Deep audit with direct company access and interviews. Best for high-stakes transactions.
Touchless Audit
Based solely on investor-supplied materials. Ideal for time-sensitive or confidential cases.
Portfolio Audit
Outside-in scan across multiple companies. Fast, low-touch way to flag exposures across holdings.
Ready to audit your portfolio's AI risk?
Tell us about your portfolio and we'll help you understand where AI disruption poses the biggest threat. Get clarity to act before it's too late.