Case Study 5

VeritIQ (May 24) - Investment Memorandum

Problem

Founder of VeritIQ, at the time in Stealth mode, approached me in summer 2024 to work on a go-to-market strategy for a new disruptive software platform in Private Equity. The specific problem space is Data and AI-Powered Due Diligence for Early Stage Investment Decisions.

Action

This was a two month strategy project working on market research into the target addressable market, go-to-market strategy, AI research, competitor analysis, commercial growth plan and scenario modelling. The end product was a narrative as presentation in the Investment Memorandum (investment ask). The structure of the document was as follows:

  1. Problem

  2. Commercial Impact

  3. Solution (Philosophy and Detail)

  4. Defensive Moat (Data & AI)

  5. Market Opportunity (TAM)

  6. GTM Plan

  7. Competitor Analysis

  8. Team

  9. Financials

  10. Investment Ask

Impact

The investment Memorandum directly contributed to an SEIS raise.

Fleur Hicks

Founder at VeritIQ

“Calum's deep insight into innovation and strategic growth was formative in shaping our AI product proposition. His approach not only helped us navigate the complexities of the AI space but also set a strong foundation for our commercial success. Thanks Cal.”
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6. ECI Partners - Project 2 (June 24) - Due Diligence
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4. CHAPTR (Sep 22 - May 24) - Fractional Head of Strategy