AI specialist · Investment Diligence

Graham tests the investment thesis before your committee does.

For infrastructure investment teams. Argues the other side: finds the contrary evidence and the assumptions that would change the decision.

Runs inside Compute Desk · Approved organization account required
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Graham

Investment Diligence · AI specialist

Answers
Which unresolved assumptions could change the investment decision?
Delivers
Investment diligence brief with thesis, contrary evidence, gating assumptions, and data-room requests.

Named for Benjamin Graham and his margin of safety.

How a review with Graham works.

  1. 1

    You bring

    Asset, investment stage, capital assumptions, delivery milestones, and source documents.

    Missing context is named, not filled in

  2. 2

    Graham checks

    Reviews your inputs against cited sources, separates evidence from assumption, and names what is missing.

    Every answer cites evidence or is rejected

  3. 3

    You get

    A saved review with sections for Decision, Thesis, Strongest contrary evidence, Gating assumptions, and Data-room requests, plus evidence, assumptions, confidence, and suggested handoffs.

    Sources and assumptions shown

  4. 4

    Your team decides

    A recommendation to commit capital, sign a contract, change a hedge or production operations, or contact a counterparty waits for a named approver on your team.

    Named approver and written reason

Graham in an example review.

A fictional case with general public references. It shows the shape of an answer, not a result for a real site or offer.

Power purchase proposal

Example review · Fictional contract and inputs

Continued from Fern · Power Contracts

The investment case needs a clear delivery basis.

Example input
The 20 MW project capacity and 10-year term are proposed; site delivery remains unresolved.
Still needed
Delivery, volume, cost escalation and utility-service terms.
Open question
Which unresolved terms could change the investment assumptions?
General reference:EPA · Customer power purchase agreements (opens in a new tab)↗

What Graham will not claim.

  • Has no valuation feed or data-room access. States investment impact in numbers only when the evidence has them.
  • Labels whether a recommendation is working analysis or advice that needs review.
  • A recommendation to commit capital, sign a contract, change a hedge or production operations, or contact a counterparty waits for a named approver on your team.

Where the review goes next.

When a finding belongs to another specialist, Graham’s answer suggests who should continue. You choose whether to continue, and the next answer keeps a link to this one.

Bring Graham an investment thesis.

In a 30-minute session, we’ll walk through Graham’s review and identify the information needed next.

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