Service 05
Know what you are actually investing in.
We help investors and boards evaluate software, product execution, AI claims, data assets, architecture and the team behind them.
What we examine
Scope follows the transaction. We assess architecture, code quality and delivery risk; product maturity and roadmap realism; AI and model claims; data provenance and defensibility; security and operations; team structure and scalability.
- Where the real product advantage lives
- Failure modes and how they are measured
- Data rights, quality and feedback loops
- Unit economics of inference and review
- Whether the organisation can operate the system
AI claims need technical context
A model demo does not prove a durable advantage. We look at where the model sits in the workflow, what proprietary data or evaluation capability exists, what is commoditised, how errors are handled, and what it costs at scale.
Written for the investment committee
Our background spans investment management, software, data, AI and scientific product development. We translate technical findings into the strategic and operational implications that committees, family offices and boards need.
A polished demo can hide a surprising amount of technical debt.
Also from Sequoia Labs
Connected capabilities.
Product strategy & engineering
Discovery, product definition, UX, web and mobile engineering, cloud, QA, launch and continuous improvement, owned by one team.
02AI & intelligent automation
LLM products, agentic workflows, retrieval, document AI and evaluation, engineered for production with humans in the loop where errors matter.
03Data & machine learning
Unstructured-to-structured pipelines, data platforms, analytics and supervised ML with the monitoring to keep it honest.
04Advanced technology
Scientific product development across sensors, advanced materials and devices, from physical principle to product requirement.
Start a project
Bring us the difficult part.
You don’t need a specification. A rough idea, a broken workflow or a technical unknown is enough to start a useful conversation.