USE CASES

Angel Investment Due Diligence Flow (ViewpointAI + Clarity)

Our goal: Enable structured, transparent, and data-driven angel investment decisions by combining human insight with AI-powered analysis.

1. Decision Criteria (Define Investment Objectives)

  • Purpose: Establish what the angel investment aims to achieve.

  • Human Input: Define key criteria such as:

    • Expected ROI and growth potential

    • Risk tolerance and diversification considerations

    • Market opportunity and competitive landscape

    • Team experience, track record, and founder alignment

    • Strategic fit with existing portfolio or personal investment thesis

  • Clarity’s Role: Suggests additional criteria based on historical angel investment outcomes, industry benchmarks, and comparable startups.

  • Output: Weighted decision criteria (“viewpoints”) forming the baseline for evaluation.

2. Data Capture (Build the Investment Data Room)

  • Purpose: Collect all relevant information on the startup or opportunity.

  • Human Input: Financial statements, cap table, pitch decks, product details, customer metrics, contracts, and legal documents.

  • Clarity’s Role: Extracts and standardizes data from unstructured sources, identifies gaps or inconsistencies, flags potential risks, and integrates market and competitor intelligence.

  • Output: Centralized, AI-enhanced investment data room ready for analysis.

3. Decision Making (Rank & Compare Opportunities)

  • Purpose: Evaluate the startup against defined investment criteria.

  • Human Input: Assess qualitative factors such as team quality, product-market fit, and strategic potential.

  • Clarity’s Role: Scores and ranks the investment opportunity, highlights trade-offs and risks, and provides scenario modeling (e.g., best-case, base-case, worst-case projections).

  • Output: Ranked assessment of the investment opportunity with clear reasoning for each recommendation.

4. Decision Reporting (Transparency & Verification)

  • Purpose: Document and communicate the investment decision.

  • Human Input: Approve final investment choice and provide contextual notes for partners or co-investors.

  • Clarity’s Role: Automatically generates a report showing criteria applied, weighted scores, rationale, risk assessments, and supporting data.

  • Output: Transparent, auditable report suitable for internal review, co-investor discussion, and record keeping.

Core Capabilities Throughout

  • Human: Strategic insight, judgment, investment experience, portfolio context

  • AI (Clarity): Data extraction, scoring, ranking, risk modeling, scenario analysis

  • Collaboration: Investors, advisors, and co-investors can review criteria and provide input

  • Analysis: Identify trends, risks, and potential upside across opportunities

  • Reporting: Automated documentation ensures transparency, accountability, and traceability

Clarity’s role: Guides the angel investment due diligence process — analyzing opportunities, highlighting risks, modeling scenarios, and generating transparent reports — while humans make the final investment decisions.

Let’s Build Smarter, Faster Decisions Together

Join the next wave of AI-powered diligence.
We’ll set you up with white-glove onboarding and a pilot that speaks for itself.

Looking to Invest?

Centralized, auditable space for all deal materials.