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Product

An AI analyst on every deal.

Amaya works with your team from the first deck to after the investment. Your firm works in one place; the company answers in its own.

Learns your firm

Your thesis, grounded in your records.

Give Amaya your thesis, memos and past decisions. It builds a working thesis with supporting references for a partner to review and confirm.

v2 · in useconfirmed 14 Oct · Elena Marsh

Your thesis · v2

The statement

We lead Series A rounds in software that makes the energy transition run: storage, grid and the data between them.

intake quotes it on every deal it reads

What we look for

Software sold to the operators of storage and grid assets, not to homeowners
Paying customers before the round, not letters of intent
A founder who has run the workflow the product replaces

Illustrative product view using fictional data

Seven stages

One question per stage. A person moves it on.

Every deal follows the same path. Amaya does the work at each stage; someone at your firm decides before it moves.

Intake

Does this deal belong in our pipeline?

Pitch

What is the company claiming?

Data room

What do the documents prove or contradict?

Interview

What can the company resolve?

Lily, the AI interviewer, asks the founder and their team.

Synthesis

Considering everything, how does it rate?

Investment committee

Do we invest?

Portfolio monitoring

Does the thesis still hold?

Amaya can keep checking after you invest.

Claims tested against evidence

Each finding opens its source.

Review the page in the deck, the cell in the spreadsheet or the relevant interview passage behind a finding.

riskcontradictedTractionfrom the deck

ARR

The deck's $4.2M ARR run-rate is not borne out: the company's own metrics dashboard holds $3,871,200.

The company says

the company's own

The evidence shows

the company's own

Key figures

Gross margin68%claimedCash$5.4mcheckedThe round$12.0mchecked

Illustrative product view using fictional data

Two ratings

Two ratings for every company.

How resilient is it to AI disruption? How well does it fit your investment criteria? Each rating assesses 12 components across three groups, with supporting evidence for review. The two ratings remain separate.

ADI61 C+of 100 · 3 of 12 components weak

IDI58.0 of 100mixed · Proceed, conditional by your thresholds

The 24 components

ADI External pressure22.6 / 40

ADI Internal resilience22.1 / 35

ADI Adaptive capacity16.3 / 25

IDI Market position23.2 / 40

IDI Operational health19.4 / 35

IDI Strategic position15.4 / 25

Amaya was unsure on 2 and says why; none of them moves a grade or band by one level.

Illustrative product view using fictional data

The committee package

The package your committee reads.

The motion, both ratings, the risks that matter most and every condition, in one place.

After you invest, Amaya can keep checking whether the thesis holds.

Kestrel Grid

53 elementsmeeting 30 Oct, 10:00

Proposed investment$3.0mSeries A preferred shares

The round$12.0mas the company states it

Pre-money$48.0mthe company's own ask

Conditions open1before the firm would proceed

The meeting30 Oct, 10:00the pre-read closes the evening before

Anything to ask before the meeting?

53 elements

Open the full package

Illustrative product view using fictional data

Emma

Ask anything about your deals.

Emma answers from your firm's records, with source references for your team to review. She drafts; you decide.

Emmaon Kestrel Grid · Data room

Why does Kestrel Grid's ARR differ from the deck?

You · 09:01 · on Kestrel Grid · Data room · Overview

Emma3 sources · 4 s

The deck says $4.2M; the company's own dashboard says $3,871,200.

The deck states a $4.2M ARR run-rate on slide 5 . The metrics dashboard holds $3,871,200 of annual recurring revenue in cell B13 .

The cohort file puts net revenue retention at 109%, against 126% on the deck .

The deck says$4.2M

The records show$3,871,200

$328,800 less than the deck, 7.8% under itworked out by Amaya

Question for the founder · Kestrel Grid

Slide 5 of the deck states $4.2M ARR; the metrics dashboard shows $3,871,200. Which contracts make up the difference?

Nothing is saved or sent until you confirm.

3 sources

1kestrel-grid-series-a-deck.pdfKestrel Grid · slide 5 · "$4.2M ARR run-rate"contradicted
2metrics-dashboard.xlsxKestrel Grid · Summary · B13 · "3,871,200"the company's own

Illustrative product view using fictional data

Your team

Your firm in one place. The company in its own.

Analysts, partners and your committee work each deal together. Founders answer in their own workspace: the nine folders, upload once, and send when the room is ready. They never see your analysis.

AnalystPartnerCommittee memberAdmin

What founders see →

Home

Decisions1 waitingoldest 16 hours · at the data room

To read6 min1 brief · longest 6 min

Exceptions1Kestrel Grid · at the data room

Running0no run in progress

In the pipeline1 deal1 at Data room

Waiting on you

Kestrel Grida document to file · cohort revenue by monthneeds you

Illustrative product view using fictional data

in progressHalyard Capital · Series A round · 9 folders · invited 9 Oct · open until 9 Nov

27 of 31 requests received, 4 still to drop

Open the library

Company overview2of 3missing: Cap tableOpen Company overview
Product4of 4completeOpen Product
Traction4of 5missing: Signed customer contractsOpen Traction
Business model3of 3completeOpen Business model
Market2of 2completeOpen Market
Team3of 3completeOpen Team
Technical3of 3completeOpen Technical
Financials4of 5missing: Revenue by cohort, by month · matters mostOpen Financials
Legal2of 3missing: Contractor IP assignment agreements · matters mostOpen Legal

Illustrative product view using fictional data

Your data

Your data stays your firm's.

How deal data is kept, separated and protected, in plain words on the security page.

Every firm kept separateYour deal records are separated from other firms' workspaces.

Every decision recordedWho decided, when, and why.

Findings linked to sourcesOpen the page or cell behind a finding.

How your data is handledSee our Privacy notice for how your deal data is used, shared and retained.

See Amaya on a deal you're working on.

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or write to amaya@yvlcapital.com