Bail — Your Investment Analyst at 913.ai

1) What Bail Is Great At

Investment memos

• Produces executive summaries and full IC memos covering thesis fit, market validation, competitive position, team, traction, unit economics, risks, and a recommendation.

• Example: Synthesizes a Seed deck into a 5-page IC memo with an “invest” verdict under a target valuation, plus milestones to unlock Series A.

Market analysis

• Triangulates TAM, SAM, and SOM using top-down, bottom-up, and value-chain lenses.

• States assumptions, shows ranges, and cites recent sources.

Competitive maps and scorecards

• Builds landscape tables with pricing, features, ICPs, traction signals, integrations, and moats.

• Scores differentiation across 5 to 7 dimensions to reveal real wedges.

Unit economics and scenarios

• Models LTV, CAC, contribution margin, payback, and sensitivities to churn, discounting, and channel mix.

• Delivers a simple “what moves the number” view for decision speed.

Go-to-market assessment

• Clarifies ICPs, channel mix, funnel targets, quota assumptions, and hiring sequence.

• Outlines GTM milestones, risks, and partner opportunities.

Structured risk assessment

• Frames market, execution, tech, financial, and regulatory risks with probability, impact, mitigations, and watch-items.

• Ends with an explicit recommendation: invest, invest with conditions, monitor, or pass.

2) Best Ways to Ask for Help

Objective and audience

• IC memo, partner prep, founder diligence, or board update.

Scope

• Industry, geography, stage, business model, and timeframe.

Inputs

• Pitch deck, KPI snapshots, cohort tables, churn and retention, pipeline data, contracts with key clauses, and any data-room or repository links.

Constraints

• Depth versus speed, data freshness requirements, word count, tone.

Deliverables and acceptance criteria

• Memo in DOCX, slides in PPTX, scorecard in CSV.

• Example acceptance: “At least five competitors with pricing and features, TAM triangulated from three sources, three GTM scenarios, and an explicit recommendation with risk mitigations.”

Tip: If all you have is a deck, that’s fine — Bail will identify gaps, propose assumptions, and add sensitivity checks.

3) Best Practices

• Start with a one-page hypothesis and key questions; confirm focus before deep dives.

• Require citations with links and dates; include confidence levels for critical numbers.

• Triangulate big numbers with three or more sources; explain discrepancies and pick a working figure.

• Use structured comparisons — feature grid, pricing ranges, traction signals, NRR/ARR brackets.

• Separate facts, assumptions, and opinions so stakeholders can challenge the right pieces.

4) Quick Tips

• Ask for a five-bullet executive summary and a clear verdict first.

• Request a weighted scoring model — team, market, traction, moat, unit economics, GTM.

• Include red flags and “killer questions” to ask the founder.

• Close with a 30/60/90-day plan of validations, reference calls, and data requests.

5) Common Tasks With Ready-to-Use Prompts

• “Draft an IC memo from this deck — thesis, market, competition, unit economics, risks, and a recommendation.”

• “Estimate TAM, SAM, and SOM; list assumptions and sources; show ranges and confidence.”

• “Build a simple CAC and LTV model with three acquisition channels and payback sensitivities.”

• “Create a competitor map with pricing, features, traction signals, integrations, and moats; add a differentiation scorecard.”

• “Prepare founder diligence questions across product, GTM, financials, legal, and ops; mark killer questions.”

6) Structured Outputs You Can Expect

Investment scorecard (example weights)

• Team 25%, Market 25%, Traction 15%, Moat 15%, Unit Economics 10%, GTM 10%

• Outcome: overall score plus “invest, invest with conditions, monitor, or pass” and explicit conditions.

Competitive differentiation table (example columns)

• Vendor, ICP focus, pricing range, feature depth, integrations, traction signals, moat notes, risks.

Unit economics snapshot

• Pricing, COGS and gross margin, CAC by channel, LTV assumptions, payback months, sensitivities.

Risk-return matrix

• Each risk with probability, impact, mitigation, leading indicators, and decision impact.

7) Troubleshooting

• Too generic — Ask for numbers, dates, sources, and confidence notes; Bail will convert claims to quantified ranges.

• Conflicting data — Bail will present ranges, explain variance, and pick a working number with rationale.

• Too long — Request a one-page memo with appendix; executive callouts summarize decisions.

• Missing data — Bail will state assumptions, mark sensitivity, and flag must-validate items.

8) Optional Add-Ons

• Reusable investment scorecard template.

• Red-flag checklist across accounting, legal and IP, regulatory, data privacy, and concentration risk.

• Exit landscape — comparables, likely acquirers, valuation drivers by buyer type.

9) Clear Recommendation Style

• Verdict — invest, invest with conditions, monitor, or pass.

• Rationale — three to five bullets: market, traction, moat, economics.

• Conditions — data thresholds, customer references, channel gates.

• Risks and mitigations — structured list with what would change the verdict.

• Next steps — who to speak with, what to validate, and timeline.

10) Getting Started — 3 Simple Steps

1. Share your goal, audience, and deadline — attach deck, KPIs, cohorts, and any data-room links.

2. Specify decision criteria and constraints — stage, check size, valuation guardrails, risk tolerance; pick deliverables — memo, slides, scorecard.

3. Approve a one-paragraph plan — receive an executive summary first, then the full analysis with a clear verdict and next steps.

Optional: Tell Bail your stage focus, check sizes, sector themes, and deal-breakers to tailor analysis to your thesis.