Conviction Engine
Continuously scores deals against your investing rubric, highlighting what pushes a deal past lead-level threshold.
Thesis alignment · why nowVC-native intelligence, not another tool
Turn deal noise into lead-level conviction — every day.
VC of One is an embedded layer that listens to your existing workflow and returns decision-ready artifacts: partner briefs, evidence ledgers, and IC packets. No retyping. No new data entry. Just faster conviction with an auditable trail.
3x
time-to-conviction compression
1
canonical memory for every deal
24/7
provider pulse + hiring drift
The VC-of-One stack
Conviction systems that behave like a lead partner.
Built for VC teams that lead rounds, move fast, and demand proof. Every signal, quote, and risk gets captured once and composes into decision-ready artifacts.
Evidence Ledger
Customer quotes, expert calls, and diligence proofs are logged with provenance so the IC trail is airtight.
Proof density · audit trailEmbedded Layer
Sits between email, docs, calendar, CRM, and data tools — drafting outputs where the team already works.
No new data entryEmbedded, not invasive
Ingest → Normalize → Draft → Route
The layer watches what already happens, builds a canonical deal brain, and routes finished artifacts back to partners in their native channels.
- Ingest. Email threads, decks, meeting notes, data rooms, scouting lists.
- Normalize. Company, market, team, and thesis signals mapped into a single VC schema.
- Draft. Partner brief, diligence plan, IC memo, and risk ledger assembled automatically.
- Route. Drafts delivered to email, docs, Slack, and CRM with approval gates.
Email / Decks
Meetings
Data Tools
VC of One Core
IC Packet
Partner Brief
Decision Log
Platform Direction
Where the AI platforms are actually moving.
We track hiring drift, platform primitives, capability runs, and compute expansion so VC conviction aligns with the supply-side roadmap — not hype.
Signals layered over hiring drift, capability runs, and compute expansion.
OpenAI
Hiring drift: awaiting snapshot · confidence 0.6
Anthropic
Hiring drift: 290 roles · research-heavy mix
Google
Hiring drift: snapshot pending · partner momentum rising
xAI
Hiring drift: 280 roles · infra & engineering spike
Meta
Hiring drift: snapshot pending · ecosystem ramp
NVIDIA
Hiring drift: snapshot pending · capex signal strong
Platform Direction Index
Plain-English supply-side signals VCs can underwrite.
Hiring Drift
Infrastructure + research up
Platform Primitives
Agentic + tool chains consolidating
Capability Runs
Reliability gains, latency down
Compute Expansion
Capex rising, supply unlocking
Risk Gradient
Encroachment risk flagged early
Opportunity Scorecard
Unique VC metrics built for conviction, not vanity.
We quantify value capture and moat durability, then adjust for provider encroachment, automation substitution, and stack dependency risk.
AI‑Era v3 Metrics
Value Capture
82
Moat Durability
76
Moat Half‑Life (months)
28
Provider Risk
0.34
Automation Risk
0.22
Stack Dependency Risk
0.41
Overall conviction score: 79% · tier: strong
Evidence-Weighted Decisioning
Every metric is traceable to claims, quotes, and sources. The ledger shows what is proven, what is assumed, and what is still missing — so decisions hold up under IC scrutiny.
Claim density tracked
Gaps highlighted
Risk gradients visible
Wedge
Lead‑ready IC Packet Autopilot.
The most valuable wedge: compress time‑to‑IC while preserving your highest bar for conviction. Deal inputs become a complete packet in minutes.
Inputs
- Decks, notes, threads, call transcripts
- Customer and expert call quotes
- Market and competitor artifacts
Outputs
- Partner brief + conviction delta
- Diligence attack plan
- IC memo draft in firm style
Artifact Bundle
- Decision log + risk ledger
- Evidence map + source links
- Follow‑ups queued for approval
1
Ingest deal + context
2
Score vs thesis + signals
3
Assemble memo + evidence
4
Route drafts for approval
Pilot
Quietly embed the layer. Feel the lift in 30 days.
Read‑only inputs. Draft‑only outputs. We prove time‑to‑conviction gains without changing your stack.