Purpose of the AI Agent
This AI Agent evaluates a company’s business plan against proven patterns and market benchmarks. It identifies strengths, weaknesses, and gaps; scores the plan using a defined rubric; and delivers prioritized recommendations to improve investor readiness and operational execution.
User Inputs
Business Plan: Current plan (PDF/DOC), pitch deck (optional).
Company Context: Sector, stage, strategy, objectives, and time horizon.
Financials: Historicals (if any), forecasts, unit economics assumptions.
Product & Market: Product descriptions, roadmap, customer research, traction metrics.
Team & Operations: Org structure, hiring plan, processes, key partnerships.
(Optional) Scoring Rubric: If not provided, the agent applies a default rubric aligned to best practices.
Brand & Template: Visual identity and preferred report template (if applicable).
What the AI Agent Does
Intake and Parsing:
Reviews the business plan for clarity, coherence, and completeness; maps claims to evidence.
Comparative Research:
Identifies comparable successful companies/case studies; benchmarks against strategies, growth trajectories, and capital efficiency.
Structured Evaluation (Rubric‑Driven):
Market Opportunity and Customer Problem
Solution Fit and Differentiation (including IP defensibility where relevant)
Business Model and Unit Economics
Go‑to‑Market Readiness and Traction
Team, Governance, and Execution Capability
Operations, Risks, and Compliance
Financial Projections and Fundraising Strategy
Each category receives scores with cited evidence and rationale.
Gap Analysis and Recommendations:
Prioritized actions with effort/impact estimates; risk mitigations and validation steps.
Roadmap and Milestones:
30/60/90‑day plan with owners, deliverables, and success metrics.
Financial Sanity Checks (as inputs allow):
Sensitivity analyses on key assumptions (pricing, conversion, churn, CAC/LTV).
Branded HTML Output:
Applies specified template and branding; produces a clean, presentation‑ready report.
Expected Output
File Format: HTML document
Contents: Executive summary; rubric scorecard; category‑by‑category findings with evidence; benchmarking/comparables; prioritized recommendations; 30/60/90‑day action plan; appendix with assumptions and references.
Key Outcome
A clear, evidence‑based evaluation with practical steps to strengthen the business plan, improve decision‑making, and increase credibility with investors, partners, and internal stakeholders.