We Value
AI Companies
Increase your valuation. Accelerate capital readiness.
The difference between experimenting with AI and restructuring around it is not a gradual spectrum. It is a structural divide — and standard valuation practice has not yet absorbed it.
Standard valuation compresses every milestone probability, every continuation option, and every risk shift into one opaque number. Two analysts who disagree cannot locate the source of their disagreement. Real option value goes unpriced — consistently, at every integration stage.
We price each milestone decision node explicitly — proof of concept, first revenue, product-market fit, international expansion. Every assumption is auditable. Every valuation band is traceable back to the milestones your company has cleared and the options it holds next.
Built for Every Decision Maker
Whether you are setting strategy, managing the balance sheet, or deploying capital — we have a structured engagement for you.
CEO
AI integration is a strategic bet. We help you make it with a clear framework — so your board, your investors, and your team see the same picture.
- —AI roadmap tied to business value
- —Integration depth assessment
- —Board-ready briefings
- —Competitive positioning
CFO
Standard DCF leaves AI option value unpriced. We give you the structured models — milestone-based, auditable, defensible — that your investors and auditors can work with.
- —Milestone-based option valuation
- —Full financial modeling
- —Cap table management
- —Investor reporting & KPIs
Investor & MFO
AI targets are hard to price with standard methods. We provide the due diligence depth and portfolio-level structure that institutional mandates require.
- —AI-specific due diligence
- —Deal structure support
- —Portfolio valuation
- —Masterplan for complex mandates
From Founding to Unicorn and Beyond
We work with AI-integrated companies — and those actively building toward integration. Our advisory follows your milestones: from proof of concept and first revenue through product-market fit to the funding rounds that define your valuation trajectory.
Standard valuation methods compress milestone probabilities and continuation options into a single growth-rate assumption — leaving real option value unpriced. Our framework prices each decision node explicitly, grounded in our own published research. Founders who work with us apply that structured approach directly to their company.
What We Do
AI Valuation
We value AI companies. Proprietary models built on published research. Not guesswork.
Due Diligence
AI-specific risk and opportunity analysis for investors and acquirers.
Capital Readiness
Equity story, KPIs, data room. Everything to make investors say yes.
Integration Strategy
AI roadmaps tied to business value. Finance-first, not tech-first.
Risk & Compliance
Model dependency, data governance, regulatory alignment. Mapped and measured.
Deal Support
M&A advisory with deep AI expertise. Valuation, negotiation, structure.
The BlackAI Masterplan
Multi-family offices, institutional investors, and wealth managers require more than a valuation report. They need a structured investment framework — one that holds across a portfolio of AI targets and scales with mandate complexity.
The BlackAI Masterplan is that framework. We map your AI exposure by integration depth, apply milestone-based valuation bands across your target companies, and build a risk-adjusted allocation strategy that your investment committee can defend.
- —AI portfolio audit across all holdings
- —Integration depth classification per company (IDL 0–3)
- —Milestone-based valuation bands — not point estimates
- —Risk-adjusted capital allocation framework
- —Ongoing advisory access as the portfolio evolves
The BlackAI Unicorn Package
Founders who build with us get more than capital. When we fund your company on an equity basis, our full consulting suite is included. Valuation, financial modeling, cap table management, pricing strategy, KPI reporting — everything you need to scale from seed to exit.
“No hourly rates. No separate invoices. One partnership, full support.”
Valuation
VC method and DCF frameworks adapted for AI. We model what your company is worth today and what it could be worth at exit.
Financial Modeling
Full P&L forecasting, cash burn analysis, and runway scenarios. Know exactly when to raise and how much.
Unit Economics
CLTV:CAC ratios, cohort analysis, revenue retention curves. Prove your growth compounds, not just replaces churn.
Cap Table
SAFE notes, convertible instruments, dilution modeling across rounds. Protect your ownership from seed to exit.
Pricing
Value-based pricing, willingness-to-pay research, tier optimization. Price for growth, not guesswork.
Reporting
Headcount planning, KPI dashboards, investor reporting. The operational backbone investors expect to see.
“Standard DCF alone leaves option value unpriced at early integration stages. Our framework decomposes valuation into auditable, milestone-level assumptions.”
— Swissi Research, 2026
AI-Integrated Firm Valuation
A Real-Options Framework for Milestone-Based Assessment
Prof. Dr. Walter Kurz et al. — Swissi Research Paper, 2026
Select engagements
We work with investors, boards, and founders.
Institutional investors use us to value AI targets before acquisition. Private equity firms bring us in for AI due diligence. Boards hire us to assess AI integration strategies and their impact on company value.
We don't do general IT consulting. We don't implement technology. We provide clarity on value, risk, and capital.
Start a ConversationFull Advisory Website
Detailed service descriptions, team profiles, research publications, and direct contact — everything you need to start a mandate or explore how we can help.