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Memo · Helios Grid

Draft v3 · autosaved 2m ago · collaborators: you, Sofia

Diligence checklist

0/8

AI insights

Strongest signal
Net retention 118% + repeat founders = top-decile seed profile.
Weakest signal
Regulatory readiness lags peers — model adjusts fit downward by 6 pts.
Similar deals
5 companies in pipeline history share ≥ 80% feature similarity.

Risk checklist

  • MEDIUM
    EU grid interop certification pending
    Regulatory
  • MEDIUM
    Cohort data incomplete pre-2025
    Metrics hygiene
  • LOW
    Top 2 customers = 48% of ARR
    Concentration

Data room activity

  • Financial model v4.xlsx27
  • Founder deck Q2.pdf54
  • Cap table clean.xlsx12
  • Customer LOIs (4)18