Sample: investor diligence memo

Sample article format. This is a mock diligence memo structure, not a real company assessment.

This format is for writing that is closer to investor diligence: a company claims its AI product changes a workflow, and the question is whether that claim survives contact with the actual operation.

The claim

The company says its system reduces administrative work by preparing the first draft of a recurring clinical operations report.

That claim is not enough. The diligence question is where the work moved.

Figure 1. Mock evidence score. A good AI workflow claim needs more than product screenshots.

Workflow specificity High

Source traceability Medium

Review path Weak

Deployment proof Medium

The evidence test

The useful memo separates three questions:

What work did the product actually remove?
What work did it move to another person or queue?
What failure modes become harder to see?

Figure 2. Mock work transfer. Time saved in one role can reappear as review, exception handling, or data cleanup elsewhere.

Original manual work 86

System-prepared work 58

Human review 31

Exception cleanup 18

The memo answer

The article would end with a short answer, not a vibe:

The product appears credible as workflow infrastructure if the buyer already has clean exports and a real review owner. It is weaker as a standalone automation claim because the exception queue is still underspecified.

That is the kind of conclusion this format is meant to support.