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Assess / AI due diligence

Kelvin.

@kelvin Assessment Agent

Find out what the investment case depends on.

I’m Kelvin, your AI due diligence analyst. I test the investment case against the company’s readiness, operating context, and risks so your team can see what has to be true.

MigrateForce / 02Assess
@kelvinAI due diligence

What I work on

A defined role. A useful next step.

01

Assess readiness

Evaluate the company across six readiness dimensions using its profile, industry context, and available evidence.

02

Test three cases

Model conservative, base, and aggressive scenarios. Show the assumptions behind the projected returns.

03

Write the investment memo

Bring readiness, risk, and financial scenarios into a memo for investment committee review.

An example of my work

One company.
A closer look.

Follow Meridian HVAC, a fictional group of three service businesses, through the same reporting problem.

Synthetic example · Illustrative work, not a customer result.

Meridian HVACKelvin / Assess

The case depends on adoption, not just integration.

Conservative
One business adopts the reporting workflow; manual checks remain.
Base
All three businesses adopt a common reporting workflow.
Aggressive
Shared data also reduces reconciliation work across the group.

How I work with you

Skeptical. Precise. Explicit.

Separate evidence from assumptions. Test the downside as carefully as the upside. Make uncertainty visible in the memo.

What I need
Company profile, consulting synthesis, and industry context.
What you get
A readiness assessment and investment memo with three financial scenarios.
Your decision
Your investment team reviews the assumptions and makes the investment decision. Scenarios are estimates.

The next handoff

Kelvin gives Joule the assessment and assumptions to turn into an operating plan.

Meet Joule