From model to durable business
AI investors distinguish between companies that use AI as a feature and those building defensible AI-native businesses. Your pitch must show proprietary data advantages, clear monetization, and why your position is hard to replicate as foundation models improve.
Benchmark performance on the specific task you solve, ideally vs. human or incumbent baselines.
Benchmark: Show head-to-head comparisons against best available alternatives.
Volume and uniqueness of proprietary training or fine-tuning data.
Benchmark: Explain why competitors cannot easily acquire equivalent data.
Cost to serve one query or prediction, and how it changes at scale.
Benchmark: Gross margins compress as compute costs rise; target 60%+ at scale.
Revenue retained and expanded from existing customers.
Benchmark: AI SaaS: 110%+ NRR signals sticky, expanding use cases.
How quickly customers achieve meaningful outcomes after onboarding.
Benchmark: Shorter time-to-value correlates strongly with retention.
Explain why you win as models commoditize
Prove the system actually works
Connect AI output to revenue
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