ntdp MVP Lab ntdp MVP Lab One Agentic One Agentic

AI Due Diligence for Venture Capital

Pitch document — the full narrative behind the investor deck, in print form.

One Agentic · Pre-Seed · Mohamed Baddar · baddar@oneagentic.us ·

1. Overview

One Agentic is the first AI workspace where VC teams see what they're actually investing in — not just what's easy to find. Funds run structured due diligence configured around how they actually invest, with NEO, the product's AI agent, doing the hours of research work in minutes.

"Every capital allocation decision in early-stage investing is made with complete, unbiased information about the people and markets behind it."

2. The Story — Meet Faisal

Faisal, overwhelmed

Faisal is a VC analyst in Riyadh — two years at an early-stage fund, sharp, ambitious, and the first screen for every deal that comes in.

  • His fund sees 200+ inbound startups a month — referrals, cold decks, demo days, accelerator batches.
  • He spends 40–60% of his time on repetitive research — founder background, market context, claim checking.
  • Partners expect decision-ready answers by the next partner meeting — and his name is on every recommendation.
  • The region's deal flow keeps growing: KSA's venture ecosystem is scaling faster than fund teams are.

3. The Problem — 200 Startups a Month. One Faisal.

The math doesn't work

A proper first pass takes hours per deal — founder background, market sizing, claim verification. At 200 deals, that's months of work compressed into weeks. Triage by gut feel is the only option left.

And quality is uneven

Depth depends on who ran the check and how busy the week was. References are curated by founders. Network gaps decide what gets verified. The process rewards who you know, not how carefully you look.

4. The Cost — Faisal Ghosts Founders. Everyone Loses.

Conversations he started go quiet — not from carelessness, but from arithmetic. Here is what changes with an AI analyst at his side:

Faisal todayFaisal at 10×
~20 deals get a real lookEvery inbound deal screened
Red flags found only if time allowsRed flags surfaced automatically, with sources
Quiet gems slip past the funnelPromising outliers ranked into view
Founders left waitingEvery founder gets an answer

5. The Solution — Meet NEO

One Agentic is an AI workspace where VC teams run structured due diligence — configured around how each fund actually invests. Not a decision engine: Faisal directs every step; NEO does the hours of work in minutes.

Thesis Capture — Fund-Specific Evaluation

Each fund encodes its investment thesis — stage, markets, team signals, exclusions. Every deal is evaluated against that lens, not a generic checklist.

Automated Enrichment — Deep, Multi-Source Research

NEO enriches every deal automatically: founder background, company context, market signals, public records — synthesized into a structured, sourced output.

Signal Verification — Surface What Doesn't Align

When independent sources tell different stories about the same fact, the product flags it explicitly, with sources. NEO flags; the investor decides.

6. How It Works — Inbox to Decision-Ready in 20 Minutes

7. Why Now — Four Forces Just Converged

Capability Threshold

LLMs crossed the quality bar. Synthesizing unstructured data from many sources into a trusted diligence output needed reasoning quality that wasn't there two years ago. It is now.

Data Availability

Founder data is more accessible than ever. Public signals, social footprints, court records, company filings — the raw material exists and is growing. No one has built the synthesis layer for VC.

Market Pressure

Deal cycles are compressing. Funds that move faster without losing depth have a real edge — and they know it. Willingness to pay for speed is measurable and growing.

Market Readiness

Specific beats generic, right now. After two years of generic AI tools, investors are ready for purpose-built. Domain-specific wins over impressive-but-broad.

8. Target Customer — Lean, Early-Stage Funds

Fund Profile
  • Pre-Seed through Series A focus
  • Team: 115 people
  • 50200+ inbound deals/month
  • 530 deals in active evaluation
  • No dedicated research infrastructure — operating lean, relying on analysts and search rather than purpose-built tooling
  • Beyond VC funds: accelerators screening batch applications and corporate VC units — both in our primary market
Two Primary Users

The Analyst — Faisal. 1–3 years in, spends 40–60% of time on research. Becomes a daily user because the product makes him sharper in partner meetings and faster on triage.

The Partner. Reviews deals, relies on analyst output. Uses the product to gut-check, not to grind. Needs to trust the output before relying on it in a partner meeting.

9. Market — Every Early Investor Is a Faisal

VC funds, angels, accelerators, and corporate VC — sized bottom-up from the pricing model. All figures derive live from the pricing config.

SOM — the first funds we can win through the KSA & MENA beachhead
SAM — early-stage investors who fit NEO's diligence workflow today
TAM — every investor worldwide who runs diligence on private companies

Beachhead: KSA & MENA — one of the fastest-growing venture ecosystems globally — then North America and Western Europe. All figures derive live from the pricing model at optimistic segment counts.

10. Business Model — Credit-Based Subscriptions

Usage-based credits shared across the whole fund — priced from measured production costs, not guesses. Measured production sessions vary ~40× in cost, so flat per-seat pricing can't survive: credits track real consumption, and unused credits roll forward.

TierPrice / moFit
MicroSolo GP / scout fund
SeedClassic seed fund
MidActive early-stage fund
EstablishedFull early-stage team

Unit economics: gross margin ~86% at 7.1× markup on measured API cost. Overage credits are the expansion lever. Self-serve first; an Enterprise tier follows with SSO, API access, and a dedicated CSM.

11. Competition — We Evaluate. They Source or Track.

Every competitor stops at the boundary we start from. None are built around the full diligence workflow.

CompetitorWhat they doOur edge
HarmonicBest-in-class sourcing; Scout AI maps markets and researches founders. ~$25–30K/yr.Finds deals. We evaluate them.
AffinityDominant CRM; deep relationship intelligence. "Diligence" = organizing what your team already knows. ~$10–13.5K/yr (5 seats).Tracks the relationship. We evaluate what's behind it.
AttioModern CRM, growing AI layer. No founder research, no risk synthesis. ~$1,740/yr (5 seats).Manages pipeline. We produce diligence depth.
ClayGTM enrichment + Claygent; tech-forward analysts build their own version. No VC-specific product.DIY. We deliver purpose-built, out-of-the-box.
AlphaSense / PitchBookEnterprise-grade, $15–50K+/yr. Built for LP reports and large-fund research.Purpose-built for early-stage, 10× more accessible.
ChatGPT / Claude / PerplexityThe ambient alternative. No structure, no proprietary data, no persistent deal context.We win on structure, consistency, and trust.

12. Differentiators — Better Agents on Better Data, Compounding

Signal Verification

Reasoning across independent sources to find what doesn't align — active cross-referencing, not aggregation. Every deal we run sharpens it.

VC-Specific Intelligence

A general model can research a founder. It can't do it through the lens of a seed-stage investor running a thesis-driven fund. We encode how great investors think.

Speed That Changes Deal Dynamics

Fast first-pass output changes which deals get a look. A two-person fund can evaluate every inbound deal — and no founder gets ghosted.

Consistency Across the Pipeline

Every deal evaluated with the same depth, same questions, same signals — regardless of who ran it or how busy the week was.

The defensible combination: every deal generates proprietary signals only we hold — workflow features alone can be copied; this loop can't.

13. Traction — Working Product, Ready for Design Partners

Add live metrics before sharing: deals processed, design partner names, customer quotes, usage stats.
✓ Built & Working
  • Core diligence workflow runs end-to-end — stable and repeatable on real deal inputs
  • Automated enrichment from public sources — no manual steps to kick off a run
  • Pricing grounded in 100 measured production sessions — real token data, real unit economics
  • AI synthesis outpaces analyst research — materially richer output in a fraction of the time
⚡ Launch Gates
  • Run 20 real deals with VC users
  • 3 paying pilot customers on live deals
  • Onboarding to first output under 20 minutes
  • Partner-grade output quality — consistent enough for a partner meeting

14. The Team

Mohamed Baddar
Mohamed Baddar
CEO & Co-Founder
Bemwa Malak
Bemwa Malak
Founding Engineer & Co-Founder
Mohamed El-Deeb
Mohamed El-Deeb
Founding AI Engineer & Co-Founder
Amr El-Zidy
Amr El-Zidy
Sales & Operations Co-Founder

Advisors & Backers: [Add advisor names, VC firm affiliations, notable angels or existing commitments.]

15. The Ask — Help Every Faisal Answer Every Founder

Raise

SAR 3.75M Pre-Seed. Instrument: SAFE.

18 months runway: ~60% engineering, ~20% data coverage & licensing, ~20% GTM.

What MVP Lab Unlocks

KSA's venture ecosystem is the ideal beachhead — concentrated deal flow, lean fund teams, and direct access to the exact funds, accelerators, and CVC units we're built for.

What We Need From Partners
  • Capital to reach launch and first revenue
  • Warm introductions to fund partners & accelerators in KSA
  • Connections to VC analysts — the day-to-day champions
  • Guidance on enterprise deal structure & LP dynamics

Mohamed Baddar · CEO & Co-Founder, One Agentic · baddar@oneagentic.us