Our Expertise
Our Expertise
Our Expertise
Our Services
Our Services
Our Services
Solutions We Provide
Technical Due Diligence
Why It Matters:
We validate technology claims, assess IP strength, and identify technical risks that pure financial analysts miss. With 25+ years building chips at Intel, LSI, and Synopsys, we understand what actually works vs. what sounds good in a pitch deck.
What’s Included:
Technology validation and architecture assessment
IP portfolio analysis and freedom-to-operate review
Competitive positioning and differentiation analysis
Technical risk identification and mitigation strategies
Team capability and execution assessment
Technical Due Diligence
Why It Matters:
We validate technology claims, assess IP strength, and identify technical risks that pure financial analysts miss. With 25+ years building chips at Intel, LSI, and Synopsys, we understand what actually works vs. what sounds good in a pitch deck.
What’s Included:
Technology validation and architecture assessment
IP portfolio analysis and freedom-to-operate review
Competitive positioning and differentiation analysis
Technical risk identification and mitigation strategies
Team capability and execution assessment
Technical Due Diligence
Why It Matters:
We validate technology claims, assess IP strength, and identify technical risks that pure financial analysts miss. With 25+ years building chips at Intel, LSI, and Synopsys, we understand what actually works vs. what sounds good in a pitch deck.
What’s Included:
Technology validation and architecture assessment
IP portfolio analysis and freedom-to-operate review
Competitive positioning and differentiation analysis
Technical risk identification and mitigation strategies
Team capability and execution assessment
Market Intelligence
Why It Matters:
Semiconductor markets move fast - new architectures, emerging players, shifting supply chains. We provide real-time intelligence on competitive landscapes, technology trends, and market dynamics that inform investment decisions.
What’s Included:
Competitive landscape mapping and positioning analysis
Market sizing and TAM analysis (bottoms-up methodology)
Technology trend analysis and inflection point identification
Supply chain intelligence and manufacturing capacity assessment
Strategic positioning recommendations
Market Intelligence
Why It Matters:
Semiconductor markets move fast - new architectures, emerging players, shifting supply chains. We provide real-time intelligence on competitive landscapes, technology trends, and market dynamics that inform investment decisions.
What’s Included:
Competitive landscape mapping and positioning analysis
Market sizing and TAM analysis (bottoms-up methodology)
Technology trend analysis and inflection point identification
Supply chain intelligence and manufacturing capacity assessment
Strategic positioning recommendations
Market Intelligence
Why It Matters:
Semiconductor markets move fast - new architectures, emerging players, shifting supply chains. We provide real-time intelligence on competitive landscapes, technology trends, and market dynamics that inform investment decisions.
What’s Included:
Competitive landscape mapping and positioning analysis
Market sizing and TAM analysis (bottoms-up methodology)
Technology trend analysis and inflection point identification
Supply chain intelligence and manufacturing capacity assessment
Strategic positioning recommendations
Deal Sourcing & Screening
Why It Matters:
Most semiconductor deals never get to market - they're done through relationships and industry knowledge. We help VCs build proprietary deal flow in semiconductors and physical AI through our network and thesis-driven screening.
What’s Included:
Proactive identification of emerging semiconductor startups
Thesis-driven target screening and opportunity assessment
Warm introductions to founders and management teams
Early-stage technical and market validation
Pipeline development and deal flow management
Deal Sourcing & Screening
Why It Matters:
Most semiconductor deals never get to market - they're done through relationships and industry knowledge. We help VCs build proprietary deal flow in semiconductors and physical AI through our network and thesis-driven screening.
What’s Included:
Proactive identification of emerging semiconductor startups
Thesis-driven target screening and opportunity assessment
Warm introductions to founders and management teams
Early-stage technical and market validation
Pipeline development and deal flow management
Deal Sourcing & Screening
Why It Matters:
Most semiconductor deals never get to market - they're done through relationships and industry knowledge. We help VCs build proprietary deal flow in semiconductors and physical AI through our network and thesis-driven screening.
What’s Included:
Proactive identification of emerging semiconductor startups
Thesis-driven target screening and opportunity assessment
Warm introductions to founders and management teams
Early-stage technical and market validation
Pipeline development and deal flow management
Strategic Advisory
Why It Matters:
Whether you're a hyperscaler evaluating an acquisition, a VC planning portfolio support, or a strategic investor building capability, we provide frameworks and analysis that drive decision-making at board and executive levels.
What’s Included:
M&A target identification and strategic fit assessment
Build-vs-buy analysis and investment frameworks
Partnership and ecosystem strategy evaluation
Technology roadmap and product strategy assessment
Go-to-market strategy and customer development
Strategic Advisory
Why It Matters:
Whether you're a hyperscaler evaluating an acquisition, a VC planning portfolio support, or a strategic investor building capability, we provide frameworks and analysis that drive decision-making at board and executive levels.
What’s Included:
M&A target identification and strategic fit assessment
Build-vs-buy analysis and investment frameworks
Partnership and ecosystem strategy evaluation
Technology roadmap and product strategy assessment
Go-to-market strategy and customer development
Strategic Advisory
Why It Matters:
Whether you're a hyperscaler evaluating an acquisition, a VC planning portfolio support, or a strategic investor building capability, we provide frameworks and analysis that drive decision-making at board and executive levels.
What’s Included:
M&A target identification and strategic fit assessment
Build-vs-buy analysis and investment frameworks
Partnership and ecosystem strategy evaluation
Technology roadmap and product strategy assessment
Go-to-market strategy and customer development
Ready to Make Better Investment Decisions?
Whether you're evaluating your next investment, planning an acquisition, or developing semiconductor strategy, we provide the technical depth and strategic insight you need.
Ready to Make Better Investment Decisions?
Whether you're evaluating your next investment, planning an acquisition, or developing semiconductor strategy, we provide the technical depth and strategic insight you need.
Ready to Make Better Investment Decisions?
Whether you're evaluating your next investment, planning an acquisition, or developing semiconductor strategy, we provide the technical depth and strategic insight you need.