AI & XR Due Diligence for Private Equity & Institutional Investors
The Lion’s View provides private equity firms, venture capital funds, boards and institutional investors with objective AI and XR investment advisory services to aid them in evaluating high-impact technology decisions.
We provide our advisory at the times when AI and XR have the most significant impact on valuation, risk and investment results — prior to investing, closing a deal, or creating a strategic narrative. Firms evaluating a specific target can review the AI Due Diligence Framework for Private Equity, or our healthcare AI diligence review for sector-specific application.
When Investors Engage The Lion’s View
- Evaluating AI or XR as part of an acquisition or investment thesis
- Validating technology claims made by founders or vendors
- Determining whether AI or XR can support a sustainable valuation
- Reviewing the technology risk of a portfolio company
- Preparing for an investment committee or board decision
Focus Areas for Advisory
Investment & Pre-Deal Due Diligence
Independent assessment of technical credibility, market fit, scalability, defensibility, and execution risk to inform investment decisions by identifying commercialization and scale-up risks that materially impact enterprise adoption and long-term value.
Portfolio & Strategic Risk Advisory
Independent post-investment advisory identifying early execution, commercialization, and scale risks across portfolio companies to support informed investor oversight and proactive value protection.
Advisory for Boards & Confidentiality
High-trust, confidential advisory support for private equity firms, boards, and senior leadership during sensitive technology, growth, or risk scenarios requiring independent assessment and strict discretion.
Engagement Model
Short-cycle advisory sprints, targeted diligence assessments and ongoing strategic counsel for selected clients.
Before a first conversation, many investors start with our AI & XR Due Diligence Checklist — the evaluation questions we apply in live engagements.