meta-ai-bankability-and-investor-readiness

Use when aI-feature-led SaaS plan is preparing for fundraise, DFI submission, or AI-for-good grant. Use financial projections for model construction.

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Repository: peterbamuhigire/business-plan-skills
Last source activity: July 13, 2026 at 14:11
Detected SKILL.md language: English
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Forks: 1

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name	meta-ai-bankability-and-investor-readiness
description	Use when aI-feature-led SaaS plan is preparing for fundraise, DFI submission, or AI-for-good grant. Use financial projections for model construction.
metadata	{"portable":true,"compatible_with":["claude-code","codex"]}

Meta — AI Bankability & Investor Readiness Skill

Overview

SaaS bankability scrutiny (Rule of 40, LTV:CAC, NRR, burn multiple) is necessary but no longer sufficient for AI-feature-led plans. AI-specialist funds (a16z AI, Index AI, Bessemer AI, Cohere founders fund) and AI-aware DFIs (IFC AI envelopes, AfDB AI-for-development) apply an additional bankability lens: are you running AI like a CFO, or like a feature team?

This skill installs the AI bankability scorecard that sits on top of the SaaS bankability scorecard and the CAMPARI lending lens. It is the discipline behind the AI-specific investor diligence partner's first session.

Use When

AI-feature-led SaaS plan is preparing for fundraise, DFI submission, or AI-for-good grant
AI is material to revenue or product thesis
Existing bankability score is "good SaaS" but the AI dimensions are unmeasured
Plan is pricing in an AI valuation premium (meta-ai-valuation-adjustments) and must justify it
Investor diligence has flagged AI economics or governance gaps

Do Not Use When

AI is internal-efficiency only — use meta-bankability-scoring standard SaaS layer
Plan is bank-loan only (CAMPARI is the binding lens; AI bankability is supplementary)

Required Inputs

Input

Bankability And Investor Readiness brief and decision audience	Client, plan owner, or approved project files	Yes	Stop before making a recommendation; state the missing decision context.
Claims, assumptions, and supporting evidence	Source register, model, research notes, interviews, or operating records	Yes	Separate known facts from assumptions and return a qualified gap list.
Authority and delivery constraints	Requesting owner and repository instructions	Yes	Remain read-only and produce a draft or review only.
Current accounting, tax, valuation, or pricing basis	Finance owner, accounting records, signed contracts, and current authoritative sources	Conditional	Mark the treatment unresolved and require qualified professional review.

Artefact	Consumer	Observable acceptance condition
Bankability And Investor Readiness deliverable	Named decision-maker or plan author	The recommended choice, assumptions, countercase, and next action are explicit.
Evidence and exception register	Reviewer, funder, board, or implementation owner	Every load-bearing claim is sourced or labelled as an assumption; missing checks are not shown as passes.

Element	Cadence	Owner	Variance threshold
AI bankability scorecard	quarterly	CFO + CEO	-5 points from prior
AI-cost-as-%-of-ARR	monthly	CFO	>planned by 2pp
Eval coverage	monthly	Head of AI / QA	-5pp
Hallucination rate	monthly	Head of AI	+1pp
Governance committee meeting	monthly	AI committee chair	missed meeting
Investor archetype map	semi-annual	CEO	new fund category emerges

Evidence	Format	Acceptance condition
AI bankability scorecard decision trace	Sources, calculations, assumptions, countercase, and selected action	A reviewer can trace the selected action and rejected alternatives to the cited inputs.
Exception record	Failed and not-assessed checks with owner and due action	The register exposes every unresolved exception that could lead to rating an unevaluated AI feature as investable differentiation.

Decision condition	Action	Failure or risk avoided
Evidence is sufficient to decide: whether AI-specific evidence clears funder diligence	Record the conclusion, source trail, owner, and review trigger in the AI bankability scorecard.	Risk of rating an unevaluated AI feature as investable differentiation
Material evidence conflicts or remains uncertain	Rescore AI readiness after removing any unevaluated capability, unallocated model cost, or undocumented governance claim.	Selecting an option without resolving the decision-relevant uncertainty
Required evidence is missing: AI cost, evaluation, incident, and governance records	Mark the decision on whether AI-specific evidence clears funder diligence `not assessed` in the AI bankability scorecard, and send it to the finance owner and funder reviewer.	Otherwise, the work risks rating an unevaluated AI feature as investable differentiation

meta-ai-bankability-and-investor-readiness

Install options

Review the source files

Meta — AI Bankability & Investor Readiness Skill

Overview

Use When

Do Not Use When

Required Inputs

Meta — AI Bankability & Investor Readiness Skill

Overview

Use When

Do Not Use When

Required Inputs

Workflow

Decision, stop, and recovery controls

Quality Bar

Anti-Patterns

Outputs

Living-Plan Cadence Defaults

References

Africa / Uganda Application Notes

Evidence Produced

Capability and Permission Boundaries

Degraded Mode

Decision Rules

Quality Standards

Worked Example

Finance Doctrine Gate

meta-ai-bankability-and-investor-readiness

Source facts

Install options

Review the source files

More from this repository

More from this repository

Meta — AI Bankability & Investor Readiness Skill

Overview

Use When

Do Not Use When

Required Inputs

Meta — AI Bankability & Investor Readiness Skill

Overview

Use When

Do Not Use When

Required Inputs

Workflow

Decision, stop, and recovery controls

Quality Bar

Anti-Patterns

Outputs

Living-Plan Cadence Defaults

References

Africa / Uganda Application Notes

Evidence Produced

Capability and Permission Boundaries

Degraded Mode

Decision Rules

Quality Standards

Worked Example

Finance Doctrine Gate