While the global venture ecosystem has grown exponentially, its management infrastructure remains trapped in an "Efficiency Paradox," relying heavily on manual spreadsheets and fragmented data. Factsheet, a leader in investment digitalization, leverages its proprietary technology—fully integrated with Korea’s VICS (Venture Investment Comprehensive System)—to re-engineer the global investment landscape into a data-driven, hyper-connected infrastructure.
2. Methodology: Strategy Beyond AI – High-Touch Expert Insights
This project distinguishes itself from generic AI-generated strategies by utilizing a rigorous four-layer consulting process:
Desk Research: In-depth analysis of regulatory frameworks (GDPR, SFDR) and competitive dynamics across North America, Europe, and the MENA region.
Global Expert Recruiting & Interviews: Direct engagement with four top-tier experts, including a Silicon Valley Investment Bank MD, a Deep Tech mentor, and a Manager from Jordan’s Ministry of Digital Economy.
1-on-1 Sessions: Collaborative sessions with internal stakeholders to align core technical strengths with specific regional demands.
Consultant Insight Synthesis: Combining expert raw data with strategic foresight, defining AI not as a replacement for decision-making, but as an "accelerator" for high-stakes human judgment.
3. Key Deliverables
The project concluded with the delivery of high-density strategic assets designed for immediate execution:
Comprehensive 188-Page Strategic Report: A deep-dive roadmap covering market analysis, financial modeling, and localized GTM plans.
Full Transcripts of Global Expert Interviews: Raw insights and unfiltered market intelligence from key influencers in Silicon Valley and the MENA region.
Strategic Market Entry Item List: A prioritized inventory of specialized features and services tailored for successful entry into each target geography.
4. New Market Entry Items: Strategic Opportunities Identified by Experts
The expert interviews identified three high-value "Market Entry Items" that address immediate global pain points:
Global Data Translator: A system that standardizes disparate local data into global benchmarks, acting as a bridge for investors in emerging markets to compare their portfolios directly with Silicon Valley standards.
AI-Driven M&A Matching & Prediction: A model that analyzes global corporations' product gaps and hiring patterns to predict potential acquirers, transforming "hope-driven exits" into "exit-driven theses."
Real-Time Reg-Tech Agent: An automated module that monitors industrial regulations (e.g., healthcare or aerospace) in real-time, significantly reducing compliance costs for cross-border investors.
5. Go-To-Market (GTM) Strategy
U.S. Market (Strategic Wedge): Factsheet will secure "Trust Capital" by serving as the Official Intelligence Partner for prestigious events like 'The Deal Summit' in Silicon Valley.
MENA Market (The Hub): Positioning as a data hub connecting technical talent with regional capital, facilitating transparent cross-border investment flows.
6. Conclusion: From Tool to Infrastructure
Factsheet is evolving from a mere productivity tool into a "Digital Highway" for global capital. By combining its technical moat with the "High-Touch" insights of a global expert network, Factsheet is positioned to become the standard Operating System for the global investment ecosystem.
[Snapshot] Factsheet Global Expansion Strategy
Mission: To become the global standard Operating System (OS) for venture investment by 2029.
Core Tech: Korea’s only real-time VICS integration and AI-based S-Valuation model.
Deliverables: A 188-page strategic report, full global expert interview transcripts, and a specialized market entry item list.
Differentiation: A hybrid strategy combining AI analytical power with qualitative insights from a network of global industry experts—moving beyond automated reports.
Key Market Items: Global Data Translator, AI M&A Predictor, and Real-time Reg-Tech Agent.
Next Step: Securing "Trust Capital" through top-down partnerships with elite Silicon Valley investment summits.
Factsheet U.S. Market Launch Expert Interview
Factsheet is a deep-tech, AI-driven platform that provides automated startup valuation services and comprehensive investment portfolio management solutions. Its S-Valuation engine uses AI to generate objective and reliable startup valuations, while the AI Analyst feature automates investment reports for busy professionals. Factsheet aims to bridge information gaps and streamline investment decision-making, supporting VCs, ACs, and other financial institutions in making smarter investments.
Paul Kallmes
1. Market Opportunity & Target Customers
Q1: “What do you see as the key opportunities and major challenges that Factsheet could address in the North American comprehensive investment solutions market, which is growing at a CAGR of 15.5%?”
Q2: “Which key customer segments should Factsheet initially focus on in the U.S. market, and how do their investment decision-making processes differ from those in Korea?”
Q3: “What are the main challenges U.S. VCs or ACs face in portfolio management, and how could a solution like Factsheet help address these issues?”
2. AI Differentiation & Competitive Advantage
Q4: “What are the time-saving and strategic benefits that the ‘AI Analyst’ automated report generation feature provides to U.S. investment professionals, and how do you plan to ensure the accuracy of company ratings (AAA) and cash flow ratings (CR-2)?”
3. Go-to-Market & Global Expansion
Q5: “For a service like Factsheet, which countries and entry strategies would you consider most effective for market expansion?”
4. Wrap-Up
Shawn Flynn
AI-Based Comprehensive Investment Solution – Interview Questions
1. Background & Context
1. Could you briefly introduce yourself and your role in the Silicon Valley investment ecosystem?
2. From your experience, what are the main inefficiencies or challenges in traditional venture capital and startup investment processes?
2. Understanding AI-Based Investment Solutions
3. AI-based investment solutions offer startup valuation, portfolio management, and automated analyst reports. Compared to traditional methods, what do you see as the main advantages and potential limitations?
4. How reliable do you think automated AI-generated reports (e.g., company rating, cash flow assessment) would be in actual investment decisions?
3. Market Fit & Adoption
5. In your view, how useful would such a solution be in addressing information asymmetry and improving portfolio management in the U.S. investment market?
6. What are the key barriers for adoption of AI-based valuation tools in Silicon Valley?
4. Risk & Improvement Areas
7. What features or capabilities would need to be strengthened for successful adoption in the U.S. market?
8. Are there potential legal, regulatory, or risk concerns investors might have with relying on AI-driven valuation and portfolio tools?
5. Strategic Insights
9. From a Silicon Valley investor perspective, how could such a solution create a competitive advantage over traditional investment processes?
10. What advice would you give for entering the U.S. market, especially in terms of early adoption, partnerships, or positioning?
Kenneth Huynh - Email interview
I. Introduction and Background
1. Could you briefly introduce yourself and share your experience in global or Deep Tech investing?
II. Investment Decision-Making and Current Challenges
2. What are the biggest challenges or risks when deciding to invest in cross-border Deep Tech startups?
3. In your current investment evaluation and portfolio management process, what are the main limitations or pain points you experience?
III. Perspective on AI Comprehensive Investment Solutions
4. How do you think AI-based startup valuation can support investment decision-making?
5. How could automated analytical reports (e.g., company rating, cash flow indicators) provide advantages in global investment and portfolio management?
6. How can global data integration and AI-based M&A matching features be practically applied to investment strategies or Exit decisions?
IV. Future Utilization and Strategic Insights
7. What additional features or improvements would make an AI-based investment solution indispensable for Deep Tech and cross-border investments?
8. Do you think such a solution could play a role in blurring the lines between VCs, accelerators, and LPs in the global investment landscape?
V. Overall Perspective
9. From a Deep Tech investment perspective, what is your outlook on the long-term potential of AI-based comprehensive investment solutions, and what strategies would be key for their success?
Factsheet MENA Market Entry Interview Guide
Odeh Haddadin
1. Introduction & Background
1. Could you briefly introduce yourself and share your experience with startups or VC activities in the MENA region?
2. Which industries or sectors are currently seeing the most active investment in the MENA market?
2. Market Environment & Opportunities
3. In the MENA region, are startup investment decisions primarily data-driven, relationship-driven, or a mix of both?
4. What do you see as the biggest inefficiencies or challenges in the local startup investment market? 5. How likely do you think local investors are to trust and adopt foreign AI-based startup evaluation solutions?
3. Regulatory & Local Environment
6. What legal or regulatory issues should foreign companies be aware of when operating an investment support platform in the MENA region?
7. Could data privacy, financial data regulations, or compliance requirements be significant barriers for providing such a solution locally?
4. Factsheet Strengths & Market Entry Strategy
8. How useful do you think Factsheet’s AI-based valuation and automated report generation features would be in the MENA market?