DELIDEC
The AI
Boardroom.
Eight C-level chairs deliberate in parallel and sign a board-grade verdict in twelve minutes. Cited, audit-logged, dissent on record. Built on Claude.
The product · in one artifact
A real verdict the council signed.
4 · 3 · 1 vote. 12 minutes. 47 citations.
★ The question
Should the portfolio company raise its Series B now at $200M post — or wait six months for stronger unit economics and aim for $230 – 260M?
4·
3·
1
Council vote
Proceed at $200M baseline, lever LOIs to $240 – 260M before term sheet. Carry the named dissent on narrative timing. Confidence band 0.79 – 0.94 across the synthesis.
Anonymized · published with founder consent · representative of every memo. Full memo: delidec.com/memo.
CONCURRunway supports 8mo. Raise at $200M; lever LOIs to $240–260M.
0.94conf
CONCURInfra at cost-curve elbow. 24-month plan de-risked.
0.91conf
CONCUROps absorbs 1.6× headcount through Q3 without re-architecting.
0.88conf
CONCURHiring plan intact; retention model through 18mo post-close.
0.86conf
CONDITIONALReconcile export-control posture on 2 SKUs first.
0.85conf
CONDITIONALOnly if Q3 NRR ≥ 118%. Otherwise marker round.
0.83conf
CONDITIONALHold for 3 PE design-partner LOIs before term sheet.
0.81conf
DISSENTRaise at $230M now. 6 months concedes the narrative.
0.79conf
Above: an anonymized verdict in the format every customer receives. Citations graded 1–5★. Sealed with SHA-256. Dissent on record · ineradicable.
The problem · quantified
The 60-hour board cycle is over.
The math has been broken for a decade.
US companies spend ~$18–22B/year on fractional executives, board advisors and strategic retainers. The willingness-to-pay is booked. DELIDEC competes for a budget already in motion — not one we are creating.
60h
Burned per board cycle
Pack prep, input chasing, calendaring around eight executives — before a decision is made.
$2.4M
Loaded cost of a full C-suite
Annual, fully loaded, eight roles — out of reach for the companies that need the judgment most.
4×/yr
Is when the board meets
Strategic questions arrive weekly. Deliberation arrives quarterly. The gap is where value leaks.
Sources: NACD board surveys · PwC annual board governance review · DELIDEC internal model. Full sourcing in research dossier.
The architecture · what we built
Eight chairs. Parallel deliberation.
One synthesis. Dissent on record.
The only non-replicable strategic claim: dissent preservation. The synthesis chair is forbidden from collapsing minority positions. Below 0.6 confidence on legal/regulatory queries, routing escalates to a vetted human reviewer.
Multi-agent orchestration with constitutional dissent preservation — a 2023+ capability. Not buildable on pre-Constitutional-AI models.
Why now · in history
The board has not changed
its cadence since 1602.
Quarterly meetings. Six-week prep cycles. Set by sailing-ship communication times in the 17th century. Unchanged across 424 years of statutory reform — Companies Acts, Securities Acts, Sarbanes-Oxley, Dodd-Frank. What changed is the speed of the business inside the boardroom.
1602
Heeren XVII
VOC charter. 17 directors. 3 meetings/year. Cape Town mail times set the clock.
1862
UK Companies Act
Fiduciary duty codified. Anglo-American board law established. Cadence unchanged.
1934
SEC created
Securities Exchange Act. Continuous disclosure. Board reporting duties expanded. Cadence unchanged.
2002
Sarbanes Oxley
Post-Enron. CEO/CFO certification. Independent audit committees. Cadence unchanged.
2010
Dodd Frank
Standing risk committees for SIFIs. Cadence unchanged.
2023
KPMG · INSEAD
Principles for Board Governance of AI — first board-level AI framework.
2024
EU AI Act
In force 2024-08-01. High-risk AI obligations bind 2026-08-02. Board fiduciary duty over AI becomes statutory.
2026
DELIDEC convenes
6-week cycle compressed to 12 minutes. The 424-year cadence gap, closed.
Why now · the timing thesis
Four convergences. One window.
2023
Capability
Constitutional AI (Dec 2022) + long-context Claude 2 make multi-agent dissent preservation a commercially viable architecture for the first time.
2024-08
Regulatory
EU AI Act in force. High-risk obligations bind 2026-08-02. Board duty over AI becomes statutory — audit-grade deployment is no longer optional.
$18-22B
Cost
US annual fractional-exec + advisory spend. Already booked. We capture an existing budget — not create a new one.
$11B+
Comparable
Harvey valuation. Sierra, Glean, Hebbia all multi-billion. Vertical AI cleared three Series A→C cycles since 2022. C-suite is the open seat.
Until 2022, "AI in the boardroom" was reporting (Watson-era summarization). Multi-agent deliberation with dissent preservation is a 2023+ capability. It is not a relabel.
Sources: Anthropic "Constitutional AI" (Bai et al., 2022); EU AI Act Articles 113 & 6 (2024); KPMG-INSEAD Principles for Board Governance of AI (2023). Public-comparable valuations per industry reporting · figures rounded.
The market · bottoms-up
Big market. Narrow door.
TAM
US fractional C-suite + board advisory + strategic retainers
$18–22B
SAM
PE-backed portcos + family offices + founder-led public companies
$2.5–4B
SOM Y3
200 logos × $24K ACV blended at modeled steady-state
$4.8M ARR
The wedge: founder-CEOs of $20–200M ARR private companies with active boards. ~9,400 in the US. Real procurement often via Chief of Staff or VP Strategy. Founding Council seats — 50 cap — $1,499/mo locked for life opens the funnel.
SAM/SOM derived from PE Hub + Family Wealth Alliance population estimates · DELIDEC internal model. Detailed bottoms-up in data room.
Business model · five tiers + founding council
Software margin. Per-chair pricing.
Founding Council ($1,499/mo locked for life · first 50) anchors the early funnel. Standard tiers follow at $499 → $2,999. Enterprise priced per platform deal. ~95% gross margin at modeled Claude usage.
Founding
Council
$1,499/mo · lifetime lock · 50 cap
8 of 8 chairs · unlimited
Standard
Single Advisor
$499/mo
1 chair · 30 sessions
Standard
Trio
$999/mo
3 chairs · 60 sessions
★ Recommended
Quorum
$1,999/mo
5 chairs · 120 sessions
Standard
Full Council
$2,999/mo
8 of 8 chairs · unlimited
Enterprise: custom agents on customer data, BAA, dedicated tenant, EU data residency. Outcome-pricing layer ($2K/deliberation) for high-stakes one-off engagements. Annual prepay = -15%.
Moat · what compounds
Four advantages that compound.
01 · CATEGORY
Naming the category
No competitor ships multi-agent, board-grade deliberation with a sealed verdict. Defining the language, the format, and the standard is durable — a fast follower cannot rename what we built.
02 · DATA
Company DNA per account
Every document a customer uploads deepens their council and raises switching cost. Within-account data lock-in is a moat built in months, not years.
03 · TRUST
The sealed memo is the product
Cited, audit-logged, dissent-preserved, SHA-256 sealed. A decision artifact a board can stand behind — generic assistants cannot replicate without rebuilding the architecture.
04 · ARCHITECTURE
Orchestration, not a system prompt
8 specialists · synthesis chair · citation grader · 6-layer hallucination defense. Materially harder to clone than a chat wrapper — and hardened as an Anthropic Solution Partner candidate.
Traction · honest · pre-revenue today
Where we are. Where the capital takes us.
SHIPPED
PRODUCT
delidec.com + interactive deliberation surface · delidec.com/memo live sample.
SPEC
Developer specification v5.0 · 6-sprint MVP plan · hallucination-defense architecture.
COUNCIL
8-agent competency architecture · each role specified against a real standard (CFO/Big-4, CLO/Magic Circle, CSO/MBB).
CORP
Delaware C-Corp · team scaling 5→10 · Anthropic Partner Path B sent · AI Grant submission ready.
NEXT 12 MONTHS
14 days
MVP live · 2026-06-09 · Founding Council subscription on · first verdicts to delidec.com/wall.
90 days
25/50 Founding Council seats · $37K MRR baseline.
180 days
50 Founding Council filled · SOC 2 Type I in flight · Anthropic Solution Partner listing live.
365 days
Seed closed. First PE platform agreement · $200K+ MRR run rate.
Comparables · the pattern
What category-defining vertical AI looks like.
Investors are funding vertical AI as a thesis. The pattern is consistent: one company per domain captures a multi-billion outcome. The C-suite domain is open.
| Company | Domain | Pattern | Reported outcome |
|---|
| Harvey | Legal AI | Vertical AI for a high-trust professional domain | $11B · Series D+ |
| Sierra | AI agents (support) | Founder-led agent platform at enterprise scale | Multi-billion · latest |
| Glean | Enterprise AI search | Grounding in customer documents — same DNA pattern as DELIDEC | $7B+ · growth |
| Hebbia | Financial research | Vertical AI for investment-research workflows | ~$700M · Series B |
| Cursor (Anysphere) | AI code editor | Vertical AI for software engineering | Multi-billion · Series C+ |
| DELIDEC | AI boardroom | The C-suite vertical — multi-agent deliberation, signed verdict, board-grade audit | Pre-Seed · open |
Figures rounded · per industry reporting through 2026. DELIDEC asks for ≤$500K SAFE today; the comparables raised $200M+ at category clearance. The capital geometry is well-precedented.
The raise · the ask
Pre-Seed. SAFE. MFN cap.
★ What we are raising
≤ $500K SAFE
Strategic-angel round. MFN cap, no priced round. Anchored by 2–3 founder-CEO operators in our ICP + 1 PE Operating Partner.
- $200K free runway already in hand — for legal, compliance, partner-channel, founder runway
- 10-person engineering team + 3 task managers — funded from a separate budget
- Gate to $3–5M Seed at $50K MRR (modeled at month 9)
- Gate to $15–25M Series A at $2–5M ARR + 3 PE platform agreements
★ Use of capital
12 mo · 4 gates
$500K extends runway from 6 to 12 months and covers SOC 2 Type I attestation, the Anthropic Partner listing push, and the first platform-tier conversations with PE Operating Partners.
- Gate 1 (Day 14): MVP live · Founding Council on · 25 paying seats
- Gate 2 (Day 90): 50/50 Founding seats · $75K MRR · SOC 2 Type I attestation
- Gate 3 (Day 180): First PE platform conversation · $150K MRR
- Gate 4 (Day 365): First platform deal · $200K+ MRR · Seed open