AI strategy · Investment · Diligence
Independent advice for investors, boards and leadership teams navigating AI investments, product strategy and technical risk.
Advisory
Focused, independent advice shaped around an investment, a board decision or a critical product choice.
Technical and commercial assessment for private equity, venture and growth investors. Product architecture, team quality, defensibility, dependencies, unit economics, security and scalability translated into a clear investment view.
Practical advice on where AI can create real value, what to build or buy, how to prioritise investment and where technical ambition needs to meet commercial reality.
Direct support for CEOs, CTOs and product leaders across a portfolio. Challenge strategy, review architecture, evaluate vendors and turn broad AI ambition into decisions a team can execute.
Tony has spent two decades investing, advising on complex transactions, building technology companies and working directly with leadership teams. That breadth allows him to test both the investment thesis and what sits underneath the product.
Selected experience
A career spanning M&A, principal investing, venture capital, company building, AI product architecture and board advisory.
Conceived and built MCPBundles, cataloguing more than 1,570 MCP servers and 10,700 tools. Engineered the platform, hosted integrations, code execution, dynamic discovery and security architecture.
Sources and screens early stage technology investments, leads specialist technical and architectural diligence, and advises portfolio leadership teams on AI, product and scaling.
Built a regulated B2B software platform to 60% market share, 10,000 monthly enterprise users and a high eight figure valuation, raising more than $20 million.
Originated, structured and monitored more than $500 million in investments and advised on more than $5 billion of M&A and leveraged buyout transactions.
A useful outsider
The aim is not to produce another report full of AI language. It is to give decision makers a rigorous view of what is real, what matters and what to do next.
Technology assessed in the context of markets, customers, economics and execution.
Architecture examined directly, including dependencies, data, models, security and scale.
Complexity reduced to the decisions, trade offs and risks that leadership needs to understand.
Start a conversation
For investment diligence, board advice and portfolio company support.
Contact Tony