The AI era is repricing every GTM. Know yours first.
Demand Karma runs structured GTM diagnostics that align investors, CEOs, and GTM leadership around the facts. Everyone sees the same issues, the same constraints, and the same priorities. Better clear than clever.
Prepared for the board of Portco Ltd · Series B · $12m ARR
The report your next board meeting is missing.
AI GTM Risk Exposure
The fast one, with a single job: tell you whether this GTM is at risk from AI. Certain things have to exist before anyone can judge that, a plan built on how buyers buy now, customer insight that covers AI behaviour, a team asking the right questions. We go and see that they exist. Scored on our VECTOR framework, done in days, built to be discussed at your next board meeting.
The verdict comes back one of three ways: not at risk, at risk, or the information to know is missing. All three are findings a board can act on.
Book an exposure read- →We interview your GTM leader on how they plan, and how they gather AI-related customer insight
- →We review the pitch and positioning: built for how buyers buy now, or for a buyer who no longer exists?
- →We review the sales deck and proposition for old-world vs new-world fit
- →We review the marketing plan. Gated content and MQL waterfalls get flagged on sight
- →We test whether the team is asking the right questions about AI at all
A flag-by-flag read across six dimensions and a clear verdict: not at risk, at risk, or the information to know is missing. Plus a debrief on where to look next, whichever it is.
GTM Due Diligence
An in-depth AI era GTM review using our operator's checklist, with practical actions for investors and CEOs pre-deal, post-deal, and mid-cycle when growth stalls. We created the category in European VC in 2021. Two depths, one standard of honesty.
Red Flags Audit
A tailored GTM review. We audit the areas you choose and answer the red-flag questions investors, chairmen, boards and CEOs are actually asking. Sized to scope, so it lands well inside the full audit's timeline.
Full GTM Due Diligence
Every function, every pound of spend, the whole engine. Board-ready within four weeks of documents. The works.
- →A structured data request across the whole revenue engine. Low coverage is itself a finding: it tells you how the company is really run
- →Stakeholder interviews, including the CEO and chair, plus the people who actually touch the funnel
- →Maturity scored across eight functions: strategy, people, execution, process, systems, data, governance, measurement
- →Capital allocation reviewed line by line. Where spend is working, where it isn't, and where it never could
- →The GTM half of the viability question, answered
- →Explicit scope boundary: GTM only. Product roadmap and technical AI risk get a named hand-off, not a fudge
A board-ready findings deck, a scored maturity view, and a prioritised action plan. Including a capital allocation read with teeth: we typically find 10 to 30% of GTM spend that should be somewhere else. If we can't identify at least 10%, the diligence is free.
GTM Leader Assessment
The uncomfortable one. Boards ask us this constantly, usually in a lowered voice: is the CMO actually any good? A 360 on the leaders who carry the number, answered with evidence rather than corridor opinion.
Assess a leaderA sample 360: strong judgement, a cadence gap. The report says which, with evidence.
- →Capability reviewed against what the role now demands, not what it demanded in 2019
- →Right people, right seats: where the team is carrying passengers, and where it's missing an engine
- →Level-of-hire calls with teeth. CMO or VP Marketing? CRO or a strong sales lead? The wrong answer costs a year
- →Succession and potential, because fewer boards plan for this than would admit it
A straight answer on the leadership question, a development view for the people worth backing, and a hiring spec where a gap needs filling.
No mystery. Four steps.
Scope and data request
A short call to agree scope, then a structured request for documents and access. The clock starts when the materials arrive, not before. That protects both of us.
Interviews
Leadership, the board where relevant, and the people running the funnel day to day. Anytime someone asks a question, it tells us something isn't clear. We listen for that.
Analysis
Findings scored, spend traced, gaps logged. Missing data doesn't stop the audit. It sharpens it.
Board-ready readout
A findings deck and a live debrief. What's leaking, what to fix first, and who should own it. Exposure reads land in days, a Red Flags Audit is paced by its scope, and even the Full GTM Due Diligence is back within four weeks of documents.
Questions? We have answers
Which diagnostic do I need?
If the question is "is this GTM at risk from AI, and could we even tell?", start with the exposure read. If marketing isn't working and nobody can tell you why, or you're about to deploy capital, follow on, or you're twelve months post-investment and the numbers have gone quiet, that's due diligence, at red-flags depth on the areas in doubt or full depth for the complete picture. If the question is about a person rather than the engine, it's the leader assessment. Most conversations start with the exposure read and go from there.
Who actually does the work?
The two founders. No leverage model, no analysts learning on your fees, nobody "from our team". The people on the sales call are the people in the data room. Consultancies can't say that, which is why they don't.
What does the capital allocation guarantee actually mean?
Every full diligence traces GTM spend line by line against the sales motion it's supposed to feed. We routinely find money connected to nothing: the £50k a year on SEO nobody can trace to pipeline, the events budget on autopilot. Typically 10 to 30% of spend should be somewhere else. The teeth: if we can't identify at least 10% worth reallocating, the diligence is free. To be precise about what's promised: this is about identified reallocation of your existing budget, not a pipeline forecast. Realising it is a management job. We'll tell you exactly where.
Can you really answer "will this company be viable in three to five years?"
We answer the GTM half of it: whether demand creation, conversion and retention survive the shift in buyer behaviour, and whether the team and spend are set up for it. The other half is product and technology, and we don't pretend to cover it. Half a question answered honestly beats all of it answered badly.
How is this different from a Big Four commercial DD, or our own operating partners?
Commercial DD tells you about the market: size, growth, customer references. It rarely tells you whether the revenue engine itself works, and almost never whether it works for how buyers buy now. Operating partners are excellent and stretched across a portfolio, and few are marketing-native, which is where this disruption lands first. We are two operators who have run the whole engine, doing one thing, GTM, in weeks not months, with findings written to be acted on rather than filed.
Who have you done this for? Can I speak to them?
Yes, and we'd rather you did. Ask on the call and we'll connect you directly with investors and CEOs we've worked with. There are also 100+ recommendations between us on LinkedIn if you want the unchaperoned version.
How do we run this without the CEO feeling investigated?
Commission it with the CEO in the loop, which is how we prefer to work. We audit the engine, not the person; the leader assessment is a separate, explicitly scoped product, never smuggled in. Findings are previewed with whoever commissioned the work, distribution is agreed in the SoW before we start, and we report what we find even when it's awkward for the person who hired us. Everyone knows the rules on day one, which is precisely why it doesn't feel like an ambush.
I'm the CEO. Is this going to be used against me?
Sometimes a board sends us. More often the CEO brings us in first, and that's the stronger position: if the engine has problems, they exist whether or not anyone writes them down, and it's better to be the one holding the report. You see the findings before the board does. Nothing goes upstairs that you haven't read.
How much of the team's time does it take?
A structured document request up front, then a handful of interviews. Figure a few hours per exec across the whole engagement, not weeks. The heavy lifting is ours. And if half the requested documents don't exist, that's not a delay, it's a finding.
You work with several funds. How do you handle conflicts and confidentiality?
Engagement-level confidentiality, always. Nothing crosses between clients, funds or portfolio companies. If a prospective engagement conflicts with existing work, we say so before signing, not after. Fund-side NDAs are fine by us.
Do you implement, or just advise?
We audit, we advise boards, we coach leaders. We don't become your marketing department, and you should be suspicious of an auditor who wants to. Where the fix needs hands, we'll say what kind, and usually who.
How long does it take? Does it fit a live deal window?
The exposure read is a couple of days of work, fast enough to land before your next board meeting, and comfortably inside a live deal window. Full due diligence runs to around four weeks from the day we receive documents and access, which fits a typical exclusivity period if the data room opens promptly. We don't commit dates before materials arrive, because a deadline built on documents that haven't shown up is a deadline someone else misses on your behalf.
What do the outputs look like?
Slides, built for a board audience, plus a live debrief. A scored VECTOR view, flag-by-flag findings, the capital allocation read, and a prioritised action list. Not a gap analysis that sits in a drawer.
How does pricing work?
Fixed fee, quoted per engagement, scoped to the company and the depth you need. We don't publish numbers because no two of these are the same size. Book a call and you'll have a concrete quote within a day.
Real words, real cheques…



Pick your reason. We'll find the risk.
A 30-minute call is enough to tell you which diagnostic fits, and whether we're the right people to run it.
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