10 min read

AI/ML Assessment

Evaluating artificial intelligence and machine learning capabilities

AI and ML assessments require specialized expertise to evaluate model quality, data dependencies, and operational maturity.

AI/ML Assessment Framework

1. Model Evaluation

  • Model types and architectures
  • Performance metrics and benchmarks
  • Training data quality and provenance
  • Model versioning and reproducibility
  • Bias and fairness considerations

2. MLOps Maturity

  • Model training pipelines
  • Feature engineering processes
  • Model deployment and serving
  • Monitoring and retraining
  • A/B testing capabilities

3. Data Dependencies

  • Training data sources and rights
  • Data labeling processes
  • Data freshness requirements
  • Third-party data dependencies

4. Team Capabilities

  • Data science team composition
  • Research vs. production focus
  • Domain expertise
  • Publication and patent history

AI/ML Red Flags

  • Models trained on data the company doesn't own
  • No model monitoring in production
  • Single data scientist with all knowledge
  • Models not retrained in 12+ months
  • No bias testing or fairness evaluation
  • Overstated AI capabilities in marketing

Valuation Considerations

  • Is the AI truly differentiated or commodity?
  • What's the moat around the data advantage?
  • Can models be replicated with public data?
  • What's the talent retention risk?
Key Takeaway: Many "AI companies" have limited actual AI. Validate claims with technical evidence and independent assessment.