WORKED EXAMPLE · COMPOSITE COMPANY

Five instruments, one company

The VTCDO Governance Suite is five instruments built to work as one system. This worked example runs all five on the same company, so you can follow a single gap from the portfolio view to the question the board asks.

Meridian Wire and Cable Co. is a composite: a $280M PE-backed industrial manufacturer with three AI systems in production and a 24-month exit window. The names and details are invented; the situation reflects problems Jay has seen and solved in manufacturing.

What each instrument finds

1
AI Portfolio Snapshot
What AI does Meridian run, and where are the gaps?

The pricing engine has no instrument coverage. Overall portfolio maturity sits at 2, proxy metrics.

2
AI Investment Business Case
Would the return narrative survive the CFO?

All three systems report activity, not financial outcomes. The pricing engine never had a business case, after 18 months in production.

3
AI Governance Accountability Register
Who owns each AI decision, and what controls exist?

The pricing engine has no decision owner, no override protocol, and no evidence retention. Six of twelve controls are not in place.

4
AI Diligence Readiness Review
Is Meridian ready for a buyer’s diligence team?

Score 2.5, at the Investor-ready boundary. The decision accountability guardrail fires: not ready for market until the pricing engine gap closes.

5
AI Board Questions Pack
What should the board be asking?

Three questions a director can ask surface the same pricing engine gap, the evidence gap, and the EU AI Act exposure, without reading any instrument.

Read the full worked example

Every table, score, and finding for all five instruments, on one company. No form, no account.

Download the worked example (PDF)
Go deeper: the full Diligence Review on Meridian

All six dimensions scored, the guardrail analysis, the data room evidence checklist, and the pre-exit remediation tracker, for the same composite company.

Download the Diligence Review worked example (PDF)

What a buyer tests in AI due diligence →

The blank instruments are included in Essentials. To have this run on a company of your own, book a 30-minute conversation.