Strategy Resources

For leaders navigating complex decisions, moats, acquisitions, or long-term positioning — governance, corporate development and Fourth Turning scenario planning.

Governance & Risk

Interactive + download

AI Policy & Governance Kit

Practical templates — AI usage policy, privacy checklist, risk matrix and ethics guidelines.

Open

Acquisition & Corporate Development

Founder-side M&A tools that double as corporate-development resources for acquirers.

Download · 25 min readAscent

Acquisition Target AI Due Diligence Checklist

What to examine before you buy an AI company — data rights, model reality, key-person risk, IP, and the integration cost hiding under the demo.

Open

Download · 20 min readSummit

Exit Readiness Scorecard

Score how sale-ready your AI company is across seven dimensions — financials, cap table, IP, revenue quality, team and buyer landscape — long before you sell.

Open

Download · 25 min readSummit

Post-Acquisition Integration Playbook

The first 100 days after the deal closes — retaining the people, integrating the data and models, holding revenue, and the governance that protects the value you paid for.

Open

Download · 15 min readAscent

Buyer Outreach & NDA Template Pack

Run a disciplined buyer process — build the buyer universe, sequence outreach in waves to create tension, share information in stages, and protect it with the right NDA.

Open

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