Founders
José Luis Caraveo III
Co‑founder, Osprey Intel LLC
Craig D'Cruz
Co‑founder & Registered Agent
Company Facts
What we are: Vertical, agentic AI for private capital. TalonStrike orchestrates domain-specific research agents over licensed data (RAG + dual-citation) to produce IC-ready artifacts in days, not weeks.
- ✓ Formation: Member-managed NH LLC (May 30, 2025)
- ✓ Products: Deep Dive decks (six-module standard) and clickable TalonStrike micro-apps; credits bundled with team licenses to sustain attach.
- ✓ Traction (Summer ’25, stealth): Flagship programs with Fall Line Capital, Superluminal Medicines, and Broadview Ventures; major components shipped in ≤1 week; validated attach to live dealflow and IC use.
- ✓ ICP (validated): Lean VC/PE teams (8–12 investors) in Life Sciences & Climate beachheads; buyer = Partner/Principal; champion = Sr. Associate / VP BD; already paying for multiple data/AI tools—Osprey unifies and cites.
- ✓ Customer journey: Land via Deep Dive → expand to $60k/team license with included credits; SLA tiers for speed; channel partners (secondaries platforms, data providers) to originate events.
- ✓ Why now: Private markets need agentic workflows that compress time-to-IC and travel with the deal (interactive, audit-safe, share-safe).
Flagship Engagements
Stealth-mode summer projects; a deep-dive project with Fall Line Capital; plus a two-sprint program with Superluminal Medicines and Broadview Ventures.
Who We Serve: Lean Private‑Capital Teams
Small–midsize VCs, PEs, and family offices that need deal screening capacity without adding headcount.
- Team size: 8–12 investment professionals
- AUM & checks: $50M+ AUM; $2M–$25M initial checks
- Focus: niche / frontier areas where ramp‑up is hard
- Stack: already paying for multiple data/AI tools—Osprey unifies and cites
Case Studies & Outcomes
Evidence of speed and decision utility from our flagship engagements. Click a card to view the detailed case study.
Broadview Ventures
Delivered a comprehensive CHD Deep Dive (static deck, dated 2025-08-18) and the full PPV TalonStrike suite. Each major component was completed in under 1 week, demonstrating rapid turnaround.
View Case Study →
Fall Line Capital
Developed sector-oriented research modules (stealth) precisely mapped to FLC's investment thesis and focus areas, showcasing our ability to align with specific fund strategies.
View Case Study →
Superluminal Medicines
Conducted a GPCR competitor analysis (pro bono pilot) that validated our rapid-response capabilities for corporate business development and strategy teams.
View Case Study →Technology & Methodology
Agentic vertical AI tuned for private capital. We ingest licensed data, ground models with a retrieval graph, orchestrate domain agents, and ship dual‑cited, IC‑ready artifacts.
Multi‑Model Orchestration
- Specialized prompts & tools per diligence task (sizing, WTP, regulatory scan).
- Guardrails: function calling for calculators, tables, and schema‑checked outputs.
- Latency budget with fallbacks (fast/accurate model pairs).
Licensed Ingestion & Parsing
- Only licensed feeds + client‑provided docs; public web kept sandboxed.
- Robust parsing for HTML/PDF/CSV; entity/section tagging at ingest.
- PII/MNPI pathways disabled by default; contract‑gated if required.
RAG Graph & Memory
- Hierarchical chunks + cross‑doc links (companies, products, trials, regs).
- Dual index: semantic + symbolic (filters on date, source, jurisdiction).
- Query plans tuned to diligence stage (screen, dive, IC pack).
Dual‑Citation & Governance
- Every claim pins to (1) primary source and (2) analyst note/snippet.
- QA gate: citation presence, link health, and scope conformity.
- Share‑safe exports (client watermarking, redaction, view‑only links).
Private vs. Public Capital Market Needs
Explaining the critical workflow differences that TalonStrike is designed to solve for private capital investors.
Deal Sourcing Workflows
Private Capital: Relies on proprietary networks, thematic thesis mapping, and targeted inbound funnels. Information is fragmented and relationship-driven.
Public Capital: Driven by sell-side research, regulated filings (10-K, 8-K), and predictable earnings calendars. Information is structured and broadly available.
Deal Screening Workflows
Private Capital: Focuses on qualitative signals: thesis fit, team strength, product novelty, and early market validation. Requires synthesizing unstructured data.
Public Capital: Utilizes quantitative factor models, KPI screens (e.g., revenue growth, margins), and consensus estimates. Highly data-driven and automated.
Due Diligence Workflows
Private Capital: A mosaic-building exercise combining expert interviews, analysis of private datasets, competitive intelligence, and regulatory pathway assessment.
Public Capital: Centers on analyzing public filings, alternative data (e.g., credit card transactions, web traffic), and financial modeling based on consensus.
Decision Artifacts
Private Capital: The core deliverable is the Investment Committee (IC) memo—a narrative-driven document supported by a business development (BD) data pack.
Public Capital: The primary artifacts are detailed earnings models, valuation summaries, and research notes published to clients.
Osprey Intel Overview + Timeline
Our origin, traction, and key milestones.
Spring 2025
Foundational First-Year Project (FYP) at Tuck
Project: "Tissue and Organ Engineering: Investor Sentiments and Analysis."
This project, acclaimed by faculty for its high quality and for which we earned top marks, analyzed VC investment trends in regenerative medicine. Workflows and concepts applied in the FYP became the basis for early brainstorming around the initial "Atlas Intel" concept. A white paper based on the deliverable has been submitted for publication to respected journals, including Regenerative Therapy and Cytotherapy.
May 30, 2025
Formation of Osprey Intel LLC
The venture was formally incorporated with the state of New Hampshire, evolving from its original name, "Atlas Intelligence".
Summer 2025
Stealth Summer Projects
Delivered flagship programs and deep dives for three key partners: Fall Line Capital, Superluminal Medicines, and Broadview Ventures.
August 18, 2025
Key Artifact Delivery
Shipped the Congenital Heart Disease (CHD) static deck and the Pediatric Pulmonary Valve (PPV) TalonStrike micro-app suite for Broadview Ventures.
Consolidated Market SizingTAM/SAM/SOM
Triangulated from current PitchBook data and explicit assumptions. We show: project TAM for Deep Dives (by beachhead verticals + add‑ons) and the license SAM/SOM using a conservative “active teams” proxy.
Top‑Down — Beachhead Verticals (deal‑attached projects)
- Healthtech VC deals: 2024: 849; H1’25: 414.
- Pharma biotools VC deals: 2024: 282; H1’25: 232.
- Attach: 20–40%.
- Per‑project price: $40k–$60k.
Assumptions
Attach applies only to deals requiring structured market diligence; price band matches our current delivery scope.
Bottom‑Up — License (TalonStrike)
- Active teams proxy: 1,379 TTM funds (global) × 57.6% NA ⇒ ~794 NA teams.
- Price: $60k ARR/team.
- Adoption (24–36 mo): 8–15% ⇒ SOM $3.8M–$7.1M.
- ICP filter (40–60% of teams): SAM $19.1M–$28.6M; SOM $1.5M–$4.3M.
Assumptions
Using TTM fund count × NA share as a conservative “active teams” proxy. ICP narrows to small–midsize VCs/FOs/PE with 8–12 pros.
PE Buyout Add‑ons (Big Seven)
TTM corporate PE deployment $83.10B (+65.3% YoY). We estimate add‑on diligence demand from this flow.
| Scenario | Add‑on $ (TTM) | Approx. Add‑on Deals | Dive Attach | Project TAM |
|---|---|---|---|---|
| Conservative | $33.24B | 221 | 30% | $2.7M |
| Base | $41.55B | 415 | 40% | $8.3M |
| Aggressive | $49.86B | 664 | 60% | $23.9M |
Assumptions
Add‑on share (40–60%), avg equity ($75–$150M), attach (30–60%), Deep Dive price ($40–$60k). Tunable per GP.
VC Direct Secondaries & SPVs (US)
US VC direct secondary market midpoint: $61.10B. “Known” platform+provider volumes: $24.70B, of which $19.30B are tender offers (avg $130.0M ⇒ ~85 offers).
| Segment | Volume / Count | Assumptions | Osprey Project TAM |
|---|---|---|---|
| Platform & small‑block trades | $5.40B non‑tender | $2–$10M blocks (mid $5M) ⇒ ~540–2,700 events (mid ~1,080); attach 20–40%; price $15–$30k | $1.6M–$32.4M (base $6.5M) |
| Tender offers | ~85 @ $130.0M avg | Attach 30–60%; price $40–$60k | $1.0M–$3.1M (base $1.7M) |
Executive Brief
Executive brief (unchanged core math, client view): Project TAM (services): Beachhead Deep Dives ~$19.4M run‑rate; PE add‑ons ~$8.3M (base). Combined ≈ $27.7M (range $13.0M–$54.9M).
License SAM/SOM (NA): SAM $47.6M; SOM (8–15% adoption) $3.8M–$7.1M. ICP‑narrow SAM $19.1M–$28.6M; SOM $1.5M–$4.3M.
IC takeaway: Treat $3.8–$7.1M SOM as a license wedge; the services TAM ($27.7M base) and secondaries/PE adjacencies create a credible path to materially larger obtainable revenue as modules are productized and attach is sustained.
Interactive Assumptions Tuner
Use the sliders below to adjust the core assumptions and see the TAM/SAM/SOM figures update in real-time.
Executive Brief (Live Total)
The total addressable project market, based on your interactive assumptions.
GTM & Pricing Schematic Dual Engine
High‑margin licenses + repeatable Deep Dive projects attached to deal flow.
Core — $60k/yr
✓Platform + 1 Deep Dive credit + standard SLA
Pro — $90k/yr
✓+2 credits, private models, priority SLA
Enterprise — $150k+/yr
✓6–8 credits, governance, security addenda
- Projects: VC Deep Dive $40–$60k; PE add‑on diligence $40–$60k (volume: 5‑pack $225k; 10‑pack $430k); Secondaries: blocks $15–$30k; tenders $40–$60k.
- Design: Land via projects → expand to license; bundle credits to keep attach high.
Competitive Landscape & WTP Anchors WTP/GTM
Positioning (category vs. gap we exploit)
| Alt | Strength | Gap we exploit |
|---|---|---|
| CI suites (AlphaSense, Tegus) | breadth/transcripts | no decision artifacts; limited frontier scaffolds |
| Life‑sci data/report providers | datasets/reports | static PDFs; slow to customize to thesis |
| DIY BI & docs | flexible/cheap | time sink; no dual‑citation governance |
WTP anchors (validated/provisional)
- Projects (per suite): VC Deep Dive $40–$60k; PE add‑on $40–$60k; Secondaries — blocks $15–$30k, tenders $40–$60k.
- Annual License (Team): $60k (Core) / $90k (Pro) / $150k+ (Enterprise).
- Annual License (Firm): $90–$150k baseline; scalable by seats & credits.
GTM & packaging: Credit‑bundled licenses to keep attach high; PE add‑on packs (example: 5‑pack $225k, 10‑pack $430k).
Demand signals underpinning WTP (sizing modules):
- Secondaries: Platform/small‑block flow $5.40B (non‑tender). Assumptions $2–$10M blocks (mid $5M) ⇒ ~540–2,700 events; attach 20–40%; price $15–$30k ⇒ $1.6M–$32.4M TAM (base $6.5M). Tenders ~85; attach 30–60%; $40–$60k ⇒ $1.0M–$3.1M TAM (base $1.7M).
- PE add‑ons: Scenario table already embedded (Conservative/Base/Aggressive) to show attach/price sensitivity.
IC takeaway: Price points and pack design are anchored in actual workflow intensity (secondaries, PE add‑ons) and a license‑first margin profile. This is the format ICs expect: market map + value/WTP evidence + packaging (credits/tiers) that supports NRR >120%.
Delivery, Governance & References
Our process for building and governing Osprey Intel LLC: citation-first, licensed-data only, and secure.
Process & SLAs
Our delivery follows a structured path: Intake → Scope → Build → QA (all citations checked) → Client Handoff → Refresh Cadence. We guarantee source trails for all external data.
Governance
We use only licensed data sources, ensuring compliance. All client deliverables are architected for secure sharing, with no PII/MNPI handled unless contractually required.
