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JADE
Jade Road Investments Limited
400/1000 Overall fit
AI beneficiary 35% 35
Operating leverage 25% 45
Valuation 25% 30
Downside protection 15% 60
First-pass take
Fund holds zero investments, no explicit AI strategy, and recent raise provides ~10 years of burn at current spending. Valuation unquoted and execution-dependent; requires successful capital deployment by new NOIA partnership, not a company with demonstrable AI exposure or operating leverage.
Flags
cash-shellpre-deploymentno-AI-strategy-disclosedno-valuation-dataexecution-riskloss-makingzero-investments