Stack Review memo template
Blank template for the 1–2 page memo. Bracketed lines are prompts for the analyst. Do not invent revenue, users, valuations, or quotes. If a rubric score is Unknown, write Unknown.
Header
- Offer: AI Stack Review ($299 intro)
- Date:
- Use case, in the buyer’s words:
- Call length: 60 minutes
1. Current tools
[List only tools the buyer named on the intake or the call. Note overlap. Do not add tools they did not mention.]
2. Three options
| Option | Public grade | Why it is on this list | Rubric gap |
|---|---|---|---|
| [Name, link to /companies/slug/] | [Buy, Hold, or Hype, plus confidence] | [One sentence from the public rubric] | [Unknown scores, or “none on the cited dimensions”] |
| [Option 2] | |||
| [Option 3] |
3. What to pilot this month
[One option. The first step, the success check, and the contract length. No projected ROI.]
4. What to ignore
[Names that fail a must-have or carry a Hype grade. Link the public rubric. One sentence each.]
5. Red flags
- [Platform risk, missing unit economics, litigation, or a grade that is Hold because evidence is missing.]
- [Anything the buyer hoped was true that the rubric marks Unknown.]
6. Sources
[Links already on the company pages. Do not add a figure that is not on those pages.]
A filled example of the other offer is the sample vendor-selection report.