Reasoning Infrastructure for High-Stakes Decisions

Nick Holt, Founder & CEO
January 2026

Bad Reasoning Costs Billions

High-stakes decisions fail not from missing data, but from:

Assumptions treated as facts
Causal leaps without mechanism
Risks buried in confident language

Review processes reward fluency, not truth.

The Solution

Validity audits the logical structure of high-stakes documents—exposing hidden reasoning flaws before they become costly decisions.

How it works:

Upload investment memo, policy brief, legal argument, or strategy document
AI analyzes reasoning structure: claims, premises, logical chain, hidden assumptions
Receive diagnostic report: reasoning score, flagged failures, actionable fixes

Built for: Investment teams, policy units, legal groups, strategy leaders

Validity in Action

Reasoning Score

62/100

Decision Risk

MEDIUM

Sample Output:

Assumption Stacking — Financial Projections
Unsupported Causality — Go-to-Market Strategy
Selective Evidence — Scenario Analysis

Live demo: validity.live

Who Needs This

Investment & VC

$500B+ deployed annually on theses with unverified assumptions

Policy & Government

Decisions affecting millions based on untested causal claims

Legal & Compliance

Arguments worth billions built on logical structures never audited

Strategy Consulting

Recommendations sold on fluency, not verified reasoning

Wedge: Investment firms (urgent need, clear ROI, fast sales cycle)

Business Model

Pricing Tiers:

Tier	Price	Features
Team	$2,500/month	10 users, unlimited analyses, standard turnaround
Enterprise	$15,000/month	Unlimited users, priority processing, custom taxonomies, API access
Platform	Custom	White-label, on-premise deployment, workflow integration

Unit Economics: CAC $8K | LTV $180K | Payback 3 months

Traction

Product Status:

✓ Live production app at validity.live
✓ Full reasoning analysis pipeline operational
✓ 8-failure taxonomy validated
✓ Sub-10 second analysis turnaround

Stage: Working MVP, seeking pilot customers

Immediate Goal: 5 design partners in Q1 2026

Why Validity is Different

Tool Type	What They Do	What They Miss
Writing tools	Fix grammar, style	Logic, assumptions
Fact-checkers	Verify individual claims	Causal structure
Research tools	Find sources	Inference quality
Validity	Audit reasoning	Nothing

Go-to-Market Strategy

Phase 1: Design Partners (Q1 2026)

Target: 5 investment firms with $100M+ AUM
Approach: Direct outreach to partners/principals
Offer: Free pilot, co-develop use cases

Phase 2: Wedge Expansion (Q2-Q3 2026)

Convert pilots to paid ($30K-$50K contracts)
Case studies → inbound from similar firms
Expand to policy advisory and legal compliance

Phase 3: Platform Play (2027+)

API access for workflow integration
White-label for consulting firms
Enterprise platform for multi-team orgs

Key Insight: Urgent pain + clear ROI = short sales cycle (30-60 days)

Team

Nick Holt — Founder & CEO

Two decades analyzing claims, reasoning, and credibility
Deep experience where language, inference, and trust matter
Founded Validity to solve a structural problem

The Ask

Raising

$2M

Seed Round

Use of Funds:

Product & Engineering — $900K

Senior engineers, ML engineer, product manager
Commercial-grade deployment (security, uptime, compliance)

Sales & Marketing — $700K

VP Sales, 2 AEs, Marketing lead, Customer success
Close first 50 customers, build pipeline

Operations — $400K

18-month runway, legal, compliance, admin

Milestones: 10 design partners (Q1) → $2M ARR by end of 2026 → Series A-ready

Vision

Near-term (2026-2027)

Reasoning infrastructure for investment, policy, and legal decisions

Medium-term (2028-2030)

Platform layer for enterprise decision-making

Integrate with deal flow systems, policy platforms, legal workflows
Real-time reasoning verification as decisions are drafted

Long-term

The standard for epistemic quality control

Every high-stakes decision passes through reasoning verification
Reduce systematic decision failures across institutions

Mission: Make good reasoning the default, not the exception.