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Notes from the desk.

Sector multiples, deal teardowns, fundraise post-mortems, and what we're seeing on the buy-side this quarter. Short, sharp, no consulting prose.

amafi/desk/drafts/q1-2026-memo.md edit · 4m ago
DRAFT · internal · not for attribution ◉ live
Archive · all essays
APR 23
AI Company Due Diligence: What Acquirers Examine
A comprehensive guide to AI company due diligence — covering IP and model ownership, training data rights, technical diligence, team retention, commercial quality, and regulatory compliance. For sell-side founders and buy-side corporate development teams.
M&A FUNDAMENTALS
5 min · Daniel Bae
APR 23
AI Company M&A Advisory Asia Pacific
Specialist M&A advisory for AI companies in Asia Pacific — sell-side exits, buy-side acquisitions, and fundraising advisory from $10M to $500M EV.
ASIA PACIFIC
5 min · Daniel Bae
APR 23
How to Value an AI Company in Asia Pacific
A practical guide to AI company valuation in APAC — valuation methods, ARR multiples by stage, what APAC acquirers pay, and factors that increase or reduce AI company value.
AI & DEALTECH
5 min · Daniel Bae
APR 23
AI M&A Trends 2026: APAC Market Report
A data-rich analysis of AI M&A deal volume, valuation multiples, and sector activity across Asia Pacific in 2026 — with implications for founders considering an exit.
AI & DEALTECH
5 min · Amafi Team
APR 23
The AI Startup Acqui-Hire: What Founders Need to Know
A practical guide for AI startup founders on acqui-hires — how they're structured, what you'll get vs. what investors get, red flags that signal a talent grab, and how to negotiate a better outcome.
AI & DEALTECH
5 min · Daniel Bae
APR 23
AI Startup Fundraising Advisory Asia Pacific
How AI startup fundraising advisory works — investor targeting, materials prep, process management, and APAC-specific capital sources for Series A through growth rounds.
M&A FUNDAMENTALS
5 min · Daniel Bae
APR 23
AI Startup Soft Landing: M&A vs Shutting Down
When your AI startup is stalling or running low on runway, a soft landing acquisition can be better than a messy wind-down. Here's what a soft landing is, how it works, and when to start the conversation.
M&A FUNDAMENTALS
5 min · Daniel Bae
APR 23
AI Startup Valuation at Seed and Series A
How early-stage AI startups are valued — by VCs, by strategic acquirers, and by the market. The four value drivers, APAC benchmarks, acqui-hire math, and what kills valuation before you even get to the table.
M&A FUNDAMENTALS
5 min · Daniel Bae
APR 23
Aventis Advisors Alternative for APAC AI Founders
Comparing Aventis Advisors to Amafi Advisory for APAC AI company M&A. Why APAC AI founders look for Aventis alternatives with regional expertise and buyer relationships.
AI & DEALTECH
5 min · Daniel Bae
APR 23
Best AI M&A Advisory Firms 2026: How to Choose
An independent guide to the top AI M&A advisory firms in 2026 — global boutiques, APAC specialists, how to evaluate them, and what to ask before signing an engagement letter.
M&A FUNDAMENTALS
5 min · Daniel Bae
DEC 31
Corporate Development Strategy for AI Acquisitions
How to build a corporate development function that acquires AI capabilities — the build vs. buy framework, APAC AI acquirer types, deal sourcing, pipeline management, and integration.
M&A FUNDAMENTALS
5 min · Daniel Bae
APR 23
First-Time Founder's Guide to Selling Your AI Startup
The things first-time founders don't know before they've been through an M&A process — from handling inbound interest to surviving diligence, choosing counsel, managing investors, and understanding what closing actually feels like.
AI & DEALTECH
5 min · Daniel Bae
MAR 04
Funds Flow in M&A: How Money Moves at Closing for AI Companies
How funds flow works in M&A — wire transfers, escrow, rollover equity for founding teams, IP escrow structures, milestone payments tied to model metrics, and GPU infrastructure treatment.
M&A FUNDAMENTALS
5 min · Daniel Bae
APR 23
GP Bullhound Alternative for APAC AI Founders
Comparing GP Bullhound with Amafi Advisory for APAC AI founders — deal size, APAC presence, AI specialisation, and when each firm is the right fit.
M&A FUNDAMENTALS
5 min · Daniel Bae
MAR 12
How to Build a Buyer List for an AI Company M&A Deal
How to build an M&A buyer list for an AI company sale — strategic buyers with AI acquisition mandates, PE firms building AI platforms, tech giants, and AI-powered identification.
M&A FUNDAMENTALS
5 min · Daniel Bae
APR 23
How to Sell Your AI Company: A Founder's Guide
A comprehensive guide for APAC AI founders on selling an AI company — timing, valuation, buyer identification, M&A process, AI-specific due diligence, and deal structures.
AI & DEALTECH
5 min · Daniel Bae
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