B

AI Fund Performance Fact-Checker

3.15

Derivation Chain

Step 1 AI fund manager decision accuracy controversy
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Step 2 Demand for AI investment performance verification
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Step 3 AI fund performance vs. benchmark auto-comparison SaaS

Problem

As AI-based investment products proliferate, marketing claims like '71% accuracy in fund manager decisions' abound, but individual investors and IFAs (Independent Financial Advisors) have no tools to verify the time period, stock universe, or criteria behind those figures. Investors spend an average of 2-3 hours on fund selection yet cannot filter out inflated performance claims, resulting in millions of won (~thousands of USD) in annual opportunity cost.

Solution

Upload AI fund marketing materials (PDF/webpage) to automatically compare claimed returns and accuracy rates against KOSPI and S&P 500 benchmarks over identical periods, scoring survivorship bias and cherry-picking likelihood, then generate a one-page fact-check Report.

Target: Independent Financial Advisors (IFAs) and wealth management consultants, individual investors aged 30-50 (investment assets over ~$37,500)
Revenue Model: Premium SaaS $21.50/month per individual, $73.50/month for IFA Pro (unlimited Reports + client sharing links). First 5 reports Free.
Ecosystem Role: Supplier
MVP Estimate: 2_weeks

NUMR-V Scores

N Novelty
4.0/5
U Urgency
3.0/5
M Market
3.0/5
R Realizability
3.0/5
V Validation
3.0/5
NUMR-V Scoring System
N Novelty1-5How uncommon the service is in market context.
U Urgency1-5How urgently users need this problem solved now.
M Market1-5Market size and growth potential from proxy indicators.
R Realizability1-5Buildability for a small team with realistic constraints.
V Validation1-5Validation signal quality from competition and demand data.
Each dimension is scored 1-5 and weighted into grade S/A/B/C/D.
SaaS N=.15 U=.20 M=.15 R=.30 V=.20 Senior N=.25 U=.25 M=.05 R=.30 V=.15

Feasibility (69%)

Tech Complexity
29.3/40
Data Availability
20.0/25
MVP Timeline
20.0/20
API Bonus
0.0/15
Feasibility Breakdown
Tech Complexity/ 40Difficulty of core implementation stack.
Data Availability/ 25Practical availability and cost of required data.
MVP Timeline/ 20Expected time to ship a usable MVP.
API Bonus/ 15Bonus for viable public API leverage.
Total 100 points; below 50% is filtered out.

Market Validation (51/100)

Competition
8.0/20
Market Demand
6.2/20
Timing
14.0/20
Revenue Signals
10.5/15
Pick-Axe Fit
7.5/15
Solo Buildability
5.0/10
Validation Breakdown
Competition/ 20Signal quality from competitor landscape.
Market Demand/ 20Demand proxies from search and mention patterns.
Timing/ 20Fit with current shifts in tech, behavior, and regulation.
Revenue Signals/ 15Reference evidence for monetization viability.
Pick-Axe Fit/ 15How well the concept serves participants in a trend.
Solo Buildability/ 10Practicality for lean-team implementation.
Total 100 points; below 50 is filtered out.

Technical Requirements

Backend [medium] Frontend [low] Data Pipeline [medium]
Dashboard