Advisory

From an AI question to a considered next step.

Engagements shaped around a decision, a workflow or an oversight need, with the scope and deliverables agreed before work begins.

Start with one business decision.

Where to invest, which workflow to pilot, or what needs stronger oversight.

We begin with the decision, the people who own the process and the timing you have in mind. Then we agree the scope, relevant stakeholder access, information needed and deliverables before work starts.

Email me about your starting point

Assessment and prioritization

Where should AI fit?

For an investment team assessing a business, an operating partner comparing opportunities, or a company deciding where to begin.

Examine the current process, available data, systems and team capacity, then separate a promising idea from the conditions needed to make it useful.

Use case inventory and prioritization rationale
Data, vendor and implementation readiness assessment
Value hypotheses with assumptions and measurement criteria
Risk considerations, dependencies and a sequenced action plan

The output is a decision brief that explains the recommendation and what would change it.

Focused implementation

How do we put it to work?

For a portfolio company with a specific process to improve and a team ready to participate.

Start with a bounded workflow and establish the baseline before building. Agree what a useful result looks like, where human review belongs and what would stop the pilot.

Workflow design and defined system permissions
Pilot implementation on an agreed stack
Evaluation against agreed examples and acceptance criteria
Operating guide, ownership and handoff
Recommendation to expand, revise or stop

Possible starting points include document review, internal knowledge retrieval and operational reporting. The use case follows the business need.

Trust and ongoing oversight

What keeps it accountable?

For leaders introducing AI into everyday operations or reviewing systems already in use.

Make the responsibilities and limits around each system explicit, then establish a review rhythm suited to its use and consequences.

System inventory and named operating owners
Permission boundaries and approval requirements
Evaluation, exception handling and escalation procedures
Decision records and leadership reporting
A review schedule for changes in models, data and usage

Ongoing advisory can support the team as the operating context changes, with responsibilities defined in the engagement.

What working together looks like

Understand the decision

Discuss the business context, who is involved and what you need to learn or change.

Agree the scope

Define deliverables, access, responsibilities, timing and fees in a written engagement.

Review the evidence

Work through the findings together and decide what to adopt, change or investigate next.

Pricing is scoped to the work. Share the situation you’re working through.