AI Strategy
Where to invest, where to wait, where to walk away. Built around your sector, your stage, and the data we have on what actually moves valuation.
Output: A sequenced investment plan with multiple impact estimates per option.
Service · Ongoing
AI work, all the way to the P&L.
AI Value Advisory engagements. Strategy, P&L impact, implementation, oversight. Scaled to your situation, from a 6-week sprint to ongoing fractional advisory. For everyone who is not 12 months from exit.
What We Work On
Four areas, one measurement lens.
Modular by design. Most engagements pull from two or three areas at once. The throughline is the same one we use in DD: every claim has to land in the numbers.
P&L Impact
Translating AI work into the numbers a board reviews. Revenue lift, margin contribution, cost-to-serve, headcount-equivalent leverage.
Output: A margin attribution model showing what each AI feature is doing per P&L line.
Implementation Oversight
A measurement layer over your AI build. Are the deployments delivering. What needs to change. What gets rolled back at month twelve.
Output: Monthly board-ready reports plus quarterly roll-back / double-down recommendations.
Strategic Reviews
Periodic deep-dives on AI investments, vendor decisions, build-versus-buy choices. Available on retainer for boards and ICs.
Output: A written verdict per question, with the benchmark data behind it.
Engagement Formats
Three shapes. Same discipline.
Pick what fits your situation. We scope every engagement against a measurable outcome, and walk away if the work cannot move a number on a P&L or a multiple.
Format · 01
Sprint
Decision in six weeks.
6 weeks
- Single AI question, deep-dive
- Build vs buy on a specific use case
- Strategy for a new vertical or function
- Stress-test of an AI investment thesis
- Written deliverable at the end
Format · 02
Project
Build alongside you.
3 to 6 months
- Strategy plus implementation oversight
- Defined initiative or AI investment
- Monthly board updates
- Quarterly outcome review
- Scoped together on a fit call
Format · 03
Fractional
On-call discipline.
Ongoing
- Available 4 to 8 days a month
- Board prep, deal review, vendor decisions
- AI questions across a portfolio
- Quarterly strategic readout
- Three-month minimum, monthly retainer
Who It Is For
Three audiences. Same need.
i
Founders and CEOs (mid-market SaaS)
Companies between 5M and 100M ARR who want an AI compass without hiring a consulting team. We sit alongside the leadership team for the duration of the engagement.
ii
PE and VC firms (portfolio support)
Investors deploying AI plays across portfolio companies. We standardise the measurement framework and apply it across multiple portcos at once.
iii
C-suite at larger companies (multiple initiatives)
Enterprise teams running several AI initiatives in parallel who want an external measurement layer. We work alongside internal AI leadership, not against it.
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Before You Commit
Tell us where AI has to land.
30-minute fit call. We hear what you are trying to do, you hear what we would actually run. We confirm fit before either of us scope anything. No pitch.
Book a fit callNo email wall. No follow-up spam.