Four Pathways to AI-Powered Strategic Advantage
Whether you need training to unlock existing AI tools, strategic guidance before investment, or custom development with zero-retention architecture—we deliver solutions tailored to private equity, venture capital, and management consulting.
2-Week AI Readiness Sprint
Fixed-scope discovery that identifies your highest-ROI AI opportunities with a concrete action plan in just 2 weeks.
Education & Training
Psychology-informed training programs that turn AI tool resistance into sustained adoption across your firm.
Strategic Consulting
AI readiness assessments, ROI projections tied to EBITDA, and governance frameworks before you commit capital.
Implementation
Bespoke AI agents, RAG systems, and zero-retention architecture protecting your confidential deal flow data.
Service Comparison
Choose the right service for your firm's current stage
| Service | Timeline | Best For |
|---|---|---|
|
2-Week AI Readiness Sprint
Fixed-scope discovery & action plan
|
2 weeks (fixed) | Firms wanting to evaluate AI potential before larger engagement |
|
Education & Training
Psychology-informed adoption programs
|
4-8 weeks | Firms with AI tools but low adoption rates |
|
Strategic Consulting
Roadmapping and governance frameworks
|
6-12 weeks | Firms planning AI transformation or evaluating vendors |
|
Implementation
Custom AI development with zero-retention
|
8-16 weeks | Firms ready to build custom solutions with proprietary data |
How do I know which service is right for my firm?
When should I choose AI Training?
You've already invested in AI tools (deal flow automation, knowledge management, portfolio monitoring), but partners and analysts aren't using them. Your challenge is adoption, not technology.
When should I choose AI Consulting?
You're evaluating AI vendors or planning an AI transformation initiative but lack internal expertise to assess ROI, design governance frameworks, or prioritize use cases. You need a roadmap before execution.
When should I choose AI Implementation?
Off-the-shelf AI tools don't meet your security requirements or workflow needs. You handle confidential deal flow data (CIMs, investment theses, client engagements) and need zero-retention architecture with custom functionality.
Can I combine multiple AI services?
Many firms start with Consulting to design a roadmap, followed by Implementation to build custom solutions, and finish with Training to ensure firm-wide adoption. We offer bundled engagements for comprehensive transformations.
Not Sure Where to Start?
Schedule a discovery call to discuss your firm's AI maturity, current challenges, and ideal engagement structure.
Schedule Discovery Call