The board asks for a plan
Directors and investors want to know where AI fits in the business and what it will cost.
AI strategy
AI strategy and governance for growing companies
Most companies now need an AI strategy. We help you build one with care: where AI earns its place, what it costs, and who answers for what it does.
When companies bring us in
Tools spread on their own
Teams have taken up assistants and agents faster than anyone has set rules for them.
A customer asks how you use AI
An enterprise buyer or a bank sends questions about models, data and oversight.
What we do
Strategy
- Where AI can take work off the team, and where it should stay out
- A short list of uses ranked by value, cost and risk
- A plan the board can read in one sitting
Economics
- Inference and compute costs carried in the financial model
- Build, buy or wait, with the numbers for each
- Vendor terms and commitments reviewed before you sign
Controls
- Who may use which tools, on what data
- Permissions and audit trails set before agents touch money or customer data
- A named person who signs off on what leaves the company
Assurance
- An AI use policy for the board to adopt
- Answers to customer and bank questions on AI use
- AI and vendor risk covered within SOC 2 and ISO 27001 work
How we use AI in our own work
We hold ourselves to the controls we recommend. We use AI where the work is frequent and can be checked: drafting, reconciliation, analysis and research. Judgment, negotiation and advice stay with people.
- Pros own the workAI helps us draft, analyze and research. It does not decide. A senior professional is the author of every deliverable, reviews it personally before it reaches you, and answers for it afterwards.
- Logged and traceableAI-assisted work is logged, from inputs to final output. If you ask how a figure was reached, we can show the sources, the steps and who checked them.
- Your data stays privateClient data stays in enterprise tools under written terms. It is not used to train models, and each client's material is kept apart from every other's. You may opt out of AI use on your work at any time.
- Reviewed by securityOur security lead reviews the tools we use and the way we use them, as he would a client's: who has access, what is kept, and on what terms.
Questions
Do we need an AI strategy?
If AI already touches your product, your costs or your customers' data, yes, even a short one. It should say where AI is used, what it costs, who approves new uses and how the work is checked. We keep it to what the company will act on.
Do you build AI systems?
We set the plan, the economics and the controls, and we set up agent workflows for finance and operations work such as close, reporting and diligence preparation. Product engineering stays with your team. We also have an extensive network that includes AI professionals, and we work closely with vetted and trusted network partners to ensure the highest standard of quality and security.
Is our data used to train AI models?
No. Client data stays in enterprise tools under written terms and is not used to train models. You may also opt out of AI use on your work.
Who checks AI-assisted work?
A senior professional reviews every deliverable personally before it reaches you. AI-assisted work is logged and traceable, from inputs to final output.