Your board is going to ask you what your AI strategy is.
We help you have an answer.
A board-level engagement. The output isn't a slide deck — it's a defensible position you can hold under pressure from investors, clients, and regulators.
Speak to a consultantWhat we advise on
Four work streams. Calibrated to where the firm actually is on AI today — not where the board would prefer it was.
Capability roadmaps
Where is AI worth investing in for this firm, and where isn't it? Twelve to twenty-four month roadmap with named outcomes and realistic effort estimates.
Build-vs-buy frameworks
When does it make sense to deploy off-the-shelf AI features, when to commission bespoke, when to wait? Decision frameworks specific to your sector and risk appetite.
Vendor selection & evaluation
Structured evaluation of AI vendors against your data residency, contractual, and capability requirements. We've sat on both sides of these conversations.
ROI cases
Where AI actually pays back, and where it doesn't yet. Honest framing. We'll tell you when the right answer is 'wait six months.'
Where AI pays back. Where it doesn't.
We've had this conversation with enough boards to have a view. Both columns matter.
Where AI is already worth investing in
- Document-heavy professional-services workflows — contract review, due diligence, regulatory reporting drafts.
- Customer-service triage — first-line response, routing, knowledge-base authoring.
- Compliance-monitoring grunt work — transaction review, audit-trail summarisation, anomaly hunting.
Where AI doesn't pay back yet
- Anything where zero hallucination tolerance is required — clinical diagnosis, legal opinion, financial advice given to a client.
- Anything where compliance traceability is unclear — most agentic systems making decisions inside regulated environments still fail this bar.
- Novel-judgment scenarios — strategy work, board-level decisions, anything that requires understanding "what the firm would normally do".
How clients engage
Project
A defined advisory engagement with a written deliverable. Most common: 4–6 week board-readiness piece.
Retainer
Monthly advisory presence for firms making sustained AI investments. Quarterly board reports plus on-demand advisory.
Fractional CTO
An embedded senior advisor for firms scaling their AI work. Same person, sustained relationship.