The first engagement

Begin with a Charter.

The Charter turns “we should use AI” into a costed, governed plan to operate it in production.

A fixed-fee diagnostic — three to ten days — that pinpoints where AI earns a return, defines the engagement precisely, and produces a plan ready to fund. It stands on its own; nothing beyond it is assumed.

Fixed fee — known before we start 3–10 days, by depth No obligation beyond the Charter
What you get

Everything the decision requires.

A working document, not a summary deck — written for an operator to execute and a board to fund.

01

An opportunity & risk map

Where AI creates value across operations, ranked by return and readiness — paired with the risks to control before any of it reaches production.

02

A costed, sequenced plan

The sequence of initiatives, with the cost to build and the cost to run, ordered so the first move funds the next rather than waiting on a single large bet.

03

A governance & operating recommendation

How the system is controlled, measured, and overseen in production — the operating model and guardrails that keep it dependable once live.

04

A clear build / operate path

A direct recommendation on how to proceed — what to build, what to operate, and in what order — or a candid “don’t build” when that is the right call.

Tiers & fees

Pick your Charter.

Every Charter runs three to ten days and ends in a decision-ready plan. Tiers differ by depth and scope — never by the quality of the answer.

Standard5–7 days

Charter Standard

A set of related processes — the common starting point.

Fixed fee, in writing
Scoped in a 30-minute call · fee set before work begins
  • Full opportunity and risk map across the scope
  • A costed, sequenced plan ready to fund
  • Governance recommendation for production
Enterprise10 days

Charter Enterprise

Portfolio-level, multi-function, board-and-regulator depth.

Fixed fee, in writing
Scoped in a 30-minute call · fee set before work begins
  • Operating model and governance design
  • Unit economics at portfolio depth
  • Evidence a board and a regulator both accept
DiligenceDeal clock

Charter Diligence

For PE & M&A — an AI-claiming target, examined before the wire.

Priced to the deal
5-business-day turnaround commitment
  • Architecture, dependencies, and what transfers
  • Real unit economics behind the demo
  • Data-room-ready, independent of any builder

The recommendation is independent of any downstream sale. There is no build credit and no product quota behind the Charter — which is why its “don’t build” is worth as much as its plan. The right tier is confirmed, and the fee fixed in writing, before any Charter begins.

How it works

Three steps. One clear readout.

The Charter is run by the operators who would deliver the engagement — not a separate sales team.

01

Scope

The question, the processes in view, and the depth are agreed — then the fee and timeline are fixed. The full scope is set before the Charter begins.

02

Assess

Working alongside the in-house team, the Charter maps where AI belongs, models the cost to build and run, and defines the governance and operating controls production will require.

03

Deliver the readout

A costed, sequenced plan and a direct recommendation — build, operate, sequence, or wait — presented in person and delivered as a working document.

Engage

Start with a Charter.

Turn “we should use AI” into a costed, governed plan ready to fund — or a candid reason not to. Fixed fee, three to ten days, no obligation beyond it.