Advisory

We help leadership act before the consequences are obvious.

AI moves weekly. Pricing models shift. Capabilities appear that make last quarter's org chart wrong. Vendors change their data practices without telling you. By the time these things are obvious, the cost of responding has doubled. We keep mid-market executives ahead of the curve — translating what's changing into operational decisions about contracts, headcount, spend, and board positioning. Before it's urgent.

How to Engage

Three ways to work together

Single Decision

Decision Room

One decision on your desk. Vendor shortlist that doesn't feel right. Kill-or-fund call on a stalled initiative. Build-vs-buy with real cost modeling. Board positioning you'd stake your name on. Ninety minutes. One follow-up deliverable. No residual obligation.

$2,500

Single engagement

Monthly

Strategic Advisory

For the CEO making AI decisions every month, not once a quarter. We monitor the landscape continuously and surface what matters when it matters — pricing shifts, capability changes, vendor moves, competitive signals. You get the operational read in your context: what it means for your contracts, your headcount plan, your board position, your exposure. Direct access when you need it. Intelligence briefs, board materials, vendor evaluations, org design recommendations come out of the work naturally. Quarterly strategic review to recalibrate the roadmap.

$15,000/month

Quarterly commitment minimum

Embedded

Fractional CAIO

An AI executive on your team, on your calendar. Weekly calls. Internal meetings. Leadership team access. We build the function and run it until you hire someone permanent — or until your team can carry it without us.

$8,000–$25,000/month

Based on days per week · 6-month minimum

Full details →

The Advisory Rhythm

What the monthly engagement looks like

Proactive surfacingWe watch the landscape continuously. When something shifts that affects your business — pricing change, new capability, vendor move, regulatory signal — you hear from us before it hits your desk from somewhere else.

Direct accessText, email, call. Same-day response. When a vendor sends you a new contract or your board chair asks a question you weren't expecting, you have someone to reach.

Ongoing outputIntelligence briefs, board decks, vendor evaluations, governance frameworks, org design recommendations — whatever the current priority produces. These come out of the work, not on a schedule.

Quarterly reviewDeeper session. What changed in the landscape. What it means for your position. Recalibrate the roadmap before the next quarter starts.

Your team's time12–16 hours/month to participate in interviews, reviews, and approvals. We do the work. Your team validates the direction.

Exit criteriaWhen we're done, your team owns the strategy, the frameworks, and the operating rhythm. The goal is internal capability, not a permanent dependency.

What We Cover

The operational read behind every call

Ahead of the Spend

Vendor & contract intelligence

New pricing models. Consumption traps. Data practices your current vendors aren't disclosing. We evaluate the deal before you sign it and flag the terms that cost you later.

Ahead of the Org Chart

Capability & role design

AI is eliminating roles, creating new ones, and reshaping reporting lines. We help you design next year's org structure based on where capability is heading — not where it was last budget cycle.

Ahead of the Board

Positioning & materials

Board AI questions are getting sharper. Strategic roadmaps, budget frameworks, governance documentation, progress reports. Your board gets a confident executive with a prepared position.

Investment

Structured for commitment

Decision Room$2,500 — single engagement, one decision

Monthly Advisory$15,000/month — quarterly commitment minimum

Semi-annual5% discount when paid semi-annually in advance

Annual$160,000 prepaid — full organizational engagement

Fractional CAIO$8,000–$25,000/month based on scope · 6-month minimum · Details →

Portfolio CosPE-backed organizations on accelerated timelines — board reporting cadence, value creation plan integration, exit-readiness AI positioning.

Other Starting Points

Advisory may be the destination. These are the doors.

Briefings

Attend a session first. See the format, experience the room, decide if you want ongoing access.

View sessions →

Assessments

Find out where your organization stands before committing to ongoing advisory.

Learn more →

Council

Quarterly peer group for executives making AI decisions. Advisory for the individual. Council for the peer perspective.