Professional services and advisory firms
Partnerships that sell judgment. AI that replaces the relationship is a mistake. AI that gives principals back their hours is the work.
Industries
Where the work is serious enough to be governed.
We are at our best with established organizations — too complex for a freelancer, too focused to rent an army.
Wealth, asset management, and other supervised finance
Where a supervisor can ask, and the answer has to be documented. Governance is not a phase. It is the floor.
Mid-market organizations under scrutiny
Boards, auditors, clients, or counterparties who will not accept “we are experimenting” as a posture.
Cross-border groups
English and Spanish. More than one country, more than one set of expectations. The method does not change; the frame does.
A good fit
- A sponsor who will own the decision
- A firm that already has clients, obligations, and a name to protect
- A willingness to start by seeing, not by buying
Not for
- Startups looking for a co-founder or a model built on spec
- Teams that want a chatbot next week and nothing else
- Buyers shopping for the cheapest pair of hands
- Anyone who wants the advisor to be the AI department forever