How we work
Tools like Claude Code and Copilot let the people who know the work build the workflow. That is the fastest way to do it, as long as someone makes sure it is done right.
The hard part was never the code. It is knowing how your firm works, and your people already do.
Where AI pays off, which tools to use, the guardrails and records examiners ask about, and a review of every build.
Permissions, human review, records, and testing already in place, in your own cloud, at no extra charge.
How it works
We map how your firm works and rank the opportunities by return, through the AI Strategic Plan or by starting with one workflow you already need.
Your team builds in the tools they already use. We set direction and review the work. Want more done for you? We build alongside you.
Workflows are tested on a schedule, kept current as models change, and recorded in a compliance file ready for any examiner or investor. We train your people as things change.
The governance layer
Every firm needs the same foundation under its AI: permissions, human review, records, testing, and a compliance file. We built it once, so you do not have to. It runs in your own cloud and is included with every contract.
Who can see what in your email, documents, and CRM carries through to every workflow.
Nothing reaches an investor, an investment decision, or money without a named reviewer signing off.
Every input, output, model call, and approval is retained on your schedule and exportable when an examiner or investor asks.
Workflows are tested on a schedule, results are recorded, and drift is flagged when models change.
AI inventory, test results, review records, vendor terms, and training records, kept current and ready to hand over.
Agents built in Claude Code, Cowork, or Copilot run through the same permissions, review, and records, with pause and stop controls you own.
Examiners and investors now ask how AI is supervised. The governance layer lets you answer with records, not a policy document.
How we divide the work
The parts every firm needs are engineering problems we solve once. The parts specific to your firm need knowledge your people already have, and the person who understands the work can build it faster than they can explain it. Build adds our hands without moving the line on ownership: it still runs in your environment, and your team can take it over at any time.
The AI Strategic Plan
$10,000, about four weeks. Optional, and recommended before either contract.
One-on-one interviews with key leaders and selected team members to understand where processes break down and where the time goes.
A written and visual map of how the firm operates today, with bottlenecks, manual steps, and error-prone handoffs tagged.
Each area for improvement mapped to a specific initiative: existing problems, efficiencies, and new revenue opportunities.
Estimated impact per initiative with the formulas shown, plotted against cost and effort so the order is clear.
An independent compliance firm reviews current processes and each initiative against your obligations and current SEC guidance, then a phased roadmap with timeline and pricing.
Not required to start Support or Build. Firms that plan first see the biggest gains, because the first workflows built are the ones that pay back fastest.
Two monthly contracts and one optional project. Both contracts include the governance layer at no extra charge.
Monthly contract
$5,000
per month
Your team does the building. We set direction, keep it safe, and check the work.
Monthly contract
$10,000
per month
Everything in Support, plus we build alongside your team.
One-time project
Optional, recommended$10,000
one time, about four weeks
Know where AI pays off before you build. Not required, but the firms that plan first see the biggest gains.