AI tooling changes every quarter. Without someone tracking it and translating it for your team, what was built will slowly decay. Our ongoing partnerships ensure your AI capability compounds.
Your external AI leadership: setting direction, evaluating new tools, running working sessions, and delivering quarterly readouts. From monthly check-ins to weekly dedicated sessions.
A curated, production-ready AI stack. Standard tier includes prompt templates, workflow patterns, and use-case playbooks. Advanced tier adds proprietary capabilities: podcast summarisation, sentiment analysis pipelines, financial modelling automation, and multi-source research synthesis.
A senior person in the room. Judgment, direction, bespoke advice tailored to your firm's specific context and strategy. For firms that want ongoing human partnership and strategic AI leadership.
A library on a screen. Resources, templates, and self-serve content that any investment team can use out of the box. For firms or individuals that want to stay current on best practices without bespoke advisory.
A Fractional CAIO client gets Toolkit access included. A Toolkit subscriber does not get advisory. The Toolkit is the floor. The CAIO is the ceiling. Some firms will have both.
Book a coffee. We'll talk through which partnership model fits your team.
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