Workshops and programmes that take a team from zero to independently running AI workflows. Every engagement produces real artifacts, not slide decks.
We eliminate every operational barrier that typically stalls AI adoption.
Laptops pre-loaded with Claude Enterprise accounts. No IT approval required. No software installation on client machines. No procurement cycle.
All exercises use publicly available CIMs, annual reports, and market data. Zero data governance or compliance review needed.
Each participant leaves with a working use case they built themselves, a prompt library tailored to their workflow, and the skills to identify additional AI opportunities.
A structured recap workshop presents outcomes, team-identified opportunities, and a recommended adoption roadmap.
Two entry points designed to assess fit and demonstrate what's possible.
A candid executive briefing on the AI landscape for investment firms. Where things are heading, what leading fund managers are doing, and an honest assessment of where AI fits in your strategy.
We collect your workflows in advance and arrive with tailored demos and live builds. Your team walks away with working prototypes applied directly to your investment process.
When you're ready to go deeper
Structured programmes that embed AI into how your team actually works.
Revolving sprint-based AI adoption running top-down and bottom-up simultaneously. Each sprint focuses on developing, piloting, and training two AI use cases. Two senior consultants in every session. No artificial end point.
A lower-cost group-delivery model. We work with each firm's designated AI champion across a cohort of non-competing firms. Shared workshops, firm-specific office hours, and a shared resource library. Available from Q4 2026.
Your team hasn't started. Two analysts are using ChatGPT informally. You know AI matters but don't know where to begin without wasting months on the wrong tools. You need a structured starting point.
You bought ChatGPT Enterprise six months ago. Two people use it; the rest ignore it. The problem isn't the tooling. Adoption was never structured from the top down and the bottom up simultaneously.
Book a coffee. We'll talk through where AI fits in your process. No pitch, no pressure.
Book a Coffee