Embedded Transformation Partner
- Strategy-to-execution support
- Cross-functional alignment
- AI initiative oversight
- Value realization and governance cadence
All-in-one strategic support for early-stage teams and focused projects. The Foundation plan is built for companies who need to move quickly without getting buried in complexity—ideal for pre-Series A startups, lean consulting groups, or first-time founders.Whether you're refining your financial model, mapping operational risks, or planning your next move, this plan delivers the clarity, structure, and momentum to take confident action—without long ramp-up times or bloated deliverables.
What’s included:
- Strategic Discovery Session — Define goals, blockers, and key success metrics
- Systems Audit & Risk Mapping — Identify inefficiencies, gaps, and technical friction
- High-Level Design Recommendations — Tactical next steps to move fast with purpose
- Priority Issue Targeting — Solve the most urgent problem first
- 2 Working Sessions/Month — Focused collaboration without overcommitment
Perfect for early-stage teams or founders who want expert guidance on where to focus first—without the overhead of a full advisory engagement.
Ready to Strategize Your Next Move?
What Leaders Typically Ask Before Engaging
We work with leadership teams in mid-market and enterprise organizations, as well as technology-led firms operating in complex or regulated environments. Engagements typically involve AI adoption at scale rather than early experimentation.
Advisory support focused on AI operating models, governance, and execution. This includes defining how AI fits into workflows and decision structures, enabling LLM and data-driven systems, and supporting adoption beyond pilots.
Both. Engagements typically combine operating-model design with hands-on enablement to ensure AI initiatives are implemented, governed, and adopted—not just defined on paper.
Occasionally, when there is a clear need to establish operating discipline early. However, most engagements involve organizations preparing to scale AI across existing systems, teams, and governance structures.
Initial engagements typically begin within one to two weeks following an initial discussion, depending on scope and availability.
This work focuses on operating models, governance, and adoption—not selling or implementing specific tools. The goal is to ensure AI initiatives fit how the organization actually operates and can scale responsibly over time.
