
Alongside every stage: Advisory
The AI leader most portfolio companies can't justify hiring.
A senior AI lead on retainer, the role we call the Portfolio Success Partner, shapes the roadmap, manages governance, coordinates vendors and keeps AI performance visible in every board conversation.
- starting per month
- $15K
- month minimum
- 3
- core services
- 5
- hours of strategy every month
- 2
Advisory keeps what you built running: governance, board reporting and the next priorities, month to month.
Ongoing AI operating leadership.
Five standing services, on retainer.
Monthly strategy session
A two-hour working session with your leadership team to review AI performance against the baseline, find new opportunities and adjust priorities to what the data shows.
Board reporting
Quarterly board-ready AI impact reports with EBITDA attribution, adoption metrics and a forward roadmap. Ready to present without rework.
Governance and compliance
Ongoing oversight of deployed AI systems for security, accuracy, bias and regulatory compliance, including EU AI Act readiness where it applies.
Vendor and technology management
Evaluating and managing AI tools, platform decisions and build-versus-buy calls. An independent view, not a vendor pushing its own stack.
Change management
Adoption monitoring, training program design and readiness reviews, so the systems you built actually get used.
Three months to set the cadence. Month to month after that.
No long-term lock-in, no auto-renewals.
- Commitment
Three-month minimum
Enough time to set the board reporting cadence, baseline AI performance and prove the value of standing leadership.
- After that
Month to month
Continue as long as it delivers value. Scale up during active deployments, scale down between initiatives.
- Flexibility
Scope adjusts to you
Add board prep hours before reviews, more involvement during vendor evaluations, less during steady-state operations.

A Portfolio Success Partner, not a vendor.
Your Portfolio Success Partner is your AI leadership layer: in the board meetings, setting strategy, managing governance, and making sure deployed AI systems keep delivering measurable results.
$15K to $30K / mo
A three-month minimum to set the cadence, then month to month.
A monthly retainer. No long-term lock-in, no auto-renewals.
Stay because it works, not because of a contract.
Frequently asked questions
Fractional AI leadership on retainer. A dedicated Portfolio Success Partner is your AI leadership layer: attending board meetings, setting strategy, managing governance, and making sure deployed AI systems keep delivering measurable results.
A monthly strategy session, quarterly board reporting with EBITDA attribution, governance and compliance oversight, vendor and technology management, and change management support.
$15K to $30K / mo. Month to month after a three-month minimum. No long-term commitment.
You need AI leadership. You don't need another full-time hire.
Stay because it works, not because of a contract.