A readout to a client's leadership team
A senior AI lead on retainer · Alongside every stage

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
We build on
ClaudeDatabricks
Runs in your cloud
AWS
Azure
SOC 2 Type II
Where Advisory sits

Advisory keeps what you built running: governance, board reporting and the next priorities, month to month.

What is included

Ongoing AI operating leadership.

Five standing services, on retainer.

  1. 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.

  2. Board reporting

    Quarterly board-ready AI impact reports with EBITDA attribution, adoption metrics and a forward roadmap. Ready to present without rework.

  3. Governance and compliance

    Ongoing oversight of deployed AI systems for security, accuracy, bias and regulatory compliance, including EU AI Act readiness where it applies.

  4. 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.

  5. Change management

    Adoption monitoring, training program design and readiness reviews, so the systems you built actually get used.

How it runs

Three months to set the cadence. Month to month after that.

No long-term lock-in, no auto-renewals.

  1. Commitment

    Three-month minimum

    Enough time to set the board reporting cadence, baseline AI performance and prove the value of standing leadership.

  2. After that

    Month to month

    Continue as long as it delivers value. Scale up during active deployments, scale down between initiatives.

  3. Flexibility

    Scope adjusts to you

    Add board prep hours before reviews, more involvement during vendor evaluations, less during steady-state operations.

A working session around a conference table
Who shows up

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.

Investment

$15K to $30K / mo

A three-month minimum to set the cadence, then month to month.

Pricing model

A monthly retainer. No long-term lock-in, no auto-renewals.

Outcome alignment

Stay because it works, not because of a contract.

FAQ

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.

Next step

You need AI leadership. You don't need another full-time hire.

Stay because it works, not because of a contract.