Schedule a Call
Thirty minutes. An honest read on where your firm stands.
No sales pitch, no generic AI overview — a working conversation. We assess your data, workflows, tools, and controls, then name the first place worth starting to own your intelligence instead of renting it.
Map your firm's current workflows, tools, and data infrastructure
Identify the first workflow where your firm's own judgment creates an advantage
Leave with your readiness baseline, a candidate workflow, and the next concrete step
With Liam OBrien — 25 years in investment management · Harvard Business School · former Chief Risk Officer
What We'll Discuss
Where Your Firm Is Today
Current tools, data infrastructure, research workflows, and compliance posture. No judgment — just a clear baseline.
Where Your Judgment Is Worth Encoding
Which workflows — research, compliance, operations — depend most on how your firm reads things, and where manual work is slowing the desk down.
Your Starting Stage
Which of the five stages your firm should start at, what it leaves you owning, and the governance and audit trail your investors and regulators expect.
No sales pitch. No generic AI overview. This is a working conversation tailored to your firm's specific situation.