Technical Operating Capabilities

Technical Operating Capabilities

Diagnosis > Roadmap > Execution. Broad enough for a Fund, specific enough for a Business.

AI Strategy Consulting for Financial Services
The Roadmap

1. Technical Risk & Efficiency Audit

The Diagnostic

A surgical, fixed-scope engagement to identify "Operational Debt." We enter your environment (or your portfolio company) to map workflows, stress-test data integrity, and identify regulatory gaps.

Deliverable:

An executive roadmap identifying the top 3 opportunities to reduce Opex and de-risk the asset.

The Execution

2. Fractional Technical Operating Partner

The Implementation

For firms requiring ongoing operational leadership without the full-time C-Suite headcount. I integrate with your leadership team to execute the roadmap.

Agentic AI Deployment:

Building "Digital Workers" to automate labor-intensive admin, scheduling, and data reconciliation.

Governance Engineering:

Automating compliance checks and risk reporting to prevent regulatory failure.

Stabilization:

Fixing broken processes and cleaning legacy data to ensure accurate financial visibility.

The Insight

3. Strategic Governance & AI Advisory

The Advisory

Advising Boards and Investment Committees on the practical application of AI and Risk Frameworks. We strip away the hype to focus on leverage, unit economics, and scalable architecture.

Our Methodology

Diagnosis > Roadmap > Execution. We start with surgical audits to identify operational debt, then deploy governance frameworks and Digital Workers. No consulting theater—just architecture that executes.

Technical Audit

Surgical assessment mapping workflows, stress-testing data integrity, and identifying regulatory gaps. We find the operational debt before prescribing solutions.

Governance Engineering

We build automated compliance checks and risk reporting systems. Not frameworks—actual code that prevents regulatory failure and reduces operational risk.

Digital Workers Deployment

We deploy Agentic AI (Digital Workers) that automate labor-intensive workflows: admin, scheduling, data reconciliation. Real automation, not PowerPoint promises.

Operational Stabilization

We fix broken processes and clean legacy data. We de-risk assets by ensuring accurate financial visibility and eliminating key-person dependencies.

Why Choose Altitude?

The Operator Who Codes. Former CRO for eToro Australia ($1B+ assets). Harvard Business School alum. Expert in Multi-Agent Systems and Python automation. I bridge the gap between boardroom strategy and technical execution.

Rapid Diagnosis

Surgical, fixed-scope engagements that deliver executive roadmaps in weeks—not months. We prioritize impact, not consulting theater. Clear priorities, not comprehensive analysis paralysis.

Fractional Technical Operating Partner

Ongoing operational leadership without full-time C-Suite headcount. I integrate with your team to execute the roadmap: building Digital Workers, engineering governance, stabilizing operations.

Operational Leverage

We don't sell consulting hours—we install leverage. Automated workflows reduce Opex, de-risk assets, and provide the "Sleep at Night" factor. Real unit economics improvement, not strategic frameworks.

Institutional Grade Execution

Former CRO responsible for $1B+ in client assets. I understand institutional scale, regulatory complexity, and operational risk. You get execution rigor, not advisory hand-waving.

Trusted by Leading Financial Institutions

We've helped organizations across the financial services sector implement AI strategies that drive results.

J.P. Morgan
UBS
Deutsche Bank
Morgan Stanley
ABN Amro
eToro
BALM
Credit Suisse
Fund Seeder
MST
Saxo Bank
Synergy
Glen Eagle

Ready to Eliminate Operational Debt?

Discover how our Technical Operating Partnership can transform your operations with governance frameworks and Digital Workers.