From a one-time AI strategy assessment to a full virtual boardroom. 25+ modular AI agents. Two standalone AI assistants. Three advisory tiers. Pick the products that fit your reality.
Project-based engagements that help you understand where AI fits in your operations. Every tier is a paid deliverable. No free assessments.
Current state AI audit: technology stack review, team capability assessment, data readiness evaluation, gap analysis with prioritized recommendations.
Single engagementFor: Any company asking "should we be using AI?"
3-5 immediate AI implementation opportunities with ROI projections, action-ready roadmap, resource requirements, and "Start Monday" plan.
Single engagementFor: Companies that know they need AI but don't know where to start.
Strategic AI adoption plan with phased implementation, change management framework, resource and budget planning, and quarterly review checkpoints.
Multi-phase engagementFor: Growth-stage companies ready to commit to AI transformation.
Full AI strategy document for board presentations, investor decks, or funding agency submissions. Includes governance framework, compliance analysis, and competitive positioning.
Multi-phase engagementFor: PE portfolio companies, board reporting, funding agencies.
25+ individual AI agents organized by C-suite function. Subscribe to specific agents, not an entire advisory engagement. The bridge between project-based consulting and full boardroom advisory.
Two standalone tools designed for different parts of your life. Choose one, both, or neither. They work independently, and they never cross into strategic advisory territory.
Your personal life doesn't show up on a P&L. But it determines whether you can show up for the decisions that matter. AI Assistant Personal monitors the personal signals that erode quietly while the business takes priority.
Fully automated. No human advisor required. Customer support via email.
The daily operational load consumes the bandwidth you need for judgment calls. AI Assistant Business manages your schedule, communications, and daily rhythm so you can focus on decisions that actually move the company forward.
Fully automated. No human advisor required. Customer support via email.
Strategic advisory across C-suite functions. Choose all functions bundled, select specific functions, or engage a single function. Three tiers based on the depth of human involvement. The upgrade path moves upward as trust and complexity grow.
AI handles all advisory functions day-to-day. Seasoned human experts are configured as the backstop, notified when the AI flags a high-stakes situation, a decision above a defined threshold, or when you explicitly escalate.
Who it's for: Nonprofits building capacity on a mission budget. Solo founders and early pre-revenue companies. Leaders who want to experience the platform before committing to deeper engagement.
~1 hour/month advisor time. Human involvement is reactive only.
Find Out MoreA named, seasoned expert advisor is assigned to you and engages actively on a monthly or bi-weekly basis to configure, calibrate, and direct the AI advisory system. Between sessions, AI delivers daily guidance and proactively surfaces insights.
Who it's for: Growth-stage SMBs ($2M-$20M revenue). Professional services firms (law, accounting, consulting). VC-backed startups (Seed to Series A). Family-owned businesses in early-stage succession planning.
4-6 hours/month advisor time. This is the core tier.
Find Out MoreA dedicated team of named senior advisors who have actually held the C-suite roles they supervise. Multiple advisors actively engaged, with direct accountability for every output the platform delivers to you.
Who it's for: PE portfolio companies. Family-owned businesses in active succession. VC-backed companies (Series B+). Professional services firms in active transformation. Growth-stage SMBs at a significant inflection point.
15-25 hours/month advisor time (across team). Scoped to your situation.
Find Out More| Feature | AI Personal | AI Business | Assist | Advisory | Boardroom |
|---|---|---|---|---|---|
| Daily briefing | Wellness check-in | Business briefing | Business + optional personal | All functions | All domains + advisor review |
| Human advisor | None | None | Escalation only | Named advisor, monthly/bi-weekly | Dedicated team, weekly |
| C-suite functions | N/A | N/A | All (AI-delivered) | All (advisor-configured) | All (advisor-accountable) |
| Personal life tracking | Full | N/A | Opt-in | Opt-in | Full + Life advisor |
| Board prep | N/A | N/A | Document package | Document + advisor review | Full prep + attendance |
| Crisis response | N/A | N/A | AI alert + escalation | 24-hour async | Real-time, including weekends |
| Advisor hours/month | 0 | 0 | ~1 hr (reactive) | 4-6 hrs | 15-25 hrs (team) |
Aegis Advisory + both AI Assistants in a single engagement. Full platform adoption: strategic advisory, daily business operations, and personal life protection.
Aegis Assist + AI Assistant Business. Strategic advisory and daily operational support for founders who want to start lean and expand as the value proves out.
Add AI Assistant Personal at a preferred rate with any Boardroom tier. Personal life tracking that improves long-term leadership health and retention.
AI Strategy Consulting is project-based: we assess where AI fits in your business and build a plan. Modular AI Agents are individual AI tools you subscribe to for specific functions (like competition research or cash flow modeling). AI Assistants are standalone tools for daily operations (Business) or personal life monitoring (Personal). Boardroom Advisory delivers full C-suite strategy across every function, with three tiers of human involvement. Each category serves a different need, and most clients naturally expand over time.
Most clients start with an AI Strategy Consulting engagement, either an AI Readiness Assessment or a Quick Win Plan. From there, they add specific Modular AI Agents for ongoing capability, then expand into Boardroom Advisory as their needs grow. But you can start at any level. Reach out and we'll find the right entry point for your situation.
Modular Agents give you specific AI capabilities (like a Competition Research Agent or a Cash Flow Modeling Agent) without a full advisory engagement. Boardroom Advisory gives you C-suite-level strategic guidance with human advisor involvement. Think of agents as individual tools and Boardroom as the full strategic relationship. Many clients use both.
No. All tiers are month-to-month. Cancel anytime. If the service is valuable, you stay. If it isn't, contracts don't fix that.
AI handles all advisory output day-to-day. A seasoned human advisor is configured into the system and gets notified when the AI detects a situation above a defined complexity threshold, when a financial metric goes outside safe range (for example, less than 3 months runway), or when you explicitly request human input. You always have access to a human. They just aren't actively engaged unless the situation calls for it.
A fractional CFO costs $10K-$25K per month and covers one function. Aegis Advisory covers all C-suite functions at a fraction of that cost. Your named advisor configures the AI to deliver domain-specific guidance daily, not just during their limited hours. Multi-function coverage at 65-85% less than a single fractional exec. Reach out for specific pricing.
Yes. In any Boardroom tier, you can select individual C-suite functions (just CFO, or CFO + CMO, for example), choose a few, or get all functions bundled. You can also start with Modular AI Agents for specific sub-functions (like competition research or cash flow modeling) and expand to full Boardroom Advisory later.
Rates revert to standard. You'll know the standard rate before you start. Early clients are locked at their entry rate for 12 months after the founding period ends. We'll walk through all of this on the discovery call.
Yes. Personal and business data are kept in separate systems. Your data is never shared with other clients, never used to train models, and never sold. Tier 3 clients can request dedicated infrastructure for HIPAA, FedRAMP, or financial services compliance.
Reach out. It takes 30 minutes. No pitch, no pressure. We'll talk through where you are, what's missing, and which products and tier make sense for your situation. Some people start with just an AI Assistant. Others go straight to Tier 2. The right answer depends on your reality, not our revenue goals.
A 30-minute discovery call to figure out which products and which tier fit your reality. No pitch deck. No pressure.
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