THE AI EDGE PROGRAM
A portfolio-wide discovery sprint that sparks new thinking, uncovers bold opportunities, and delivers critical insights—through collaborative interviews, deep analysis, and a custom AI-powered portal.
THE AI DISRUPTION DILEMMA
THE CHALLENGE
- * Every company in your portfolio is vulnerable to rapid AI disruption
- * Many leadership teams are under-informed or hesitant about AI strategy
- * New AI-native competitors are moving fast
- * Systemic risk builds when blind spots go unchecked
OUR APPROACH
- * Strategic exploration across your entire portfolio
- * Conversational interviews with founders and senior execs
- * Tangible outputs: insights, risks, opportunities, and prototypes
- * Ongoing access via a dynamic, AI-powered portal
PORTFOLIO INTELLIGENCE, REINVENTED
INVESTOR DASHBOARD
An investor-only portal with a clear overview of your portfolio's readiness, risks, and transformation potential—powered by aggregated data, trend analysis, and real-time AI insights.
- * Cross-portfolio insights
- * Risk heat maps
- * AI assistant for strategic queries
COMPANY-SPECIFIC REPORTS
Each company receives a password-protected, beautifully designed report with insights, opportunities, and prototype-ready ideas.
- * Business model + risk analysis
- * Opportunity roadmaps
- * 2–3 tangible AI concept briefs
AI INTELLIGENCE LAYER
A voice- and text-enabled assistant trained on all assessment data, enabling powerful exploration for both investors and portfolio companies.
- * Company-level exploration
- * Portfolio-wide queries
- * Continuous insight, 24/7
OUR PROCESS
STRATEGIC CONVERSATIONS
We lead smart, engaging interviews with leadership—four per company—designed to explore where they are, where they want to go, and what they might not yet see.
AI-POWERED INSIGHT
We layer human judgment with cutting-edge AI research to map threats and surface possibilities.
ACTIONABLE OUTPUTS
We turn insight into action—building strategic recommendations and 2–3 prototype-ready ideas to spark internal momentum.
CUSTOM PORTAL DELIVERY
Everything lives in a beautifully branded, secure portal—complete with an AI assistant trained on every report and ready to support strategic decision-making.
INVESTMENT & PRICING
THE AI EDGE CALCULATOR
Includes 4 interviews, full analysis, interactive report, and portal access
VOLUME DISCOUNTS
WHAT'S INCLUDED
- * Up to 4 founder/executive interviews per company
- * Comprehensive AI readiness + disruption analysis
- * Beautifully designed report
- * 2–3 strategic AI prototype concepts
- * Investor portal with insight dashboard
- * AI assistant trained on entire portfolio
WHO PAYS?
Each portfolio company funds their own participation—making this a zero-cost, high-impact solution for investors.
Minimum engagement: 5 portfolio companies
BRINGING STRATEGY TO LIFE
AI PROTOTYPE DEVELOPMENT
We can help bring the concepts to life with a 30-day sprint to create testable AI demos for stakeholder buy-in.
LEARN MORESTRATEGIC IMPLEMENTATION
Need help embedding these ideas deeper? We offer lightweight strategic support to accelerate execution.
DISCUSS OPTIONSREADY TO SPARK AI MOMENTUM ACROSS YOUR PORTFOLIO?
Whether you're a VC, PE firm, or family office, we'd love to explore how we can support your portfolio. Let's talk.