Let’s talk

HOW I CAN HELP

What I can help you
do with AI.

Advice, custom tools, better reporting, automation, and practical help for your team. You can come with a clear idea or a feeling that there must be a better way.

01

Build a useful tool

Internal apps and custom AI agents built around your work. An agent can use your information and connected tools to carry out a defined job, with limits on what it can do without approval. Interactive models and searchable knowledge tools fit here too.

A customer workspace or a research agent that prepares account briefs for review.
Explore a starting point
02

Make sense of your data

Bring spreadsheets and systems into a clearer view. Build dashboards, automate reporting, explore markets, or give people a way to ask better questions of the numbers.

A live management dashboard. A market scorecard. An asset map.
Explore a starting point
03

Improve a workflow

Connect the steps between an inbox, a document, a database, and the person who needs to act. Use AI where interpretation helps, and ordinary code for the calculations, matching, and rules.

Invoice processing. Inbox triage. Document extraction. Follow-up.
Explore a starting point
04

Help your team use AI

Working sessions on real tasks, reusable approaches, and guidance on choosing tools and checking outputs. Bring real tasks and leave with ways to handle them better.

Team workshops. Reusable assistants. Better everyday habits.
Explore a starting point
05

Work out where to start

Sort through the ideas, examine the process, and decide what to build, what to buy, and what can wait. Maybe the team already uses ChatGPT, or an automation never quite stuck; that’s a fine place to start too. You don’t need the answer before we talk.

A feasibility check. An AI roadmap. A first prototype.
Explore a starting point
06

Put structure around AI

Help your team use AI with a practical approach to spending, tool access, company ownership, data quality, and review. Support useful experimentation, and establish what needs to happen before a prototype becomes a tool the business depends on.

A review of current use. Spending guidelines. A checklist for moving a prototype into everyday use.
See the full service

WAYS TO WORK TOGETHER

Projects, fees,
and timelines.

The examples below give you a sense of scale. We’ll choose the format around your situation.

START SMALL

A focused first build

One well-defined tool, report, or workflow. A useful first version to put into practice.

$2,500 fixed
2 to 3 weeks to buildSee what’s included

CUSTOM BUILD

A custom tool or system

A custom app, AI agent, or connected workflow built around your business.

$10,000 to $15,000 typical
Around 6 weeks for a typical systemSee what’s included

GET CLEAR

An AI opportunity sprint

Compare the strongest opportunities, test one with a prototype, and leave with a 90-day plan.

$7,500 fixed
2 weeksSee what’s included

AI STRATEGY, GOVERNANCE & ENABLEMENT

Structure around AI

Give your team room to experiment, with clear budgets, responsibilities, and standards.

Scoped together around your priorities
Starts with a review of how your team uses AISee what’s included

MAKE IT PART OF THE WORK

Practical help for your team

Hands-on sessions around real work, with approaches the team can keep using afterwards.

From $3,500 half-day
Half-day or full-day sessionsSee what’s included

OPTIONAL · AFTER A BUILD

Keep improving it

Your team can run what I build. This is for when you’d like to keep adding to it, or would rather I keep an eye on it.

From $1,500 / month
For existing build clientsSee what’s included

Fees in USD. We discuss hosting, model usage, and other third-party costs separately before the build.

HOW THE WORK HAPPENS

How we’ll work together.

You work with me throughout. You review working versions as the project takes shape.

01

Understand

The task, the people, the constraints, and what a useful result looks like.

02

Make it tangible

A sketch or working version that lets us test the important assumptions.

03

Build & check

Connect the pieces, test real cases, and make the behavior understandable.

04

Hand it over

A working result, the documentation, and a team that knows how to use it.

PRACTICALITIES

A few things
you might ask.

I have an idea, but no technical brief. Is that enough?
Yes. A rough description of what you want to do, or of what’s frustrating today, is enough for a first conversation.
Do you advise, build, or both?
Both. I can help work out what’s worth doing, build a working tool or workflow, and help the team use it. The right starting point depends on what you need.
Do you only work with finance and investment teams?
No. That experience is part of how I approach a business, but the work also includes commercial systems, operational workflows, internal tools, and team enablement. Entec, a 15-person services business, is one example.
Does everything need to use AI?
No. I use normal software for calculations, exact matching, and repeatable rules. AI is useful where interpretation, extraction, or language helps. We choose the approach that fits the job.
Who owns what you build?
I hand over the code, documentation, and access you need to run the build. I aim to build in accounts you control. We agree third-party tools and any licensing dependencies in the scope.
What does a first conversation look like?
We spend about 30 minutes on what you’re trying to do and how it works today, and we usually end with a sensible next step. There’s no charge and nothing formal to prepare.
We’ve tried AI and aren’t getting much out of it. Is that worth a conversation?
Yes. Maybe the team uses ChatGPT, you have bought a few subscriptions, or an automation never quite stuck. We can look at what’s getting in the way and work out what’s worth changing. Often that’s a narrower first use, or a better fit with how the work actually happens.
Our team is already using AI. Can you help us put some structure around it?
Yes. I can help you review current use, establish spending and tool guidelines, clarify ownership and responsibilities, and agree what needs checking before an experiment becomes part of everyday work. The aim is to support useful experimentation while making expectations clear. More on putting structure around AI.
How will we know it’s useful?
We agree what success looks like before the build starts: a number that should move, time that should come back, or a decision that should get easier. After handover we check against that measure, rather than a general sense that it helps.
What happens to our business data?
It stays in your systems and accounts. A build reads what it needs through connections you control. If an AI or automation provider processes any of it, I document what is sent, where it is processed, and how long it is kept before the system goes live. I never use one client’s data to build another client’s system.
What will we need to maintain or pay for afterwards?
Before launch I estimate the running costs: AI usage, hosting, and any subscriptions, all in accounts you own. Handover includes documentation and a note of what to keep an eye on. If you’d rather I keep watching it, or want to keep adding to it, that’s a separate, optional arrangement.
What happens when a better AI model comes along?
The aim is for your system to benefit from better models rather than be replaced by them. Your business rules, connected data, and workflows form the foundation. We use conventional code for calculations and fixed rules, and AI where interpretation is useful. Where practical, we keep that AI component separate so we can assess different models as their capabilities and costs change. Switching still needs testing, and some changes need development, but the knowledge and structure built around your business don’t have to be recreated because a new model arrives.
Can our own people maintain what you build?
Yes, that’s the aim. The rules and connections are ordinary code, the documentation and accounts are yours, and handover includes a session with whoever will look after it. Typical upkeep is small: checking a connection, adjusting a rule, keeping an eye on AI usage. Ongoing support exists for businesses that would rather I do that, or that want to keep adding to the system.

LET’S TALK

What are you
working on?

You don’t need a technical brief. Tell me what you’re trying to do, and we’ll work out a sensible next step.

Tell me what you have in mind