For partnersFor consulting firms, coaches, and PE operating teams.Are you a client?

Work with your data and AI · Data to make great decisions

Turn client data into great decisions, without losing control of it.

Bring client data into a governed Data Room, ask it questions in plain language, and let AI help with the drafting. The rules run first, a person decides, and AI assists last.

Book a demo

Client data is never used to train outside AI models.
Every AI conversation is logged and can be exported.
AI works under the same permissions as the person using it.

What’s included

What you can do.

Data Room
Each client’s data in one governed place, with a health check that flags gaps before they bite.
Data import
Bring in client spreadsheets and system exports, with suggested field mapping so setup takes minutes.
Ask your data
Ask questions of engagement data in plain language. Every conversation is logged and exportable.
AI assistant connector
Let your team’s AI assistant work with engagement data, under the same permissions they have.

How AI is kept in its place

Rules first. Then the leader. AI last.

Three layers, in the order they run. The math is done before AI touches anything, and the person in charge stays in charge.

Rules first
The math runs before AI touches anything.
Scores and judgments come from fixed, auditable rules. Run them again on the same evidence and you get the same answer.
Then the leader
A person makes the call.
The result shows where support is needed. The consultant and the client’s leaders read the context and decide what to do.
AI last
AI helps, and never decides.
AI drafts plans, reports, and summaries after the numbers and the decisions are on the table. A person approves anything it writes before a client sees it.