No more pilots. Put your AI transformation team to work.

We work alongside your people and build every agent and app they need.

Book a scoping callSee the work

Built inside your systems, used by your people, owned by you.

Who we are

One team for your whole AI transformation.

The AI transformation firm for small and mid-market companies. A Chief AI Officer sets the plan. Our team builds it inside your business. We stay until your people run it.

Everything a transformation takes, on one team

What we do
  • LeadAI strategy and leadershipA Chief AI Officer who owns your roadmap, makes the vendor calls, and reports to your leadership every month.
  • FindDiscovery and sizingWe interview the people doing the work, size every workflow in hours and dollars, and put build and no-build decisions in writing.
  • ConnectData foundationsYour systems joined into one place, so every report and every agent works from the same numbers.
  • BuildAgents, apps and integrationsAgents that take work off your team, and the apps and integrations around them, built inside the systems you already run.
  • AdoptTraining and adoptionYour people trained on their own work, a named owner on your side, and adoption measured after launch.
  • RunOngoing AI operationsA team on retainer that keeps the roadmap moving, month after month, as new needs come up.

Built for companies of every shape

Who we serve
If you are private-equity backed

AI in the value-creation plan, with numbers the board can check.

The hold period is short, so the plan has to pay inside it. We find where the hours and dollars are, build what earns its keep, and report it in terms your operating partners use.

  • A first-100-days AI plan tied to the value-creation plan
  • Savings sized in hours and dollars, reported monthly
  • A playbook the next portfolio company can reuse
Start with: a team retainer, or discovery across the portfolio

Why companies choose us

What makes us different

Strategy and build, one team.

The people who plan it are the people who build it, and the team answers to one acceptance date.

Inside your company.

We work from your systems and your email domain, so your people see one team, not a vendor.

You own all of it.

The code, the data and the systems run on servers you own, from the first day.

Sized to you.

Start with the hours you need. The team grows or shrinks with the work.

Book a scoping callSee how an engagement runs

From a first agent in a week to a platform in advisors’ hands.

All results
  • A retirement planning firm

    Their advisors were walking into meetings with a questionnaire someone had printed out a few minutes earlier.

    Before

    Another firm’s quote: $42,000 and eight weeks for one agent.

    After

    We built that same agent in one week. Ten agents built so far.

    A retirement planning firmRetirement planning, 35 people · Team retainer
    $42,000

    and eight weeks was another firm’s quote for one agent. We built that same agent in a week.

    Baseline
    a questionnaire printed and read minutes before each meeting
    When
    February 2026

    Their advisors were walking into meetings with a questionnaire someone had printed out a few minutes earlier. Another firm wanted eight weeks and $42,000 to fix that one step. We built that same agent in a week, and we have kept going: meeting briefs, a sales scorecard that reads call transcripts, and a Salesforce tracker that updates every hour. Ten agents in, the team keeps finding the next thing to build.

    What was going on

    A prospective client filled in a family questionnaire before their first meeting. It arrived by email, an assistant printed it, and the advisor read it in the four minutes before walking in. Their chief technology officer had a quote on his desk for eight weeks and $42,000 to fix that one step. His objection was not the price. It was that after eight weeks he would have exactly one agent and no better idea of what to build next.

    What we built

    • Intake questionnaire agent that reads the form and writes the brief (the quoted agent, built in week one)
    • Pre-meeting briefs delivered into the advisor calendar invite
    • Sales scorecard that reads call transcripts against their own criteria
    • Hourly tracker syncing from Salesforce

    Who was on it

    Chief AI Officer, Chief Technology Officer, Deployed engineer

    Built on

    Salesforce, Jotform intake, Call transcription, Scheduled agents

    Ten agents built across eight systems, and the work keeps growing.

    Book a scoping call
  • A registered investment adviser

    Their advisors were juggling more than a dozen systems for every client, and each of them did the job a little differently.

    Before

    A multi-year advisor platform build on the roadmap.

    After

    Built and in advisors’ hands in about three months.

    A registered investment adviserRegistered investment adviser, about 300 advisors · Team retainer and a build team
    3 months

    to build it and put it in advisors’ hands, on a platform that would normally take years.

    Baseline
    advisors moving between more than a dozen systems per client
    When
    a twelve-week build, MVP in September

    Their advisors were juggling more than a dozen systems for every client, and each of them did the job a little differently. We came in as their interim Chief AI Officer, wrote the product, and put an AI-enabled build team on it. About three months of build later, advisors have a portal inside the firm’s own Microsoft environment, reading from the data lakehouse their data team built, with our agents for meeting prep, follow-up and coaching on top. Client data never leaves. The first advisors are using it now, and we will share the numbers once they are in.

    What was going on

    Around three hundred advisors, each moving between more than a dozen systems per client. No two ran the job the same way, so nothing about it could be measured or improved. The firm had the appetite and the data. What it did not have was anyone whose job was to own the roadmap.

    What we built

    • Product requirements for the advisor portal
    • Advisor and coach views built against real user interviews
    • Data ingest from the firm’s own systems into their tenant
    • A pilot protocol with a baseline captured before access

    Who was on it

    Chief AI Officer, Chief Technology Officer, Data architect, Deployed engineer, UI/UX designer

    Built on

    Microsoft Fabric, The client’s own Azure tenant, Salesforce, Tamarac

    MVP delivered to the first advisors and advisory leaders. Feedback is coming in.

    Book a scoping call
  • A healthcare grant consultancy

    They help nursing facilities win federal grants, and one client with seventy locations needed seven hundred proposals.

    Before

    Seven hundred proposals needed for one client.

    After

    A complete grant packet in one click.

    A healthcare grant consultancyHealthcare grant consulting · Build team
    150

    applications in a week was their best by hand. Now each packet is one click.

    Baseline
    their best week by hand: about 150 applications
    When
    built over five months

    They help nursing facilities win federal grants, and one client with seventy locations needed seven hundred proposals. The mail merge they relied on could not keep up. We built a generator on a federal dataset that refreshes every day: facilities, vendors, signatures and every attachment, put together into a complete packet in one click. The time saved is theirs to measure, so we are not quoting a number yet.

    What was going on

    Grant applications assembled by hand, with about 150 in their best week. One client with seventy locations needed seven hundred proposals, and the mail merge holding it together could not keep up. The work was not judgment. It was assembly.

    What we built

    • Packet generator producing a complete proposal in one click
    • Daily sync of the federal facility dataset
    • Facility and vendor record management
    • Signature request and ingestion

    Who was on it

    Engineering lead, Deployed engineer, Data engineer

    Built on

    Federal facility dataset, Document generation, E-signature

    In the client’s testing. The new time per packet is not measured yet, so no after figure is claimed.

    Book a scoping call
Three ways in

Your AI transformation team on a retainer, with discovery built in.

Most clients start with the team retainer. Standalone discovery is there when you want the map first, and a build team when one platform needs its own. Every number is in writing before anything starts.

Compare engagement models

Your AI transformation team, working inside your company every month.

Leadership teams with ambitious AI plans who want expert hands to deliver them: a Chief AI Officer, senior developers, data engineers and designers, working as one team inside your company.

  • A Chief AI Officer who owns the roadmap
  • Developers, data engineers and designers as the work needs
  • Discovery built in, as each new need comes up
  • Training and change management included
Book a scoping call
A team working together around a laptop
02 · Team retainer

The AI Operating System.

Our own method for putting AI to work inside a company. Five principles, and every AI transformation team we field runs on them.

Our approach, in detail
  1. 01

    Find the Bleed

    Before anyone writes code, a Chief AI Officer and our agentic discovery system interview the people doing the work and size each workflow in hours and dollars. The result is a ranked map of where AI pays back first.

    You get: A sized, ranked list of workflows and what to build first, in writing.

  2. 02

    Deliver Without Drama

    Sprints in parallel delivery lanes with a named owner on each. You see working software as it takes shape, and your users accept it against criteria written at the start.

    You get: Working software, accepted by your users against the standard.

  3. 03

    Stack Don’t Scatter

    One owned system instead of a stack of subscriptions. We consolidate before we add, and we build on infrastructure you control, in accounts you own, so nothing you depend on can be repriced out from under you.

    You get: A system you own, documented, with fewer tools than you started with.

  4. 04

    Automate the 80%

    The repeatable majority of the work goes to the system. Your people keep the judgment calls, and the UI/UX designer makes the line between the two obvious on the screen.

    You get: Clear handoffs between what the system does and what your people decide.

  5. 05

    Dig the Moat

    Tools get rented. Systems get owned. We train a named owner inside your team, hand over the runbooks, and measure adoption after launch. Then we keep building as new needs come up.

    You get: A trained internal owner, runbooks, and adoption data.

The big firms charge $400,000 for a PowerPoint. We build trusted results, not slide decks.
Patrick Laughlin
Founder, Chief AI Officer
About Patrick
  • 10+ yrsDecorated naval aviator
  • No. 3,130President, 2023 Inc. 5000 company
  • 200+Companies advised across his career
In the press
The Winning AI Blueprint

The Winning AI BlueprintWorking titleComing soon, launching Q4 2026

What they said, in their own words.

Four months in, on working with us.

We would like you on our team. We trust you. We like you. The work you’re doing is excellent, and we’re grateful for it.
Chief Technology OfficerA retirement planning firm

How to put AI to work.

All insights

Tell us what you want to get done.

A first conversation with a Chief AI Officer about your goals and what you need, whether that is a build, training, change management or expert advice. We shape the engagement around your answer.

Book a scoping call
  1. 01Your goals
  2. 02What you need
  3. 03The right first step