Services

Four ways to engage. One standard: accountable outcomes.

Every engagement is scoped to your specific situation. We do not sell off-the-shelf programs. The right starting point depends on where you are, what's at stake, and how much time you have.

Flagship · Ongoing Retainer

vCAIO Retainer

12-month engagement · From $12,000/month

The embedded AI executive function for PE-backed healthcare companies that need accountable AI leadership without the cost or timeline of a full-time hire. We serve as your portfolio company's Chief AI Officer — present every month, tied to your investment thesis, accountable for outcomes across your hold period.

This is not a project. There is no final report that ends the engagement. We show up every month, know your company, and own the AI agenda end to end.

Typical clients: PE Operating Partners with healthcare portfolio companies, portfolio company CEOs and COOs where AI was flagged in diligence or pilots are running without governance.

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What's included

  • Monthly AI portfolio review — what's working, what's at risk, what's next — delivered as an executive report
  • Quarterly board-ready AI progress deck for LP or board review
  • Direct advisory access — structured monthly calls plus async guidance between sessions
  • AI use case intake and prioritization tied to your investment thesis and exit timeline
  • Governance framework covering regulatory exposure, model risk, and compliance posture
  • ROI tracking connecting AI spend to EBITDA movement, not vanity metrics
  • Vendor and build-or-buy evaluation support
  • AI talent and organizational design guidance

AI Value Blueprint

2–3 weeks · $5K–$15K fixed fee

The fastest way to understand what AI can realistically do for your business — before committing to a larger program. We quantify where value is hiding, align KPI definitions, and deliver a prioritized 90-day action plan tied to real business outcomes.

Best for: Companies evaluating AI investment, or early in a hold period before the operating model is set.

  • AI opportunity map with rough value quantification
  • Current-state data and analytics snapshot
  • Prioritized use cases by impact and effort
  • 90-day action plan with clear ownership

Pre-Sale Data Readiness Sprint

3–4 weeks · $8K–$20K fixed fee

Strengthens KPI credibility before diligence or refinancing. Identifies narrative gaps and prepares management to defend the numbers under scrutiny. Reduces diligence risk and strengthens the management story before the data room opens.

Best for: Companies 6–18 months from a transaction or refinancing event.

  • Data credibility assessment and diligence-risk view
  • KPI alignment and metric definition document
  • Quick wins that strengthen the management narrative
  • Optional investor-ready data summary

Technical Due Diligence Advisory

Project-based · Scoped to engagement

Buy-side and sell-side AI and data diligence for PE deal teams. We assess AI maturity, data infrastructure quality, technical debt, model risk, and stand-alone readiness — translating findings into investment implications and value-creation opportunities.

Best for: PE deal teams evaluating a healthcare target where data and AI are material to the thesis.

  • AI and data maturity assessment
  • Technical debt and scalability risk
  • Stand-alone readiness for carve-outs
  • Value creation opportunity identification

Executive AI Governance Review

3–4 weeks · $8K–$18K fixed fee

An independent review of an existing AI program's governance posture — covering policy, model risk, regulatory alignment, and human oversight mechanisms. Produces a clear remediation roadmap and board-ready summary.

Best for: Companies with AI already deployed that need independent governance validation before a board review, audit, or transaction.

  • Governance maturity assessment against industry standards
  • Regulatory and compliance risk inventory
  • Prioritized remediation roadmap
  • Board-ready governance summary

Which engagement is right for you?

vCAIO Retainer

  • No internal AI executive
  • AI flagged in diligence
  • Pilots without ownership
  • 18–36 month hold period
  • Board-level AI agenda

AI Value Blueprint

  • Early in hold period
  • Evaluating AI investment
  • No clear starting point
  • Need a business case
  • Pre-retainer entry point

Data Readiness Sprint

  • Transaction in 6–18 months
  • KPIs under scrutiny
  • Diligence prep
  • Refinancing event
  • Narrative gaps identified

Due Diligence Advisory

  • Buy-side deal team
  • AI material to thesis
  • Healthcare target
  • Carve-out evaluation
  • Sell-side preparation

Not sure which is the right starting point?

The fit call is 30 minutes. We will tell you directly which engagement fits your situation — or whether there is a fit at all.

Book a 30-minute fit call