Operator Strategy
For leadership teams: where AI changes the unit economics, the org chart, and the moat — in language a board understands.
Most AI strategy decks describe technology. Boards don't buy technology — they buy a sequenced plan with defensible economics. We translate between the two: enough engineering depth to be right, enough operator language to be funded.
Who this is for
CEOs and chief product officers at companies between Series B and IPO who suspect AI rewrites a chunk of their cost structure, their moat, or their product surface — and want a sequenced plan to find out, not a generic transformation slide. Engagements are short, executive-facing, and result in a decision the board can act on.
What we deliver
Op-model audit
Where does AI compress headcount, COGS, or cycle time in your specific business?
Unit-economics model
A spreadsheet, not a deck — every assumption sourced, every cost line attributable.
Build/buy/partner
For each surface: do we build, integrate a vendor, or partner with a platform? With math.
Talent gap analysis
Which of these motions require a hire, and which require a vendor or studio engagement?
Moat assessment
Where does AI commoditize your edge, and where does it concentrate it?
Board brief
A 12-slide deck and a one-page memo your CEO can read in the car.
Engagement shape
- 01
Week 1 — Diagnostic
Interviews with product, eng, finance, and three customers. Data room access.
- 02
Weeks 2–3 — Modeling
Op-model and unit economics drafted. Reviewed with finance lead.
- 03
Weeks 4–5 — Decisions
Build/buy/partner matrix. Sequencing. Hiring plan implications.
- 04
Week 6 — Board
Final readout to executive team. Memo to board. Q&A held on the spot.