A custom-trained AI agent tuned to your business data, plus quarterly modeling iterations and a dedicated modeling lead who knows your structure.

Trained on your business — your workflows, your data, your terminology — running in a secure, isolated environment you control.
2 quarterly strategy sessions (60 min each) with your dedicated modeling lead.
6 async modeling requests per quarter — iterate on product, service, or business models as you grow.
4 roadmap updates per year — quarterly refinement, not annual guesswork.
Access to 1 new service area per year (e.g., add Holdings modeling to your Business model).
Investor & board prep support — 2x per year, modeled and presentation-ready.
Consultation fee waived on all future bookings.
Best for: Scaling businesses and multi-service operators who need their model to evolve as fast as they do.

Setup Time: 5–10 business days.