Where would AI actually pay off in your firm?
Ten questions on how you source, decide, oversee and report. Four minutes, and you leave with a scored roadmap written for a firm your size, and a call booked if you want one.
Four areas, scored out of 25 each
- 01
Finding and screening opportunities
How opportunities reach you and how fast someone has a written view of each one.
- 02
Evaluating and deciding
The hours that go into documents and financials, and how the written case gets produced.
- 03
Overseeing holdings and reporting
How the companies report to you and how long a consolidated view takes.
- 04
AI ownership and enablement
Whether AI is in use, and whether anyone owns the decisions about it.
A roadmap, not a results screen
Three opportunities, ranked
The areas with the most recoverable time in them, in the order they are worth doing. Each one says where the hours go today in your own words, what changes after, effort in weeks and who it needs from your side.
A 90-day plan and your blocker, answered
Sequenced so a small team can carry it, with a direct answer to the one thing you say is in the way. Printable, with the firm name and date on it, and a permanent link to forward.
Before you start
Who is the investment firms and their advisors edition for?
This edition is written for investment firms and the advisors who serve them. The four unscored profile questions at the start adapt the wording and the recommendations to your firm type and size, so a small practice is never measured against a large one.
How long does it take and what do I need?
Ten questions, one per screen, about four minutes. Nothing to prepare and no signup to start. Your email is asked for once at the end so the roadmap can be sent to you as a permanent link.
What does the roadmap contain?
A score out of 100 across the four areas below, a tier, the three opportunities with the most time in them (what changes, effort in weeks, who it needs from your side and an hours range with its basis stated), a 90-day plan, a direct answer to the blocker you name, and a printable PDF.
What happens after?
Nothing unless you ask. The roadmap page offers a thirty-minute walkthrough call with Ishaan to scope the first opportunity against how your firm actually runs. There is no sequence of emails.
Not your firm type?