Strategic AI Navigation for Ambitious Leaders
From inception through inflections and transformations
Client Companies
Debt/Equity Financings
Years of Experience
Trusted for Expertise
From Ambition to Execution
We combine rare experience across investing in and building our own AI enabled solutions, to drive smarter decisions, optimize operations, and accelerate growth.












%201.png)


-p-500%201.png)












Driving Innovation & Growth
We identify and accelerate your key strategic objectives leveraging our decades of business experience and AI enablement expertise.
Augment the Team
Each team has different strengths and we add support from finance experts on demand, at any level; or AI transformation or enablement depending on inhouse capabilities.
Accelerate Growth
Navigate AI implementation that enhances your growth trajectory instead of distracting from it.
Achieve Outcomes
We succeed when you build something valuable. Every AI implementation decision gets evaluated with the same rigor we use for our own ventures.
How We Help
- Due diligence teams lack AI evaluation frameworks for business impact assessment
- Portfolio companies making AI investments without clear ROI measurement
- Difficulty distinguishing AI competitive advantages from operational improvements
Andrew and Craig brought the perfect combination - Andrew's operational scaling experience to evaluate AI claims and Craig's financial rigor to assess real ROI. They helped us avoid a $50M investment mistake.
- PE pressure for measurable operational improvements while learning AI implementation
- Uncertainty about which AI investments drive exit value vs. operational costs
- Need systematic approach that satisfies both operational requirements and board AI expectations
We needed AI implementation that our PE sponsor could understand and measure. Andrew and Craig delivered 18% operational efficiency improvement in 6 months while building our AI story for exit.
- Different businesses require different AI approaches but you need consistent evaluation methodology
- Limited bandwidth to become AI expert while running multiple operations
- Uncertainty about which AI investments scale across different business models
Running four different businesses, I needed someone who understood operations at scale. They helped us implement AI that enhanced all four companies without consuming my leadership bandwidth.
- AI tools threatening traditional service delivery models without clear enhancement strategy
- Clients expecting AI capabilities but uncertainty about which investments serve client value
- Professional liability concerns about AI implementation in client-facing work
Our clients started asking about our AI capabilities and we didn't want to just add tools. We needed AI that enhanced our professional judgment, not replaced it. Perfect guidance.
- Investor board meetings asking about AI strategy while focusing on Series B milestones
- Team requesting AI tools without clear understanding of business impact
- Competitive pressure to implement AI without derailing operational momentum
Everyone was telling us we needed AI strategy but no one understood our scaling challenges. Andrew lived these exact growth pressures at CustomInk. Finally found someone who got it.
Ready to Navigate AI Implementation?
Every AI implementation decision gets evaluated with the same rigor we use for our own ventures.