Are you adopting AI, or announcing it?
An eight-minute diagnostic. Plot your firm on AI Strategy by AI Fluency, then answer four pillar questions. Most $500M to $3B portfolios sit in the same wrong quadrant.
Your quadrant, your sector cohort, and the wedge that moves you.
A plotted quadrant
Strategy by Fluency. Where your firm sits today and what each quadrant predicts about the next twelve months.
A sector comparison
Plotted against a finance cohort. Private Equity, Banks and Capital Markets, Fintech, Asset and Wealth, REITs and Real Estate, Insurance.
A discovery option
Optional 30-minute call. We walk the quadrant, surface the blocker that’s actually pinning you in place, and decide whether the AI Audit is the right next move.
Ready to walk the quadrant? Book a discovery call.
Get in touch →Questions buyers actually ask.
Three siblings (Strategy / Transformation / Governance) score five dimensions each. The Adoption Scorecard is the flagship Strategy × Fluency quadrant, plus four diagnostic questions, one per pillar. The PDF version is in active PE outbound circulation; the web version adds the Governance question for sequencing.
Across 200+ AI initiatives, two dimensions explained almost everything: how clear is the AI strategy, and how fluent is the actual workforce. Most $500M–$3B portfolios are stuck in the same wrong quadrant, and 'more pilots' doesn't move them.
Pre-AI (no thesis, no usage). Tools Without Thesis (bottom-up adoption, no portfolio direction). Slideware Strategy (thesis on paper, no portco execution, most PE funds today). Integrated Adoption (target state, strategy signed at the board, fluency measured at the desk).
On the result page, weak governance adds the Governance pillar to the recommendation, UNLESS the firm is in Pre-AI or Tools-Without (where governance-first is still the wrong sequencing).
v1 ships single-firm / single-portco. PE buyers route to /industries/private-equity for the portfolio-shaped engagement. The aggregator view across portcos ships once we have ≥3 portcos run through it.
8 minutes. Same format as the siblings. Email gate at the result page, completion proves intent.