AI Strategy
Setting the direction
AI is everywhere but many businesses are unsure where to get the most value
Teams are experimenting in isolation, boards are applying pressure to ‘do something’ and yet the value is often unclear. The real risk isn’t missing out, it’s wasting time and credibility on the wrong initiatives.
Our team has been delivering data and AI solutions for over 30 years. We know how to start fast, align strategy to business goals, and build momentum with confidence.
We’ll help you design an AI strategy that is:
A bespoke route to AI adoption
Each of our AI strategy engagements follows the same proven approach — aligning vision, identifying opportunities, and shaping a roadmap.
The level of depth and detail depends on the service option. This allows you to choose the balance of speed, rigour, and scale that best fits your business priorities.
Every engagement begins with a structured onboarding phase where we agree the scope, gather the right information, and align on your priorities as a business leader.
From this common baseline, you can choose the scope of your AI Strategy - Rapid Path, Strategic Blueprint, or Enterprise Roadmap, depending on where you currently sit on your AI journey and where you want to get to.
Rapid path
Kickstart your AI adoption
2 weeks
Desk-based review of your current state
Short workshops to unearth your team’s challenges and ambitions
High-level strategy aligned to your business goals
Initial AI use case identification and prioritisation
Strategic blueprint
Prioritise AI use cases
4 weeks
Structured programme of analysis and research with your leadership team
Desk-based review of your current state
Defined AI strategy and operating principles
Prioritised AI use case backlog
High-level AI delivery roadmap
Stakeholder alignment across leadership
Enterprise roadmap
Build AI into your business
6 weeks
Comprehensive, end-to-end engagement
In-depth current state assessment
Future-state architecture blueprint
Prioritised AI use case backlog
Detailed AI delivery roadmap
Holistic governance, culture and AI adoption design framework
Long-term readiness to adopt AI at scale
A partnership that grows with you
AI Strategy is the foundation for your long-term success — but it’s only the beginning of your journey.
From here, we can help you turn strategy into action through:
Rapid Prototyping — to bring priority use cases to life and prove value quickly.
Transformation Delivery — to embed AI into everyday operations and scale adoption responsibly.
People & Adoption — to build the confidence, fluency, and culture needed for sustainable change.
Each next step builds on the roadmap defined in your strategy, ensuring that momentum is maintained and investment translates into measurable impact.
You’ll work directly with experienced strategists and builders
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Alice Aspinall
Managing Director
Alice has spent her career working with financial services organisations, from innovative start-ups to large corporations and Big4 consultancy firms.
With a focus on enterprise value, Alice applies business, technology, and data solutions to drive transformation across industries.
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Jonathan Summers
Executive Chair
Jon is a serial entrepreneur with full life-cycle experience, having successfully built, scaled, and exited two data businesses within seven years.
Today, his focus is firmly on increasing the enterprise value of the organisations he works with – from transformation to transaction.
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Cameron Spiteri
Director of AI Solutions
A highly experienced and innovative developer, Cam has worked with some of the biggest financial services businesses in the world to build and scale new ideas.
Now, Cam is passionate about working with teams to deliver everything from PoCs to tough technical transformations.
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Malcolm Mathie
Director of Operations
Malc has successfully led and delivered some of the most complex data transformation and change programmes in the tech and data consulting industry.
Malc specialises in implementing new data technology, ensuring organisations can navigate the tech landscape with confidence.
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Sarah Brett
Director of Brand & Marketing
She has led the growth of the European Accenture AI, Mudano, and Sharktower brands, strengthening both external reach and internal culture.
With expertise in financial services, data, and behavioural science, Sarah excels at defining and articulating a business’s true purpose.
FAQs
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Minimal for our Rapid Review - it’s desk-based and relies mainly on public information and materials you already hold.
Our Focused Review involves collaboration, typically short virtual sessions with selected management teams to validate findings and provide context.
Our Full Review adds structured engagement, including validation workshops and portfolio-level synthesis sessions. Even so, it’s coordinated centrally to keep the process efficient and contained.
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For our Rapid Review, a list of portfolio companies and any summary materials or reports you’re comfortable sharing.
Our Focused Review adds targeted input from those responsible for portfolio companies - usually brief data clarifications, background documents, or short discussions to confirm findings.
Our Full Review involves more structured management validation, operational data where relevant, and existing transformation or investment plans. This depth enables a robust, evidence-backed portfolio view.
Each tier is designed to respect your team’s time while maintaining rigour and comparability.
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Every review applies the same framework - Resilience and Opportunity.
Resilience measures how prepared each company is to absorb and adapt to AI-driven change - from data and systems to leadership and operations.
Opportunity identifies where AI can unlock measurable value through efficiency, growth, or strategic advantage.
In our Rapid Review, we use AI-assisted desk research to score each company and surface headline findings.
Our Focused Review deepens that with qualitative input and targeted validation from investment leads.
Our Full Review extends across the entire portfolio with detailed, validated reporting and cross-portfolio themes.Each level gives you a comparable view of AI resilience and opportunity across your investments.
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No. Every assessment and recommendation is independent and vendor-neutral.
We focus on strategic fit, capability, and value creation, not platform sales.
That independence ensures our advice aligns fully with your investment objectives and exit horizons, not with any third-party solution.
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Yes. Implementation is where we create the most lasting impact.
We move beyond analysis to help shape and deliver what comes next, whether that means supporting high-risk businesses through immediate interventions, accelerating AI-ready companies, or building a Centre of Excellence that acts as a hub-and-spoke model across your portfolio.
Our team combines strategy, technology, and delivery expertise that enables us to guide your investors and management teams through roadmapping, capability building, and measurable execution, at your pace.
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Typical triggers include new fund deployment, early in a hold period to inform value-creation plans, or 12–18 months ahead of an exit to evidence AI maturity.
Many firms also use it as part of portfolio triage, ensuring attention and capital are directed where they’ll make the greatest impact.
Start the conversation
We’ll arrange a direct introduction with our senior team.
