AI fluency
Building confident, capable, AI-ready teams
The question isn’t whether AI will transform your business, but whether your people are ready to lead in that transformation
The leaders who move early will find that fluency in AI becomes the new strategic literacy, a baseline capability for decision making, innovation and growth. Those who wait risk watching from the sidelines as competitors embed intelligence into every part of their business.
AI isn’t replacing teams, it’s amplifying them. Intelligent agents can now handle manual work, surface insights, provide feedback, and even act as creative collaborators. When used well, they free human capacity for higher-value thinking and problem-solving.
Building AI fluency means giving teams the language, judgment, and confidence to use AI responsibly and strategically. It means creating a culture where people understand both the power and the limits of the tools that they use and where innovation can happen safely, at speed and at scale.
Our AI fluency engagement is designed for SMEs and fast growing businesses that want to act now, to give their teams the skills, confidence and understanding to use AI effectively from day one.
Through guided workshops and hands-on exercises, teams will learn to:
Understand AI’s capabilities, boundaries and business value
Use prompting techniques to get better, faster results
Identify opportunities for automation & efficiency
Translate opportunities into an actionable roadmap
Apply AI responsibly, managing bias and privacy
Choose the depth that fits your business
Every engagement blends learning with doing. Workshops are fast-paced, collaborative, and pragmatic, built around real examples from your business.
Participants use generative AI tools live, applying new skills in real scenarios. Between sessions, daily “nudges” and micro-tasks reinforce learning so new habits stick.
Foundations
2 weeks
Core modules:
What is AI?
Prompting
Responsible AI
Outcome:
Team fluency & adoption readiness
Applied workshop
3 weeks
Core modules:
Everything in foundations, plus:
Adds tailored prompts and business specific use-cases
Outcome:
Active use within key workflows
Strategic extension
4 weeks
Core modules:
Everything in applied workshop, plus:
Includes AI maturity review and adoption roadmap
Outcome:
Pathwayto AI strategy
Teams that can use generative AI tools safely & effectively
Leaders who can identify AI opportunities tied to business goals
Shared understanding & language around AI across functions
A foundation for deeper transformation, from experimentation to strategy
Outcomes - your organisation will gain
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.