A short pack on the AI consulting work, a sample engagement to look through, and a note on where Barty might fit in. The case study is anonymised, the artefacts are the real thing.
Henry, good to chat this morning. Rather than send a generic deck, I've put the same kind of workspace I'd build for a client together for you. It's lighter than a real one, but it gives a true sense of how I work.
The sample engagement below is real, anonymised. It's the same shape of work I'd expect to do alongside Barty if a DD throws up an AI angle: a quick audit, a working prototype, then a phased build. The deck, proposal and live demo are the actual artefacts, lightly stripped of identifying details.
Tom — Woollard Works — tom@gobunk.co.uk
The firm runs a rigorous, IMC-led investment process built around quantitative data, qualitative manager research and an in-house vote. They had started building an internal prototype in-house. The problem they came in with: every £70m of new money adds a paraplanner and an admin head. Grow that way and the firm gets bigger, not better.
The engagement turns that internal process into a structured tool, then extends AI across paraplanning, macro briefings, client communications and cross-platform reporting. Phase 1 is a fixed-fee discovery (£4,500) that produces a priced spec and an honest go/no-go. Phases 2–4 are decisions made later, one at a time.
1. AI strategy add-on to your DD work. Where you're already doing tech DD on a target, I come in for the AI angle: is there a real opportunity here, or is the team telling the buyer a story. Output is a short, defensible memo that sits inside your DD pack. Useful when a PE buyer is paying for the existing thesis on AI to be pressure-tested.
2. Post-deal AI implementation referrals. The DD identifies an opportunity; I lead a phased Woollard Works engagement post-close. Standard referral economics, or co-branded if that suits Barty better. Probably the highest-frequency version.
3. Operator-level support to your fractional CTO network. Where one of your CTOs is steering a portfolio company and an AI question comes up, I'm on call. Half a day here, a workshop there, a working prototype if it needs one. Light-touch, easy to staff.