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Diagnostic

Know what to build and what it costs.

6-8 weeks at a fixed fee. You leave with ranked workflows and a set-fee quote for the Build, or a written reason not to build.

All services
Data readiness review

Overall readiness

1.8/ 5

  • Your firm
  • Target

Data layer

1.5 / 5

Underwriting

3 / 5

Reporting

2 / 5

Deal intake

1 / 5

AI readiness

0.5 / 5

Market data

2.5 / 5

6 systems scored

Target 4.3 average

  • We build on
    ClaudeDatabricks
  • Runs in your tenant
    Microsoft Azure
  • Your team works in
    ExcelCustom apps

Data readiness review

A readiness score for every system.

We trace your data from source systems to the IC memo and LP report.

  • Systems, models and reports mapped by function
  • Each gap rated by severity, with an owner
  • A buy-or-build call on each gap
System scorecard

Overall readiness

1.8/ 5

  • Current
  • Target
SystemScoreAction
  • Data layer

    Owner: CFO

    1.5
    Build
  • Underwriting

    Owner: Deal team

    3
    Build
  • Reporting

    Owner: Controller

    2
    Build

Each gap has an owner

Governance

Every AI output reviewed before IC.

Permissions, review gates and logging, set before the first workflow runs.

  • Access mapped to your Entra ID groups
  • Each figure traced to its source page or cell
  • Human review before anything reaches IC
Governance plan
  • Agent output check

    Each assumption traced to a source document

    Passing
  • Source citations

    Each value linked to its page in the OM

    Passing
  • Unsourced figure check

    2 assumptions with no source match

    2 flagged
  • Review policy

    AI-assisted outputs reviewed before IC

    Active

Human review before investment committee

Ranked workflows

The first workflow, priced.

We rank workflows by return and effort and quote the first one.

  • Scope, timeline and fee for the first workflow
  • Effort and payback for each workflow
  • Data cleanup scoped by system
Ranked workflows
Build first
1
2
3
4
5
6
ReturnEffort
WorkflowStatus
  • 1

    Rent roll ingestion

    Return high, 6 weeks

    Quoted
  • 2

    Variance commentary

    Return high, 5 weeks

    Ranked

First Build at a set fee

Kickoff

We start with your function leads.

A half-day with your leadership team, then one interview per function.

  • Current workflows mapped by function
  • Read-only access to the systems in scope
  • Priorities scored with your team
Kickoff session
CEOCFOCOOCTOVP
4-6 hrs
  1. 9:00am

    Current state review

  2. 10:30am

    Data sources

  3. 1:00pm

    Prioritization

  4. 3:00pm

    Next steps

You leave with an interview plan and system access.

Week by week

How the 6-8 weeks run.

  1. 1

    Weeks 1-2

    Access and interviews

    Read-only access to the systems in scope. A half-day with leadership, then interviews with each function lead.

  2. 2

    Weeks 3-4

    Trace the numbers

    We follow reported figures in the IC memo and LP package back to Yardi, the administrator package or the model cell they came from.

  3. 3

    Weeks 5-6

    Score and rank

    Each system gets a readiness score and each gap an owner. Workflows are ranked with your team.

  4. 4

    Weeks 7-8

    Readout

    A set-fee quote for the first Build, or a written reason not to build. You keep the readout.

Why 6-8 weeks

We tie real reports back to source files before we quote. A shorter review would price the Build on assumptions.

Two steps

First meeting, then the Diagnostic.

First meeting

Time
30 minutes
Fee
None
Who
Our founder
You get
A view on fit
Access to your data
None
Does not include
Any analysis of your data

Diagnostic

Time
6-8 weeks
Fee
$25K-$50K+, fixed
Who
Engagement lead and engineer
You get
Readiness review, ranked workflows, set-fee Build quote
Access to your data
Read-only, removed at the readout
Does not include
Building anything

Questions

Read-only access to the systems in scope and time with each function lead.

The Diagnostic scores it. Cleanup is scoped in the Build.

You get the reason in writing. You keep the readiness review and the ranked list of workflows.

No. You own the readout and can hand it to any team, including your own.

Start with a Diagnostic.

One call to check fit, then 6-8 weeks at a fixed fee.

See pricing

Work after the Diagnostic is scoped in its own statement of work.