Operating Alpha
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Two low-risk ways to find out what AI is actually worth at your firm.

You are about to approve an AI budget, and nobody in the room can tell vendor claims from what firms like yours actually run in production. Two ways to find out before the money moves. Both fixed price, both guaranteed useful, both credited toward the work. Or skip the offers and book the thirty minutes: no deck, no pitch, bring the problem.

Book 30 minutes →See the entry offers ↓
■ Entry offers

Built on the day job: twenty years inside private capital and insurance, 34 systems shipped, and a live benchmark of 25 credit-fund COOs and CFOs interviewed on how operations actually run.

Entry offer 01

Executive Briefing

A working session with your leadership team, prepped on your niche beforehand. Four segments, ninety minutes:

  • What firms like yours actually have deployed, and the gap between that and what the vendors claim
  • Where the trapped value usually sits in an operation your shape, mapped live against yours
  • What examiners, auditors, and LPs now expect on AI, and what to have written down before they ask
  • What things cost: build vs. buy in your segment, team math, what a bad first hire runs

You leave with a two-page written brief and a first-pass opportunity list. Run it before you approve anyone’s AI budget, including ours.

Entry offer 02

AI Value Diagnostic

The decision-grade answer to “where should our AI dollars actually go?” Stakeholder interviews, a systems and data review, and a scoring session where your team ranks the use cases with us, because priorities your people co-own are the ones that get funded.

  • Readiness assessment across six data & AI dimensions
  • Use-case portfolio scored by financial impact
  • Build-vs-buy vendor landscape for your segment
  • 12-month roadmap with a quantified business case
  • A 90-day plan you can start Monday

Guarantee: if the roadmap doesn’t identify value worth at least ten times the fee, the fee is waived. After the diagnostic, three honest outcomes: you run the roadmap yourself, we build the first system together with the fee credited, or the answer is “not yet, fix the data first,” and the roadmap says so.

Founding terms, first three clients

Twenty percent off the entry offer in exchange for a written case study and two introductions. Two of the three slots are open. The terms come off the site when they are gone. And the guarantee stands underneath either offer: if the diagnostic does not find value worth ten times the fee, the fee is waived.

■ Book the conversation

Thirty minutes. No deck, no pitch.

■ What to bring

You do not need to prepare anything. But if you want the thirty minutes to be worth more than thirty minutes, these four things are what make it so.

  1. The process that’s actually too slow. Not the AI idea. The workflow. Which documents arrive, who reads them, what they’re waiting on.
  2. What’s been tried before, and what happened to it. This one question predicts more about an engagement’s outcome than anything else.
  3. Who has to say yes. The model-risk committee, the CFO, the sponsor, the board: whoever can stop it in month four.
  4. The number that would make it worth doing. Even a rough one: hours returned, cycle days saved, hit ratio, basis points.

Fixed fee, always. The entry offers are priced above. Everything else is scoped in the first call, with success metrics written into the SOW.

■ Book directly

A 30-minute conversation

Pick any open slot. Video or phone, whichever you prefer. It costs nothing.

Pick a time →

Or email to schedule →

Email
info@operatingalpha.ai
LinkedIn
/company/operating-alpha
Based
Los Angeles, California
Serving
United States & Canada