Client engagements

A single view of the member: CRM discovery for a luxury hospitality group

Full CRM discovery for a members-only hospitality operation: structured interviews to a ranked backlog, a scored vendor shortlist, a tested recommendation.

High-value inventory, and the software business hiding inside it

An inventory system for high-value specialty stock across locations: the specification, the vendor selection, and a board study on spinning it out.

Putting innovation discovery onto AI rails

A corporate discovery front end moved onto AI: five platforms tested against each other, and a live market test where people paid with their own money.

AI-powered investment screening, adopted as the client standard

Ad hoc target sourcing turned into one structured process: a large company universe screened to a qualified shortlist, with a route to partner or acquire.

An operating system for non-core growth

The operating design for a corporate new-business engine, idea to first product, codified into a handbook a team can run without its author.

A China-to-Europe expansion, and the risk that ended it

Europe expansion design for a Chinese energy-technology group. The geopolitical risk named in the first meeting is the one that closed it.

A commercial engine for a longevity platform

A premium longevity facility with no B2B revenue: full commercial architecture, a three-layer institutional channel, and a 90-day plan for real cycles.

Building a new-business engine for a global innovation lab

A corporate innovation lab tests the method on a lane outside its core: structured discovery, two concepts taken to a live test, one reframing pitch.

The investment desk

Due diligence a family office could act on

A S$1M fund commitment put through scored, gated due diligence: nine dimensions, an argued verdict, and the information gaps named explicitly before capital moved.

A co-investment brief that respects the reader

An early-stage quantum-computing round sized honestly: scenarios net of fees, a real bear case, and a section on who should not invest.

Running the investment arm of a family on AI rails

Running a concentrated family portfolio ahead of its benchmark, on an AI operations layer that keeps the research, monitoring, and decision discipline honest.

Systems I run

The AI operating estate I run my own practice on

The multi-agent, governance-as-code operating estate this whole practice runs on: rules that run as code, a verified builder fleet, and memory that compounds.

A B2B sales engine for an SME-scale operation

Enterprise sales discipline rebuilt so a lean team runs it: structured stages, response clocks, drop-ball detection, every message still sent by a human.