Protect NAV. Unlock Capacity. Move faster than the cycle.

We help investors and operators see what’s about to break — and what can be unlocked — as AI rewires cost, delivery, and competitive advantage.

Three engagements. One engine:

Portfolio risk signals for LPs, banks, PE/VC
Capacity unlock + R&D acceleration for industrial and tech businesses
Horizon-funded tech arbitrage — identify assets worth exploiting fast

We run the same AI stack. We change the lens.

The models are the engine.
The value is the overlay: instruction set + judgement + decision support.

You get:

A clear signal (what changed, what’s exposed, what’s now possible)
A board-ready view (risk bands, value leakage, priority moves)
A practical plan (what to do in the next 30–90 days)

Choose your scoreboard

1) Portfolio Risk & Valuation Pressure
A forward-looking view of where AI compresses margins, kills billable work, and turns “stable” into “sudden”. Built for LP questions, bank risk, sponsor governance.

2) Capacity Unlock + R&D Acceleration
Find stranded effort. Collapse cycle time. Reallocate budget without waiting for next year. Built for industrial, mining tech, manufacturing, engineering-heavy teams.

3) Horizon Exploitation & Arbitrage
Spot funded technologies with real commercial pull — then pressure-test how fast they can be exploited now that build/test costs are falling.

(No product details. No methodology leak. Just outcomes and context.)