AI-Native Operating & Advisory Firm
CG & AI

Solve the operating problem, not just the AI problem.

Senior operators turn cross-functional challenges into better decisions, working products, and managed systems—with AI built into the execution.

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Senior judgment + operating systems
Finance & Transactions Software & Data Investment Systems Publishing & Localization Procurement & Supply Chain Managed Operations Finance & Transactions Software & Data Investment Systems Publishing & Localization Procurement & Supply Chain Managed Operations

When the problem crosses functions, the solution has to as well.

CG&AI is an AI-native operating and advisory firm. We work with founders, investors, executive teams, and operating leaders when finance, transactions, technology, data, and execution have become one problem.

Our principals bring senior experience in finance, tax, M&A, procurement, supply chain, and transformation. Our operating system extends that judgment through specialist workflows for investment research, software, publishing, localization, data products, and the back office.

The result is practical: a decision, a working product, or a managed operating layer—not a presentation about what AI might eventually do.

We are most useful when
01

A high-stakes decision depends on fragmented evidence.

02

A critical workflow still relies on manual coordination.

03

A product or data system must move beyond prototype.

04

Senior judgment is available, but execution capacity is not.

Advise. Build. Operate.

Start with the problem. We assemble the judgment, product, and operating capacity it actually requires.

01 / ADVISE

Make the consequential decision.

Senior-led analysis and decision support where finance, risk, transactions, and operations intersect.

  • Finance, tax & corporate operations
  • Transactions & private markets
  • Procurement, supply chain & technology
  • Capital, risk & operating strategy
Explore Advise →
02 / BUILD

Turn the decision into a system.

Production work spanning software, investment infrastructure, data, and complex content pipelines.

  • Quantitative research & investment systems
  • Software, apps & digital products
  • Data products, APIs & agent interfaces
  • Publishing, localization & media
Explore Build →
03 / OPERATE

Keep the system accountable.

Managed workflows with clear ownership, human approvals, quality controls, and a durable operating cadence.

  • Agentic back-office operations
  • Workflow orchestration & governance
  • QA, release & live operations
  • Reporting, controls & continuous improvement
Explore Operate →

Proof is a working system.

Representative work from active operating environments, shown without client or venture identities. Each example connects evidence, specialist execution, human review, and a usable output.

Private markets

From data room to an investment decision

Fragmented company, market, contract, and financial evidence was converted into a structured diligence record, entity map, financial model, risk register, decision materials, and operating workplan.

OUTPUT Reviewable evidence and one decision path
Read the case →
Investment systems

A connected research and portfolio stack

Data ingestion, research, signals, portfolio logic, risk controls, execution rules, ledgers, interfaces, and investor materials were designed as one operating system instead of separate tools.

OUTPUT Traceable research through controlled execution
Read the case →
Software & data products

Products carried beyond the prototype

Web, mobile, SaaS, interactive products, ingestion workers, APIs, and agent interfaces were carried through architecture, engineering, QA, release, monitoring, and live operations.

OUTPUT Deployed products with an operating owner
Publishing & localization

Book-length IP across languages and formats

Terminology, translation, editorial review, continuity, formatting, and release gates were connected to audio and visual-adaptation workflows while preserving source discipline.

OUTPUT A repeatable, source-controlled production pipeline
Back office

A control plane for unglamorous work

Email, calendar, invoicing, cash visibility, corporate records, project routing, approvals, and status reporting were reorganized as governed workflows rather than disconnected assistants.

OUTPUT Visible ownership, review, and escalation
Read the case →
Procurement & operations

Commercial decisions backed by operating data

Vendor, contract, spend, software-asset, logistics, and working-capital evidence was structured to support sourcing decisions, negotiation, control, and ongoing performance review.

OUTPUT A governed commercial decision process

Start with the work that is stuck.

We do not begin with a predetermined technology. We begin with the decision, workflow, or operating outcome that matters.

01

Frame

Clarify the outcome, evidence, constraints, risk, and accountable owner.

02

Build

Combine senior judgment, specialist workflows, and the smallest useful system.

03

Prove

Test the work against real sources, edge cases, approvals, and operating conditions.

04

Operate

Run it with clear controls, or transfer it with documentation and ownership intact.

See how the work moves.

Explore the public CG&AI Office: a visual view of how senior operators and specialist roles coordinate across the firm.

Enter Our Office
01Senior ownership

An accountable principal remains close to the decision.

02Source discipline

Work products stay connected to the evidence behind them.

03Human control

Consequential actions require explicit review and approval.

Operators first.

Senior judgment stays inside the work—from framing through implementation.

AC

Antonio Calisto Pato

Co-Founder & Managing Partner

Finance and tax executive with 25+ years across international law, Big Four advisory, multinational leadership, and the public-company CFO seat. His work spans cross-border tax, capital strategy, transactions, governance, and AI-native operating systems.

MBA LL.M. International Tax Public-Company CFO Published Author & Former Lecturer
JG

Jennifer Griggs

Co-Founder & Partner

Procurement and supply-chain strategist with 15 years across technology sourcing, logistics, vendor management, contract negotiation, and software-asset management. Her work connects commercial decisions to the operating systems that sustain them.

MBA, Wake Forest University Technology Sourcing Contract Negotiation Supply Chain & Logistics

Where is the work stuck?

Tell us the decision, workflow, or product that is not moving. We will ask the questions needed to understand the evidence, constraints, and accountable owner.

The next step may be advice, a working product, a managed operating layer, or a controlled handoff to your team.

Location
Charlotte, North Carolina
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