CG&AI helps founders, investors, and operating teams resolve high-stakes work that spans finance, transactions, technology, data, and execution. We advise the decision, build the system, and can run the workflow under clear human controls.
CG&AI works with founders, investors, executives, and operating leaders when finance, transactions, technology, data, and execution can no longer be handled as separate workstreams.
Our principals stay close to the decision. Specialist teams and tools accelerate research, modeling, software, data, publishing, and operations, while sources, assumptions, approvals, and unresolved risks remain visible.
The result is a defensible decision, a production system, or a managed workflow with named ownership—not another presentation about what AI might do.
A high-stakes decision depends on fragmented evidence.
A critical workflow still relies on manual coordination.
A product or data system must move beyond prototype.
Senior judgment is available, but execution capacity is not.
One operating model for the decision, the production system, and the work that must keep moving.
Structure fragmented evidence into a clear recommendation, explicit risks, required approvals, and an executable next move.
Connect workflow design, data, software, controls, testing, release, and ownership in one production path.
Stabilize and run critical workflows with named ownership, visible approvals and exceptions, and a controlled transfer path.
Bring one stuck decision, workflow, or product. CG&AI frames the outcome, organizes the available evidence, identifies constraints and control gaps, and recommends the smallest responsible next move: advise, build, operate, transfer, or stop.
You receive a concise diagnostic record, an accountable next-step plan, and a clear decision on whether a larger engagement is justified.
Define the desired outcome, accountable owner, evidence standard, constraints, authority boundaries, and decision point.
Review the available sources, identify contradictions and missing facts, and separate evidence from assumption.
Make owners, approvals, exception paths, operational dependencies, and unresolved risks visible.
Recommend a decision mandate, production build, managed workflow, controlled handoff, or no larger engagement.
Representative work from active operating environments, shown without client or venture identities. Each example connects evidence, specialist execution, human review, and a usable output.
Fragmented company, market, contract, and financial evidence became one controlled operating record.
Research, portfolio logic, risk controls, proposed actions, and records were designed as one operating system.
Routine coordination was reorganized around visible queues, accountable owners, approval gates, exception paths, and escalation.
We do not begin with a predetermined technology. We begin with the decision, workflow, or operating outcome that matters.
Clarify the outcome, evidence, constraints, risk, and accountable owner.
Combine senior judgment, specialist workflows, and the smallest useful system.
Test the work against real sources, edge cases, approvals, and operating conditions.
Run it with clear controls, or transfer it with documentation and ownership intact.
Senior judgment stays inside the work—from framing through implementation.
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.
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.
Tell us the decision, workflow, or product, who owns it, and what is preventing movement. We will review the fit and recommend the smallest responsible first engagement.
The next step may be an Operating Problem Diagnostic, a decision mandate, a production build, a managed workflow, a controlled handoff—or no larger engagement.