Every year you face a handful of calls that shape everything after. They are too important to make alone and too sensitive to hand to someone who has never sat in your seat.
When your capital is at risk and every option costs money.
A platform that performs in any market.
Transformations that widen your moat and raise what your firm is worth.
Your team is already using AI. The question your investors, your CFO and any buyer of your firm will ask is where it shows up in EBITDA, what it cost, and who owns the number. I act as your outside AI value creation office and give you that answer.
Find the workflows in your firm with real economics, a committed owner and a clear route to adoption. Every initiative gets an investment case with a downside before it gets a budget.
Coordinate your people, systems and vendors around measurable workflow outcomes. The economic case chooses the technology, and your team keeps the judgment calls.
Reconcile realized value against the case every quarter, with your CFO signing off on every dollar. Scale what works, redesign or stop what does not.
Your output per dollar of cost, measured against your own baseline of 100. Illustrative: 50% more accepted output on 20% more recurring cost reads as 125.
Institutional investors are already running AI as value creation. One global manager now budgets more than $260 million of EBITDA impact across 1,600 live AI projects.Hg, September 21, 2026. Budgeted impact, not realized ROI.
Book a 25-minute conversationYou bring one decision your firm is weighing this quarter. We talk through what makes it difficult and decide together whether there is a useful next step.
The situation, the three questions to settle first, and a recommended path, in a document your partners can read in ten minutes.
If you want it: a monthly working session, a seat beside the committee, and a call you can make when the next hard decision arrives.
You lead a real estate firm in the $500M to $5B range
You have a real decision on the table this quarter
You and your partners want a candid, experienced second opinion
You run an operating company, a fund, a development firm or a family office
You are looking for a capital raiser or broker
You have no decision to make yet
Your firm manages under roughly $250M
Twenty years on the principal side, including experience as a CIO, with roughly $3 billion of transactions. The committee votes, capital calls and partner conversations you are facing now, I have faced before. That is why I am useful in your room, where the decision gets made.
The work fits best if your firm manages roughly $500 million to $5 billion and you still make the big calls yourself.
You bring one decision. We talk through what makes it hard and whether there is a useful next step. If I am not the right help, I will say so.
You can start with a focused, fixed-fee review of one decision, with a written read in your hands within seven days. If it helps, we continue as a monthly advisory retainer.
No. My work is your strategy and your decisions. If you need a placement agent or broker, I help you choose the right one.
For firms where the next decision is about building the platform, the Platform Value work prices what the firm is worth and the system that raises it.