Engagement
Executive Operating Review
A confidential review of deployment supportability, operating strain, and stabilization priorities.
The engagement is structured, fixed-scope, and vendor-neutral.
Leadership receives a board-ready operating memorandum for executive discussion.
Engagement Overview
Stratify engagements interpret operating conditions associated with AI deployment: dependency load, coordination strain, escalation continuity, and stabilization capacity.
The output is an executive operating memorandum documenting what is supportable and where leadership should hold the boundary.
Typical Evaluation Scope
Stratify is most commonly used when organizations are evaluating material AI deployments requiring executive or board oversight.
Typical deployment scope reviewed:
Business-unit to enterprise rollout
Common deployment examples include:
- predictive maintenance platforms
- underwriting and risk models
- customer service automation systems
- logistics optimization platforms
- AI deployment across private equity portfolio companies
Review cadence:
Focused executive review
Engagement Process
The engagement follows a structured three-phase process.
Phase 1 — Engagement Initiation
Days 1–3
- Executive intake discussion
- scope confirmation and stakeholder identification
- instrument environment provisioned
Phase 2 — Instrument Evaluation
Days 4–10
Relevant stakeholders complete a structured capital risk questionnaire evaluating governance, regulatory exposure, data reliability, execution readiness, and capital discipline conditions.
The deterministic scoring model processes these inputs and computes vector exposure signals and regulatory classification indicators.
Phase 3 — Board Report Delivery
Days 11–14
The instrument produces a board-ready AI Capital Authorization Report including:
- AI Capital Risk Index score
- vector exposure diagnostics
- capital authorization determination
- EU AI Act exposure signals
- a phased 90-day stabilization roadmap
The report is delivered to executive leadership and may be reviewed with the leadership team in a structured readout session.
Stakeholder Participation
The evaluation is designed to minimize organizational disruption.
Typical participants include:
- CIO or CTO
- AI / Data leadership
- governance or compliance leadership
- the business unit sponsoring the AI deployment
Total stakeholder input time is typically 2–4 hours distributed across participants.
No workshops or multi-week consulting engagements are required.
All inputs are collected through a structured evaluation instrument.
Deliverables
Each engagement produces a formal AI Capital Authorization Report designed for board and executive review.
The report includes:
Executive Determination
AI Capital Risk Index score and resulting capital authorization posture.
Vector Diagnostics
Exposure diagnostics across the five capital risk dimensions:
- regulatory exposure
- governance oversight
- data infrastructure reliability
- execution capability
- capital allocation discipline
Regulatory Exposure Mapping
Evaluation of potential EU AI Act classification signals and governance control readiness.
Capital Authorization Determination
Deterministic posture outcome:
- Pause
- Controlled Investment
- Authorize Deployment
90-Day Risk Reduction Roadmap
Prioritized remediation actions designed to stabilize exposure conditions before scaled deployment.
Engagement Fee
Typical engagement fee
$18,500
Fixed-fee evaluation delivered within approximately 14 days.
The engagement is:
- vendor-neutral
- fixed-scope
- deterministic
- not dependent on workshops or consulting retainers
Organizations receive a board-ready AI Capital Authorization Report suitable for executive and governance distribution.
Enterprise Portfolio Evaluation
Private equity firms and large organizations often evaluate AI capital exposure across multiple portfolio companies or business units.
Portfolio engagements may include
- multiple AI capital evaluations across portfolio companies
- cross-company exposure comparison
- governance alignment signals for investment committees
- consolidated exposure diagnostics across deployments
Typical portfolio engagement pricing
$45,000 – $75,000 depending on scope.
When Organizations Use This Engagement
Organizations typically deploy ACRI when leadership is preparing to authorize meaningful AI capital deployment.
Common trigger moments include:
AI capital authorization decisions
A board or executive committee is evaluating whether to approve a major AI deployment initiative.
Private equity portfolio AI deployment
Operating partners require a consistent exposure evaluation before allocating AI capital across portfolio companies.
Regulated AI deployment preparation
Organizations preparing to deploy AI systems in regulated environments evaluate governance and regulatory exposure conditions before launch.
Scaling AI beyond pilot programs
Leadership teams preparing to expand AI deployments often evaluate capital risk exposure before scaling investments.
Quantify operational strain before capital scales.
The engagement path starts with an executive operating review, then confidential executive alignment to scope full operating intelligence. Board-ready deliverables. Vendor-neutral. Delivered in approximately 14 days after scope is set.