Platform & engagement

The assessment sets the baseline. The review is what you buy.

The flagship is the Quarterly AI Investment Review™ — a standing executive rhythm powered by the AI Value Realisation Platform™. An assessment establishes the baseline it runs from. The AI Board™ sits over the top as an optional premium overlay for organisations that want senior judgement in the room. The platform works without it.

Engagement tiers

One standard. Three tiers. The same discipline at every level.

Every tier measures against the same AI Value Standard™ — five dimensions, one evidence ladder, one confidence overlay — so results stay comparable as you grow, and quarter to quarter. Tiers differ in scale and depth of support, not in method. Pricing is scaled to portfolio size and scope, and quoted on application.

Establish

Assessment

Organisations establishing their baseline before the first review.

Fixed scope / POA

  • AI Value Score™ across the portfolio
  • Evidenced return against spend
  • A disposition on every initiative — including stop
  • Executive report & 90-day roadmap
  • Yours to keep, whether or not you continue
Start with an assessment
Scale

Enterprise Partnership

Enterprises standardising value realisation across the business.

Bespoke / POA

  • Everything in the Quarterly Review™
  • Multi-business-unit coverage
  • Custom benchmarks & taxonomies
  • Deep-dive specialist engagements on demand
  • Continuous value office & FinOps support
Talk to us

Founding Benchmark Partners join at materially reduced pricing across all three tiers, in exchange for anonymised benchmark data. Twenty places.

The baseline · Where everyone starts

The AI Value & Investment Assessment.

A fixed-scope assessment that establishes what your AI portfolio has actually returned, and how much of that can be evidenced to a board standard. The assessment is not the product — it is the baseline the Quarterly AI Investment Review™ runs from. The scorecard is yours to keep either way.

Front door · Fixed scope & price

AI Value & Investment Assessment

The baseline. Not the destination.

Pricing by segment

Scale-upPOA
Mid-marketPOA
EnterprisePOA

Objective — a defensible baseline, and the first data contribution to the AI Value Index™. Founding Benchmark Partners join at materially reduced pricing.

Deliverables

  • Assessment against the AI Value Standard™
  • AI Value Score™ & evidenced return
  • Anonymised contribution to the AI Value Index™
  • Executive Report
  • A disposition on every initiative
  • 90-day roadmap

The flagship · What you actually buy

The Quarterly AI Investment Review

A standing ninety-minute executive session, four times a year, on one agenda: what the portfolio returned, what earns the next tranche, and what stops. The platform captures the portfolio, scores the evidence, runs the benchmark and generates the pack — so the session is spent deciding rather than assembling.

Annual subscription · Platform-powered

The Quarterly AI Investment Review

A governance rhythm you adopt, not an engagement you commission.

The six questions it answers

  • Are we getting value from our AI investment?
  • Where should we invest next?
  • Which AI initiatives should we stop?
  • How do I explain AI ROI to the Board?
  • Are we ahead or behind our competitors?
  • How do we avoid wasting money on AI?

What it includes

  • AI Value Realisation Platform™ subscription
  • Investment register & value scorecard
  • Quarterly re-score and trend
  • Sector benchmark as the Index reaches scale
  • Board pack generated each quarter
  • An explicit disposition on every initiative, including capital released

Pricing is scaled to portfolio size and quoted on application. Founding Benchmark Partners join at reduced pricing for the first twelve months. Become a design partner →

Optional premium overlay

The AI Board

The platform runs the review on its own. The AI Board™ is for organisations that also want independent challenge in the room — a small group of senior experts who join the Quarterly AI Investment Review™, interrogate the portfolio against the Standard, report in the Board’s own language, and stand behind the read.

Advisory layer · Standing engagement

The AI Board mandate

Senior judgement, added to the review.

Annual fee by segment

Mid-marketPOA
EnterprisePOA
Large enterprisePOA

What it includes

  • Quarterly Executive Reviews
  • Portfolio review against the scorecard
  • AI Value Index™ updates
  • AI Board papers
  • Executive workshops
  • Strategic investment recommendations

A premium overlay on the Quarterly AI Investment Review™. Read more about the AI Board™ →

Supporting services

Add expert hands, exactly where you want them.

Around the review sit specialist services that go deeper where a challenge demands it — from a fractional value office to leadership and FinOps expertise. Add or drop them quarter to quarter as your needs change.

Layer · Continuity

AI Value Office

A fractional Chief AI Value Officer, running the method with you.

  • KPI reviews & benefits tracking
  • Value dashboards maintained for you
  • Executive reporting
  • Roadmap updates

Monthly or quarterly — hands-on support on top of any plan.

Layer · Continuity

AI FinOps Office

The commercial discipline layer, keeping AI spend accountable.

  • Consumption & token reviews
  • Cost governance
  • Chargeback optimisation
  • Executive reporting

A monthly add-on for teams scaling AI usage.

Layer · People

Leadership & Human Performance

Because most AI value is won or lost in how people adopt it.

  • Executive AI Leadership Programme
  • Leadership coaching
  • Adoption strategy & team alignment
  • Human Value Realisation™
Layer · People

Strategy Workshops

Half-day, full-day or board sessions to accelerate a stage.

  • AI Investment Strategy
  • AI Governance & readiness
  • AI Value alignment
  • Leadership sessions

A quick way to unblock a team already working with us.

Community & IP

Benchmarks, membership & certification.

Every customer contributes anonymised data, so the whole network can see how its AI value compares. The Index is building, not built — we say so plainly, and founding contributors receive the sector cut first. Around it sit research, a members’ community, and certification against the AI Value Standard™.

Included & add-on

Benchmarks & Research

“How does our AI value compare to our industry?”

  • Cross-industry benchmark data (in Portfolio & above)
  • AI Value Benchmark ANZ · State of AI Investment
  • AI Leadership Readiness & FinOps benchmarks
Community

The AI Value Network

Peers realising AI value, in one room.

  • Roundtables & community
  • Private research & briefings
  • Membership for practitioners and execs alike
Certification

Practitioner Certification

Certified AI Value Leader · Certified AI Investment Director.

  • For Heads of AI, transformation leads, CFOs & boards
  • Equips your team to run the method themselves

Now open · Twenty places

Become one of the first design partners.

We are inviting twenty organisations to help establish the AI Value Index™ — the benchmark the AI Value Standard™ produces once enough organisations contribute. Founding Benchmark Partners are contributors, not clients, which is why participation is priced well below the market rate for an equivalent enterprise assessment, and why it is not free.

Founding Benchmark Programme · By application

Founding Benchmark Partner

Help define the standard, before the standard is set.

Partners receive

  • Full AI Value Assessment at founding pricing
  • Executive workshop and AI Value Score™
  • Quarterly reassessment for twelve months
  • First access to the sector benchmark at credible scale
  • Founding-cohort pricing on the platform when it ships
  • Recognition as a Founding Benchmark Partner, at their option

Partners contribute

  • Anonymised assessment data to the AI Value Index™
  • Structured feedback on the methodology
  • Participation in a case study, where appropriate
  • Named reference rights, where they choose to give them

Never contributed: initiative names, system names, or absolute commercial figures. Sector cuts are published only where no contributor can be inferred.

Twenty places, weighted toward regulated mid-market and enterprise organisations in financial services, insurance and healthcare. Once the benchmark is established, standard commercial pricing applies. Apply →

Start here

Not sure which tier fits?

Start with the assessment. It establishes what your AI portfolio has returned, points to the right tier, and gives you a scorecard you keep either way. If a founding place is still open, that is the cheapest way in.

Become a design partner
Twenty founding places Keep the scorecard Regulated mid-market & enterprise