An eight-minute diagnostic. Plot your firm on AI Strategy by AI Fluency, then answer four pillar questions. Most $500M to $3B portfolios sit in the same wrong quadrant.
Your quadrant, your sector cohort, and the wedge that moves you.
A plotted quadrant
Strategy by Fluency. Where your firm sits today and what each quadrant predicts about the next twelve months.
A sector comparison
Plotted against a finance cohort. Private Equity, Banks and Capital Markets, Fintech, Asset and Wealth, REITs and Real Estate, Insurance.
A discovery option
Optional 30-minute call. We walk the quadrant, surface the blocker that’s actually pinning you in place, and decide whether the AI Audit is the right next move.
The scorecard reads the learning curve.
Anthropic's Economic Index makes the diagnostic sharper: AI Fluency shows up as tenure, collaboration, model choice, and manager-validated output quality.
AI tenure by role
Which power users have practiced long enough to move from access to repeatable capability?
Collaboration pattern
Are teams iterating and validating with AI, or delegating a one-off task and accepting the first answer?
Model-task fit
Are higher-value workflows routed to stronger models and tighter review paths?
Manager validation
Can managers name the top use cases and confirm the work product actually improved?
Read the supporting field note: AI Fluency Is a Learning Curve.
Ready to walk the quadrant? Book a discovery call.
Questions buyers actually ask.
Three siblings (Strategy / Transformation / Governance) score five dimensions each. The Adoption Scorecard is the flagship Strategy × Fluency quadrant, plus four diagnostic questions, one per pillar. The PDF version is in active PE outbound circulation; the web version adds the Governance question for sequencing.
In founder-led practitioner work across 200+ AI initiatives, two dimensions kept explaining the picture: how clear is the AI strategy, and how fluent is the actual workforce. Anthropic's March 2026 Economic Index adds an external signal: AI tenure, collaboration pattern, and task complexity are part of the learning curve.
Pre-AI (no thesis, no usage). Tools Without Thesis (bottom-up adoption, no portfolio direction). Slideware Strategy (thesis on paper, no portco execution, most PE funds today). Integrated Adoption (target state, strategy signed at the board, fluency measured at the desk).
On the result page, weak governance adds the Governance pillar to the recommendation, UNLESS the firm is in Pre-AI or Tools-Without, where assurance comes too early.
v1 ships single-firm / single-portco. PE buyers route to /industries/private-equity for the portfolio-shaped engagement. The aggregator view across portcos ships once we have ≥3 portcos run through it.
8 minutes. Same format as the siblings. Email gate at the result page, completion proves intent.