Sample Planning Sprint Pack
What the $5,000 Planning Sprint delivers.
A sample plan for Keelstone, a fictional private investment platform that wants AI beyond our existing modules. Two weeks, no build: where AI fits, what it depends on, and a fixed quote.
What you get
- Where AI fits across your platform, with the user outcome, users and data for each
- The prioritized capability map, with what each one depends on
- The readiness review of your architecture, data, integrations and permissions
- Cost-to-serve estimates per user, with the assumptions shown
- The recommended first build: 2 to 3 capabilities and why they come first
- A fixed-price quote to build it and take it to production; the $5,000 counts toward it
Illustrative demo on a fictional firm. Not client work.
How the two weeks run
We plan with the people who know the platform.
About 2 to 3 hours a week from a product owner and an engineering lead. No build, no production access.
Week 1
- Walk the platform with your product, engineering and compliance leads
- Read what issuers and investors ask for in support tickets
- Map which flows the regulated core owns
Week 2
- Map the capabilities and review architecture, data, integrations and permissions
- Estimate the cost to serve per user
- Agree the first build with you and write the fixed quote
01 · Where AI fits
Every opportunity, tied to a user outcome.
Including capabilities our modules do not cover. Each one names who uses it and the data it needs.
| Opportunity | Who uses it | Data it needs |
|---|---|---|
| Deal drafting from files | Issuers | Deal forms, uploaded documents |
| Diligence pre-fill | Analysts | DDQs, decks, meeting notes |
| Investor matching | Deal teams | Investor profiles, activity |
| Statement explanations | Investors | Holdings, transactions |
02 · Capability map
Now, next and later, with what each depends on.
Ordered by user value and by what your platform can support today.
| Capability | When | Depends on |
|---|---|---|
| Deal drafting from files | Now | Deal form APIs on the core |
| Investor matching | Next | Clean investor profile fields |
| Statement explanations | Later | Transaction history API |
03 · Readiness review
Architecture, data and permissions, checked.
What is ready, what needs work, and what blocks a capability until it changes. Illustrative findings.
Findings
- The core exposes deal forms through APIs; drafting can start without touching it.
- Investor ticket sizes are free text; matching waits until they are structured.
- Compliance wants the AI value stored beside the human one; the plan includes it.
- Open question for you: include drafting in every issuer plan, or sell it as a tier?
04 · Recommended first build
Draft deals from the issuer's files first.
Two capabilities that share the same documents: field by field suggestions, and the gate before publishing.
05 · Quote
A fixed price to build it and take it to production.
The fixed quote is in your Planning Sprint Pack, not on the site. If you go ahead, the $5,000 counts toward it; if you stop, the plan is yours.
Get a plan for your own platform.
Bring the AI questions your users and compliance team are asking. In 30 minutes we agree what the Planning Sprint would map.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.