Scoped expert engagement

Financial AI Product Blueprint

Define what to build, who it serves and how the first release will be judged.

Request a Scoped Proposal

Choose a starting scope

Focus, Team or Extended.

Teams and independent builders turning a financial AI idea into a defined first release.

Focus

$3,000 USD

Estimated 1–2 weeks

One use case and one user group.
Two working sessions.
One initial workflow.

Discuss Focus scope

Team

$6,500 USD

Estimated 2–3 weeks

Up to three candidate use cases and two user groups.
Three working sessions.
Prioritize one initial workflow and a phased roadmap.

Discuss Team scope

Extended

$10,000 USD

Estimated 3–4 weeks

Up to five candidate use cases and three user groups.
Four working sessions.
Compare opportunities and define up to two related initial workflows.
Phased roadmap and stakeholder decision brief.

Discuss Extended scope

Indicative fees in USD for the defined scope. Final scope, timing and commercial terms are confirmed in a statement of work. Estimated delivery periods begin after scope, usable inputs, authorized access and the kickoff payment are ready.

What you receive

Work your team can review and use.

Product brief defining the intended users and first-release outcome.
Workflow maps and data, tool, human-decision and integration requirements.
Prioritized development backlog and acceptance criteria.
Unresolved assumptions and implementation sequence.
Team and Extended: a phased roadmap. Extended: opportunity comparison and stakeholder decision brief.

Client inputs

What we need to begin.

A named client owner and an account of the intended users and their needs.
Available product, research and workflow documentation.

Scope and limits

Keep the boundary clear.

Each working session is up to 60 minutes. One consolidated document revision is included.
External customer research, software implementation and detailed execution integration design are separately scoped.

Commercial details

No surprises between scope and handover.

Fees exclude taxes and third-party costs such as data, model/API usage and cloud services. Providers and spending caps are agreed in advance. Changes to scope require written agreement.

Read the Engagement Process

Start with the difficult part

What does your financial AI need to get right?

Bring a non-confidential brief. We will explore fit, then define a bounded engagement together.

Request a Scoped Proposal

Complimentary 30-minute fit discussion.
No wallet or trading account required.