Questions about Blueprint and AI implementation

A 4-week founder-led diagnostic (BRL 25,000) to map workflows, prioritize AI use cases by ROI and risk, and deliver an implementation plan — without requiring you to implement with AIQGEN.

M&A and corporate finance boutiques (5–30 people) and wealth advisory firms, wealth consultancies and multi-family offices with heavy document work and little in-house AI capacity.

We map real workflows, identify bottlenecks, prioritize AI opportunities and design blueprints for the first workflows — with human controls, risks and success metrics.

No. The Blueprint is diagnostic only. Implementing prioritized workflows is a separate, scoped phase. See From strategy to implementation.

M&A: research, buyer lists, company profiles, data rooms, teasers/CIMs, pipeline. Wealth: meeting prep, follow-ups, reports, knowledge base, suitability support — always with human validation.

Contractual confidentiality, data minimization, isolated environments when needed, and no use of your materials to train public models. Data rooms and client documents follow explicit governance rules.

Each workflow defines who approves, what can be automated and what requires review. AI accelerates drafts and organization; final decisions and client communication stay with your team.

We define metrics in the Blueprint: hours saved, time to ready materials, follow-up quality, deal throughput or meetings served — depending on vertical and pilot.

Examples of wealth advisory solutions that can be evaluated directly or after a Blueprint. WealthCopilot is an internal copilot; Alpha Advisor is a supervised client-facing agent. We also implement custom workflows for your operation.