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§ 07 ── ENGAGEMENT MODEL

Four phases.
Each one terminable.

Phase 0 is free. Each subsequent phase passes a KPI gate or doesn't continue. The architecture is bounded, the discipline is explicit, and the termination provisions are written into the standard MSA. We don't sell SaaS. We don't sell consulting hours. We sell phase-bounded engagements with verifiable outcomes.

§ 07.1 ── PHASES

Bounded. Sequenced. KPI-gated.

PHASE 010 WORKING DAYSFREEFramework + PoCMethodology workshopsDiscovery summarySynthetic-data PoCGO / NO-GOTERMINABLEPHASE 110 WEEKSMILESTONE-GATEDTier-1 production build12 workflows · 11 agentsAudit chain · complianceInternal owner training8-KPI GATE @ W12TERMINABLEPHASE 2MONTHLY RETAINER12-MONTH MIN.Operate + recalibrateDrift checks · κ ≥ 0.85LLM upgrades · patchesInternal owner runs day-to-dayOWNER HANDOVERTERMINABLEPHASE 3QUARTERLYOPTIONALEvolve · residenciesNew workflows / sub-thesisGeographic expansionFund II planningTERMINABLE── NO PHASE AUTO-RENEWS ──

FIG. 01 ── FOUR PHASES · DURATION · GATE · TERMINABLE BASELINE

No phase auto-renews. Every phase ends in an explicit decision: continue, remediate, or terminate. The architecture compounds; the commitment doesn't unless it earns the next gate.

§ 07.2 ── PHASE 0 ── FRAMEWORK + POC

Two weeks. Free. Yours either way.

── YOU GIVEWE DELIVER ──~6 hrs partner timeAsync questionnaireRead access · deal flow + LP samples2 × 90-min methodology workshopsDiscovery summary · 8-12 pagesRefined business caseSynthetic-data PoCCustomer overlay v0.1Live walkthrough + GO/NO-GO── ON NO-GO · YOU KEEP, UNCONDITIONALLY ──ARTIFACT 01Overlay v0.1ARTIFACT 02Discovery summaryARTIFACT 03PoC codeARTIFACT 04Recording

FIG. 02 ── EXCHANGE LEDGER · GIVE ↔ DELIVER · NO-GO ARTIFACTS

01 · WHAT YOU GIVE

  • ~6 hours of partner time (workshops + walkthrough)
  • Async questionnaire completion
  • Read access to deal flow + LP samples (anonymized OK)

02 · WHAT WE DELIVER

  • Methodology workshops (2 × 90 min)
  • Methodology discovery summary (8-12 pages)
  • Refined business case
  • Synthetic-data PoC
  • Customer overlay v0.1
  • Live walkthrough + GO/NO-GO

03 · THE FREE POSTURE

Phase 0 is free because the deliverables are valuable to you regardless of whether you proceed. If GO/NO-GO is NO, you keep the overlay, the discovery summary, the PoC code, and the recording — unconditionally. We've validated whether our architecture extends to your segment. You've gotten a structured artifact of your own methodology. Neither side wastes the other's time.

§ 07.3 ── PHASE 1 ── PRODUCTION BUILD

Ten weeks. KPI-gated at Week 12.

Phase 1 produces Tier-1 production substrate — 12 operational workflows, 11 agents (6 customer-operational + 5 architectural), full audit chain, Article 9 / segment-equivalent compliance posture. Payment is milestone-gated against three checkpoints. The architecture is bounded; the build is not open-ended.

W0W2W4W6W8W10W12KICKOFFM1 · OVERLAY LOCKM2 · OWNER TRAININGM3 · DRY-RUNW12 · 8-KPI⌗GATE≥ 6 PASS→ Phase 2 begins4 – 5 PASS→ remediation sprint< 4 PASS→ scope discussionREMEDIATION SPRINT · 1-2 WEEKS · FIXED SCOPE · NO CLAWBACK ON FEES PAID

FIG. 03 ── 12-WEEK TIMELINE · 3 MILESTONES · WEEK-12 GATE FAN-OUT

01
KPI gate at Week 12
Eight KPIs evaluated. If 6+ pass → Phase 2 begins. If 4-5 pass → optional remediation sprint (1-2 weeks, fixed scope). If <4 pass → broader scope discussion (extended Phase 1, partial Phase 2, or termination — your choice).
02
Remediation, not penalty
We build the remediation provision into the SOW because Tier-1 gates sometimes fall short. The remediation sprint is in-scope. No clawback on fees already paid.
03
Termination
30-day termination for convenience from any phase after Phase 1 kickoff. All artifacts always yours.
§ 07.4 ── PHASE 2 ── OPERATE

Monthly retainer. Internal owner transition.

Phase 2 is the always-on operate-and-recalibrate retainer. 12-month minimum from Phase 2 start; 30-day termination for convenience thereafter. The defining feature of Phase 2 is the internal owner transition — by Week 8 of Phase 1, your team identifies the partner-side operator who runs the substrate day-to-day from Phase 2 onward.

050%100%OPERATIONAL INTENSITY── HANDOVER · PHASE 2 MONTH 1 ──PHASE 1 · WEEKS 1-12PHASE 2 · MONTH 1 ONWARDWk 8 · structured training begins (20-30 hrs)OPERATOR TEAM · 100%25% · SUPPORTINTERNAL OWNER · 0%75% · OPERATES

FIG. 04 ── OWNER HANDOVER · INTENSITY CROSSFADE ACROSS PHASE BOUNDARY

INCLUDED
Weekly drift checks · bi-monthly inter-rater κ ≥ 0.85 cycles · monthly cost-transparency reports · LLM upgrade integration · compliance patches · overlay refinements based on partner feedback.
NOT INCLUDED
Major new workflow design (Phase 3 territory) · new sub-thesis specialization (Phase 3) · LLM provider migration (Phase 3) · new portco onboarding (separate per-portco engagement).
INTERNAL OWNER
Phase 1 includes structured training (20-30 hours) for the internal owner. By Phase 2 month 1, the substrate is operated by your team, supported by ours.
§ 07.5 ── PHASE 3 ── EVOLVE

Quarterly residencies. Optional. Discrete scope.

Phase 3 residencies handle work that exceeds the Phase 2 envelope. Optional. Typical residencies: new workflow design, geographic expansion, new sub-thesis incubation, methodology refinement, Fund II planning, major architectural change. Each residency is a discrete project with explicit scope.

PHASE 2substratealways-onQ1R01New workflow designQ2R02Geographic expansionQ3R03Sub-thesis incubationQ4R04Methodology refinementQ1R05Fund II planningQ2R06Architectural change── DISCRETE · OPTIONAL · SCOPEDQUARTERLY CADENCE ──

FIG. 05 ── RESIDENCY CONSTELLATION · DISCRETE PROJECTS ORBITING SUBSTRATE

§ 07.6 ── PER-PORTCO

Separate workflow per portfolio company.

Each portco-layer onboarding is a 4-week dedicated engagement. Founder consent obtained first via the standard consent agreement. Per-portco economics scale with portfolio size; volume bands apply at 5+, 11+, and 20+ portcos on substrate. Cross-portfolio federation activates at k ≥ 8 (L8 floor F4).

100%75%50%25%PER-PORTCO WEIGHT1581120PORTCOS ON SUBSTRATEBASE1–4 portcos · 4-wk onboardingBAND I5+ portcosBAND II11+ portcosBAND III20+ portcosk ≥ 8 · FEDERATION · L8 · F4

FIG. 06 ── VOLUME BANDS · PER-PORTCO WEIGHT · k ≥ 8 FEDERATION MARKER

§ 07.7 ── BOUNDARIES

What we don't sell.

SAAS
We don't sell a multi-tenant SaaS product. Each fund gets a dedicated instance in their own tenant.
HOURLY CONSULTING
We don't bill by the hour. Every phase is bounded and scope-fixed. Above-scope work shifts to Phase 3.
GENERIC AI
We don't do "AI for VC" template implementations. No engagement starts without your specific methodology.
ENTERPRISE
We don't do enterprise rollouts. Specialist funds at €20M-€500M AUM with 2-5 partners are our entire market.

Bounded engagements.
Verifiable outcomes.

── FUND AI OS

Phase 0 is free and yours either way. Every subsequent phase passes a gate or doesn't continue. The commitment compounds only when the architecture earns it. That's the discipline.

§ END ── COMMERCIAL

If the engagement model fits the way your fund operates — talk to us.

Read the methodology →Read the substrate →Talk to us →