Skip to Content
Know what to build, what to buy, and what to ignore

Strategy & Roadmap

You're under pressure to have an answer on data and AI. Vendors are pitching, your team is experimenting, and the board wants a plan. What you need is a clear-eyed view of where you are, where the value is, and what to do first.

We design your target operating model and build the roadmap to get there. Every initiative scored on value against cost and effort, so you invest where it pays back. A plan ready for execution, by us or by whoever you choose.

We assess your operations, design your target operating model, and build a prioritised roadmap. Value scored against cost and effort for every initiative. The strategic clarity that determines everything else.

Initiatives scored on value against effort, then turned into a roadmap Possible initiatives are plotted by value and effort in four quadrants: quick wins, big bets, fill-ins and money pits. Quick wins such as an AI policy, lease extraction and arrears alerts go first. After a go or no-go gate once the quick wins are done, a tenancy data model and sustainability data follow, then an investor portal that depends on the tenancy data, and replacing a legacy system. A bespoke chatbot, a new BI tool and meeting notes AI are parked. 1  PRIORITISE QUICK WINS BIG BETS FILL-INS MONEY PITS Effort → Value → AI policy Lease extraction Arrears alerts Tenancy data Investor portal Replace legacy Sustainability data Meeting notes AI Bespoke chatbot New BI tool 2  ROADMAP 0 to 3 months AI policy Lease extraction Arrears alerts Go / no-go after quick wins 3 to 6 months Tenancy data Sustainability data 6 to 12 months Investor portal Replace legacy Parked: bespoke chatbot (no data yet), new BI tool (Power BI covers it), meeting notes AI (Copilot does it)

How we work

A focused, fixed-price engagement: discovery, operating model design, and a prioritised roadmap you own. No obligation to continue with us. The deliverable stands on its own. We'll provide transparent pricing after an initial discovery call.

Decoration

Our team has operated platforms managing billions across 14 countries.

Production-grade systems we've lived with for years. Strategic experience you can't justify hiring full-time.

AI questions routed to the right system of record Questions about arrears, lease breaks, valuations and loan covenants each go to the AI assistant, which checks permissions, asks the right system (Yardi, lease documents, valuations or loans) and answers with its source. Names and figures are made up. Yardi Lease documents Valuations Loans AI assistant ✓ Permissions checked What are the arrears across Fund II? £48,200 across 3 tenants Source: Yardi, updated overnight ✓ Permissions checked Next lease break for Harbour Coffee? Unit 4, tenant break on 25/03/2027 Source: lease, clause 8.2 ✓ Permissions checked Latest valuation of Riverside House? £42.5m at 30/06/2026 Source: Q2 valuation report ✓ Permissions checked Are we inside our loan covenants? Yes. LTV 48% against a 60% limit Source: facility agreement and Q2 valuation

How we work

Programme-based pricing depending on scope: governance and compliance only, a full enablement programme with training and rollouts, or ongoing AI advisory as part of a retainer. We'll shape it around where you are after a discovery call.

Decoration
Make AI safe, skilled and real across your business

AI Enablement

Your people are already using AI, whether you've sanctioned it or not. The question isn't whether AI enters your business. It's whether it arrives with governance, skills and direction, or as shadow IT with your data in personal accounts.

We make AI work properly: finding the work worth handing to AI, shadow-AI discovery, and the policies and controls to keep it safe, including compliance with the RICS AI standard (where that applies to you and your business). Then we build capability through training, champions coaching and guided experimentation, and roll out tools like Claude and Copilot so they actually get used.

We start by finding what's already in use (shadow-AI discovery), then put the right controls in place: AI policy, risk register, employment contract updates, and compliance with the RICS AI standard (where that applies to you and your business). Then we build capability: training programmes, champions in each team, guided experimentation, and proper rollouts of Claude, Copilot and AI agents. Not a workshop that fades. A programme that embeds.

We don't just advise on AI. We run our business on it.

Our meetings, finance, projects, timesheets and marketing are all connected to a single platform, so we've already solved the problems you'll hit.

Warehouse, workflow, reporting and agents. One foundation.

Data & AI Platform Build

Your data lives across property managers, fund accountants, ESG platforms and spreadsheets. Quarterly reporting takes weeks. AI pilots stall because there's nothing accurate to connect them to.

We build the platform that fixes it: a unified data warehouse with automated ingestion, workflow and reporting on top, and agentic AI doing real work. Document processing, validation, automation. Built in your cloud, yours to keep.

We design your data model and build the full implementation in your cloud environment. For most firms that means a bespoke build: React and Python on a Postgres warehouse, with custom dashboards or Power BI for reporting. Where your environment calls for it, we build on Snowflake or Microsoft Fabric, and for Microsoft-aligned firms we deliver on Power Platform. AI agents handle document processing, data validation and workflow automation. Everything connected, documented, and handed over. Production-grade systems built to run for years, not POCs that get abandoned.

Many sources, one data platform Tenancy data from Yardi, MRI, TRAMPS and Proda, footfall from MRI OnLocation, retail turnover, building sensors, valuations from Argus and valuers, sustainability data from Deepki, agents' enquiries and comparable evidence flow into one data platform (Snowflake, Microsoft Fabric or Postgres) in your cloud, which feeds quarterly and annual reporting, dashboards, workflow apps, AI assistants, AI agents and financial models. Tenancy data Yardi · MRI · TRAMPS · Proda Footfall MRI OnLocation Retail turnover Tenant sales feeds Building sensors Smart building platforms Valuations Argus · valuers Sustainability Deepki Enquiries Agents Comparable evidence Agents · comps databases Snowflake Fabric Postgres In your cloud. Owned by you. Quarterly reporting Annual reporting Dashboards Workflow apps AI assistants AI agents Financial models

How we work

Fixed-price based on scope: number of sources, data complexity, workflow and reporting requirements. You get the platform, automated ingestion, BI layer, AI agents, full source code access and complete documentation. We'll provide detailed pricing after discovery.

Decoration

We've integrated almost every major real estate platform in Europe and North America.

We know what breaks, what scales, and how to make it reliable. Built for portfolios managing billions.

Technology partner Snowflake A Snowflake partner (AI Data Cloud Services)
Your data and AI team, on call year-round

The Retainer

Once we've built something together, most clients keep us on. Not because they're locked in (everything stays with them), but because a platform is never finished and AI never stops moving. The retainer is how you keep a senior data and AI team without the headcount.

What's included

Roadmaps & Advisory

Roadmaps & Advisory

Regular roadmap sessions, AI strategy as the landscape shifts, and direct access to us (including WhatsApp) when you need an answer now.

Security & Compliance

Security & Compliance

Continuous vulnerability scanning, fixes as they're found, uptime monitoring, and an annual penetration test. Your platform stays safe without you thinking about it.

Run & Maintain

Run & Maintain

Data operations, ingestion cycles, quality checks and bug fixes. The unglamorous work that keeps everything reliable, done by the people who built it.

Keep Building

Keep Building

Small features and improvements included. Larger developments scoped and priced as fixed projects. No procurement cycle: we already know your systems.

Start with a project. Keep everything. Keep us close.

Every engagement starts fixed-price and clearly scoped. Everything we build is handed over to you: code, documentation, control. Most clients keep us on retainer anyway, because a platform is never finished.

01

Discovery

A free conversation about where you are and where data and AI can genuinely move the needle. No pitch. If we can't add value, we'll say so.

02

Project

A fixed-price, clearly scoped engagement: a strategy and roadmap, an AI enablement programme, or a platform build. Value proven before any ongoing commitment.

03

Ownership

Everything is built in your cloud and handed over in full: source code, documentation, control. Your team is trained. It all runs with or without us.

04

Retainer

Most clients keep us on: roadmaps, AI advisory, security scanning, annual pen tests, maintenance and small feature development. Direct access when you need us.

Pricing & Timeline

Initial discovery calls are free. We provide transparent fixed-price proposals before you commit to anything. Timeline and cost depend on your specific requirements. We'll be honest about what's realistic for your situation.

Let's talk

No pressure, no sales pitch. Just a conversation about your data and AI challenges. We can meet at your place, ours, or on Teams.