AI transformation planning and assessment for small and mid-size companies
Stage
Not given
Startup
Founded
Not given
2026
Based in
Not given
US
Pricing model
Not given
Paid
Pricing
Not given
AI Transformation Journey: $495 (founding price, limited time; standard price $2,495). RAISE OS™ AI Maturity Assessment: $299. Journey includes the assessment for up to six leaders and 30 days of corrections. Both are one-time payments with no subscription.
Key features
DCF and relative valuation models computed on demand
Options structuring with live chain data
SEC filings and financial statements analysis
Background research agent for sourced answers
Workflow automation with approval gating
Voice-driven research in multiple languages
Live market and economic data access
Real-time shared canvas with synchronized state
Three guided AI sessions delivered in web app on your own schedule
Voice or text responses with automatic saving
18-month AI roadmap delivered as three PDF documents
One-page summary, roadmap, and companion document
30-day make-it-right guarantee with revision option
Add a Process feature to cover additional processes (coming soon)
90-Day Check-ins to update roadmap (coming soon)
What makes it different
Single shared canvas where people and AI work on the same problem in real time
Financial work unified in one place instead of scattered across terminals and vendors
Built-in video, audio and screen sharing with no separate meeting link
Transparency about computational capabilities and limitations
Asks hard questions designed to dig in and stay specific to your business, unlike general AI chatbots
No vendor pitch or product recommendations, just independent advice
Includes team assessment with up to six leaders' perspectives
All numbers are labeled and traceable to your own data
Purifi
Tier8