AI Consulting - PECUNIO AI

AI Transformation Partnership – Strategic Proposal

Executive Summary

Opportunity: Partner to deliver end-to-end AI transformation services combining proven technology (Pecunio), human-centered change (Earth2Mars), and People+AI strategy (PEAK innerWORKS).

Market Position: The only partnership offering working AI solutions with sustainable adoption at 50-70% less cost than Big 4 consulting.

Target: Mid-market companies ($50M-$500M revenue), PE-backed firms, and progressive enterprises seeking measurable AI ROI.

Partnership Overview

Competitive Advantage

Products & Services

GTM Strategy

About Partners

Key Decisions

Partnership Overview

PECUNIO

AI Finance Platform

EARTH2MARS

Human-Centered Change

PEAK innerWORKS

People+AI Strategy

Complete AI Transformation

Value Proposition

We deliver what Big 4 consulting promises but can’t execute: working AI solutions, human-centered adoption, and measurable ROI at a fraction of the cost.

50-70%

Cost savings vs Big 4

3-6 months

Faster implementation

Adoption rate

Day 1

Working technology

Integrated Delivery Model

Technology Foundation

Pecunio provides the working AI platform

Proven finance agents with measurable ROI
Multi-LLM architecture for optimal performance
Rapid deployment and customization
Enterprise-grade security and compliance

Human-Centered Implementation

Earth2Mars ensures sustainable adoption

80% faster stakeholder alignment
Human-centered design methodology
2x adoption rates through co-creation
Change management expertise

Strategic Leadership

PEAK provides People+AI strategy

Workforce transformation planning
Executive coaching and advisory
Cross-cultural and scaling expertise
Long-term capability building

Competitive Advantage & Market Analysis

Market Opportunity

Target Market Size

Mid-Market Companies: $50M-$500M revenue (50,000+ companies in US/AU)
PE Portfolio Companies: 8,000+ firms under management
Government Agencies: Digital transformation mandates
Professional Services: Firms needing AI capabilities

Market Pain Points

75% of finance time spent on manual data gathering
Only 25% of finance processes are automated
83% of failed startups cite mismanaged finances
Most AI implementations fail due to poor adoption

Competitive Landscape

vs. Big 4 Consulting (Deloitte, McKinsey, PwC, KPMG)

Our Advantage: Working technology vs. theoretical frameworks
Our Advantage: 3-6 months faster implementation
Our Advantage: 50-70% lower cost
Our Advantage: Proven adoption methodology
Their Strength: Brand recognition and enterprise relationships

vs. AI Technology Vendors (OpenAI, Anthropic, etc.)

Our Advantage: Complete implementation + change management
Our Advantage: Finance domain expertise
Our Advantage: Human-centered approach
Their Strength: Core AI technology development

vs. Change Management Firms

Our Advantage: Working AI technology
Our Advantage: Technical implementation capabilities
Our Advantage: Measurable financial ROI
Their Strength: Pure change management focus

Unique Positioning

Only

Partnership with working AI + change expertise

Proven

Finance platform with real customer ROI

Measurable

Results from day one implementation

Human-First

AI adoption that actually sticks

Products & Services Portfolio

Software/SaaS Solutions

Ready-to-deploy AI platform with proven ROI, expandable across all business functions.

Pecunio AI Platform

Core Finance Platform | $5k-$25k/month

Proven Finance Agents:

Agent Recon: Automated reconciliation & variance analysis
Agent Cash: Real-time burn rate & runway projections
Agent Lookout: Scenario modeling & forecasting
Agent Report: Board reports & management dashboards
Agent Custom: Tailored for specific business needs

Platform Features:

Multi-LLM architecture (OpenAI, Claude, Gemini)
API integrations (Xero, NetSuite, Stripe, Azure)
Zero-disruption overlay on existing systems
Enterprise-grade security and compliance

Expandable AI Agents

Beyond Finance | Additional $3k-$15k/month per function

HR & People Operations:

Agent Recruit: Resume screening & candidate matching
Agent Perform: Performance review automation
Agent Train: Learning path recommendations
Agent Engage: Employee sentiment analysis

Sales & Marketing:

Agent Lead: Lead qualification & scoring
Agent Content: Marketing copy generation
Agent Pipeline: Sales forecasting & opportunity analysis
Agent Customer: Customer success monitoring

Operations & Supply Chain

Process Optimization | $5k-$20k/month per module

Operations Agents:

Agent Inventory: Stock optimization & demand forecasting
Agent Quality: Automated quality control monitoring
Agent Schedule: Resource planning & optimization
Agent Risk: Supply chain risk assessment

Compliance & Legal:

Agent Comply: Regulatory monitoring & reporting
Agent Contract: Contract analysis & risk flagging
Agent Audit: Internal audit automation
Agent Policy: Policy compliance checking

SaaS Pricing Models

Platform Tier	Monthly Price	Included Agents	Target Company Size	Setup & Training
Starter Finance Foundation	$5k – $10k	3 core finance agents	$10M – $50M revenue	$15k – $25k
Professional Multi-Function	$15k – $35k	8-12 agents across functions	$50M – $200M revenue	$35k – $75k
Enterprise Full Platform	$40k – $100k+	Unlimited agents + custom development	$200M+ revenue	$100k – $300k

Consulting Services

Expert-led implementation and transformation services to ensure successful AI adoption.

Service Tier	Price Range	Timeline	Key Deliverables	ROI Promise
Foundation Services Assessment & Strategy	$25k – $75k	2-4 weeks	AI readiness assessment, workforce strategy, executive education	Identify $100k+ quick wins
Implementation Services Targeted Transformation	$150k – $500k	3-8 months	Platform deployment, change management, workforce transformation	$200k+ annual savings
Enterprise Programs Full Transformation	$750k – $2.5M	12-24 months	Organization-wide transformation, custom platforms, fractional executives	3-5x investment return

Foundation Services (Entry Point)

AI Readiness Assessment

$25k-$45k | 2-3 weeks

AI Maturity Scorecard across 8 dimensions
Technology gap analysis and recommendations
Workforce impact assessment
Risk and compliance evaluation
90-day quick-win roadmap

People+AI Workforce Strategy

$35k-$65k | 3-4 weeks

Workforce impact heatmap by role/department
Future state organizational design
Skill gap analysis and training needs
Change readiness assessment
Human-AI collaboration framework

Executive AI Education

$15k-$35k | 1-2 weeks

2-day executive AI workshop
Industry-specific AI use case library
AI investment decision framework
Board presentation template
90-day executive action plan

Implementation Services (Growth Engine)

AI-Powered Finance Transformation

$150k-$400k | 3-6 months

Pecunio AI platform deployment
5+ custom finance AI agents
Automated reporting dashboards
Process automation workflows
Team training and change management

People+AI Workforce Transformation

$175k-$450k | 6-12 months

Future workforce operating model design
Human-centered AI adoption strategy
Comprehensive reskilling programs
Change champion network development
Performance measurement systems

Custom AI Agent Development

$125k-$300k | 3-5 months

3-5 custom AI agents for core processes
Full system integration and APIs
Intuitive user interfaces
Comprehensive testing and QA
Documentation, training, and support

Enterprise Programs (Scale & Impact)

Enterprise AI Transformation

$750k-$2.5M | 12-24 months

Full AI strategy and roadmap
Technology platform deployment
Organization-wide change management
Custom AI solutions development
Executive coaching and support

Fractional AI Leadership

$25k-$75k/month | 6-24 months

Fractional Chief AI Officer
Fractional AI-Enabled CFO
Fractional Chief Transformation Officer
Fractional Chief People+AI Officer
Executive expertise at 1/3 the cost

Enterprise AI Platform

$600k-$1.8M | 9-20 months

Custom enterprise AI architecture
Multi-site deployment methodology
Enterprise system integration
Security and governance framework
24/7 support infrastructure

Go-to-Market Strategy

Three-Phase Approach

Phase 1: Foundation (Months 1-6)

3 pilot clients (one from each partner’s network)
Document measurable ROI (targeting 3-6 month payback)
Develop replicable engagement models
Unified brand identity and website
Joint sales process and materials
“AI Transformation Report 2025” thought leadership

Phase 2: Scale (Months 6-18)

Strategic partnerships with technology vendors
Account-based marketing to 50 priority prospects
Executive roundtables and workshops
Speaking engagements at CFO and transformation conferences
LinkedIn content strategy showcasing real results
Signature offering launches (“AI-Ready CFO Transformation”)

Phase 3: Expansion (Months 18+)

Geographic expansion (US market entry)
Industry specialization (financial services, healthcare)
Acquisition of complementary capabilities
Platform licensing to other consultancies
Training and certification programs

Financial Targets

$3-4M

Year 1 Revenue Target

15-20

Consulting Engagements

8-12

Fractional Clients

65-70%

Gross Margin Target

Revenue Streams

Revenue Stream	% of Total Revenue	Pricing Model	Growth Strategy
Consulting Projects	60%	Fixed price / Value-based	Account-based marketing
Fractional Services	25%	Monthly retainer	Executive network referrals
Technology Licensing	10%	SaaS subscription	Platform partnerships
Training & Certification	5%	Per participant	Corporate programs

Lead Generation Strategy

Partner Networks

Leverage each partner’s existing relationships
Joint introductions and warm referrals
Cross-pollination of client bases
Industry conference speaking opportunities

Thought Leadership

AI Transformation benchmarking reports
LinkedIn content showcasing real ROI
Webinar series on People+AI topics
Executive roundtables and workshops

Strategic Partnerships

Technology vendors (Microsoft, AWS, Google)
Consulting firms lacking AI capabilities
PE firms and investment banks
Industry associations and communities

About the Partners

Each partner brings unique and complementary expertise to deliver comprehensive AI transformation services.

Pecunio AI

Technology & Finance AI Platform

Core Capabilities:

Working AI finance platform with proven ROI
Multi-LLM architecture (OpenAI, Claude, Gemini)
CFO-trained AI agents for finance operations
Rapid deployment and system integration
Custom AI agent development
Enterprise-grade security and compliance

Key Results:

23-45 hours/month of manual work eliminated
$20k-$54k annual labor cost savings
Real-time financial insights and reporting
Days to deploy vs months for custom solutions

Leadership Team:

Marcus Wood, CEO: 20+ years global finance experience across 4 continents
Jaimyn Mayer, CTO: Full-stack engineering, AI/ML expertise, maker community leader

Earth2Mars

Human-Centered Change & Transformation

Core Capabilities:

Human-centered design and behavioral science
Digital transformation change strategy
Stakeholder engagement and communications
Co-creation and participatory design
Capability building and training programs
AI adoption guardrails and governance

Key Results:

80% less time to align stakeholders
35% more engagement in transformation
2x adoption rate vs traditional approaches
95k+ people helped across 50+ organizations

Leadership Team:

Andrew Butow, Director: 15+ years transformation leadership, change facilitation
Hugo Hayashi, Director: 12+ years marketing and brand strategy, stakeholder engagement

Community:

Space for Change: 1700+ global change leaders
Regular industry events and thought leadership

PEAK innerWORKS

People+AI Strategy & Executive Leadership

Core Capabilities:

30+ years global technology and people leadership
AI + workforce transformation strategy
Board advisory and executive coaching
Cross-cultural and international experience
Startup to enterprise scaling expertise
High-performance People+Agent team design

Unique Experience:

Founded 3 international consultancies
Managed world’s largest private global network (DEC)
Built AI startups and scaled enterprise divisions
Silicon Valley, Wall Street, Asia-Pacific experience

Leadership Team:

Susan Almeida, Founder: Global AI & People Strategy expert, MAICD board credentials
Dual citizen (USA & Australia) with extensive international business experience

Advisory Roles:

Board Associate, PBA Pride Business Association
Former Board Member, SUNY Telecommunications

Combined Partnership Strengths

60+ years

Combined leadership experience

4 continents

Global business experience

95k+

People already helped

Proven

Working AI technology

Why This Partnership Works

Complementary Expertise

Technology platform + Change methodology + Strategic leadership
Finance domain knowledge + Human psychology + Executive experience
Working AI solutions + Proven adoption methods + Scaling expertise

Shared Values

Human-centered approach to technology
Measurable results and accountability
Collaborative and inclusive methodology
Focus on sustainable transformation

Proven Track Records

Each partner has demonstrated success independently
Existing client relationships and referral networks
Thought leadership and industry recognition
Practical experience across different scales

Key Decisions Needed

Critical decisions for the partnership to align on before market entry.

1. Lead Generation & Client Ownership

Decision Needed: How do we manage client relationships and business development?

Option A: Joint ownership – all partners engage together
Option B: Lead partner model – one partner owns relationship, others support
Option C: Specialist model – partner leads based on engagement type

Questions: Who manages overall client success? How do we split business development responsibilities? What happens if partners have competing relationships?

2. Revenue Sharing Model

Decision Needed: How do we fairly distribute revenue across different engagement types?

Option A: Equal split (33.3% each) for all engagements
Option B: Variable split based on effort contribution
Option C: Different models for consulting vs platform vs fractional services

Questions: How do we handle platform licensing revenue? What about finder’s fees? Do we split based on effort or value delivered?

3. Brand Strategy & Market Position

Decision Needed: How do we present ourselves to the market?

Option A: Joint venture entity with new brand name
Option B: Partnership of separate brands with unified messaging
Option C: Lead brand with others as specialized partners

Questions: What’s our unified value proposition? How do we leverage individual brand strengths? What legal structure do we need?

4. Delivery Model & Quality Assurance

Decision Needed: How do we ensure consistent, high-quality delivery?

Option A: Integrated teams working together on every engagement
Option B: Sequential handoffs between partners
Option C: Parallel workstreams with regular coordination

Questions: Who manages overall project delivery? How do we maintain quality standards? What happens if a partner underperforms?

5. Competitive Positioning & Differentiation

Decision Needed: What’s our primary competitive advantage?

Option A: Speed and agility vs Big 4
Option B: Working technology vs theoretical consulting
Option C: Human-centered approach vs technology-first vendors

Questions: How do we price competitively? What’s our win rate target? How do we handle competitive situations?

6. Operational Structure

Decision Needed: How do we operate as a partnership?

Option A: Formal joint venture with shared resources
Option B: Informal partnership with separate operations
Option C: Contractual alliance with specific terms

Questions: What legal structure? How do we handle contracts and liability? What about shared expenses and investments?

Immediate Action Items

Next Steps (Timeline)

Partner Alignment Call (Week 1): Review this proposal and align on key decisions above
Pilot Client Selection (Week 2): Each partner identifies 1-2 potential pilot clients from their network
Legal Structure Discussion (Week 3): Determine partnership structure and revenue sharing agreements
Joint Materials Development (Week 4): Create unified pitch deck and service descriptions
Brand Strategy Session (Week 5): Finalize messaging, positioning, and market approach
First Joint Proposal (Week 6): Target delivery of first joint client proposal

Success Metrics

Pilot clients by Month 3

$500k

Revenue by Month 6

10+

Engagements by Month 12

$3M+

Year 1 revenue target

This partnership combines best-in-class capabilities to deliver what the market desperately needs: AI transformation that actually works.