01
Call one — prioritise & build
Review the adoption roadmap and choose the most useful next workflow. Build or improve it live in your approved tools, with your operators. Connect the work to the business outcome, not the newest model announcement.
Phase 02 / Embedv.2026.AI
Fractional CAIO /
AI Concierge.
Embed the new way of working. The second phase of AI enablement brings senior AI direction without a full-time Chief AI Officer hire. A monthly retainer for mid-market operators who want momentum after the challenge: two working calls, live workflow builds, direct messaging and a clear adoption roadmap. We help you choose what matters and keep it moving.
The promise
Keep the momentum
AI adoption is a culture problem, not a technology problem. Culture doesn't change in a one-off workshop — it changes when someone senior keeps showing up, building in the open, and making the new way of working normal.
The Fractional CAIO / AI Concierge gives your operators that ongoing partner. We help prioritise the opportunities your challenges uncover, connect AI decisions to business goals, and coach the people who own delivery. Live builds make the advice tangible; a quarterly review keeps adoption, ROI and responsible AI visible.
How a month runs
Cadence
02
Between calls — direct access
A direct line for tool choices, responsible-AI questions, blocked workflows and decisions that would otherwise stall the team. Keep the opportunity backlog current and prepare the next challenge or implementation brief.
03
Call two — review & mobilise
Review progress, strengthen the workflow and make ownership explicit. Each quarter, step back with leadership to assess adoption, ROI, risk and the next priorities. A senior operating rhythm, not a stream of disconnected tips.
What's included
Every month
- 01
Fractional AI direction: an adoption roadmap and prioritised opportunity backlog tied to business goals.
- 02
Two live working sessions per month for decisions, coaching and practical builds.
- 03
Direct messaging between calls — no ticket queue.
- 04
Internal-owner support and planning for your next challenge or innovation cycle.
- 05
Responsible-AI guardrails reviewed monthly: approved tools, data handling and human checks.
- 06
A quarterly leadership review of adoption, ROI, risks and next priorities; dedicated delivery scoped separately.
Why the client list is capped
Scarcity, honestly
We hold a small number of Concierge clients at any time — because the person on your call is the person who has actually built and scaled this inside a company, not a junior with a deck.
No pooled account managers, no rotating bench, no reselling a vendor's licences. If the slots are full we'll tell you, and discuss a challenge-led engagement instead.
Outcomes
What changes
Direction
An actionable AI roadmap
Momentum
Regular working sessions
Ownership
Accountable internal leaders
Review
Quarterly adoption & ROI
- Leaders stop asking whether AI applies to them and start bringing workflows to the call.
- The team's first instinct on a repetitive task becomes "can we automate this before Friday?"
- Tool decisions get made in a day instead of a quarter, against your criteria rather than a vendor's.
- Shadow AI turns into sanctioned AI, because there is a monthly forum where it surfaces safely.
The team who runs it
The bench
Led by an operator. Staffed by practitioners who've shipped AI in production.
Every engagement is led by Joao Alves, a second-time founder who has worked in AI since 2020 — most recently inside a leading fintech company at a $7B+ valuation doing over $500M ARR, helping regulated firms put AI into production.
Joao is supported by a small bench of senior practitioners drawn from financial services, VC-backed AI startups, and risk and governance teams. Engagements are staffed for fit — every challenge, AI leadership retainer and implementation is led by people who have done the work, not delegated it.
- AI operators since 2020
- Fintech, regulated industries
- Shipped, not just advised
- Workshops on 3 continents
- Bench scales with the brief
Connect to the next phase
When the opportunity needs dedicated delivery, DotCom→DotAI Transformation builds and deploys it for you.
Keep adoption moving between challenges
If the slots are open, we'll say so on the first call. If they aren't, we'll tell you that too.