01 / ADVISE
Make the consequential decision.
Structure fragmented evidence into a clear recommendation, explicit risks, required approvals, and an executable next move.
Explore Advise →Senior-led advisory · systems build · managed operations
CG&AI
Solve the operating problem, not just the AI problem.
CG&AI helps founders, investors, and operating teams resolve high-stakes work that spans finance, transactions, technology, data, and execution. We advise the decision, build the system, and can run the workflow under clear human controls.
Where we fit
When one problem crosses several functions, one owner still has to make it move.
CG&AI works with founders, investors, executives, and operating leaders when finance, transactions, technology, data, and execution can no longer be handled as separate workstreams.
Our principals stay close to the decision. Specialist teams and tools accelerate research, modeling, software, data, publishing, and operations, while sources, assumptions, approvals, and unresolved risks remain visible.
The result is a defensible decision, a production system, or a managed workflow with named ownership—not another presentation about what AI might do.
We are most useful when
01
A high-stakes decision depends on fragmented evidence.
02
A critical workflow still relies on manual coordination.
03
A product or data system must move beyond prototype.
04
Senior judgment is available, but execution capacity is not.
How we work
Advise. Build. Operate.
One operating model for the decision, the production system, and the work that must keep moving.
02 / BUILD
Turn the decision into a system.
Connect workflow design, data, software, controls, testing, release, and ownership in one production path.
Explore Build →03 / OPERATE
Keep the system accountable.
Stabilize and run critical workflows with named ownership, visible approvals and exceptions, and a controlled transfer path.
Explore Operate →Not sure which mode fits? Use the Advise–Build–Operate decision guide.
The first engagement
Operating Problem Diagnostic
Bring one stuck decision, workflow, or product. CG&AI frames the outcome, organizes the available evidence, identifies constraints and control gaps, and recommends the smallest responsible next move: advise, build, operate, transfer, or stop.
You receive a concise diagnostic record, an accountable next-step plan, and a clear decision on whether a larger engagement is justified.
The first step is a fit and scope review. Timing, fee, required materials, and decision gates are confirmed in writing before any engagement begins.
01
Frame one problem
Define the desired outcome, accountable owner, evidence standard, constraints, authority boundaries, and decision point.
02
Organize what is known
Review the available sources, identify contradictions and missing facts, and separate evidence from assumption.
03
Expose control gaps
Make owners, approvals, exception paths, operational dependencies, and unresolved risks visible.
04
Choose the smallest next move
Recommend a decision mandate, production build, managed workflow, controlled handoff, or no larger engagement.
Selected work
Proof is a working system.
Representative work from active operating environments, shown without client or venture identities. Each example connects evidence, specialist execution, human review, and a usable output.
Private markets
From data room to a defensible investment decision
Fragmented company, market, contract, and financial evidence became one controlled operating record.
Read the case →
Investment systems
A connected research and portfolio stack
Research, portfolio logic, risk controls, proposed actions, and records were designed as one operating system.
Read the case →
Back office
Human-approved controls for back-office work
Routine coordination was reorganized around visible queues, accountable owners, approval gates, exception paths, and escalation.
Read the case →
Related guide
AI governance for private market investment operations
Use the five-control-point guide to connect decision ownership, evidence traceability, approval boundaries, exception handling, and transfer paths before AI influences investment work.
Read the guide →Related guide
AI portfolio monitoring for private equity operations
Govern the signal-to-action path in AI-assisted portfolio monitoring: source traceability, alert triage, escalation, and decision records for PE operating teams.
Read the guide →Related guide
Data governance for investment operations
Own, validate, and trace the data that investment decisions and AI-assisted analysis depend on. Five control points: ownership, quality standards, lineage, AI-readiness, and continuity.
Read the guide →Related guide
Designing AI-assisted workflows for investment operations
Five investment operations workflow categories and the control requirements before automation begins: ownership, decision boundaries, and exception handling.
Read the guide →What happens next
Start with the work that is stuck.
We do not begin with a predetermined technology. We begin with the decision, workflow, or operating outcome that matters.
01
Frame
Clarify the outcome, evidence, constraints, risk, and accountable owner.
02
Build
Combine senior judgment, specialist workflows, and the smallest useful system.
03
Prove
Test the work against real sources, edge cases, approvals, and operating conditions.
04
Operate
Run it with clear controls, or transfer it with documentation and ownership intact.
Our Office
See how the work moves.
Explore the public CG&AI Office: a visual view of how senior operators and specialist roles coordinate across the firm.
Enter Our Office01Senior ownership
An accountable principal remains close to the decision.
02Source discipline
Work products stay connected to the evidence behind them.
03Human control
Consequential actions require explicit review and approval.
Principals
Operators first.
Senior judgment stays inside the work—from framing through implementation.
Principal 01
Antonio Calisto Pato
Co-Founder & Managing Partner
Finance and tax executive with 25+ years across international law, Big Four advisory, multinational leadership, and the public-company CFO seat. His work spans cross-border tax, capital strategy, transactions, governance, and AI-native operating systems.
MBALL.M. International TaxPublic-Company CFOPublished Author & Former Lecturer
Principal 02
Jennifer Griggs
Co-Founder & Partner
Procurement and supply-chain strategist with 15 years across technology sourcing, logistics, vendor management, contract negotiation, and software-asset management. Her work connects commercial decisions to the operating systems that sustain them.
MBA, Wake Forest UniversityTechnology SourcingContract NegotiationSupply Chain & Logistics
Contact
Bring us one piece of work that is stuck.
Tell us the decision, workflow, or product, who owns it, and what is preventing movement. We will review the fit and recommend the smallest responsible first engagement.
The next step may be an Operating Problem Diagnostic, a decision mandate, a production build, a managed workflow, a controlled handoff—or no larger engagement.