Brandon ShortAI advisory and valuationSan Francisco

AI built into your business. Your team runs it.

I work with owners, executives, and operating partners. I go through how the business runs and find where AI and automation would do the most for the P&L. Then I build it with you and test it until it works and your people can run it. It starts with a fifteen-minute call.

Book the discovery call See the engagements and fees
Background Co-founder, AgentOS Founder, Kent IQ Nearly ten years at J.P. Morgan
Discovery call
What you’re trying to do, and what’s in the way.
15 min
Operating audit
The operating model mapped, and the roadmap tied to the P&L.
2 weeks
Build
The intensive or the partnership. We build it with your team, and when it ends they run it.
90 days +

Every fee is set in writing before the work starts. The audit is $10,000. The builds that follow it are $25,000 and $75,000.

01Who it is for

Owners, operating partners,
and founders.

Most people I talk to have used ChatGPT or Claude. Very few have anything running inside their business that they’d put their name on. That is where I start.

01

The owner or executive

You run a business, or a function inside one. I build AI into the parts of the operation you depend on, and your team learns to run it.

The engagements and fees
02

The private equity firm

You have a portfolio and a cost plan. I build the same systems across the companies. The second build costs less than the first, and the work does not move onto the people who stay.

The task force
03

The founder in a process

You’re raising, selling, or reporting to a board. I build the model and the deck with you, so you can defend every number.

Valuation advisory
02How it works

Three steps, in order.
You can stop after any of them.

Everything is built inside your business, with your team, and it belongs to you.

01 · 15 min
Discovery call
Tell me what you’re trying to do and what’s in the way. You leave with my view on whether it’s worth doing and what I’d build first, even if we stop there.
My view
02 · 2 weeks
Operating audit
I sit with you and your team and go through how the business runs: what the work is, who does it, where it slows down, and what it costs. You leave with the roadmap, each item ranked by what it does to the P&L.
The roadmap
03 · 90 days +
Build
The intensive or the partnership. We build it together, test each change before it goes live, and when it ends your team runs it.
Running systems
03The roadmap

What the roadmap contains.

Five parts, every time, each tied to the P&L before anything is built.

01
The operating model, mappedHow work moves through the business today, who does it, and where it slows down. Written down, so we build against how things actually run.
02
Where AI and automation do the mostThe opportunities ranked by what each one does to the P&L: the cost it removes and the revenue it protects.
03
The build planWhat each change looks like, what it takes, which systems it runs on, and the order to build it in.
04
The adoption planWho owns each system, what they need to know, and how it stays running after I leave.
05
Testing, throughoutEvery change is tested against the number it is meant to move, while it is being built. If it does not do what the roadmap says, it does not go live.
04AI advisory

Three engagements,
each a fixed fee.

The audit comes first, and the intensive or the partnership follows it at its own fee. Paid monthly instead, the intensive is $27,000 over three months and the partnership is $81,000 over six.

01

The operating audit

$10,000

The operating model mapped, and the opportunities ranked by what each does to the P&L. Then the roadmap: what to build, in what order, on which systems, and who owns each one.

Duration2 weeks
You leave withThe roadmap
Start with a call
02Flagship

The 90-day executive intensive

$25,000

Six working sessions, every other week, with me building and testing between them. By day ninety the first systems on the roadmap are running and your team runs them.

Duration90 days
You leave withThe first systems, running
Clients at a time5
Start with a call
03

The operator partnership

$75,000

Six months. The roadmap built end to end, your leadership team brought in, and a standing seat at its monthly meeting. For a portfolio, this is the task force.

Duration6 months
You leave withThe roadmap, built end to end
Clients at a time2
Start with a call
05Private equity

Cost out of the business, without moving
the work onto the people who stay.

The old way to take cost out of a portfolio company was headcount. The work stayed and went to whoever was left. Service slipped, and the synergy in the model showed up more slowly than planned.

Some of that work can now run on an agent instead of a person. In the cost plan it is its own line, agentic capital, next to human capital.

The same build carries across a portfolio. Finance, collections, customer service, reporting, and sales operations look alike from one company to the next. A task force built for the portfolio scopes and builds once, then adapts the build for each company, so each company costs less than the last.

The task force is the partnership run across a portfolio, with the operating partner and each management team. The fee for the portfolio is set on the call.

Scoped
Each company’s operating model mapped, and the opportunities ranked by what they do to its P&L.
Per company
Built once
The first build is the expensive one. The same systems are then adapted for each of the other companies.
Portfolio
Tested against the plan
Every change tested against the number it is meant to move before it goes live.
Before launch
Handed over
Management teams are trained to run what’s built, and it keeps running after the task force leaves.
Yours
Talk about your portfolio See the partnership
06Valuation advisory

The model, the deck,
and the story.

For companies heading into a raise, a sale, or a board meeting. I build the model and the deck with you, so you can defend every number when someone across the table asks.

01

Valuation model and memo

$7,500

A model and a short memo you can plan and negotiate from: what the business is worth, the assumptions behind it, and what moves it. A working valuation rather than a formal appraisal for tax or financial reporting.

Duration10 business days
You leave withA model and a memo
Start with a call
02

The full package

$18,000

The model, the deck, and the story, delivered as one engagement and built to the date your process starts.

DurationSet to your process date
You leave withThe model, the deck, and the story
Start with a call
03

Retained advisory

$6,500/ month

For companies in a live process. The model and the story kept current as the process moves. Billed monthly, under an engagement letter.

Duration3 months minimum
You leave withThe model and story, kept current
Start with a call
07About

Brandon Short.

I’m a co-founder of AgentOS, where a company’s AI agents run alongside its people, and the founder of Kent IQ, a Pier48 venture. Before that, I spent nearly ten years at J.P. Morgan Asset & Wealth Management, including six months on a task force inside the technology team, moving core processes that were done by hand onto systems.

Most recently I was a senior associate in the Private Bank’s Sports & Entertainment group. The work was wealth planning, investment analysis, and business development for athletes, entertainers, and business owners. That is where the valuation work comes from.

Most companies have people who understand the client and people who can build the system, and they rarely sit in the same meeting. I have done both. This practice is built on that.

Based
San Francisco
Confidentiality
Everything you share is held in confidence.
Connect on LinkedIn (opens in a new tab)
08Questions

Questions before the call.

01Do you build it, or advise on it?
Both, and what you get is the build. A system, here, is a piece of work that was done by hand, now running on its own in your accounts, with one of your people owning it. I’m in your business with your team until it runs without me.
02How do you choose what to build first?
By what it does to the P&L. Every item on the roadmap carries the cost it removes or the revenue it protects, and we build in that order.
03What do we need to have in place?
People doing repeatable work by hand, and one person who can say yes. You don’t need engineers or a data team.
04Who owns what gets built?
You do. The systems, the prompts, the workflows, and the documentation sit in your accounts and belong to your business. Nothing is licensed back to you, and nothing stops working when the engagement ends.
05What happens after the ninety days?
The systems keep running and your team runs them. If you want the rest of the roadmap built, that’s the partnership, and it brings in your leadership team.
06Do you take equity, or a percentage of anything?
No. The fee is fixed and in writing before the work starts, and it doesn’t move afterward.
09Contact

Fifteen minutes.
No preparation required.

Brandon ShortPier48 Advisory & Consulting

Tell me the one thing you’d most like to see running in your business by the end of the quarter. That’s enough to work from. You’ll leave with my view on what I’d build first, whether or not we work together.

Book the discovery call brandon@devvcore.com
  • A fifteen-minute conversation
  • What you’re trying to do, and what’s in the way
  • My view on what I’d build first