Your method, compounding.
Assettia is the data and AI programme record: one place where an organisation keeps what its programme owns, what it has decided, and what it has proved.
Deliver your data and AI advisory work inside Assettia. Every engagement leaves the client with a living record rather than a deck, and your firm's way of working is encoded once and reused, so it accumulates instead of departing with the team.
The problem with slideware
Advisory work is bought, delivered, admired and shelved. Six months later the client cannot say which recommendations were adopted, and the firm cannot show what its work changed. The knowledge walked out in a PDF. The client re-buys the same thinking in three years; the firm competes for it again from a standing start.
How an engagement runs on the record
Your consultants run the engagement inside the client's own tenant: capture evidence, run assessments, shape the portfolio, agree the strategy, govern delivery, produce the board report. Your frameworks, question sets and prompts are encoded as templates and reused on every engagement. The client keeps a record that continues to work between engagements; you keep the relationship, the renewal and the method.
What your clients get
Board-grade documents produced from records rather than a word processor. Figures that name what they count and open to the evidence. Governance and risk registers their regulator and their board will recognise. And a record that keeps working after the engagement ends, which is what makes the next engagement obvious rather than a hard sell.
What your firm gets
A productised delivery model: engagement templates that make small diagnostics profitable and large programmes consistent. Learning across engagements, held under strict tenant isolation. Recurring platform revenue alongside advisory fees. And proof of what your work changed, on the client's own record, which is the reference no deck can give you.
Boundaries, stated plainly
Each client's data is isolated at the database and never visible to another tenant, including to you outside that client's engagement. Your method stays yours. Benchmarking across clients happens only under explicit agreed rules, anonymised, or not at all. Nothing a model drafts becomes a record until a named person on the engagement accepts it.
How firms start
Bring one live engagement. In a walkthrough on a synthetic organisation, the same work is shown on the record: the interviews, the scored portfolio, the decisions, the board report. If it fits, the first client engagement runs on Assettia with your templates encoded as you go. Commercial terms are shaped around the size of the practice and the number of engagements running at once, and are agreed in conversation rather than published.
Questions people ask
Who owns the client's record when the engagement ends?
The client. The record is theirs from the first day and stays with them. Your firm's templates and method remain yours.
Can our frameworks be encoded without exposing them to other firms?
Yes. Templates belong to your firm and are visible only within your engagements. No other firm sees them, and neither does any client outside the engagement they are used in.
Does the client have to keep paying us to keep the record?
No. The record works without an engagement running. What the client does with it between engagements is up to them, which is why it tends to make the next engagement obvious.
Can our consultants see across all our clients?
Each consultant sees the tenants they are assigned to and no other. Learning across engagements happens through your templates and your own notes, not through access to other clients' records.
Does Assettia compete with us?
Assettia is a platform, and it is run by people who also do advisory work. Where that matters, it is stated openly at the start, and the tenant isolation and template rules apply to everyone equally.
Bring one live engagement.
A walkthrough takes forty minutes and uses a synthetic organisation. Bring one engagement you are running now and see what it looks like on the record.