AI for Strategic Advisors
You sit on boards and steer strategy. ADK Intel is your prep room: portfolio view, QBR generator, AI-grounded recommendations across every company you advise.
The challenges
What advisors keep running into
Board prep eats a week
Reading packets, cross-referencing KPIs, building your own POV — every quarter, every board.
Hard to compare across portfolio
Each company reports differently. Apples-to-apples is manual work.
What ADK Intel does
The AI opportunity
QBR generator
Quarterly business review packet built from the data, ready for your annotation.
Cross-portfolio benchmarking
Compare KPIs across the companies you advise on a normalized basis.
Strategic memos on demand
Hiring, valuation, expansion, scenario planning — all grounded in real numbers.
FAQ
Frequently asked
Can I compare KPIs across the companies I advise?
Yes. Cross-portfolio benchmarking on a normalized basis — revenue per employee, gross margin, CAC payback, cash conversion. Apples-to-apples across your entire board portfolio.
How fast can I prep a quarterly board pack?
Most QBR packets generate in under 5 minutes. You annotate, add your POV, ship in under an hour — vs. the typical multi-day prep cycle.
Can I get strategic analysis on demand for board discussions?
Yes. Hiring readiness, valuation indicators, expansion analysis, scenario modeling — all grounded in the company's real data, ready for the next board meeting.
Is this suitable for independent board advisors with 5–15 boards?
Yes — it's particularly leveraged at that scale. The cross-portfolio view is where most of the value lives.
How does pricing work?
Three tiers: Foundation $299/mo, Operator $799/mo, and Command $1,999/mo. Annual billing is 20% off. Enterprise plans available — see /pricing.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo