Board pack prep, with AI. A 30-day pilot you can measure.
Prepare source-linked KPI commentary, assumptions and open decisions while leadership keeps interpretation, commitments and board sign-off.
What the AI prepares
What the model drafts in a board pack prep pilot, and where a person steps in.
Source checks
KPI packs are checked for missing source labels and stale assumptions.
Commentary drafts
Commentary drafts separate fact, assumption, risk and decision needed.
Open actions
Open actions are grouped by owner and due date.
Sensitive wording
Sensitive staff, customer or investor wording is held for leadership review.
Better-run firms decide with evidence
The least well-managed firms mostly decide without analysing their data; the best-managed rarely do. A sourced board pack keeps the evidence in front of the board.
- 5%Best-managed tenth
- 28%Average firm
- 79%Least well-managed tenth
Boards are catching up on AI
The share of board members saying AI is not on their agenda fell from 45% to 31% in under a year.
- AI not on the board agenda, mid-202445%
- AI not on the board agenda, early 202531%
- Not ready to deploy AI, mid-202441%
- Not ready to deploy AI, early 202531%
- AI not in operating plans, mid-202432%
- AI not in operating plans, early 202522%
Few boards require checks on AI-drafted papers
Half of the US public companies asked have no rules for directors using AI on board work, and only 8% expect accuracy checks.
- No board-specific AI policy51%
- Security guidance for board papers28%
- Acceptable-use rules26%
- Legal and record-keeping guidance21%
- Human review and accuracy checks8%
Start with one clear decision
The two-week diagnostic ends with build, pause, clean up first or do nothing, for this workflow.
How the pilot runs
Track prep time, source gaps, challenged assumptions and decisions closed. The point is clearer judgement, not more words.
- 01
What goes in
KPI export, finance notes, action log and prior board minutes.
- 02
What comes out
Commentary draft, decisions needed and assumption log.
- 03
Who checks it
Founder or finance lead.
- 04
Never without approval
Board recommendation or external claim.
Common questions
Can the AI act on its own?
No. It prepares drafts and checks. A person signs off before any of this happens: board recommendation or external claim.
What does it cost to start?
The AI Rollout Diagnostic is £1,500 fixed and takes two weeks. You get a clear answer for this workflow: build, pause, clean up first or do nothing.
How do we know it worked?
Track prep time, source gaps, challenged assumptions and decisions closed. The pilot is kept only if those numbers improve.
Keep exploring
