Financial statements render one ledger for different readers. We do the same with AI exposure: one assessment, written three times, each in the language its reader already trusts.
Valuation language. Every position scored M1–M5, aggregate exposure stated on the cover, upside priced as options. Built to be read next to your other diligence products — and to hold up when a buyer, a bank, or an IC asks how you know.
It is also fiduciary cover. "We have assessed AI risk" is a sentence boards increasingly need to be able to say, and to evidence.
| Position | Score |
|---|---|
| Document review | M4 |
| Pricing desk | M3 |
| Client onboarding | M2 |
The honest version. What changes in each role, what doesn't, and which skills matter next. No euphemism, no motivation poster — findings, stated plainly, from the same ledger the board reads.
Most companies communicate nothing, and the vacuum fills with LinkedIn doom. A role statement replaces speculation with a document.
Your role changes in scope, not in existence. Document preparation moves to review; two skills matter next: structured prompting and exception judgment.
| Task | Change |
|---|---|
| Drafting review packs | MOVES TO REVIEW |
| Client meetings | UNCHANGED |
| Exception handling | EXPANDS |
A trust artifact. How we use AI, what we don't do with your data, and why our service survives the shift — published, dated, and signed. The ESG report of the 2020s.
Once peers publish one, silence becomes conspicuous. Early publishers set the terms of comparison.
We use AI in document preparation and scheduling. Client data is not used to train models. Advisory judgment remains accountable to a named person. Our exposure is assessed annually by moatproof; the current assessment is M2.