Strategy, architecture and execution for AI-era growth

We help software vendors, carriers and banks turn complex AI, technology and growth choices into executable programs. We work with management teams and C-level leaders to bring products to market, scale new ventures and make difficult decisions with confidence.

TIE: why we work this way

Trust

We build trust through clear communication, empathy, transparency and the Chatham House Rule. Participants may use what they hear, but who said it is not shared. Our Security and Ethics practices turn those commitments into operating choices.

Innovation

Innovation combines people change, altered processes, new technology, recursive systems and idea creation. Our Architecture practice connects those pieces into systems people can understand and use.

Ability to Execute

Ideas matter when teams can finance, build, test and sustain them. Our Finance practice and Ironstone Methods connect futures thinking, resource development, financing, empowered ecosystems and durable infrastructure.

TIE to SAFE: Trust connects to Security and Ethics. Innovation connects to Architecture. Ability to Execute connects to Finance and Methods.

SAFE: how we help

Security

• Technical Security Stack Assessment

• Snap SOC review and assessment in 24 hours

• Security strategy summary for pitch support

Architecture

• Tech Stack Assessment and Design in 2 pages

• Interactive Innovation Tech Stack Workshops (2-6-2's)

• IGNITE (Spark, Smart, Start) Sessions

Finance

• 24 hour Business Plan Assessment

• Vertical TAM, SAM, SOM Assessment

• Financing Proposals and MOUs

Ethics

• 100-point Ethics Checklist for scale-ups

• Ethical Leaders Workshop

• AI governance advisory for software companies and enterprise companies

NeoLibrary

NeoLibrary is our design for an agentic library that continuously indexes documents, creates backlinks and crosslinks, and produces useful comparisons and analyses from the archive. Its first version is being built in the Ironstone xLab. The Library is the public front door to that work.

2026

• AI strategy for a SaaS company serving legal operations.

• Professional services strategy for an organization-mapping SaaS company.

• Research on the tools of the frontier AI labs.

• A current program with Teleperformance, a global digital business services company that helps organizations improve customer experience and business processes.

2023-2024

1. Executed two contracted proofs of concept with new technology in one of the largest banks in the world.

2. Investor fund due diligence on software companies, including a $65M investment in an insurance brokerage and a $50M offer on another brokerage.

3. Led a software sales engagement for a 1.0 product and its first enterprise customer, generating $1M in first-year revenue at a Canadian life insurance company.

4. Led go-to-market execution for a Hong Kong company entering the United States and Canada, including proxy GM and advisory work that added three logos and more than $2MM ARR.

5. Insurance product marketing and education for software companies.

6. Advisory for a bootstrap company building a no-code data abstraction layer SaaS.

7. Founder and funder matchmaking, pitch preparation and storytelling.

8. Strategy and planning for a fashion technology startup.

9. Bootstrap consulting covering first projects, introductions and the first three engagement meetings.

10. Co-founded the Grey Swan Guild, a global think tank.

Start a conversation

Book a 30-minute meeting with Rob: https://calendar.app.google/jL59d3XpvRE3d7rM9

Prefer email? Write to rob@ironstoneadvisory.com.

(C) 2020-2026 Ironstone Advisory. Licensing and attribution details are available on the Licensing and Attribution page.