STAY INSURABLE AND FUNDABLE
Where AI pays off and how to insure and fund it.
Adopting AI is an investment, so we work it like one: where it pays off, where it doesn't, then how to insure and fund what's worth doing — insurance, financing, grants, tax credits. And because we document and control your AI risk to meet what your insurers and lenders require, you become insurable — and insurance is what makes funding easier.
Readiness is always-on from your first engagement. We improve your odds on insurance and financing readiness — the decision always stays with the lender, bank, or insurer.
THE PROOF LAYER
What the people who insure and fund you will ask
Your insurer, bank, board, and accountant all ask the same kind of question about your AI. Here's what each is really asking — and how a living register and the logs behind it answer it in the language they trust: operational risk, controls, evidence.
- 01
Your commercial insurer
Insurers are starting to add AI exclusions to commercial policies. They can't price what they can't measure — so evidence from your own logs lets an underwriter see the controls working and price on real conditions, instead of excluding an exposure they can't read.
- 02
Your bank or lender
They want to know whether your AI is an asset or a liability on the balance sheet. The register gives them a documented read of your operational risk and the controls on it — so they can lend on better terms, with fewer surprises after the money's out.
- 03
Your board
They approve AI they can't fully evaluate, and they own the downside. They get an independent, plain-language read of the AI risk and the evidence to put in the minutes.
- 04
Your accountant
They need your AI exposure reflected in the numbers and the controls. They get a documented AI risk position, plus the grants and tax credits we've identified, that holds up to diligence.
WHERE THE MONEY GOES
Where to invest — and where not to
Capital starts before the funding. The first money question is which AI is worth doing at all — the projects with real return, and the ones to skip.
Where to invest
We find where AI returns real value in your operation — the work it makes faster, cheaper, or better — and size the return, so you spend on what moves output, not on what looks good in a demo.
Where not to invest
Just as important: what to avoid, defer, or right-size. Some AI won't return, and some carries more exposure than it's worth. Knowing what to skip is half the money saved.
The investment call comes out of your first engagement, the Agentic AI Investment Strategy. From there, the funding work below lines up the money behind what's worth doing.
« Knowing what to skip is half the money saved. »
WHAT WE DELIVER NOW
The money work we do today
Once you know where to invest, we line up the money behind it. This is the funding and readiness layer, from your first engagement on: we map grants, tax credits, and loans on the table for AI adoption, keep your evidence current, and refer you to the right specialist to file when you don't have someone in-house.
- 01
Tax credits — the money most businesses leave on the table
AI and tech work often qualifies for tax credits like SR&ED and Québec's R&D credits — money many businesses never claim because they don't know they qualify or can't document it. We find what applies and document the work in your register so it holds up when you or your advisor claims it.
- 02
Government and local-agency grants and loans
Québec and Canada run real programs to help businesses adopt AI. We identify the ones you qualify for, build them into your funding plan, and spell out what each program requires. When you need someone to file, we refer you — filing applications is not part of our work.
- 03
Bank and traditional financing
Your bank wants to see the tech is an asset, not a hidden liability. We help you assemble a clear, evidenced view of your AI risk — so you can ask for credit on better terms, with fewer surprises after the money's out.
- 04
Staying insurable-ready
We keep your register current as a living evidence package: the agents you run, the controls on them, and the logs that show those controls are working. When an insurer asks what your AI does and how it's controlled, you have the answer ready.
ON THE PRICE OF GETTING STARTED
The first engagement can pay for itself
The most common objection we hear is the cost of getting started. The honest version: the grants and tax credits we map in your funding plan can partly or fully offset the price of your first engagement.
Because finding funding is part of the work from day one, the money we help you find is often the same money that covers getting a clear read of your AI risk in place. We can't promise a number — but for many businesses, the math works out better than they expect.
« We help you find the money; the decision always stays with the bank or lender. »
HOW PLACEMENT WORKS
Where this is headed as we grow
We're honest about what's available now versus what's coming. Today we map programs, build your funding plan, and keep your evidence current. Active placement is the next layer, and it matures with our partnerships.
Not yet, and we won't claim we do. Today we map programs, build your funding plan, and keep your evidence current for grants, tax credits, and bank financing so you stay insurable-ready. Active placement — brokering specific deals with insurer and lender partners — is a layer we add as those partnerships mature. We'll tell you exactly where it stands when you ask.
No, and be wary of anyone who says they can. We improve your odds: we map the right programs, get your evidence in order, and refer you to file when you lack in-house capacity. The decision stays with the bank, lender, or insurer. Our job is to make sure you walk in ready.
No. We mean the funding a real operating business actually uses: bank credit and covenants, government and local-agency grants and loans, and tax credits. This is about adopting AI, not raising a round.
See what coverage and funding look like for your business
It starts with a short, confidential call. Tell us your situation, the AI you're running or planning, and where you bank and insure. We'll tell you plainly what you may qualify for and what readiness looks like. Not for you? We'll say so.