Fractional Agentic AI Advisory & Revenue Operations
Your board wants an AI strategy.Your revenue needs an architect.
Fractional AI and RevOps leadership that builds the operating system between your AI investments and compounding revenue.
Claude for Small Business gives you the tools. Sophizo gives Claude something worth doing. See the 3-week sprint.
For growth-stage B2B companies ($5M–$100M). Using AI since 2016. Years before the market caught up.
The Problem
Every B2B company has AI tools.
Almost none have a revenue architecture.
The gap between "we're using AI" and "AI is compounding our revenue" isn't budget or tooling. It's the operating layer underneath: the architecture that determines whether AI creates intelligence or expensive noise.
You automated the output. Not the intelligence.
Agents that write emails, score leads, and update CRMs on top of a broken ICP model don't create pipeline. They generate volume with the same conversion rate. Just faster. Acceleration in the wrong direction.
Your forecast tells you what happened. Not what will.
Lagging indicators describe last quarter. A causal revenue architecture with leading indicators and decision triggers tells you what to do this week. Most RevOps stacks are rear-view mirrors dressed as intelligence.
AI strategy without execution infrastructure is a slide deck.
Most companies can articulate an AI vision. Few have the transitional leadership layer that evaluates use cases, owns implementation, and measures value realization against P&L. Sophizo is that layer.
What We Build
Six capabilities. One compounding system.
Every engagement is scoped to your stage, your data, and the outcomes you need to defend to your board.
Agentic AI Architecture
Compound AI systems that integrate into your revenue motion. Not bolted-on tools. Every agent, every workflow, every automation traces to a measurable outcome.
Revenue Operations
Pipeline architecture, predictive forecasting, conversion analysis, and GTM alignment. The operating system your revenue team runs on. From data layer to board deck.
Predictive Pipeline Intelligence
CMT-trained pattern recognition applied to your pipeline signals. Momentum shifts, conversion resistance, and leading indicators across CQ+2.
AI Governance & Risk
Responsible AI frameworks, vendor evaluation, build-vs-buy analysis, and governance structures that satisfy your board and compliance team.
Fractional Leadership
Senior AI and RevOps strategy without a full-time hire. Embedded in your leadership team, accountable to your P&L, available at the scale that fits.
Team Enablement
We don't just build systems. We transfer capability. Your team learns to operate, iterate, and extend what we build. Independence, not dependency.
Claude for Small Business
3-week Revenue Readiness Sprint that configures your Claude stack against your ICP, market cycle, and pipeline. ICP-defined triage, CMT-trained timing, and NIST AI RMF aligned governance from day one.
Core Offerings
Three engagements. One operating system.
Most firms sell strategy or governance or RevOps as separate tracks. We build them as one architecture. Pick the entry point. The system connects.
Fractional AI Officer
AI Advisory
The transitional leadership layer between your AI vision and your P&L. 2026 Doctrine, three-horizon portfolio, governed deployment, and board-language reporting.
ExploreRevenue Operations
RevOps
Pipeline architecture and a six-agent catalog (Inbound Lead, Outbound Research, Meeting Prep, Post-Meeting, Pipeline Review, Renewal Risk) running inside documented autonomy boundaries.
Explore90-Day Accelerator
Governance Accelerator
NIST AI RMF, EU AI Act, and ISO/IEC 42001 Annex A controls embedded into your agentic revenue motion. Not a binder in legal's drive. The system that runs the business and passes the audit.
Explore
The Sophizo Method
Revenue Architecture.
Not Revenue Advice.
Four intellectual disciplines combined into one Agentic AI operating system: MECE architecture, Pyramid Principle reporting, first-principles design, and causal chain measurement. Every phase has a milestone. Every initiative traces to ARR, pipeline, or EBITDA.
See the full methodology →Diagnose & Architect
- MECE revenue model
- Data layer unification
- Forecast governance
- Pipeline architecture
Deploy & Compound
- Multi-agent workflows
- AI copilots & RAG intelligence
- Deal scoring
- Forecast automation
Scale & Transfer
- Propensity scoring
- Attribution modeling
- Executive dashboards
- AI maturity benchmarking
Who We Serve
Growth-stage B2B companies ready to build, not just buy.
CEOs & Founders
$5M – $100M ARR
- ✓AI strategy tied to revenue outcomes, not experiments
- ✓Fractional expertise without a full-time executive hire
- ✓Board asking about AI roadmap and ROI
- ✓Pipeline governance that scales with the team
Revenue Leaders
VP Sales / CRO / CFO
- ✓Forecast accuracy below 80%
- ✓Pipeline data scattered across disconnected tools
- ✓Need predictable revenue modeling for the board
- ✓Reps selling without AI-powered deal intelligence
PE Operating Partners
Portfolio-wide AI enablement
- ✓AI maturity assessments during diligence
- ✓Value creation tied directly to EBITDA
- ✓Repeatable playbooks across portfolio companies
- ✓Results tracked against P&L, not activity metrics
Common Questions
What operators ask first.
What does a Fractional AI Officer actually do?
Most fractional executives deliver a slide deck and disappear. We don't. A Sophizo Fractional AI Officer owns your AI strategy from use-case evaluation through implementation and P&L measurement. You get three-horizon portfolio planning, governed agent deployment, and board-language reporting on AI ROI.
How is Sophizo different from an AI consulting firm?
Consultants ship strategy. We ship the operating layer that executes it. That means agent architecture, pipeline intelligence, forecast governance, and team enablement. All traced to revenue. If your AI investments are not compounding pipeline, the strategy is wrong.
What size companies does Sophizo work with?
Growth-stage B2B, roughly $5M to $100M ARR. Below that, the architecture overhead is too heavy for the revenue base. Above that, you need full-time leadership. In between, you have enough revenue motion to optimize and enough complexity to need an architect, but no business case for a full-time Chief AI Officer.
How quickly can we get started?
Most engagements begin with a 30-minute discovery call, followed by a scoped diagnostic. The Claude for Small Business sprint is the fastest entry: configured against your ICP, market cycle, and pipeline within 21 days.
Do you work with private equity portfolio companies?
Yes. Portfolio-wide AI maturity assessments during diligence, EBITDA-tied value creation playbooks, and repeatable enablement frameworks across portfolio companies. Reported against P&L, not activity metrics.
Ready to Start?
Stop automating.
Start architecting.
Book a free 30-minute discovery call. Leave with a diagnosis, a map of your highest-leverage AI opportunity, and a 90-day starting point. Whether you work with Sophizo or not.