Fractional AI + RevOps Leadership
Your board wants an AI strategy.Your revenue needs an architect.
We build the operating system between your AI investments and compounding revenue.
For growth-stage B2B ($5M–$100M). Operating with AI since 2016.
Trusted by revenue teams at
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
If your board is asking for an AI roadmap and your team is running disconnected experiments, the problem is not the tools. It is the absence of an architecture that connects AI deployment to revenue outcomes. That is the engagement.
Revenue Leaders
VP Sales / CRO / CFO
If your forecast variance is above 20% and your pipeline reviews feel more like archaeology than intelligence, the data model underneath is broken. We fix the architecture before we touch the tooling.
PE Operating Partners
Portfolio-wide AI enablement
If you need AI maturity assessed during diligence and value creation tied to EBITDA rather than activity metrics, we run that engagement across your portfolio with a repeatable framework and P&L-traceable outcomes.
Common Questions
What operators ask first.
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.