Portfolio Planning
for AI Consultancies
AI portfolio in days, not weeks.
See the platform
Built for How You Actually Work
Everything from discovery to client-facing report — without the spreadsheets.
How it works
From Use Case to Funded Portfolio
Five steps from raw use cases to client-ready investment plans. Powered by evidence, not guesswork.
Discover & Ideate
AI-powered discovery grounded in your client's segment, technology landscape, and strategic goals. Surface the right use cases as genuine opportunities.
- AI-guided discovery by client segment
- Grounded in technology & strategic context
- Qualify use cases to explore further
Business Case Generator
For each use case, Prefolio enhances your client engagement, suggests valuable questions and topics to explore, and generates a high-potential business case with evidence-backed value rates, scoring, and platform fit.
- AI-generated business case narrative
- Evidence-backed value rates & realisation profiles
- Scoring, platform fit & confidence level
Estimate Cost & Effort
Using your rate card and project approach, Prefolio estimates budget, timeline, and team size for each use case. Every project comes with a credible delivery plan, not a rough guess.
- Budget estimates from your rate card
- Timeline & team size by project approach
- Costs broken down by role, level & location
Prefolio All Your Clients
No spreadsheets. No email threads. Every client gets their own branded portal. One place to view their portfolio, track progress, and access deliverables. You manage everything. They see only what's theirs.
- White-label client portals with your branding
- Multi-client management from one dashboard
- Invite clients to collaborate directly in the platform
Strategy Copilot
Ask anything about AI strategy, use case design, or expected returns. The copilot searches across leading global papers and industry reports to give you cited, evidence-backed answers in seconds.
- Sourced from McKinsey, Gartner, Google, BCG and more
- Every answer cites its evidence points
- Built for consultants who need defensible answers fast
Platform
What the Platform Does
Every capability is designed for one outcome: defensible AI portfolio decisions, faster.
| Capability | What It Does |
|---|---|
| Evidence Library | 100+ curated evidence points on AI value realisation. Cited sources. Add your own. |
| Realisation Profiles | AI analyses evidence to produce year-by-year value conversion rates per value bucket. |
| Portfolio Engine | Allocates projects by track, size, delivery model. Calculates risk-adjusted VR. |
| Multi-Client Architecture | Manage 10+ client orgs. Switch contexts instantly. Shared baselines and rate cards. |
| White-Label Delivery | Your logo, your branding. Client-facing dashboards and reports carry your identity. |
| Investment Memos | Auto-generated business cases with scoring, narrative, and platform fit analysis. |
| Decay Modeling | Models value erosion over time based on evidence analysis. Real projections, not linear assumptions. |
| Governance Framework | Leading indicators, value tracking milestones, risk registers. Ready for board-level reporting. |
Pricing
Pricing That Pays for Itself
A senior consultant spends 2–3 days building a portfolio plan manually. This platform does it in hours.
Enterprise plan also available for in-house AI teams — single-org pricing, no multi-client features required. Contact us →
FAQ
Good Questions
Prefolio augments and accelerates client engagement across every business line. From interview prep and ideation to use case generation and business cases. What used to take weeks of effort across random spreadsheets now happens in a single session. Most teams are client-ready within a few hours of starting.
Prefolio is designed to make you better in the room with your client. It surfaces the right questions, structures their thinking, and builds the business case alongside the engagement. By the time you leave the session, the output is already taking shape. Clients see a polished, evidence-backed plan that reflects their context. Not a generic template.
Yes. You configure your own rate card with roles, levels, locations, and day rates. Project baselines and delivery approaches are set by you. The platform applies your methodology, not a generic template.
A curated library of evidence from McKinsey, BCG, Gartner, Google, MIT, and others. Every point cites the source, sample size, and year. You can also add your own firm's evidence to a private library that compounds across engagements.
Yes. Upload your logo and set branding per client. Every dashboard and report your client sees carries your firm's identity. They never see Prefolio.
Full platform access for 14 days. One client org, two users, no credit card required. You get the full workflow: discovery, business cases, cost estimates, portfolio planning, and report generation.
Your data is yours. Client data is isolated per organisation. We do not use your content to train models or share it across accounts. Enterprise plans include data residency and compliance options.
Get started today
Your Next Client Engagement.
Starts Here.
Set up in minutes. Build your first AI portfolio plan in hours. Deliver something your client has never seen before.
No credit card required.