Stop Losing AI Projects Because of
Weak Discovery
Most teams are still losing AI projects because their discovery workshops produce messy use cases and weak portfolios that clients won’t fund.
See the platform
Built to Turn Discovery Chaos Into
Funded Project Wins
Prefolio gives you a repeatable system that moves every workshop from raw ideas → structured, investment-ready portfolios in days, not weeks. No more spreadsheets, no more weak business cases, and no more lost deals.
Trusted by AI consultancies and digital practices
How it works
From Use Case to Funded Portfolio
Show up to every client conversation with credible, evidence-backed analysis. Prefolio turns raw ideas into defensible investment plans your clients can get behind.
Discover & Ideate
Drop in meeting notes, call transcripts, or client documents. Prefolio will generate a targeted set of AI use cases grounded in your client's segment, technology landscape, and strategic goals.
- Generate use cases from meeting notes, transcripts & docs
- Grounded in client segment & strategic context
- Qualify and shortlist the best opportunities to pursue
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
We pitched a £4M AI portfolio to the board using outputs from this platform. They approved it in the first meeting.
Pricing
Pricing That Pays for Itself
Engage your client lines of business. Identify AI value in days, not weeks.
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.
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Free Training: Win Bigger AI Projects with Prefolio
Most AI consultancies lose deals because their discovery outputs never become fundable. In this live 45-minute session, we'll show you exactly how top firms turn messy workshops into structured, investment-ready portfolios, so you close more deals and win significantly bigger AI projects.
No credit card required. Limited seats every week.
