Everyone is adopting AI.
Few institutions can explain, verify, or defend how it is being used.
AI oversight has become a boardroom
and legal requirement.
STEWARD turns company knowledge into governed AI answers.
AI spend is rising, but ROI and risk remain unclear. STEWARD helps institutions use AI safely, reliably, and affordably without replacing existing systems.
AI Engine
Use more AI while carrying less unmanaged risk.
As the company's AI activity moves through our platform, the institution builds stronger records, clearer oversight, and more reviewable AI usage over time.
No master key. No new attack surface.
STEWARD uses the permissions already in place. It only sees what each user is allowed to see, without creating a master account or copying the data.
We have found no competitor offering this model. The architecture is hard for incumbents to retrofit. This is the white space.
One governed engine. One market at a time.
The engine never changes. Each new industry applies the same governed STEWARD engine to a new persona and knowledge base. A configuration, not a rebuild, entered in sequence as each market is won. Expansion carries near-zero marginal product cost.
Product terms, eligibility, rates, and procedure at the advisor’s desk. A persona per product line. Every answer cited for the compliance record.
Underwriting rules and claims policy, answered in seconds with the governing clause attached. Consistent decisions across every desk.
Product catalogs, brand voice, and loyalty knowledge served at every customer touchpoint. One persona per brand across clothing, consumer electronics, and luxury, protecting legacy equity and driving long-term engagement.
Internal policy and citizen-service knowledge for caseworkers. Every answer on the record, ready for oversight.
Mandates, restrictions, and reporting rules per fund. STEWARD answers within each manager’s clearance.
Matter knowledge and precedent inside the firm’s own walls. Nothing leaves. Everything is cited.
Standard procedures, safety rules, and maintenance documentation at the point of work, access-bound.
Coverage rules, protocols, and internal policy for staff. Administrative knowledge, not clinical judgment, bound to each role’s access.
Measured cost. Metered proof. Software margins.
Measured blended cost: telemetry on 100% of conversations.
Measured from live telemetry, not estimated. Rising across the plan horizon.
Fixed annual base + usage meter. A predictable bill, never per seat.
Recovered working time alone returns ~5× the subscription.
A 1,000-employee institution: 300 daily users saving 30 minutes a week recover ~7,000 hours a year: roughly $385K in time against a $50K subscription, before a single avoided compliance event.
STEWARD owns the reasoning loop and rents the models. When model prices fall, the margin widens and no contract changes.
Enterprise governed-AI work is a $225B market by 2032.
Precedent: Glean, $300M ARR in ~4 years ($7.2B valuation). Sierra, $100M ARR in 7 quarters ($10B).
Institutions are being forced to choose between speed
and control. STEWARD gives them both.
Built by operators with enterprise AI, product, design, compliance, and mission-sector experience.
Leadership
+20 years building enterprise businesses in sports performance, health care & non-profits. Systems thinker who architects institutional infrastructure.
17+ years driving digital transformation at Google, Globant (NYSE: GLOB) and Monks (S4 Capital Group). Senior leadership across enterprise services and global markets.
Strategic Advisors
MBA from Yale. 20+ years marketing innovation and AI-driven campaigns.
Technical & Operational Orchestration
Builds secure, scalable, mission-critical systems across the SOLEUM™ ecosystem.
Shapes the product vision, experience, and design standards.
Optimizes SOLEUM™ digital efficiency / ROI. Leads agile transformations and workflow automation; embeds ownership.
Key Hires in Progress
7 shortlisted candidates include SVP-level operators from S4 Capital, Accenture, and Venrock-backed SaaS. Expected close Q3 2026.
Responsible for all product roadmaps.
What this capital unlocks over the next 12 months.
First paid STEWARD customers. Harden the solution.
The enterprise wedge goes live.
Funds the platformSTEWARD use cases already live in the field.
Product and engineering hires.
Already in the fieldPilots convert to paid contracts. Published outcomes build the enterprise pipeline.
Enterprise sales, strategic partnerships, customer success.
Evidence compoundsSOC 2 Type II preparation for enterprise customers.
Investor reporting infrastructure.
Compliance readinessThe round is earned on customer evidence.
Target: Q2 2027.
The next gateThe next era of AI belongs to institutions that can govern what they use.
SOLEUM™ gives institutions the infrastructure to see, govern, verify, and defend AI-driven activity.