Proposals and delivery methods
The methods that win and deliver work live with a few senior people. Every new engagement starts closer to zero than it should.
CURN for advisory firms
Make AI part of how your advisory firm delivers.
Start with one workflow. Prove it in practice. Embed what works.
CURN's strategists and product engineers work alongside your team to choose one important delivery workflow, redesign it around AI and test it on real work. The platform preserves the method that succeeds as a governed playbook the firm can adopt, improve and reuse across engagements.
The problem
Where firm knowledge leaks.
Advisory work is judgement, method and sector knowledge applied over and over. Most of it now touches AI somewhere, and almost none of that work is captured where the next engagement can use it. Closing that gap is how AI adoption becomes a firm capability.
Research and sector knowledge
Recurring research and market monitoring gets redone by every team instead of compounding into firm knowledge.
Client workflows and handoffs
Client work depends on judgement built over years. When people leave, the firm keeps the documents and loses the method.
How it works
A first engagement built around one delivery workflow.
Agree the outcome before changing the work. Expand only when the result justifies it.
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01 /
Choose the workflow
We select one important advisory workflow and agree the operational outcome that would make it worth changing.
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02 /
Redesign with the team
Our AI strategists and product engineers work with the people doing the job to redesign the sequence, tools and review points.
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03 /
Test it on real work
The team tries the new method on live or recent work, checks it against the agreed measure and improves what falls short.
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04 /
Embed what works
We capture the proven method as a governed playbook, assign an owner and agree how the firm will adopt and improve it.
Worked example
From proposal research to a reusable delivery plan.
This is an illustrative example, not a customer case study. The workflow and success measure would be agreed with your team before any work begins, such as less rework between proposal and mobilisation or more consistent senior review.
Starting point
A proposal and mobilisation plan is rebuilt from old decks, individual sector knowledge and private AI chats. The deliverable survives, but the method does not.
Redesigned workflow
The team agrees the inputs, research sequence, drafting stages and senior review points, then tests the method on live or recent work using its AI tools of choice.
What the firm retains
A workflow opportunity map, a proven proposal-to-mobilisation method captured as a governed playbook and an adoption operating model with a named owner and measures.
FAQ
Common questions
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Which advisory workflows can CURN help improve?
We focus on repeated, judgement-heavy work such as proposals, recurring research, delivery methods, sector analysis and client reporting. We redesign the workflow with your team, prove it on real work and preserve the successful method as a governed playbook.
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We are a small partnership. Is CURN for us?
We work with teams, not only large firms. What matters is repeated high-value work, senior sponsorship and at least one team ready to build the first playbooks with us.
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How does an engagement start?
We choose one important workflow, agree what better would mean and test the redesigned method with the people who do the work. We expand only when the evidence supports it.
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Is CURN advisory or software?
It is AI adoption advisory supported by a platform. Our team helps you choose, redesign and prove the workflow. The platform preserves the successful method as a governed playbook your firm can adopt, improve and reuse.
CURN also works with investment teams and portfolio operators.
Start with one workflow
Ready to stop losing what works?
See how CURN captures the work your team already does, turns it into reusable playbooks, and helps AI adoption stick.
Any questions? Email partners@curn.io to find out more.