Services

What we take on

Engagements scoped before they start, delivered by named people, with the boundaries written down.

AI and operating systems

Organisations deciding how AI enters their operating model, and what stays a human decision.

AI agent design

Design of a focused agent for a defined workflow, including instructions, context, actions, controls, evaluation, and operating rules.

From $2,500 CAD

Organisations deciding how AI enters their operating model, and what stays a human decision.

AI knowledge base and RAG design

Structuring organizational knowledge across platforms such as Notion, SharePoint, OneDrive, and connected repositories for reliable AI retrieval and use.

From $2,000 CAD

Organisations deciding how AI enters their operating model, and what stays a human decision.

AI operating-system design

Design of an AI-enabled operating model, agent architecture, knowledge architecture, governance boundaries, human approvals, and automation roadmap.

From $3,500 CAD

Organisations deciding how AI enters their operating model, and what stays a human decision.

AI readiness assessment

Assessment of processes, data, knowledge, security, governance, use cases, and practical opportunities.

From $1,500 CAD

Organisations deciding how AI enters their operating model, and what stays a human decision.

Digital transformation blueprint

Current-state assessment, target operating model, technology and information architecture, prioritized roadmap, and implementation sequence.

From $4,500 CAD

Organisations deciding how AI enters their operating model, and what stays a human decision.

Enterprise operating-system design

A broader operating-system architecture for companies, foundations, associations, portfolios, and multi-entity ecosystems.

From $7,500 CAD

Advisory

Small businesses, nonprofits, venture teams, professional practices, project portfolios and growing organizations that need a clearer operating system before expanding their use of AI and automation. Best suited to organizations whose leaders are prepared to simplify workflows, define ownership and consolidate essential operational knowledge. Not intended for clients seeking a generic AI tool installation, fully autonomous management or technology without organizational participation.

AI-Assisted Operating System Architecture

Many organizations operate through disconnected tools, documents, emails, messages and spreadsheets. Decisions are difficult to trace, responsibilities are unclear, knowledge is repeatedly reconstructed, and key information depends on individual memory. AI tools are then added without a reliable source of truth, defined workflows, access boundaries or human accountability.

By proposal — based on the number of workflows, users, systems, integrations and required implementation depth.

Founders, asset owners, community leaders, nonprofits and established organizations preparing a complex project, partnership, venture or organizational transformation. Best suited to decision-makers who are ready to share relevant information, clarify constraints and make choices. Not intended for clients seeking a generic business plan, fundraising promises, licensed investment advice or outsourced day-to-day management.

Field Architecture & Strategic Alignment Sprint

Complex initiatives often begin with a strong idea but no shared operating structure. The opportunity, stakeholders, roles, decisions, assets, risks and path to execution remain fragmented—creating repeated conversations, unclear ownership, premature commitments and stalled implementation.

By proposal — fixed fee based on scope and complexity.

Founders, business owners, family enterprises, asset owners, project sponsors, nonprofits and established organizations evaluating one or more ventures, projects, assets or strategic opportunities. Best suited to decision-makers preparing for investment, partnership, restructuring, portfolio prioritization or a significant go/no-go decision. Not intended for anyone seeking securities recommendations, day-trading advice, discretionary investment management, brokerage services or guaranteed financial returns.

Venture, Project & Portfolio Readiness Review

Organizations and asset owners often accumulate projects, ventures, assets and partnership opportunities without a consistent decision framework. Information is fragmented, priorities compete, and important questions about evidence, governance, capacity, capital, risk and execution readiness remain unresolved. This makes it difficult to decide what should proceed, be validated, be redesigned, be paused or be stopped

By proposal — based on the number of projects or assets, complexity and required review depth.

Community and ecosystem services

Communities, associations, foundations and platforms designing how membership, contribution and governance work together.

Chapter-development framework

Design of chapter purpose, governance, membership, participation, programs, reporting, and relationship to the parent organization.

From $2,500 CAD

Communities, associations, foundations and platforms designing how membership, contribution and governance work together.

Community and ecosystem strategy

Governance, membership, stakeholder design, participation pathways, incentives, programming, growth, partnerships, and operating model.

From $3,500 CAD

Communities, associations, foundations and platforms designing how membership, contribution and governance work together.

Community operating system

A structured operating system for associations, foundations, professional communities, chapters, and innovation networks.

From $6,000 CAD

Discovery and advisory

Founders, executives, investors, associations, nonprofits and project leaders who need a decision made rather than a document written.

Executive advisory session

A deeper decision session covering architecture, strategic choices, risks, priorities, roadmap, and implementation sequencing.

From $500 CAD

Founders, executives, investors, associations, nonprofits and project leaders who need a decision made rather than a document written.

Introductory discovery call

A brief conversation to understand the project, determine fit, and identify the most useful next step.

From $0 CAD

Founders, executives, investors, associations, nonprofits and project leaders who need a decision made rather than a document written.

Strategy session

A focused session for founders, executives, investors, associations, nonprofits, and project leaders. Typical topics include strategy, operating models, AI, digital transformation, ecosystem design, RWA, project direction, and portfolio-level decisions.

From $250 CAD

Granting and social impact

Nonprofits, foundations and impact programmes preparing to seek, award or account for funding.

Community impact report

Structured impact reporting for sponsors, boards, partners, funders, and public communication.

From $1,500 CAD

Nonprofits, foundations and impact programmes preparing to seek, award or account for funding.

Grant proposal development

Proposal structure, narrative, work plan, outcomes, budget coordination, evidence checklist, and application package support.

From $3,500 CAD

Nonprofits, foundations and impact programmes preparing to seek, award or account for funding.

Grant strategy and funding roadmap

Funding landscape, priority programs, eligibility map, calendar, evidence needs, roles, and submission pipeline.

From $2,500 CAD

Nonprofits, foundations and impact programmes preparing to seek, award or account for funding.

Grant-program design

For foundations, institutions, and public-interest organizations designing their own grantmaking or community-funding programs.

From $5,000 CAD

Nonprofits, foundations and impact programmes preparing to seek, award or account for funding.

Grant-readiness assessment

Assessment of eligibility, governance, evidence, impact model, project readiness, budget readiness, and application gaps.

From $750 CAD

Nonprofits, foundations and impact programmes preparing to seek, award or account for funding.

Social-impact measurement

Impact framework, indicators, data model, evidence plan, reporting structure, and dashboard requirements.

From $2,000 CAD

Project review and independent assessment

Boards, funders, sponsors and project owners who need an independent read on a project they are already inside.

Independent expert review

For infrastructure, technology, governance, digital transformation, community platforms, venture initiatives, and complex operating models.

From $3,000 CAD

Boards, funders, sponsors and project owners who need an independent read on a project they are already inside.

Infrastructure project review

Independent review of project structure, delivery strategy, interfaces, governance, risk, stakeholders, and execution readiness.

From $3,500 CAD

Boards, funders, sponsors and project owners who need an independent read on a project they are already inside.

Project review

Includes an executive review, key risks, strategic observations, priority actions, and a concise written recommendation note.

From $1,500 CAD

Real-world assets, Web3, and tokenization

Asset owners, issuers and platform operators weighing tokenisation against what their assets and regulators actually allow.

RWA and tokenization consultation

Consultation on asset readiness, business model, operating architecture, governance, lifecycle, evidence, controls, and standards alignment.

From $350 CAD

Asset owners, issuers and platform operators weighing tokenisation against what their assets and regulators actually allow.

RWA strategy workshop

A structured workshop covering asset selection, readiness, lifecycle, governance, value flows, operating risks, and implementation priorities.

From $2,500 CAD

Asset owners, issuers and platform operators weighing tokenisation against what their assets and regulators actually allow.

Token economy and contribution-system design

Design for membership, contribution recognition, community incentives, loyalty, access, settlement concepts, and related governance.

From $5,000 CAD

Research, standards, and documentation

Programmes, standards bodies and organisations that need their work written down to a standard others can cite.

Architecture and governance documentation

Professional documentation of operating models, governance frameworks, system architecture, processes, roles, and controls.

From $2,500 CAD

Programmes, standards bodies and organisations that need their work written down to a standard others can cite.

Research partnership

White papers, strategic research, system frameworks, standards development, evidence reviews, and publication support through Atlas Research Programme.

From $5,000 CAD

Programmes, standards bodies and organisations that need their work written down to a standard others can cite.

Technical and document review

Independent review of technical, strategic, operating, governance, and research documents.

From $250 CAD

Smart infrastructure and cities

Public bodies, utilities, developers and programme owners working on connected infrastructure at portfolio scale.

Megaproject and portfolio advisory

Portfolio-level and project-level advisory for complex infrastructure, program architecture, interfaces, governance, delivery strategy, and risk.

Project-based

Public bodies, utilities, developers and programme owners working on connected infrastructure at portfolio scale.

Smart-infrastructure strategy

Strategy for connected infrastructure, data, AI, lifecycle, operations, stakeholders, finance, and public value.

From $5,000 CAD

Speaking, workshops, and executive learning

Conferences, boards, associations and executive teams who want the subject taught rather than presented at.

Executive learning session

An executive team needs to understand a subject well enough to decide on it, using its own material rather than case studies about other people.

From $3,500 CAD

Conferences, boards, associations and executive teams who want the subject taught rather than presented at.

Keynote or featured talk

An audience needs the subject opened by somebody who works in it, not summarised from a deck.

From $2,500 CAD

Conferences, boards, associations and executive teams who want the subject taught rather than presented at.

Professional workshop

A team needs to work through its own problem with somebody who has done it before, rather than be trained on a generic curriculum.

From $1,500 CAD

Venture studio and business services

Founders and operators taking a venture from idea to an operating model somebody can run.

Go-to-market strategy

Target customers, value proposition, channels, partnerships, sales process, evidence, and initial market roadmap.

From $2,500 CAD

Founders and operators taking a venture from idea to an operating model somebody can run.

Startup operating model

Roles, decision rights, workflows, priorities, tools, reporting, governance, and operating cadence.

From $3,500 CAD

Founders and operators taking a venture from idea to an operating model somebody can run.

Venture-discovery workshop

Problem definition, stakeholder map, opportunity, business model, assumptions, risks, and validation plan.

From $2,500 CAD

Founders and operators taking a venture from idea to an operating model somebody can run.

Venture-studio partnership

Available selectively where IOTA Field contributes architecture, operating design, research, network access, implementation support, or long-term venture development.

Fee, equity, revenue-share, or blended structure