Corporate Strategy & the CFO Office

The decision on the table and the capital it commits. The alternatives already on the shortlist. The market and filing evidence behind the base case. The executive committee that reviews it and the board that has to approve it.

• ·SEC — issuer filings, disclosure and comparable-company evidence
• ·Federal Register · eCFR — US regulatory text bearing on the plan
• ·FTC — competition and merger review standards
• ·IRS — US tax treatment of the structure
• ·OECD · IMF — macro outlook and cross-border policy for multi-jurisdiction operations
• ·EUR-Lex — EU legislation for cross-border operations

Every claim carries a provenance tag. [SOURCED] means traced to a verified reference. [INFERRED] means analytical inference — flagged automatically. Claims that cannot be traced are labelled as inference, never presented as fact.

• The Architect maps the plan itself — the allocation, the alternatives rejected, and the record the board will ask to see.
• The Strategist reads the market data and the three-year horizon the plan is actually betting on.
• The Engineer works the numbers behind the case — the filings, the comparables, and where the base case is sensitive.
• The Counsel surfaces the regulatory, tax and cross-border exposure, and what is market-sensitive enough to control.
• The Contrarian sole mandate: argue this is the wrong use of the capital, and name the alternative you would fund instead.

Five complete analyses. Five distinct angles. Not five versions of the same answer. Then they challenge each other, anonymously. Then they converge — and when one perspective refuses to, that dissent is preserved rather than averaged away.

Output:GO / PIVOT / NO GO / INSUFFICIENT BASIS · Confidence score · Decision matrix · Minority Report · Testable predictions.

Questions Pilot5.ai helps with

• Does this strategic plan hold up, or have we only stress-tested the option we already preferred?
• Which alternatives did we reject, and can we defend rejecting them to the board?
• Where does our recommendation break first if the market data moves against us?
• What is the hardest question the executive committee will ask before this reaches the board?
• What is the strongest argument against committing this capital, and how do we answer it?

Common questions

Is our internal planning data confidential?

Strategy content is never used to train any AI model. A pseudonymization layer replaces personal and company identifiers with reversible tokens before the models see them, restoring them only in your result — automated detection reduces what reaches a provider, though it cannot guarantee elimination. Each deliberation leaves a timestamped record you can retrieve by ID. Retention periods and Zero Data Retention mode are set out in our Privacy Policy.

Does it replace the strategy team or the consultants we already use?

No. It is the challenge function your own deck is least likely to contain: five independent readings, with the objection to the recommendation preserved rather than resolved. What goes to the board is still yours to write and to defend.

What does it cost to run before a board meeting?

The estimate is shown before the deliberation runs, reserved at launch, settled on completion, with any excess refunded. Current rates are on the pricing page.