One de-risking build. One live demo. One $180K Phase 1 if the room says yes.
The wealth management industry has spent a decade buying software on top of software. Consolidation never happens because every new platform arrives with its own logic about who a client is. Demographics. AUM brackets. Life stage. None of it maps to how a person actually makes decisions under pressure. The 200-advisor Atlanta firm isn't unusual: 65+ tech stacks and no behavioral foundation underneath any of them. When the market moves, the advisors are flying blind.
Leon asked for one or two POC projects to see what a working partnership looks like. I'm writing this the way Hugh asked for it on the call: the logic up front, the numbers where they matter. Two weeks late. One sentence on that, then onward: I wanted to bring a complete picture, not a rough one.
"You can't say that two people living in the same cul-de-sac with a million dollars, two kids, and a wife are exactly the same person. But that's how a lot of models today are driven."
Hugh Massie · April 3, 2026
The Atlanta firm has already looked at three paths to consolidation. The room they're in. And the option we bring.
Reference ranges: Option A based on 2026 senior AI engineer fully loaded cost estimates. Option B: Salesforce Einstein and Microsoft Copilot for Microsoft 365 published rates per user per month. Option C: Deloitte and Accenture AI transformation engagement benchmarks across mid-market and enterprise scopes.
That's the frame. Sections 02 through 04 are how we get there.
Hugh brings the relationship. I build the proof. Three deliverables, fixed price, to walk into that room ready.
Who presents: Hugh and Leon run the room. I am there to demo live, answer technical questions in real time, and show the behavioral logic under the hood. I do not present. I operate.
If Atlanta signs
The advisor cockpit. DNA Behavior integration. The first AI co-pilot. Behavioral IP built in from day one, not bolted on afterward.
At $300 per user per month across 200 advisors, a single enterprise SaaS contract the firm avoids buying is $720K annually. Phase 1 is one quarter of that, paid once. Fixed fee. DNA Behavior owns every line of output.
Partnership economics (revenue share, fixed-fee, or equity) are a separate conversation once the Atlanta firm is signed.
The one build before Atlanta. Leon asked for a reliable person who could actually do a build. This is that build.
Pick one DNA Behavior client, or a composite built from patterns Leon and Hugh see repeatedly, and build the platform they'd want on top of the DNA Behavior API. White-labeled, fully functional: a financial advisor's client-facing tool, a leadership development cohort, an onboarding journey.
The same code, with a different client-facing skin, becomes the live demo asset for the Atlanta prep. One build, two purposes: proof of operator capability and the demo that walks into that room.
Every build above is fixed-price, fully scoped, and ships a working system. Not a deck and a plan.