Growth · AI adoption · Agents & chatbots · Software · Investments

Grow the business. Adopt AI on your terms.

Aurora works with owners and leadership teams to plan the next stage of growth, set up AI that fits the company (local models, cloud services, agents and chatbots), build the software and CRM to run on, and research and manage where the money goes next.

Services

One advisor from strategy to the AI and software that run it.

Most consultancies hand you a slide deck. We stay to pick the tools, build what is missing, and measure whether the plan worked.

Business

Strategy, marketing and the systems that run the company.

Business growth strategy

A clear plan for revenue, margins and operations over the next 12 to 36 months, with the numbers to track it.

  • Market and competitor review
  • Pricing and offer design
  • Operating model and hiring plan

Marketing strategy

Positioning, channels and a content plan tied to a sales pipeline, so marketing spend shows up as enquiries you can count.

  • Positioning and messaging
  • Channel plan and budget
  • Lead tracking in the CRM

Software & CRM development

Custom tools, CRM setup and integrations that fit how your team actually works, built in-house or with our development partners.

  • CRM selection, setup and migration
  • Internal tools and dashboards
  • Integrations and automation

AI

From the first pilot to agents running real work, on your hardware or in the cloud.

AI adoption

Find the work in your company that AI can take on today, pilot it with real staff, and roll it out without disrupting the business.

  • Process audit and opportunity map
  • Pilots with measurable targets
  • Staff training and usage policy

Local vs cloud AI advisory

An independent recommendation on running models on your own hardware or using cloud AI services such as Claude, based on your data, budget and workload.

  • Data residency and privacy review
  • Cost model for both options
  • Reference setup and vendor shortlist

Local AI model setup

We install and tune open models on your own servers or workstations, connected to your documents, so sensitive work never leaves the building.

  • Hardware sizing and procurement advice
  • Model selection, installation and tuning
  • Private document search and staff access

AI agent setup

Agents that carry out multi-step work on their own: processing orders, chasing invoices, preparing reports, updating the CRM, with checks before anything irreversible happens.

  • Workflow mapping and guardrails
  • Integration with your email, CRM and files
  • Monitoring, logs and human approval steps

AI chatbot setup

Customer and staff chatbots trained on your own products, policies and documents, on your website, WhatsApp or internal tools.

  • Knowledge base preparation
  • Website, WhatsApp and Messenger deployment
  • Handover to humans and quality review

AI for trading & financial markets

Research, signal and risk tooling for traders and investment desks: data pipelines, model-assisted analysis, backtesting and strict risk limits. We build the tools and the discipline around them; we do not promise returns.

  • Market data pipelines and dashboards
  • Backtesting and strategy evaluation
  • Risk controls, alerts and execution review

Investments

Independent research and ongoing oversight.

Investment opportunity research

Research on sectors, companies and projects you are considering, with the risks and assumptions written down before money moves.

  • Sector and market sizing
  • Due diligence on specific opportunities
  • Scenario and return modelling

Portfolio management

Ongoing oversight of your investments and business holdings: allocation, performance reporting and the discipline to rebalance when the plan says so, not when the news does.

  • Allocation and risk policy agreed in writing
  • Quarterly performance and risk reporting
  • Rebalancing, exits and new positions reviewed against the policy

The question every client asks

Local AI models or cloud AI?

There is no single right answer. We compare both against your workload and recommend one, or a mix, in writing.

Local models

On your hardware
Data
Never leaves your premises. Suits regulated data, client files and anything under NDA.
Cost
Hardware and setup up front, then low running cost. Pays off with steady, high-volume use.
Capability
Open models handle drafting, classification, search and summaries well; the hardest reasoning tasks lag the frontier.
Internet
Works offline and through power or connectivity outages.
Upkeep
Someone must maintain the machines, updates and model versions.

Cloud AI

Claude and others
Data
Processed by the provider under its terms. Enterprise contracts and regional hosting can cover most compliance needs.
Cost
No hardware; pay per use. Cheap to start, and the bill scales with usage.
Capability
Access to the strongest models for complex analysis, coding and long documents.
Internet
Needs a reliable connection; every request leaves the building.
Upkeep
Provider handles the infrastructure; you manage access, spend and integrations.

Our usual recommendation is a mix: a local model for sensitive or repetitive work, a cloud model for the hard problems, and one internal tool that routes each task to the right place. The advisory engagement ends with a written recommendation, a cost comparison and a reference setup your team or ours can build.

How we work

Four stages, each with something you keep.

Engagements run from a two-week assessment to a year-long retainer. Every stage ends in a document or a working tool, not a meeting.

Discover

Interviews, data review and process walk-throughs. You receive a findings report with the opportunities ranked by value and effort.

Decide

Strategy, tool choices and budget agreed in a written plan with targets for the next two quarters.

Build

Software, CRM, AI setup and marketing assets delivered in short cycles, tested with the people who will use them.

Grow

Monthly reviews against the targets, adjustments as the market moves, and handover so your team can run it without us.

Investment research & portfolio management

Know what you are buying, and keep watching it after you do.

For founders, family businesses and private investors weighing a new venture, acquisition or sector entry. We produce independent research you can take to partners and lenders, and we do not take commissions from any party in the deal.

Once you hold a portfolio of investments or businesses, we manage it against an agreed allocation and risk policy, report on it every quarter, and recommend when to rebalance, add or exit.

Discuss an opportunity or portfolio

What a research brief contains

  1. 1
    Market picture
    Size, growth, regulation and the competitors already there.
  2. 2
    The opportunity itself
    Business model, management, finances and the claims that need verifying.
  3. 3
    Scenarios
    Base, upside and downside cases with the assumptions behind each.
  4. 4
    Risks and conditions
    What could go wrong, and the terms under which we would proceed.
  5. 5
    Recommendation
    Proceed, negotiate or pass, with reasons.

Contact

Start with a conversation.

Tell us about the business and what you want it to look like in two years. The first consultation is a working session, not a sales call.

The quickest way to reach us is the client area: pick a service or open a chat. Or leave an enquiry below and we will reply in chat and by email.

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