Services

Three ways we
work together.

All of them begin with honesty. We tell you what AI can do for your business, what it can't, and exactly what it will cost — before you sign anything.

01 — Assess

AI Readiness
Assessment

Most businesses that think they have an AI strategy actually have a subscription list. This assessment changes that.

In two to three structured working sessions, we evaluate your complete AI posture and deliver a written report that tells you exactly where you stand — and where to go next.

What's included
→Current AI tool inventory and actual usage audit
→Data governance posture and sensitive data exposure mapping
→Regulatory exposure analysis (CT law, FINRA, HIPAA as applicable)
→Vendor contract review — flagging liability clauses
→Top 3 ROI opportunities ranked by effort and impact
→Written 15–20 page AI Readiness Report + executive briefing
$3,500–$8,000
One-time · 2–3 weeks
Start with a free session →
Sample report output
Overall AI Risk Score 62 / 100
Data exposureHigh
Governance postureMedium
Regulatory complianceMedium
Implementation readinessGood
Top opportunity identified
Automate proposal generation
Estimated 11 hours/week saved across team. Implementation cost $12K, payback in 4 months.
02 — Data Intelligence & Implementation

AI Strategy &
Implementation

This is where most firms stop at PowerPoint slides. We don't. We build the data intelligence layer, select the tools, and deploy them — then we measure what happened.

Our specialty is understanding where your data creates strategic leverage — and building AI systems that actually use it. Not generic automations, but intelligence tailored to how your business operates.

What's included
→Data intelligence mapping — where your data creates competitive advantage
→Tool selection and vendor negotiation (no kickbacks)
→Workflow redesign and integration architecture
→Staff training and change management
→90-day ROI tracking report — shareable with your board
$8,000–$25,000
Project-based · 6–12 weeks
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Our specialty: data intelligence
We go beyond "use ChatGPT for emails." We identify the data your business already has — CRM records, financial patterns, client history — and build AI that turns it into decisions, not just outputs.
What makes us different
Legacy AI consultants charge $400–$600/hour for junior staff using the same tools you could buy yourself. Valem charges half that rate and brings senior-level expertise from military operations, investment banking technology, and cybersecurity to every engagement.
ROI example
23 hours/week saved
Westport financial advisory firm · AI-assisted report generation · 4-month payback
03 — Sustain

Fractional
AI Officer

AI governance is not a one-time event. The regulatory landscape shifts monthly. New tools create new risks. Staff turn over. The work continues — this engagement continues with it.

Our retainer clients get a dedicated AI governance partner embedded in their business — attending key meetings, reviewing vendor contracts, running quarterly risk assessments, and responding to incidents before they become liabilities.

Monthly deliverables
→Dedicated point of contact for all AI governance questions
→Vendor contract and ToS review as needed
→Regulatory development monitoring and briefings
→Quarterly AI risk score update and roadmap review
→Incident response coordination and post-mortem
$2,500–$5,000/mo
3-month minimum · Ongoing
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vs. full-time hire
$2,500
Valem retainer /mo
$25,000+
Full-time AI exec /mo
10× the value. Same expertise. No overhead.
Typical client profile
Mid-market companies with 20–200 employees in financial services, insurance, legal, or healthcare. They need AI governance expertise continuously but can't justify a full-time executive hire. Most retainer relationships run 12–24 months.

Not sure which service
fits your situation?

Start with a free 90-minute roadmap session. We'll tell you exactly what makes sense for your business — and what doesn't.

Book your free session →