Your team already uses AI. Someone should be managing it.
We find the AI tools your staff are already using, measure what they cost, put governance around them, and help you decide where they should go next.
The number you think is right is always low.
Ask most firms how many AI tools they use and the answer comes from the licenses they bought. The real number is always higher, because staff sign into free tiers with their work email, browser extensions read whatever document is open, and someone pastes a draft agreement into a consumer chatbot when waiting for the approved tool would have taken longer.
None of that is misconduct. It happens whenever capable tools arrive faster than the policies that should cover them. In an unregulated business the result is untidy. In a hedge fund, a REIT or a law firm it becomes an unrecorded data-handling practice that sits outside every control you attest to.
We manage all four areas as one program.
Shadow AI discovery
We find every AI tool your firm actually uses, across your Microsoft 365 tenant, your managed endpoints, and any third-party application holding an OAuth grant against your data. We rate each one on the access it holds, so an obscure extension that can read every document outranks a familiar brand that can read nothing.
- Full inventory across tenant, endpoints and connected applications
- Risk rating based on real data access and permission scope
- OAuth and connector grants reviewed, including ones users approved themselves
- New tools surfaced as they appear, months ahead of renewal
Spend and adoption
AI spend fragments quickly. Part of it sits on the Microsoft bill, part goes on departmental cards, and part hides inside tools that added an AI tier at the last renewal. We consolidate all of it, then check how many of the seats you pay for anyone actually uses.
- Consolidated AI spend across providers, teams and license types
- Seats paid for versus seats actually active
- Adoption by team, so you can see who has stalled
- Forecasting built from your actual run rate
Governance and policy
We write your AI usage policy, maintain the approved-tool list, and record which control covers which capability, in the format your compliance file already uses. A registered firm has to evidence its AI posture when an examiner asks, and that takes documentation written before the question arrives.
- Written AI usage policy, drafted for your regulatory profile
- Approved-tool list, maintained as the market changes
- Controls mapped to the frameworks you already report against
- Written assessments on new connector and integration requests
- Audit trail available when examiners, LPs or clients ask
Fractional AI leadership
Reporting tells you what is happening across your AI estate. Someone still has to decide what to do about it, and most firms your size cannot yet justify a full-time hire for that. Your JuvinTech AI officer covers the role for the hours it actually takes.
- Every finding resolved into a decision to fix it, accept it or schedule it
- Prioritized roadmap with a named owner against each item
- Budget modeling for the year ahead
- Executive and board-level reporting in plain language
We set a baseline, then review it quarterly.
Most AI reporting arrives as a document, gets read once, and says nothing about what changed since the last one. Every report we produce measures against the baseline we agreed with you, so the change itself becomes the finding.
📋AI Estate Baseline
We run discovery against your live environment: your tenant, your endpoints and your connected applications. You get a written record of what is running, who can reach what, and where your exposure sits today.
- Complete AI tool and connector inventory, risk-rated
- Consolidated spend and adoption position
- Gap analysis against the controls you already report against
- The agreed reference point every later review measures against
🔄AI Estate Review
Every quarter we re-run the estate and show you what moved, including tools that appeared, permissions that changed, spend that drifted, and teams whose adoption rose or stalled. Your JuvinTech AI officer then turns those findings into decisions, each with a named owner.
- Change measured against the previous quarter's baseline
- Drift from the approved posture identified and closed
- Every finding resolved to a fix, an acceptance or a scheduled date
- Roadmap and budget updated for the coming quarter
Regulated firms cannot defer this.
For a financial services firm the serious risks are specific. Material non-public information ends up sitting in a third-party model. Privileged communication passes through an unapproved tool. A client-data flow exists that nobody can describe when an examiner asks about it.
JuvinTech works with financial services firms across the New York tri-state area — hedge funds, private equity, REITs, accounting practices and law firms. We build the controls around the obligations you already carry under SEC examination, LP diligence and your own client agreements.
You pay one flat monthly fee.
The right scope depends on the size of your estate, so we quote the number once we have seen it. The structure below is the same for every client.
We credit the baseline back
The AI Estate Baseline is a paid engagement — it is real work against your live environment. If you go on to the ongoing program, we credit the full cost against your first quarter.
One flat monthly fee
We bill the ongoing program monthly, and the fee covers every user we support. The price holds steady whether your staff use AI heavily or barely at all.
We quote build work separately
When a review concludes that you should automate something, we scope and quote that build as its own project, and no work starts until you approve it.
Find out what is actually running.
Start with one conversation, then a baseline against your live environment. Within about three weeks you will have a documented picture of where your AI exposure sits.
Or call +1 (888) 590-2152 · Monday to Friday, 9:00am–6:00pm Eastern