KIZATA

Kizata · The Practice

The Executive AI Workflow product family

Three tiers. One operating system. Foundation for the single-venture CEO learning the methodology on themselves first. Executive for the operator running a serious company with counsel- aware work. Portfolio for the operator orchestrating an ecosystem. Modules add on à la carte alongside any tier.

Foundation ↓Executive ↓Portfolio ↓

Tier · Foundation

Executive AI Workflow: Foundation

An installed operating system for a single-venture CEO who wants three workflows running clean by Day 30.

Who it's for

For the operator-CEO running one company who is drowning in email, walking into meetings unprepared, and making decisions without structured thinking. Foundation installs the three highest-leverage workflows, calibrated to your voice, supported through a Day 30 milestone review. You learn the methodology on the workflows that matter most. Modules add on as you need them.

Best fit: Single-venture CEOs in the $1M to $5M revenue range. Owner-operators testing the methodology before committing to a larger install. Vistage and peer-group operators who want a tested operating discipline they can bring to their cohort.

What this replaces in your week

  • The 60-minute morning email block compresses to under 20 minutes, with a structured triage of what needs your hand and what does not
  • The "what should I prep for this meeting" scramble disappears, replaced by a structured briefing ready before you walk in
  • The decision-support memo that took two hours to draft takes thirty minutes, with the structure of your reasoning intact

What you receive

  • A 60-minute discovery session with regulatory pre-flight
  • A configured AI environment scaffolded for a single-venture operator
  • The high-leverage workflows for a single-venture CEO, installed and tested over two weeks
  • Crisis Communications Mode as a standard workflow, ready for when something goes sideways
  • Voice and decision register calibrated to how you actually communicate
  • A customized Operator Playbook covering data-handling rules, output-verification protocols, the litigation hold protocol, and the counsel-review procedure
  • A 30-minute training session focused on the highest-leverage installed discipline
  • A Day 30 milestone review and monthly refinement on the retainer

Out of scope

  • Cross-venture orchestration (Portfolio tier territory)
  • Specialized modules (Pipeline, Expense, Board, Capital Partner, Regulatory, Vendor) sold à la carte alongside this tier
  • PHI-touching workflows unless an Enterprise-tier AI platform with a signed Business Associate Agreement is in place
  • Counsel review for restricted categories: recommended for any operator doing board, capital partner, or regulatory work; Executive tier integrates this standard

Install with monthly retainer · 4-week delivery

Request a Foundation discovery call

Tier · Executive

Executive AI Workflow: Executive

The full installation. The full operating system. Calibrated to one operator running a serious company.

Who it's for

For the operator-CEO of a $5M to $15M business who has stopped pretending the operational load is sustainable. Executive is the full configured AI environment, the full Operator Playbook delivered and customized, and a quarterly tuning practice that keeps the system current as the business evolves. This is the tier most clients land on.

Best fit: $5M to $15M revenue operators. CEOs running multi-team companies with private-company board work, capital partner relationships, or regulated-industry exposure. Operators who want the system that runs the executive function, not just an email triage upgrade.

What this replaces in your week

  • Board memos, regulatory communications, and capital-partner updates move from your desk to a documented workflow with structured counsel review where required
  • The counsel-review procedure becomes a structural part of the routine, not a fire drill that consumes a Thursday
  • Cross-functional decisions get documented in real time, not reconstructed at quarter-end when you need to remember what you decided and why

What you receive

  • A 90-minute discovery session with full regulatory pre-flight
  • A configured AI environment scaffolded for your operating reality, with a cross-cutting executive workspace
  • The full configured workflow library for the operator running a serious company, installed and tested over four weeks. Crisis Communications Mode standard. Counsel review for restricted categories integrated as a standard component.
  • Voice and decision register calibrated with the depth that matches your communication volume
  • A customized Operator Playbook with full regulatory-environment fit
  • Customized data-handling rules with quarterly refresh
  • A 60-minute training session covering the high-leverage installed disciplines and Crisis Communications Mode
  • Day 30, Day 60, and Day 90 milestone reviews
  • Weekly check-ins, quarterly tuning sessions, ongoing prompt template additions, and memory hygiene on the retainer

Out of scope

  • Multi-venture orchestration at 12+ entities or ecosystem scale (Portfolio tier)
  • Public-company board work, registered investment advisor work: out of product scope
  • Resume screening, performance ratings, termination drafting about identified employees: never in scope under any tier (AEDT exclusion per NYC LL 144, IL HB 3773, CA ADMT, CO SB 24-205, CT SB 5)

Install with monthly retainer · 6 to 8-week delivery

Request an Executive discovery call

Tier · Portfolio

Executive AI Workflow: Portfolio

For the operator running a portfolio. Multi-entity. Multi-regulatory. One operating discipline across all of it.

Who it's for

For the operator-CEO running an ecosystem: multiple entities, multiple regulatory frameworks, multiple stakeholder groups. Portfolio installs AI as the orchestration layer across all of it, with venture-specific workspaces scaffolded, a cross-venture executive workspace for portfolio-level work, and a quarterly cadence that keeps the system aligned with how the portfolio actually evolves. This is the tier where multi-venture operators stop reinventing the wheel each Monday morning.

Best fit: Multi-venture operators ($15M+ total revenue across the ecosystem). Founders running franchise networks, holding companies, mission-aligned ecosystems, or family offices. Operators who already have 5+ entities or are building toward that scale.

What this replaces in your week

  • Cross-venture orchestration that used to live in your head moves to a configured operating layer with venture-specific context preserved
  • Two ventures or twelve, the operating cadence dashboard refreshes twice weekly and surfaces what needs your attention
  • Custom workflows specific to your portfolio shape (the LP-funded venture, the regulated venture, the private-board venture) calibrated to each regulatory frame

What you receive

  • Multi-session discovery (three to five sessions) with full regulatory pre-flight per venture
  • A configured AI environment scaffolded for your portfolio architecture, with a cross-venture executive workspace
  • The full configured workflow library plus operator-specific custom workflows tailored to your portfolio shape, installed over six weeks. Crisis Communications Mode standard across all venture workspaces.
  • Counsel review active across all ventures for restricted categories
  • Per-venture regulatory mapping with the relevant modules attached (Capital Partner for the LP-funded venture, Regulatory for the licensed-industry venture, Board for the private-board venture)
  • Voice and decision register calibrated with cross-venture depth
  • A customized Operator Playbook with per-venture appendices
  • Per-venture data-handling rules with quarterly refresh
  • Multi-session training (60 minutes plus 60 minutes)
  • Day 30, Day 60, and Day 90 milestone reviews
  • Weekly check-ins, quarterly tuning sessions per venture cluster, regulatory monitoring across all applicable frameworks, and annual executive-level review on the retainer

Out of scope

  • Public-company holding company work: out of product scope
  • Registered investment advisor or broker-dealer work: out of product scope
  • Single-venture installations (Executive tier handles those)

Install with monthly retainer · 8 to 12-week delivery

Request a Portfolio discovery call

Standard in every tier

Crisis Communications Mode

Every install carries Crisis Communications Mode as a standard workflow. The mode exists for the communications you would be asked about in deposition: regulatory inquiries, employee crises, customer or partner disputes, cybersecurity incidents, material adverse events.

The design is intentional. The operator drafts first. The workflow edits and refines under pressure. Counsel reviews before release. Every output carries a watermark requiring counsel review. The litigation hold protocol triggers automatically on workflow invocation.

Crisis Communications Mode is not a separate purchase. It is standard in Foundation, Executive, and Portfolio because every operator-CEO will need it eventually, and pricing it separately misaligns our incentives with yours.

How an install works

  1. STEP 1

    Discovery

    We walk your operating reality, your regulated data exposure, and the parts of your week breaking first. The discovery call qualifies tier fit, scope, and pricing in one conversation.

  2. STEP 2

    Install

    The system gets configured, calibrated to your voice and decision register, and stood up against your regulatory environment. You're using it before the install finishes.

  3. STEP 3

    Operate

    The retainer covers ongoing calibration, regulatory monitoring, and quarterly tuning. The system stays current as your business and the regulatory frame change.

You operate. AI executes.

Governance is not a feature we bolt on. It is the product.

We do not sell AI tools. We install operating systems.

The difference matters more than the wording suggests. A tool gets demoed, gets bought, gets forgotten in a tab three weeks later. An operating system gets installed, gets calibrated to one operator's voice and judgment, and gets defended in deposition six months later. The first one creates a productivity story you tell investors. The second one creates a system you can run a regulated business on for five years without it becoming Exhibit A.

Every install we ship carries six structural protections. Not as an add-on. As the product itself.

The six structural protections

Protection 1

A configured platform, not a consumer subscription

Every install runs on a platform tier appropriate to the operator's regulatory environment. If you handle protected health information, the install runs on an Enterprise tier with a signed Business Associate Agreement and the appropriate compliance mode enabled. We will not install on consumer tiers that lack the required compliance coverage for an operator's regulated data. Regulatory pre-flight is the first deliverable, not the last.

Protection 2

A documented Operator Playbook

Every install ships with a customized Operator Playbook covering data-handling rules, output-verification protocols, the litigation hold protocol, and the counsel-review procedure. The methodology is the deliverable, not the chat sessions.

Protection 3

Counsel review for restricted categories

Contracts, regulatory filings, board memos with legal content, capital partner forward-looking statements, and crisis communications never go out the door without counsel review. The workflow generates a structured handoff for your counsel; counsel reviews; the operator integrates and submits. Kizata is not a law firm. Your counsel stays in the loop.

Protection 4

Hard exclusion of automated employment decisions

No tier of any install screens resumes, ranks candidates, drafts performance ratings, or generates termination memos about identified employees. NYC Local Law 144, Illinois HB 3773, California ADMT, Colorado SB 24-205, Connecticut SB 5: we read them before we built the product. Where workforce communications work is in scope, it operates with explicit non-employment-decision boundaries and operator-acknowledged controls.

Protection 5

Litigation hold and incident response, built in

Every install ships with a litigation hold protocol that triggers when needed and an incident response playbook for suspected breach or account compromise. You do not get to think about these for the first time when they happen.

Protection 6

Quarterly tuning, not set-and-forget

The retainer covers quarterly recalibration: voice fidelity, memory hygiene, data-handling rule refresh, regulatory monitoring. State AI laws change. Regulatory frameworks change. Your business changes. The install stays current.

The system most operators encounter is a chatbot with a clever name. The system we install is an operating discipline you can defend, transfer, and evolve.

Built by an operator who has run them.

Kirk Tramble. Operating roles at Chevron, Oracle, Apple, and Nitro. Berkeley EECS, Dartmouth Tuck MBA. Recent Interim Executive Director of a $16M nonprofit. Six months of running Kizata operations on the methodology before installing it for anyone else.

Built for the operator's regulatory reality, not the vendor's demo.

Frameworks we have configured against in the past year span financial services and lending regulation, federal contractor compliance (FASCSA), the disability services framework (DDS Title 17 / Lanterman / WIC §4500), healthcare data protection, occupational safety, and education data privacy. State AI employment laws across multiple US jurisdictions. EU AI Act extraterritorial reach.

Counsel-friendly by design.

Every install carries a master services agreement structured to allocate AI-installation responsibility cleanly. Counsel-of-record for each regulated domain is identified at install. Your counsel sees the work product on restricted categories before it leaves your building; your counsel approves it.

Founding-customer engagement open through Q3 2026

Kizata is taking founding customers through Q3 2026. Founding clients receive priority delivery, case-study collaboration, and locked retainer terms through 2027. After the founding window closes, public pricing applies.

Request founding-customer callSubscribe to Operator Notes