Independent scoring
Sourcing economics · Revenue durability
What your work costs. Which of your revenue survives AI.
AI is changing what human work costs. Some of your revenue reprices with it and some doesn't, and almost nobody can tell you which is which, in dollars, by when.
For twenty years we have worked out what work costs, where it can be delivered, and what breaks when it moves. That is the discipline that answers the newer question, and the reason our answer has numbers in it.
Fixed fee · Written scope · Fees that never depend on the answer
12 · 24 · 36Months, revenue at risk, dated
FixedFee, written scope
20+Years of sourcing economics
Partnership built on trustStrategy before implementation
What we do
One discipline, asked two ways.
The question we have always answered
What does the work cost?
Rates, supplier economics, where delivery sits, what a unit of work actually costs once you count the handover. Strategic sourcing, outsourcing and supply chain.
Twenty years of it. It earns its keep even without AI in the picture, and it is why our answers come with numbers behind them.
The question AI changed
Which of your revenue survives?
As AI changes what work costs, some revenue reprices and some does not. With VenDI℠, the Venes Durability Indicators for individual revenue streams, we assess every material revenue line, put a dollar figure on what is at risk at 12, 24 and 36 months, and give each exposed line one defence.
Newer work. It rests entirely on the first question, which is why we can put a number on it.
The distinction
Readiness asks whether you can adopt AI. Durability asks whether your customers will still be paying.
Of those two questions, the second is the one that has most often changed what a business is worth.
The usual AI assessment
Can this company adopt AI?
- Data, infrastructure and tooling
- Governance and controls
- Skills and training
- Whether an implementation would succeed
A checklist. Widely available, and it tells you nothing about next year's revenue.
What we do instead
Will this company's customers still be paying in three years?
- Which revenue lines are most exposed, in dollars
- When that exposure becomes real
- What each line costs to deliver today, and after the work moves
- What to do about each exposed line
An answer with a number in it, and the evidence behind every part of it.
Who we work with
Two kinds of buyer, the same question.
01
Companies and boards
Your own revenue, line by line. Which parts are at risk, what each costs to deliver, and a plan for each one. Written so a board can read it, with the workings shown.
02
Investors
The same assessment on a company you are thinking of buying. Dollars at risk at 12, 24 and 36 months, and an appendix your investment committee can examine in detail. Delivered to your deal timetable.
Industries we have written about
The method does not belong to a sector.
These are two we have worked through in public, because they are where revenue is most often priced against human hours, and where the obvious answer turns out to be half wrong.
Paper
Healthcare services
Bedside and licensed clinical work is hands-on and in short supply. Codified back-office work is priced per unit and is being automated now. Most healthcare services companies have both inside one P&L.
Paper
Insurance services
Commission moves with premium, so it falls without anyone renegotiating anything. Processing revenue moves with volume and price. Two clocks, running at different speeds, and only one of them is about AI.
Independence
No software to sell.
We sell no software licenses, and we take no commissions or referral fees from suppliers. Our fees never depend on the answer, and we take no success fees on any engagement. That independence is what makes our answer one you can rely on, and it’s why we publish the principles we hold ourselves to.
Every score comes with its evidence
Principles we publish and stand behind
No success fees
Fixed price, written scope
Start with the question
Tell us the revenue you're worried about.
Name the business, or the part of it, and when you need an answer. You get a scoped fee and an honest view on whether the timing works.
