Know which your AI initiatives are worth funding – and which aren't

Move from uncertainty to confident decision-making with AI Profitability Discovery - a finance-driven view of which AI projects create real value.

Book Your Consultation

Book Your AI Profitability Discovery Consultation

Finance-First AI Strategy

Capital 8X is a New York-based financial advisory founded by experts from Rothschild & Co and McKinsey & Co. We combine 15+ years of experience in corporate finance and technological transformation with proprietary methodology for AI value creation. We accelerate our clients' business growth by helping them architect and finance profitable AI initiatives.

How It Works

We apply the Capital8X AI Compass methodology – an academically validated, finance-driven approach that links cost centers and growth levers to viable AI solutions.

1. Strategic & Operational Fit

We analyze financials to pinpoint cost and growth areas where AI can move the needle.

2. Process Decomposition

We break down target workflows to identify the true drivers of inefficiency and value leakage.

3. AI Solution Mapping

We match these drivers to proven AI solution types with a track record of real gains (typically 30%+ productivity).

4. Financial Modeling

We estimate the investment envelope vs. financial upside based on historical benchmarks.

5. Prioritization for Leadership

You receive a ranked inventory of projects that are worth funding first.

What You Get

You receive a board-ready finance-first assessment that shows:

1. AI Opportunity Register: a ranked list of your most financially meaningful AI initiatives

2. AI Project Concepts: clear outlines describing impact, expected gains, and investment level

3. Implementation Direction: which initiatives to sequence first to begin capturing returns sooner

4. Financing options: how to fund your AI project

This is not a technical audit - it's a capital allocation clarity tool for AI.

Who It's For

This engagement is designed for executive teams that need financial clarity around AI investment decisions – especially when AI is competing with other strategic initiatives.

Best suited for:

CFOs allocating capital

CEOs and founders
setting AI direction

CIOs/CTOs seeking
funding approval

SaaS / B2B
growth-stage companies

Financial services
organizations

Ecommerce + inventory-heavy
operators