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Operational Checklists

B2B SEO and AIO Deployment Checklist
Your complete checklist to deploy SEO and AIO best practices on a B2B website: technical setup, on-page rules, LLM optimization, and GSC monitoring.

GDPR and AI Agents : Pre-Deployment Checklist
What Financial Services companies must implement before deploying AI agents under GDPR and the EU AI Act. A compliance-first checklist for FinTech and banking teams.

AI Agents: Guardrails Checklist and Architecture Decision Framework
Your checklist to use before deploying any autonomous AI agent in a production environment: 24 safeguards divided into 6 categories + Decision framework: MCP vs RAG vs API, with "IF/THEN" table.

Portfolio Company Commercial Diagnostic: Pre and Post-Acquisition Checklist
This checklist provides a structured diagnostic to evaluate a company's business engine before and after acquisition, with rating criteria, expected results and 100-day plan priorities.

Compliance-First AI Implementation: A Checklist for Regulated Industries
This checklist maps the architecture decisions that determine compliance before a single line of production code is written.

Private Equity - Exit Preparation: Revenue Data Room Checklist
This checklist covers what sophisticated acquirers examine, in what sequence, and what the absence of each document signals about the business.
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