Discovery & Data Foundation
Forensic audit of every shadow system and data leakage point — then the KaldroaBus is deployed as the Single Source of Truth.
“Nothing is assumed. Everything is documented.”
Technical Sovereignty & Dashboard
The Sovereign SFO Dashboard goes live — real-time, mobile-first, fully branded — and every AI interaction is governed by the IPP 5-Gate framework.
“The machine is built. The data flows.”
Governance & Generational Continuity
The Private AI Clean Room launches, G3 Tech Keys are handed to the next generation, and the MOAR retainer activates on Day 90.
“The family owns everything. We hand over the keys.”
After Day 90
The MOAR Retainer
Month-On-Month Accountability & Reporting. The architecture doesn't run itself — it runs better with Kaldroa maintaining the governance layer. The MOAR retainer is the ongoing accountability engine.
£8,500/month. Activates on Day 90. Cancel on 30 days notice.
The Economics
The Net-Negative Retainer — Proof of Value
Based on a £1B AUM family office. Your figures are calculated in the Health Check.
Part A
Advisory Investment
| Item | Amount |
|---|---|
| 90-Day Institutionalisation Sprint | £95,000 |
| MOAR Retainer (12 months × £8,500) | £102,000 |
| Total Advisory Investment | £197,000 |
Part B
Operational Alpha Generated — Year 1
| Value Vector | Calculation | Annual Value |
|---|---|---|
| Staff hours reclaimed | 480 hrs × £250/hr senior rate | £120,000 |
| Complexity Tax mitigation (35% of benchmark) | 35% × $6.6M JPM benchmark | £2,310,000 |
| Cash drag recovery | 12% idle capital monitored in real-time | £400,000 |
| Data breach risk elimination | 5% probability × £4.1M avg breach cost | £205,000 |
| 1% Rule — terminal wealth gain* | 1% fee saving on £10M over 10 years | £1,629,000 |
| Key-person risk mitigation | Institutional knowledge codified, not trapped | £500,000 |
| Total Operational Alpha Generated | £5,164,000 |
Part C
The Net-Negative Proof
| Total Operational Alpha (Year 1) | £5,164,000 |
| Less: Total Advisory Investment | −£197,000 |
| NET RETURN | £4,967,000 |
| ROI Multiple | 25× |
* The 1% Rule compounds over 10 years to an additional £2.5M+ in terminal wealth. Full 10-year compounding model available on request during your Sovereignty Session.