Pilot Scope · 30 days

The 30-Day Pilot.

$50k flat. Five production reports. Evaluation framework and audit trail tuned to your workflow. Clean exit on day 30.

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What the pilot delivers.

Five tangible artifacts at the end of 30 days. Everything is production-grade and runs in your environment or ours, your choice at kickoff.

01 · Reports

Five production-quality Deep Dive reports

Twenty-two-section institutional analysis on tickers you choose. Same format and depth that goes into every paid Semper Signum subscription.

02 · Evaluation

Evaluation framework tuned to your workflow

Per-stage scoring rules calibrated against your risk tolerance, coverage universe, and reviewer standards. Thresholds are yours to keep.

03 · Audit trail

Audit-trail schema deployed in your VPC or ours

Every model call logged with prompt hash, parameters, timestamp, and stage lineage. Compliance and risk can audit the schema before handoff.

04 · Monitoring

Drift-monitoring dashboard with your named users

Per-ticker drift scores, per-stage evaluator coverage, and adoption telemetry tied to the specific users your firm authorizes.

05 · Handoff

Handoff runbook and recorded training

A written runbook your internal team operates from after day 30, plus a recorded two-hour training session they can reference indefinitely.

Week by week.

Four weeks, four clear deliverables. No slip, no scope creep. Your PM reviews progress at the end of each week.

Week 1

Discovery + integration

Goal: lock scope, get data pipes connected.
Activities
  • Pick five tickers with your PM
  • Agree on evaluator thresholds per stage
  • Configure the model queue and routing rules
  • Integrate with your research workflow (S3, SharePoint, or direct API)
Deliverable

Integration live in your VPC or ours; first test report on a sandbox ticker.

Week 2

First production reports

Goal: ship the first two or three real reports.
Activities
  • Generate reports on the live tickers
  • Observe evaluators running in production
  • Tune thresholds against your feedback
  • Catch workflow-specific edge cases early
Deliverable

Two to three published reports with full audit trail; first batch of evaluator calibration notes.

Week 3

Evaluation calibration

Goal: remaining two reports plus production-grade tuning.
Activities
  • Ship the remaining reports
  • Tune evaluator thresholds per stage and per ticker family
  • Establish drift baselines for each ticker type
  • Configure human-in-loop escalation rules
Deliverable

Tuned evaluation framework, drift baseline per ticker type, escalation playbook.

Week 4

Handoff + training

Goal: your team runs the system.
Activities
  • Live training session (two hours, recorded)
  • Write the operating runbook
  • Configure alerting to your on-call channels
  • Deliver the adoption dashboard
Deliverable

Runbook PDF, trained team, adoption dashboard with named users, clean production environment.

Success criteria.

Three measurable targets that define a successful pilot. Written into the statement of work, reviewed at day 30.

0.85

Five reports delivered with an average per-stage evaluator score of 0.85 or above.

0

Target: zero reports escalated to human review because of unresolved evaluator failures.

Day 30

Named users trained and running report generation independently by the end of week four.

What happens at day 30.

Three paths, written into the pilot contract. No ambiguity, no auto-renewal, no lock-in.

Most common

Continue to production contract

Annual or quarterly terms. Pricing is quoted after the pilot based on volume, deployment footprint, and integration complexity. No surprise retainers; you see the production terms before you sign.

Rare

Extend the pilot

Occasionally the scope grows mid-pilot because a second business unit wants in, or an integration requirement surfaces late. An extension is scoped and priced transparently before week four ends.

Also fine

Clean exit

Full data export within seven business days, full deletion within thirty days, zero retention. You keep every report, every evaluator threshold, and every audit log produced during the pilot.

Pricing transparency.

$50k is a flat fee, not a starting price. Below is the full scope on both sides of the line.

Included in the $50k

What you get

  • Five production-quality Deep Dive reports
  • Evaluation framework tuned to your workflow
  • Audit-trail schema deployed in your VPC or ours
  • Drift-monitoring dashboard with named users
  • Two-hour recorded training session
  • Operating runbook and escalation playbook
  • Weekly review calls with your PM
Not included

Quoted separately

  • Multi-site or multi-region deployment
  • Custom model training on proprietary data
  • Regulatory certification support (SOC 2 letters, internal audit packs)
  • Integrations beyond S3, SharePoint, or REST
  • Additional tickers beyond the five in scope

Anything outside the included scope is quoted after the pilot, on fixed-fee terms whenever possible. The $50k does not become $90k halfway through.

Who the pilot is for.

Three patterns describe the firms running this pilot today.

01

Research-led firms scaling coverage

For investment teams (5+ analysts) expanding coverage without adding headcount or waiting on sell-side. The pilot proves one analyst paired with Semper Signum produces what three analysts produced the year before.

02

Institutional allocators evaluating AI research

Asset managers, hedge funds, family offices, and insurance investment arms running a vendor evaluation cycle on AI-powered research. The pilot produces the measurable ROI, audit evidence, and adoption telemetry procurement committees require.

03

Firms with an internal AI research roadmap

Teams that plan to build an in-house system over the next year or two and want to start from a working platform, evaluator framework, and audit trail rather than a blank repo. The pilot shortens year one of internal build by six to nine months.

Send me the pilot scope PDF.

One page, summarizing scope, deliverables, day-30 options, and pricing. Goes out the same day.

Or skip straight to a 20-minute call: calendly.com/sempersignum/intro