Services
What we take on
Engagements scoped before they start, delivered by named people, with the boundaries written down.
Get in touchAI and operating systems
AI agent design
Design of a focused agent for a defined workflow, including instructions, context, actions, controls, evaluation, and operating rules.
From $2,500 CAD
AI knowledge base and RAG design
Structuring organizational knowledge across platforms such as Notion, SharePoint, OneDrive, and connected repositories for reliable AI retrieval and use.
From $2,000 CAD
AI operating-system design
Design of an AI-enabled operating model, agent architecture, knowledge architecture, governance boundaries, human approvals, and automation roadmap.
From $3,500 CAD
AI readiness assessment
Assessment of processes, data, knowledge, security, governance, use cases, and practical opportunities.
From $1,500 CAD
Digital transformation blueprint
Current-state assessment, target operating model, technology and information architecture, prioritized roadmap, and implementation sequence.
From $4,500 CAD
Enterprise operating-system design
A broader operating-system architecture for companies, foundations, associations, portfolios, and multi-entity ecosystems.
From $7,500 CAD
Accounting and business operations
Accounting-system review
Review of account structure, transaction workflow, documentation, reporting logic, entity separation, and management-information needs.
From $750 CAD
CFO advisory
Management reporting, planning, controls, finance operations, budgeting, decision support, and strategic finance coordination.
From $250 CAD
CRA and SR&ED preparation support
Documentation, evidence organization, technical narrative support, cost classification, and coordination with qualified tax and accounting professionals.
Project-based
Entrepreneurial chart of accounts design
Custom chart of accounts for startups, nonprofits, Web3 initiatives, project-based organizations, holding structures, and multi-entity operations.
From $1,200 CAD
Financial operating-system design
Financial workflows, responsibility matrix, documentation rules, management reporting, evidence, approvals, and dashboard architecture.
From $4,000 CAD
Advisory
AI-Assisted Operating System Architecture
Many organizations operate through disconnected tools, documents, emails, messages and spreadsheets. Decisions are difficult to trace, responsibilities are unclear, knowledge is repeatedly reconstructed, and key information depends on individual memory. AI tools are then added without a reliable source of truth, defined workflows, access boundaries or human accountability.
By proposal — based on the number of workflows, users, systems, integrations and required implementation depth.
Field Architecture & Strategic Alignment Sprint
Complex initiatives often begin with a strong idea but no shared operating structure. The opportunity, stakeholders, roles, decisions, assets, risks and path to execution remain fragmented—creating repeated conversations, unclear ownership, premature commitments and stalled implementation.
By proposal — fixed fee based on scope and complexity.
Venture, Project & Portfolio Readiness Review
Organizations and asset owners often accumulate projects, ventures, assets and partnership opportunities without a consistent decision framework. Information is fragmented, priorities compete, and important questions about evidence, governance, capacity, capital, risk and execution readiness remain unresolved. This makes it difficult to decide what should proceed, be validated, be redesigned, be paused or be stopped
By proposal — based on the number of projects or assets, complexity and required review depth.
Community and ecosystem services
Chapter-development framework
Design of chapter purpose, governance, membership, participation, programs, reporting, and relationship to the parent organization.
From $2,500 CAD
Community and ecosystem strategy
Governance, membership, stakeholder design, participation pathways, incentives, programming, growth, partnerships, and operating model.
From $3,500 CAD
Community operating system
A structured operating system for associations, foundations, professional communities, chapters, and innovation networks.
From $6,000 CAD
Discovery and advisory
Executive advisory session
A deeper decision session covering architecture, strategic choices, risks, priorities, roadmap, and implementation sequencing.
From $500 CAD
Introductory discovery call
A brief conversation to understand the project, determine fit, and identify the most useful next step.
From $0 CAD
Strategy session
A focused session for founders, executives, investors, associations, nonprofits, and project leaders. Typical topics include strategy, operating models, AI, digital transformation, ecosystem design, RWA, project direction, and portfolio-level decisions.
From $250 CAD
Granting and social impact
Community impact report
Structured impact reporting for sponsors, boards, partners, funders, and public communication.
From $1,500 CAD
Grant proposal development
Proposal structure, narrative, work plan, outcomes, budget coordination, evidence checklist, and application package support.
From $3,500 CAD
Grant strategy and funding roadmap
Funding landscape, priority programs, eligibility map, calendar, evidence needs, roles, and submission pipeline.
From $2,500 CAD
Grant-program design
For foundations, institutions, and public-interest organizations designing their own grantmaking or community-funding programs.
From $5,000 CAD
Grant-readiness assessment
Assessment of eligibility, governance, evidence, impact model, project readiness, budget readiness, and application gaps.
From $750 CAD
Social-impact measurement
Impact framework, indicators, data model, evidence plan, reporting structure, and dashboard requirements.
From $2,000 CAD
Project review and independent assessment
Independent expert review
For infrastructure, technology, governance, digital transformation, community platforms, venture initiatives, and complex operating models.
From $3,000 CAD
Infrastructure project review
Independent review of project structure, delivery strategy, interfaces, governance, risk, stakeholders, and execution readiness.
From $3,500 CAD
Project review
Includes an executive review, key risks, strategic observations, priority actions, and a concise written recommendation note.
From $1,500 CAD
Real-world assets, Web3, and tokenization
RWA and tokenization consultation
Consultation on asset readiness, business model, operating architecture, governance, lifecycle, evidence, controls, and standards alignment.
From $350 CAD
RWA strategy workshop
A structured workshop covering asset selection, readiness, lifecycle, governance, value flows, operating risks, and implementation priorities.
From $2,500 CAD
Token economy and contribution-system design
Design for membership, contribution recognition, community incentives, loyalty, access, settlement concepts, and related governance.
From $5,000 CAD
Research, standards, and documentation
Architecture and governance documentation
Professional documentation of operating models, governance frameworks, system architecture, processes, roles, and controls.
From $2,500 CAD
Research partnership
White papers, strategic research, system frameworks, standards development, evidence reviews, and publication support through Atlas Research Programme.
From $5,000 CAD
Technical and document review
Independent review of technical, strategic, operating, governance, and research documents.
From $250 CAD
Smart infrastructure and cities
Megaproject and portfolio advisory
Portfolio-level and project-level advisory for complex infrastructure, program architecture, interfaces, governance, delivery strategy, and risk.
Project-based
Smart-infrastructure strategy
Strategy for connected infrastructure, data, AI, lifecycle, operations, stakeholders, finance, and public value.
From $5,000 CAD
Speaking, workshops, and executive learning
Executive learning session
An executive team needs to understand a subject well enough to decide on it, using its own material rather than case studies about other people.
From $3,500 CAD
Keynote or featured talk
An audience needs the subject opened by somebody who works in it, not summarised from a deck.
From $2,500 CAD
Professional workshop
A team needs to work through its own problem with somebody who has done it before, rather than be trained on a generic curriculum.
From $1,500 CAD
Venture studio and business services
Go-to-market strategy
Target customers, value proposition, channels, partnerships, sales process, evidence, and initial market roadmap.
From $2,500 CAD
Startup operating model
Roles, decision rights, workflows, priorities, tools, reporting, governance, and operating cadence.
From $3,500 CAD
Venture-discovery workshop
Problem definition, stakeholder map, opportunity, business model, assumptions, risks, and validation plan.
From $2,500 CAD
Venture-studio partnership
Available selectively where IOTA Field contributes architecture, operating design, research, network access, implementation support, or long-term venture development.
Fee, equity, revenue-share, or blended structure