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In investor-backed firms, AI and Data decisions are different

Our founders have worked inside VC-backed businesses at every stage. We are not observing this from the outside.

  • Most investor-backed firms have tried AI

  • Few have a board-ready plan

  • Fewer can prove the business impact

  • AI efforts often feel disconnected

  • AI spend is driven by vendor upsells

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If you are being asked to prove AI ROI and governance at the board and exit, we help you make your AI strategy defensible.

Loads of ideas, but no AI plan

We co-create your AI strategy around your commercial targets and investment thesis. It is produced independently, owned by your team, and ready for your next board review.

Big AI spend, no business results

We help you identify which AI projects have and have not delivered EBITDA, cost or growth impact, then design the specific steps to fix or stop them.

Tied to vendors, not your strategy

Vendor commitments made without a clear rationale become liabilities in due diligence. We help you avoid vendor lock‑in and make architecture choices you can defend to buyers and regulators.

Why it matters now:

Investors and acquirers are paying closer attention to how management teams have approached AI decisions. They want to know that choices were made deliberately, that the business owns its data, and that the technology in place strategically serves the businesses strategic outcomes. A well-documented, independently produced plan is a material advantage.


Firms that arrive at their next board review with a clear AI position are in a stronger position than those still working through it. This is the work we do.

Building through an acquisition?

Every business you acquire brings its own data, systems, and technology history. We help you build coherence across the estate before the complexity compounds and impacts your ability to scale.

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​Book a 30‑minute conversation with a PlannedData specialist. 
We will ask about your current position and the source of pressure. You will leave with a clear sense of whether there is a fit.

Let's Discuss Your AI Journey

Ready to explore how independent advisory services can help your organisation navigate AI adoption and data strategy?

Get Started

We begin every engagement with a confidential discussion about your business objectives and current challenges. This initial conversation helps determine whether our advisory approach aligns with your needs and expectations.

Peter Osborn
Chief Executive Officer

Email: peter.osborn@planneddata.com
Phone:  +44 7802 666758

Ashton Williams
Chief Operations Officer

Email: ashton.williams@planneddata.com

© 2025 by Planned Data. Planned Data Ltd. is a limited liability company, incorporated and registered in England under the registered number 16617913, with its registered address at C/O Kilvington Solicitors Westmorland House, Market Square, Kirkby Stephen, Cumbria, United Kingdom, CA17 4QT.

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