ConsultancyOS
ConsultancyOS Deliver

Deliver senior quality from every desk.

Deliver is the AI delivery engine inside ConsultancyOS. It turns the firm's methodology, documents and expertise into AI agents and agentic teams that do the client work. Your method becomes software. Your documents become intelligence. The AI is grounded in your IP and governed under your control. Juniors ship senior quality on the first pass. Seniors stop being the bottleneck and start being leverage. The work stops living in three or four heads and starts living in a system the whole firm runs on.

Request accessSee how work flows

Founding cohort. Applications reviewed weekly. Selected firms only.

Deliver Workspace
The engagement, grounded. A workspace conversation with the agentic team that knows the client, the method and the deliverable.
Built for IT services and consulting firmsGrounded in your IPFrom the team behind Loading Growth
The delivery problem

The work lives in heads. The heads are the bottleneck.

Every firm has a way it delivers. The method that wins the work and protects the margin. It lives in a handful of senior consultants and a folder of decks nobody can find. When those people are busy the quality drops. When they leave it walks out the door. Deliver moves that method into the system, so the firm stops betting its reputation on who happens to be free that week.

Today
  • The method lives in three or four senior heads
  • Juniors start every deliverable from a blank page
  • Client documents get read once and forgotten
  • AI is a side panel with no memory of the engagement
  • Quality depends on who is staffed, not on the firm
  • When a partner resigns, the playbook resigns with them
With Deliver
  • The method is encoded into processes and agents
  • Juniors start from the firm's best work, every time
  • Documents become a grounded, searchable intelligence layer
  • Agents know the client, the method and the deliverable
  • Quality is a property of the system, reviewed by seniors
  • The IP belongs to the firm and stays when people move on
Three premises

Deliver rests on three ideas.

Most AI tools hand the firm a generic model and hope. Deliver does the opposite. It treats the firm's way of working as the asset and the AI as the engine that runs on top of it. Three premises hold the whole system together.

Methodology as software

The firm's way of delivering becomes structured processes, templates and agents. Versioned, governed, and executable inside the work. Not a deck about the method. The method itself, running.

Documents as intelligence

Client material, past engagements and the firm's reference library become a grounded knowledge layer. The agents reason over what the firm actually knows, with citations, not over the open internet.

AI inside your control

Every agent runs under the firm's governance. Your models, your guardrails, your tenant. Outputs are auditable and versioned. Reviews are mandatory where they matter. The firm owns the IP and the audit trail.

How work flows

Six steps from kickoff to a deliverable the firm is proud of.

A consultant opens the workspace and the firm's method is already there. The agentic team carries the engagement from raw client material to a reviewed, on brand deliverable, with a senior in control at every checkpoint.

  1. 01

    Open the engagement workspace

    A consultant opens the workspace for the client. The method, the context and the agentic team are already wired in. There is no blank page.

  2. 02

    Ingest the client material

    Contracts, transcripts, decks and data go into a document intelligence session. The agents read it, structure it, and ground their answers in it with citations.

  3. 03

    Start the process or pick an agentic team

    Choose a process template for the deliverable, or hand the work to an agentic team that already knows the firm's standard for this kind of engagement.

  4. 04

    Agents draft the first sixty percent

    The team produces the first pass: analysis, structure, draft sections, the SOPs and artefacts the engagement needs. In the firm's voice, against the firm's method.

  5. 05

    A senior reviews and steers

    The work lands at a review checkpoint. A senior approves, redirects or refines. Nothing reaches the client without the human in control signing off.

  6. 06

    Ship, capture and improve

    The deliverable ships on brand. What worked is captured back into the method, so the next engagement starts from an even better baseline.

The IP, made operational

Three surfaces turn the method into work.

Encoding the firm's IP is not a document exercise. It produces three working surfaces. Process Templates hold the firm's repeatable delivery. The Process Stepper runs those steps inside a live engagement. The SOP Workbench turns tribal know how into standard operating procedures the whole team can run. Together they are the moat. The method stops living in heads and starts living in the system that does the work.

Deliver Templates
Process Templates
The firm's repeatable delivery, captured as reusable process templates. Steps, inputs, outputs, agents and checkpoints. Spin up a new engagement from the firm's best version of the work in seconds.
Deliver Stepper
Process Stepper
The template running inside a live engagement. The team moves through the firm's method step by step, with agents on each step and a senior signing off at the checkpoints that matter.
Deliver SOP Workbench
SOP Workbench
Turn how a senior actually does it into a standard operating procedure. Draft from a recording or a document, refine with the agent, publish a versioned SOP the whole firm can run and the AI can execute.
Inside Deliver

Eleven surfaces. One delivery engine.

These are the screens the delivery team works in every day. The workspace where the agentic team does the work. The document intelligence that grounds it. The process and SOP surfaces that carry the method. The review and governance views that keep a human in control.

Deliver Workspace
The engagement workspace.
Where the team and the agentic team do the work together. Grounded in the client, the method and the deliverable.
Deliver Documents
Document intelligence.
Ingest contracts, transcripts, decks and data. The agents read, structure and answer with citations back to the source.
Deliver Templates
Process template library.
The firm's repeatable delivery, captured once and reused. Start a new engagement from the firm's best work.
Deliver Stepper
Process in flight.
The method running inside the engagement. Step by step, agent by agent, checkpoint by checkpoint.
Deliver SOP
SOP workbench.
Draft a standard operating procedure from a recording or a document. Refine, version and publish for the firm.
Deliver Agents
The agent library.
Every agent the firm has encoded. Scoped to a task, grounded in the IP, governed under the firm's guardrails.
Deliver Teams
Agentic teams.
Compose agents into a team that delivers a whole engagement type. The senior associate that never sleeps.
Deliver Canvas
The deliverable canvas.
Drafts assembled in the firm's voice and template. Edit alongside the agent. Export to the client ready format.
Deliver Review
Review and approvals.
Work lands at a checkpoint. A senior approves, redirects or refines. Nothing reaches the client unreviewed.
Deliver Knowledge
The grounded library.
The firm's reference knowledge and past engagements, searchable and citable. The intelligence the agents reason over.
Deliver Studio
The encoding studio.
Where the firm's method becomes agents. Prompts, guardrails, style and governance, versioned like software.
Grounded, not generic

Every answer grounded in your firm's knowledge.

Deliver's AI never works from the open internet. It reads your engagement documents, reasons over your firm's reference library, and answers on any screen, always with the sources behind it. Your IP stays the moat. The AI just makes it instantly usable by the whole team.

Deliver Documents
Client material becomes intelligence.
Ingest contracts, transcripts, decks and data. The agents read, structure and answer with citations back to the source, so the engagement's documents become searchable, usable intelligence.
Deliver Knowledge
The grounded library.
The firm's reference knowledge and past engagements, searchable and citable. It's the intelligence every agent reasons over, and it compounds with every engagement you run.
Deliver Assistant
Ask the AI, anywhere.
Contextual help on every screen, grounded in your IP. The assistant knows the product and the firm's setup, so the team is never stuck, never off-method, and never waiting on a senior to unblock them.
The modules

Thirteen modules. Everything the firm needs to deliver.

Deliver is not a chatbot with a document upload. It is the delivery layer of the firm. Workspaces, document intelligence, the process and SOP engine, agents and agentic teams, deliverable assembly, review and governance, the grounded knowledge layer, and the analytics that prove it is working.

Every engagement gets a workspace where the team works alongside the agentic team. The workspace carries the client context, the chosen method and the deliverable in flight. Conversations are grounded in the engagement, not stateless chat. Switch between drafting, asking, and steering without losing the thread.

  • ·One workspace per engagement
  • ·Persistent client and method context
  • ·Grounded conversation with citations
  • ·Human and agents in the same canvas
  • ·Hand off and resume across the team
  • ·Scoped to the tenant and the engagement

Drop in contracts, transcripts, requirements, decks and spreadsheets. Deliver reads, structures and indexes them into a grounded session. The agents answer from what the client actually provided, with citations back to the page and the paragraph, so the firm can trust and defend every output.

  • ·Ingest documents, transcripts and data
  • ·Structured extraction and summary
  • ·Answers grounded with source citations
  • ·Per engagement document set
  • ·Search across the engagement corpus
  • ·No training on the open internet

Capture how the firm delivers each engagement type as a reusable process template. Steps, inputs, outputs, the agent on each step, and the checkpoints where a human signs off. Spin up a new engagement from a template in seconds, so the work starts from the firm's best version, not a blank page.

  • ·Reusable templates per engagement type
  • ·Steps with inputs, outputs and owners
  • ·Agent assigned to each step
  • ·Human checkpoints built in
  • ·Versioned and governed
  • ·Engagement created from template in one click

The Process Stepper runs the template inside a live engagement. The team moves through the firm's method step by step. Each step knows its agent, its inputs and its done definition. Progress, ownership and blockers are visible. The firm delivers its method by default, not by hope.

  • ·Template executed step by step
  • ·Per step agents and inputs
  • ·Clear done definitions
  • ·Progress and ownership visible
  • ·Checkpoints gate the next step
  • ·Deviations logged for review

Turn how a senior actually does it into a standard operating procedure. Draft an SOP from a recorded Watch Me Do It session or an existing document, refine it with the agent, and publish a versioned procedure the whole firm can run and the agents can execute. The knowledge stops being tribal.

  • ·Draft SOPs from recordings or documents
  • ·Refine collaboratively with the agent
  • ·Versioned, reviewable, publishable
  • ·Executable by agents, not just readable
  • ·Linked to the processes that use them
  • ·The firm's library of how we do it

Each agent is encoded for a specific task in the firm's delivery. It is grounded in the firm's IP, constrained by the firm's guardrails, and tuned to the firm's voice. Agents are versioned like software and improve as the method improves. This is your AI, not a generic assistant pointed at your work.

  • ·Task scoped agents
  • ·Grounded in the firm's IP
  • ·Firm guardrails and voice
  • ·Versioned and improvable
  • ·Auditable runs
  • ·Composable into teams

Compose agents into an agentic team that handles a complete engagement type end to end. The team plans the work, drafts the artefacts, checks itself, and hands off to a human at the right moments. It is the senior associate the firm could never clone, available on every desk at once.

  • ·Multiple agents working in concert
  • ·Plans and sequences the work
  • ·Self check before human review
  • ·Handoffs at defined checkpoints
  • ·Reusable across similar engagements
  • ·Governed as one unit

Deliver assembles the output the engagement needs in the firm's format. Reports, analyses, plans, configurations and client artefacts, drafted on brand and editable alongside the agent. Export to the client ready format. The consultant shapes and finishes. The blank page and the formatting grind are gone.

  • ·Outputs in the firm's templates
  • ·On brand voice by default
  • ·Edit alongside the agent
  • ·Section by section regeneration
  • ·Export to client ready formats
  • ·Traceable back to sources

Work lands at review checkpoints where a senior approves, redirects or refines. Nothing reaches the client without sign off where it matters. Reviewers see what the agent did, what it used, and what changed. Quality becomes a property of the system, enforced by the people whose names are on the work.

  • ·Mandatory checkpoints where they matter
  • ·Approve, redirect or refine
  • ·Reviewer sees inputs and changes
  • ·Sign off recorded in the audit log
  • ·Quality gates before client delivery
  • ·Senior leverage, not senior bottleneck

The firm's reference material, standards and past engagements live in a grounded library. It is searchable, citable and scoped to the tenant. When agents reason, they reason over what the firm knows, not over the open web. The library compounds as the firm delivers more work through the system.

  • ·Firm reference knowledge and standards
  • ·Past engagements as a corpus
  • ·Searchable and citable
  • ·Scoped to the tenant
  • ·Compounds with every engagement
  • ·Feeds every agent and team

Every agent run is logged with its inputs, outputs, model, reviewer and version. Tenant isolation scopes every read and write to the firm. Guardrails block what the firm has ruled out. The result is an AI delivery layer the firm can defend to a client, a regulator or an acquirer.

  • ·Full run log on every agent action
  • ·Model, version and reviewer recorded
  • ·Tenant isolation by design
  • ·Configurable guardrails
  • ·Defensible audit trail
  • ·Your IP, your governance, your data

Deliver connects to the systems the firm already runs on and to the model providers it chooses. MCP servers extend what the agents can reach. Internet search and web fetch are available where the firm allows them. Webhooks push events out to the rest of the stack. All through one governance plane.

  • ·MCP servers for tools and data
  • ·Internet search where permitted
  • ·Web fetch with SSRF protection
  • ·Choice of model providers
  • ·Outbound webhooks on events
  • ·One governance plane for all of it

Deliver measures what matters. Time saved per deliverable, throughput per consultant, review pass rates and quality trends. Leadership sees whether the firm is genuinely faster and better, not just busier. The analytics turn the AI delivery layer from an act of faith into a managed asset.

  • ·Time saved per deliverable
  • ·Throughput per consultant and team
  • ·Review pass and rework rates
  • ·Quality trends over time
  • ·Adoption across the firm
  • ·Evidence for the margin case
Plus everything else Deliver runs on

The fine print is the platform.

The headline modules sit on a deep base of plumbing that makes Deliver safe to put in front of a client. A public reference library, role based dashboards, per tenant theming and audit logging on everything.

· Public reference library· Role based dashboards· Per tenant theming and brand· Audit logging on every run· Versioned agents and SOPs· Saved prompts and snippets· Document folders with versions· Citations on every answer· Engagement level access control· Reviewer assignment and queues· Run history and replay· Usage and cost visibility· Model provider selection· Guardrail and policy controls· Webhook event destinations· Search across every workspace· Templates seeded from best work· Export to client ready formats
Integrations and governance

Connected to the stack. Governed under your control.

Deliver reaches the tools and data the firm already uses through MCP servers, retrieves from the live web where the firm permits it, and runs on the model providers the firm chooses. Every one of those capabilities sits behind one governance plane, so the firm decides what the agents can touch and keeps an audit trail of what they did.

Tools and data
MCP servers
Reach the firm's systems and tools through the Model Context Protocol
Retrieval
Internet search
Live web search where the firm permits it, scoped per workspace
Retrieval
Web fetch
Fetch and read named sources with SSRF protection
Models
Model providers
Run on the providers the firm chooses. Bring your own keys
Events
Webhooks
Push run and review events out to the rest of the firm's stack
Trust
Security
Tenant isolation, encryption, audit logging, rate limiting
Multi tenant

Isolation on every read and write.

Every workspace, document set and agent run is scoped to the firm. Cross tenant access is impossible by design. Engagement level access control means a consultant sees only the work they are on. Ownership is verified on every query.

Security

Operator grade by default.

Encryption in transit and at rest. Role based access. Rate limiting on public and mutation endpoints. Document uploads enforce a MIME allowlist and a size ceiling. Webhook destinations are validated against SSRF. Security headers enforced on every request.

Governance

Auditable AI you can defend.

Every agent run records its inputs, outputs, model, version and reviewer. Guardrails block what the firm has ruled out. Mandatory review checkpoints keep a human in control. The audit trail is the evidence the firm shows a client, a regulator or an acquirer.

Operate plus Deliver

Two independent systems. One operating company.

Operate runs the firm. Deliver does the client work. They are complementary, not required together. You can run Deliver on its own to lift delivery quality, or Operate on its own to run the business. Together they share one tenant, one set of encoded IP and one governance plane, so the method that wins the work is the same method that runs it.

System
operate
The operating layer of the firm.
The job
Run the firm.
The surfaces
Projects, time, margin, capacity, forecasting, partner network.
The IP
Method Playbooks that codify how engagements are delivered and managed.
The question it answers
How is the firm performing, and where do I step in?
System
deliver
The AI delivery engine.
The job
Do the client work.
The surfaces
Workspaces, document intelligence, processes, agents, agentic teams.
The IP
Processes, SOPs and agents that actually produce the deliverables.
The question it answers
How does this deliverable get done at senior quality, fast?
Explore OperateSee the full comparison
Built by an operator

The method comes first. The agents run on top.

Deliver is built by Ian Markram, founder of Loading Growth. Over the last ten years Ian has coached more than 150 IT services and consulting firm owners. He has personally guided six of those firms to successful exits with combined exit value over USD 230M. Deliver encodes the delivery method behind that track record, so the way the best firms produce work becomes something every firm can run.

This is not a software company that decided to point a model at consulting. It is a coach who has seen how senior consultants actually deliver, watched the same firms lose that knowledge when people leave, and built the system that finally keeps it.

6
firms guided to exit
USD 230M+
combined exit value
150+
firms coached
10+
years coaching
Apply to the founding cohortLoading Growth
Why now

Delivery is being rebuilt. The firm with the best engine wins.

Clients now expect global SI quality at boutique speed and price. Senior consultants are scarce, expensive and impossible to clone. The firms that encode their delivery method into a system will ship senior quality from every desk. The firms that keep delivery in a few heads will stay capped by how many of those heads they can hire.

Belief shift

Senior quality requires senior people on the work.

Senior quality requires the method encoded, with seniors reviewing.

Belief shift

AI is a side panel a consultant pastes into.

AI is the delivery layer, grounded in the firm's IP.

Belief shift

Juniors learn slowly by sitting next to seniors.

Juniors ship senior quality from day one and learn from the system.

Belief shift

The firm's delivery knowledge leaves when people do.

The firm's delivery knowledge lives in the system and stays.

Who it is for

Built for the firms competing with the global SIs.

IT services, technology consulting, business and management consulting. 15 to 60 staff in the sweet spot. Firms with strong delivery IP that lives in a few senior heads, a junior bench that needs leverage, and clients who expect more than the firm can staff. If senior quality is the constraint, Deliver is the engine.

15 to 60 staff

IT services firms and SIs

Delivering SAP, ServiceNow, Salesforce, Microsoft, cyber, data, AI advisory, cloud and change. Repeatable engagement types and strong delivery IP that deserves to be encoded.

10 to 80 staff

Boutique consultancies

Strategy, transformation, change and advisory. The method lives in three or four senior heads. Wants to productise delivery without losing the boutique standard.

Founding to 50 staff

AI native consultancies

Delivering AI strategy, agents and automation. Already comfortable with the technology. Wants a governed delivery engine grounded in its own IP, not another generic tool.

Best fit
  • · Firms where senior quality is the bottleneck on delivery
  • · Repeatable engagement types worth encoding once
  • · A junior bench that needs leverage to ship senior work
  • · Strong delivery IP that lives in two or three people
Not the right fit
  • · Solo operators with no team and no delivery method yet
  • · Firms unwilling to encode how they actually deliver
  • · Pure software product companies with no services line
  • · Firms looking for a free, light, ungated chatbot
Questions

Common questions about Deliver.

Deliver is the AI delivery engine inside ConsultancyOS. It turns the firm's methodology, documents and expertise into AI agents and agentic teams that do the client work. Juniors ship senior quality. Seniors get leveraged. The delivery method lives in the system instead of in a few heads.

A general assistant has no memory of the engagement, no grounding in the firm's IP, and no governance. Deliver gives the agents the client context, grounds them in the firm's documents and method with citations, runs them under the firm's guardrails, and logs every run. It is your AI, encoded for your delivery, not a side panel.

No. Deliver and Operate are independent systems. You can run Deliver on its own to lift delivery quality and speed. If you also run Operate they share one tenant, one set of encoded IP and one governance plane, so the method that wins the work is the method that runs it.

No. Deliver removes the first sixty percent of the grind, not the consultant. Agents draft, structure and assemble. A senior reviews and steers at every checkpoint. Nothing reaches the client without a human in control. Your people do higher value work and more of it.

Tenant isolation scopes every workspace, document and agent run to the firm. Encryption in transit and at rest. Role based and engagement level access control. Document uploads are validated. Webhooks are SSRF protected. Every run is logged. Your IP, your governance, your data.

First agents in two weeks. Time to first reviewed deliverable, 30 days. Implementation is a service, not a self serve trial. We run the encoding workshops with your seniors, stand up the first processes and agents, and validate on live engagements alongside your team.

Specialised IP is the most valuable to encode and the hardest for a competitor to copy. That is exactly what the encoding method is for. We capture how your seniors actually deliver, structure it into processes and SOPs, and ground the agents in it.

Pricing is set by firm size and the modules used. Founding cohort firms lock in founding cohort pricing for life and get founder led onboarding. We quote during the qualification call after you request access.

Founding cohort. Selected firms only.

Encode the method. Ground the AI in your IP. Deliver senior quality from every desk.

Firms in the founding cohort get founder led onboarding, founding cohort pricing locked in for life, and direct influence on the roadmap. We open public availability later.

Request access

Applications reviewed weekly. We respond to every submission.