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Portfolio

Selected projects I designed, led, and co-developed, spanning enterprise AI, organizational intelligence, responsible transformation, portfolio strategy, ecosystem design, and human flourishing.

AI Systems & Ventures

01. Daryle.ai

AI System & Product Architecture

An institutional AI platform designed to develop leaders, strengthen companies, and preserve and extend shared intelligence across an ecosystem of more than 70 operating companies

Role: AI Intelligence Architect & Product Lead
Focus: Content taxonomy, AI modes, behavioral guardrails, governance, product design, personalization, and platform roadmap

02. Flourishing Intelligence

Longitudinal AI & Measurement Innovation

A global intelligence system combining measurement science, longitudinal AI, and living profiles to make human flourishing visible, measurable, and actionable

Role: Co-Founder & Chief Architect
Focus: Flourishing Performance Indicators, longitudinal intelligence, measurement science, living profiles, product direction, and intellectual property strategy

Intelligence & Transformation

03. ALIGN

AI Transformation Methodology

A CEO decision framework for identifying where AI can create measurable value, what must remain under human judgment, and what organizations need in place to scale responsibly

Role: Framework Creator & Methodology Architect
Focus: Executive discovery, organizational diagnostics, AI opportunity identification, readiness assessment, governance architecture, and transformation roadmap

04. Digital OHA

AI-Enabled Intelligence & Assessment Architecture

An organizational health system that turns due diligence and repeated assessment into decision-ready intelligence for owners, boards, executives, and teams

Role: Project Co-Lead
Focus: Framework development, scoring methodology, product architecture, comparative benchmarking, testing, and AI-assisted guidance

05. Raise–Hold–Fold

Portfolio Intelligence & Ownership Strategy

An enterprise-wide portfolio review that translated competitive advantage, market attractiveness, capital requirements, and future potential into disciplined ownership recommendations across more than 70 operating companies

Role: Project Lead & Methodology Architect
Focus: Portfolio diagnostics, scoring methodology, governance process, capital-allocation recommendations, heat maps, executive reporting, and intelligence-platform design

Governance & Ecosystem Design

06. Trust Governance Policy Revision

Private Equity Governance & Policy Architecture

A comprehensive revision of the governing trust policy for a private equity ecosystem of more than 70 operating companies, translating governing documents, fiduciary principles, and ownership intent into clearer policies for decision-making, accountability, and long-term stewardship

Role: Project Lead & Policy Architect
Focus: Legal and policy research, governing-document analysis, fiduciary alignment, policy drafting, decision rights, enterprise governance, and multigenerational stewardship

07. Creative Intelligence Index

Responsible AI Governance & Measurement

A values-to-metrics framework for evaluating whether AI systems are truthful, transparent, non-manipulative, and oriented toward human flourishing

Role: Framework Contributor
Focus: Values-to-metrics architecture, responsible AI principles, evaluation methodology, and coalition development

08. Higher Education AI Coalition

AI Ecosystem & Coalition Architecture

A proposed international AI ecosystem connecting mission-driven colleges and universities through shared intelligence and infrastructure while protecting institutional identity, autonomy, data, and intellectual property

Role: AI Ecosystem & Coalition Architect
Focus: Ecosystem strategy, shared-intelligence model, governance architecture, institutional value proposition, and platform roadmap

Leadership & Human Flourishing

09. Project SMART

Digital Leadership & Knowledge Architecture

An enterprise initiative that curated, created, digitized, and organized leading leadership and business frameworks into a shared development resource for leaders across Ambassador Enterprises

Role: Co-Lead
Focus: Framework curation, content creation, knowledge digitization, learning architecture, leadership development, and enterprise knowledge transfer

10. Legacy Leadership

Leadership Development System Design

An enterprise leadership-development system built around three progressive responsibilities: leading self through character, leading others through chemistry, and leading organizations through competency

Role: Program Creator & Lead Facilitator
Focus: Curriculum architecture, leadership facilitation, coaching, assessment, digital learning design, and enterprise adoption
Scale: Implemented by management teams across two holding companies and their affiliate networks

11. Generational Flourishing Summit

Family Wealth & Human Flourishing

An annual gathering for families stewarding significant wealth, designed to advance human flourishing, wise stewardship, and lasting legacy across generations

Role: Co-Developer
Focus: Summit strategy, peer-to-peer learning, multigenerational stewardship, integration of Flourishing Performance Indicators with the Five Capitals, and community development

12. Coaching Entrepreneurs at Cambridge

Venture Coaching

A coaching engagement with University of Cambridge entrepreneurs, helping founders clarify their ideas, strengthen leadership judgment, and navigate the personal and strategic demands of building a venture

Role: Entrepreneurship & Leadership Coach
Focus: Founder development, venture clarity, decision-making, reflective practice, and accountability