Strategy, funding readiness, and implementation for the AI era.

Fund, plan, and execute your company’s transition into the AI age.

Delphi Advisory Firm helps business owners identify realistic funding and financing paths, build a funding-ready AI modernization plan, and implement the Company Brain, Employee AI Agents, dashboards, approval gates, and training required to make AI operational.

In the ancient world, leaders went to Delphi before making major decisions. In the modern world, companies come to Delphi before entering the AI era.

Every company needs a Company Brain.Every employee needs an AI Agent.

The decision before the tools

AI adoption is no longer optional. Most businesses still do not know what to build.

Policy leaders, workforce programs, lenders, universities, manufacturers, and technology vendors are all moving toward AI adoption. Business owners remain caught between hype and execution.

Employees may have access to ChatGPT or other AI tools, but a blank chat box does not know the company’s policies, workflows, customer history, pricing, approvals, documents, CRM, or software stack.

Businesses need structure before tools. Delphi provides the roadmap, funding-readiness, implementation plan, and operating system required to turn scattered experimentation into company infrastructure.

Six potential lanes

The funding landscape is fragmented. Delphi maps the path.

The right lane depends on the business, workforce, geography, use of funds, documentation, and provider rules. A review determines what deserves deeper diligence.

01

Workforce training reimbursement

Florida businesses with current employees may be able to use workforce training reimbursement programs, including CareerSource Florida’s Incumbent Worker Training Grant, to offset approved technical, computer, business-specific, or management training tied to AI adoption. Eligibility and pre-approval rules apply.

02

SBA and lender financing

For some businesses, AI adoption may fit SBA-backed financing, local bank or credit union lending, CDFIs, or other business financing. Delphi prepares a modernization roadmap, budget, use-of-funds scope, ROI case, training plan, timeline, and governance controls a lender can understand.

03

Manufacturing and technology support

Manufacturers may fit advanced technology, productivity, automation, workforce, and modernization support channels such as FloridaMakes and the NIST Manufacturing Extension Partnership network.

04

SBDC, university, and development programs

University and SBDC-backed AI adoption programs are emerging as a practical model for diagnostics, workshops, advisory support, and low-risk pilots. Delphi seeks to support similar programs in Miami and Florida as an implementation and training partner.

05

Vendor financing and private capital

When grants or reimbursement are not the right path, a business can review lender or vendor-financing options. Providers such as Capchase, Lighter Capital, and Pipe serve specific business profiles. Every provider applies its own underwriting, product, and eligibility requirements.

06

Coalition and workforce grants

Chambers, workforce boards, universities, trade associations, nonprofits, and economic-development organizations may sponsor or pursue employer-focused initiatives. Delphi can help shape the needs assessment, training model, pilot scope, and implementation roadmap.

The readiness review

Before you apply, borrow, or spend, know what your business should actually build.

  1. 01

    Current workflows and bottlenecks

  2. 02

    Missed revenue and administrative drag

  3. 03

    Scattered company knowledge

  4. 04

    Company Brain readiness

  5. 05

    Employee AI training needs

  6. 06

    First role-specific AI Agent opportunities

  7. 07

    Approval gates and governance needs

  8. 08

    Data, software, CRM, phone, email, and document access

  9. 09

    Implementation budget

  10. 10

    ROI model

  11. 11

    Realistic funding and financing paths

  12. 12

    90-day AI modernization roadmap

The primary engagement

The AI Transition Funding & Readiness Review

This is the first step before applying, borrowing, or spending money on disconnected AI tools.

What should we build first?

What funding, financing, reimbursement, or partner paths might fit?

What does the first 90 days of implementation look like?

Your review includes
  • AI readiness score
  • Company Brain readiness assessment
  • Workflow bottleneck map
  • Employee AI training map
  • Funding and financing eligibility matrix
  • First three AI OS use cases
  • 90-day implementation roadmap
  • Budget and ROI model
  • Documentation checklist
Request an AI Transition Review

The engagement ladder

From readiness review to full AI operating system.

Delphi can advise the decision, prepare the formal plan, and implement the operating system when the business case is clear.

01

AI Transition Funding & Readiness Review

Determine what to build, which funding or financing paths may fit, and what the first 90 days should look like.

Request the Review
02

Funding-Ready AI Modernization Plan

Create a formal modernization narrative, budget, ROI model, use-of-funds plan, training scope, controls, and documentation checklist for decision makers or capital providers.

Prepare the Plan
03

Delphi AI OS Buildout

Implement the Company Brain, agents, dashboards, approval gates, workflows, training, and operating controls defined in the plan.

Explore the Buildout
04

Delphi Enterprise AI OS

Deploy a central Company Brain, employee-agent network, department workflows, governance, executive dashboards, training, and multi-team rollout.

Explore Enterprise

Implementation

What Delphi can build after the plan is clear.

The roadmap becomes an operating system designed around the company’s knowledge, people, workflows, controls, and technology environment.

  1. 01

    Company Brain

  2. 02

    Employee AI Agents

  3. 03

    The Forum collaboration layer

  4. 04

    AI receptionist and lead-intake agents

  5. 05

    CRM and follow-up automation

  6. 06

    Owner dashboards

  7. 07

    Approval gates and audit trail

  8. 08

    Employee AI training

  9. 09

    AI policy and safe-use rules

  10. 10

    Ongoing optimization

The implementation sequence

Readiness first. Capital second. Controlled execution next.

  1. 01Diagnose
  2. 02Map
  3. 03Prepare
  4. 04Fund
  5. 05Implement
  6. 06Operate

Institutional partnerships

For chambers, workforce boards, universities, SBDCs, trade associations, nonprofits, and economic-development organizations.

Delphi partners with organizations that serve business owners and employers. We can support AI readiness workshops, employer needs assessments, workforce training programs, Company Brain pilots, employee-agent demonstrations, implementation roadmaps, and outcome measurement.

Discuss a Partnership
Before the next investment
Before you spend money on random AI tools, let’s map what your business actually needs, what parts may be fundable or financeable, and what AI OS should be built first.

Questions before the review

Clear answers. Careful claims.

Can Delphi guarantee funding?

No. Delphi helps identify realistic paths and prepare the business, but approval depends on the program, lender, business, timing, eligibility, and documentation.

Is this only for Florida businesses?

No. Florida has immediate lanes such as CareerSource Florida and FloridaMakes, but Delphi can help businesses in other states evaluate workforce, lender, SBDC, university, and vendor-financing paths.

Is this a grant-writing service?

Not primarily. Delphi is an AI advisory and implementation firm. Funding readiness is one part of helping a business make a serious transition into AI.

What if we do not qualify for grants?

Delphi can help evaluate SBA or lender financing, vendor financing, phased implementation, or direct investment based on the business case and expected ROI.

What is a Company Brain?

A Company Brain is a structured knowledge system that organizes policies, SOPs, offers, workflows, documents, FAQs, customer rules, and decision logic so AI agents can work from the company’s actual operating knowledge.

What are Employee AI Agents?

Employee AI Agents are role-specific assistants trained around the company’s knowledge, software, workflows, approval rules, and goals.

Can Delphi train our team?

Yes. Delphi can design training around safe AI use, prompting, Company Brain usage, employee-agent workflows, approval gates, and department-specific processes.

Request the review

Enter the AI age with a plan, not a pile of tools.

Tell Delphi where your company is today. We will use your request to evaluate fit and prepare the right next conversation.

Confidential. Your information is used only to evaluate and respond to your request.