A short brief on the partnership we discussed. Enter the access code from Richard's note.
Al — eleven years in, here's a fast read on what I'm proposing: a way for Al Petrie Advisors to bring a high-margin, independent AI-governance attestation line to the clients you already serve, with us delivering behind you. — Richard
We've built and run the Louisiana Energy Conference and Southern Industrial Conference sites, hosted your firm's site, and — the part that matters most here — produced the annual ESG reports for a roster of your energy clients, year after year.
That's the foundation. You already know we deliver, and your clients already trust the work coming through you. This isn't a new vendor relationship — it's the next product on one that's a decade deep.
Every company you serve is getting the same question from their board right now: "Can we prove — independently — that our AI is governed?" Most can't answer it, and no cloud or AI vendor can answer it for them: you can't certify your own control plane. We've built the offering that answers it — an independent attestation spanning every cloud, model, and agent — and we want to bring it to your clients together.
Here's the continuity: the clients whose ESG reports we already produce are the exact companies that now need AI governance. Ring, Amplify, LLOG and the rest — same boardrooms, same evidence rigor, same reporting discipline.
The pitch to them writes itself: "We already produce your ESG report every year. The board is asking the AI-governance question now. It's the same muscle — the next report we produce together."
Here's what I got excited about after our conversation. We already produce your clients' ESG reports — but that's a polished snapshot, once a year. The data behind it is already flowing through your apps continuously. So why is the report still an annual PDF?
Let's make ESG live. A web-based, AI-powered ESG platform that monitors and reports in real time — a client opens a browser and sees their ESG posture today, not last fiscal year. We've already built the reporting and delivered the presentations; this turns a once-a-year deliverable into a living product.
Put that alongside the AI-governance work and your clients get governance on both sides of the fence — AI governance and ESG governance, from the same partner, on one platform. Two products, one trusted relationship. Call it what it is: live governance.
This only works because of you. You've done ESG for decades — you're the subject-matter expert. You know the frameworks, the disclosures, and the data, and you're already pulling the inputs through your apps to produce the reports today. We bring the AI and the engineering to turn that expertise and that live data into continuous reporting. You're the authority; we're the build — a true partnership: your name and knowledge, our platform.
And nobody is offering this. Live ESG — see it every day — is a category no one else has yet. It's exactly the kind of first that gets talked about from your stage.
One clean lifecycle, and your client sees every step of it live:
It all runs through a transparent dashboard — the client watches the evidence accumulate toward the attestation in real time. That transparency is the trust differentiator, and it's the reason it renews.
To show you this is ready and not a concept: we've already drafted scoped AI-governance proposals for companies in your world — including ones whose ESG reports we already produce together. A few examples — click through:
Representative examples · we've prepared a full set across your energy and capital roster.
This is a real partnership, not a referral fee. We'll be your partner, and we'll set up a commission structure that works for both of us — to be determined together as we shape the first deals. The point is simple: it's meaningful, and it's fair to both sides.
Your role looks a lot like the ESG work you already trust us with: you stay close to your client and nurture the relationship, the same way you do today. The difference is we do a bit more of the lifting on our side — because we produce the full assessment and report. And you're part of that report: the company context, the right people to talk to, the relationship intelligence only you have. A close, hands-on partnership — not a hand-off.
Let's get the right people in a room, pick the first three clients to run a scoped governance baseline, and prove the motion before we scale it across your roster. Low risk, fast to show value, and built on eleven years of us already working well together.