Problem

• Advisors are overwhelmed by managing multiple clients and have limited time.
• Many small businesses and startups need regular advice but can’t afford full-time advisory access.
• Advisors spend significant time catching up on client information before meetings, reducing efficiency.

Solution

• Business clients have on-demand access to their advisor’s DNAi clone.
• DNAi holds regular conversations with clients, offering guidance based on previous interactions and preset advisory principles.
• Advisors receive a highly compressed, 90-second summary of the client’s interactions, including priority action items for review before the next meeting.

Use Cases

1. Client Relationship Maintenance: DNAi provides ongoing touchpoints between advisor meetings, ensuring that clients feel supported without needing constant real-time access to the advisor. This frees up the advisor’s schedule while keeping clients engaged.
2. Strategic Planning: DNAi can guide clients through common business strategy questions, such as market positioning or scaling plans, and deliver a summary of the conversation to the advisor for further refinement.
3. Resource Recommendation: DNAi can suggest resources or tools based on client needs (e.g., funding options, growth strategies) and report the client’s preferences back to the advisor.

FAQ

• Can DNAi make business decisions or offer detailed financial advice?
• Does DNAi replace the business advisor?