AI Workforce Intelligence — GOLD Platform Proposal
Solvable's AI Workforce.
Live in 30 Days.
A fintech marketplace connecting consumers with financial service providers across 6 verticals. Running on superintelligence. Up to 10 AI agents. Enterprise deployment with dedicated development support.
The Situation
The Coordination Tax Is Costing Solvable Growth
Solvable competes against billion-dollar platforms: NerdWallet, Credit Karma, LendingTree. They have hundreds of engineers and unlimited content budgets. Your team is lean and effective, but manual processes are consuming hours that should go into strategic partnerships and platform innovation. Every hour spent on partner vetting, content coordination, and manual reconciliation is an hour your competitors are using to outpace you.
127
Hours per month wasted on coordination work that AI handles automatically
3–4
Coordination roles your AI workforce replaces — from day one
24/7
Your AI workforce runs continuously — no standups, no PTO, no context-switching
Manual processes consuming 12+ hours per week. Team drowning in coordination across nationwide. Pipeline falling through the cracks. Your AI workforce connects to Salesforce, your CMS, and accounting systems, automating the entire coordination layer from day one. Same tools. Same workflows. 10x the output. The same agent that runs your 360 Professional Visibility Audit also helps execute the work, backed by our team and dedicated developers.
⚠️
Pipeline leakage: Deals stall because follow-ups fall through the cracks. Your Revenue Agent monitors every open opportunity and surfaces exactly what needs attention — before the client goes cold.
⚠️
Reporting bottleneck: Your best strategists are spending 3+ hours weekly assembling status reports that an AI can generate in 30 seconds. That's strategic capacity burning on admin work.
⚠️
Invisible delivery gaps: When multiple clients are in-flight simultaneously, small slippages compound. Your QA Observer catches drift before it becomes a client escalation.
AI Workforce Intelligence — The Architecture
Four pillars. One intelligence. Built on an industry-standard ontology.
AI Workforce Intelligence replaces coordination layers with an always-on intelligence layer. At its foundation: the GOLD Ontology, a pre-labeled knowledge graph built from real-world data in your vertical. Your agents have institutional knowledge of Financial Services Investment from day one. Founding members shape how the ontology evolves for their vertical.
The AWI Mesh Infrastructure powering your deployment.
AWI ARCHITECTURE
SOLVABLE
AI Workforce Intelligence — Unified Operating System
🌍
World Model
Persistent memory. Vertical ontology. Institutional knowledge that compounds daily.
LIVE
⚡
Intelligence Layer
24/7 agent workforce. Agentic workflows. Trained skills. Autonomous execution.
LIVE
👤
Team at the Edge
Humans repositioned to judgment, relationships, and decisions agents can't make.
LIVE
🔗
Collective Intelligence — Industry Ontology Data Bus
COMING SOON
Cross-deployment pattern data flows between all cores. Every vertical deployment deepens the industry-standard knowledge graph. No single company can build this alone.
GOLD Platform
Pre-labeled industry ontology · Financial Services Investment vertical
Measures productivity output per token spent across agents and employees. The ratio that answers: is this agent worth scaling, adjusting, or killing? Continuous optimization of spend against real results.
Tasks completed per week, by agent and by team. The completion flywheel: right tasks assigned, executed, verified, closed. Velocity compounds as the World Model learns and agents get faster at the work that moves your business.
🌍
The World Model
Your company's living memory, built on the GOLD Vertical Ontology. Not a database; a semantic understanding of how your business and your industry actually operate. Persistent memory captures every decision, relationship, and pattern. RAG-powered retrieval gives every agent instant access to institutional knowledge. Self-improving models learn your business rhythms and get smarter every week. After 6 months, your World Model understands Solvable better than any single employee.
LIVE NOW
Persistent memory, RAG, self-improving agents, and the Financial Services Investment ontology seed are operational from day one. The ontology deepens with every interaction and every deployment in your vertical.
🧠
The Intelligence Layer
Your 24/7 agent workforce. Automation and agentic workflows that leverage the World Model to take action, not just report. Each agent has trained skills, defined roles, and the autonomy to execute tasks and make proposals. VOX Engine orchestrates it all, running every 5 minutes, surfacing what matters and coordinating agent actions across your entire operation.
LIVE NOW
Agents, skills, agentic workflows, and VOX orchestration are operational in every deployment today.
🤖
Your Team at the Edge
Up to 10 agents configured for your business. Not generic assistants. Each one has a role, a SOUL, and a mission tied to your quarterly Rocks. They communicate in your brand voice, operate inside your tools (Salesforce, CMS, accounting), and coordinate through Mission Control.
LIVE NOW
Your 10-agent roster is deployed and operational within 30 days of signing.
🔗
Collective Intelligence
The industry-standard ontology. Every AWI deployment contributes anonymized pattern data: deal structures, seasonal curves, seller behavior patterns, market signals. The ontology becomes the definitive knowledge graph for Financial Services Investment. No single company can build this alone. Fifty businesses in your vertical means 50x the intelligence.
COMING SOON
Activates when 3+ deployments are live in the Financial Services vertical. You'll be the first to shape the ontology for your industry.
GOLD Score — Coming Soon
The GOLD Score benchmarks your business against the industry ontology. As the ontology deepens across deployments, your score measures how well Solvable performs relative to every comparable Financial Services Investment company on the platform. Founding members define what "best in class" looks like.
Your AI Workforce
Select and customize specialized PhD level agents. Training on your industry and business from day one.
Final roster finalized during onboarding. These are the core roles for a Financial Services deployment — pre-loaded with industry-specific workflows out of the box.
👩💼
Active 24/7
Grace — Chief of Staff
Chief of Staff — PhD Level
Paired with Wade Schlosser (CEO). Grace manages Wade's calendar, preps for meetings, triages email, tracks commitments, and delivers daily priority digests. She ensures nothing falls through the cracks across all six verticals.
→ Paired with: Team
📈
Active 24/7
Atlas — Revenue Intelligence
Revenue Intelligence — PhD Level
Paired with Sales/BD team. Atlas monitors the entire partner pipeline, scores lead quality, tracks affiliate performance, and identifies revenue expansion opportunities across Solvable's marketplace.
→ Paired with: Team
⚙️
Active 24/7
Sterling — Operations Controller
Operations Controller — PhD Level
Paired with Ops/Product team. Sterling automates partner vetting workflows, monitors platform uptime, tracks regulatory compliance, and optimizes the quiz funnel conversion engine.
→ Paired with: Team
🔍
Active 24/7
Scout — Content & Market Intelligence
Content & Market Intelligence — PhD Level
Paired with Tariq Ali (CMO) and content team. Scout monitors competitor content strategies, identifies content gaps, tracks insurance and tax regulation changes, and accelerates editorial review quality.
→ Paired with: Team
💰
Active 24/7
Ledger — Financial Intelligence
Financial Intelligence — PhD Level
Paired with Finance/Bookkeeper. Ledger automates revenue reconciliation across partner payouts, tracks affiliate commissions, categorizes expenses, and forecasts cash flow across Solvable's multi-vertical business.
→ Paired with: Team
👁️
Active 24/7
Observer — Quality Assurance
Quality Assurance
Monitors output quality across all agents. Catches errors before they reach partners or consumers. Available as an add-on.
→ Paired with: Team
🔮
Active 24/7
Oracle — Business Intelligence
Business Intelligence
Cross-department analytics and forecasting. Connects signals from all agents into strategic insights. Available as an add-on.
→ Paired with: Team
Every agent ships with financial services investment skills pre-loaded: seller lead scoring, deal pipeline tracking, rehab cost monitoring, multi-state market analysis, AEO visibility audits, and multi-brand coordination. Custom skills scoped during your Enterprise onboarding with dedicated dev support.
Team Pairing
Each person paired with their agent.
One relationship. One lane.
No one talks to all ten agents. Each team member gets one primary relationship — the agent in their lane. Grace handles the CEO. Atlas handles partnerships. Sterling handles operations. Clean, simple, no noise.
👩💼
+
👤
Grace + Wade Schlosser
Grace handles Wade's daily operations: calendar, email triage, meeting prep, commitment tracking. Wade focuses on strategy and partnerships while Grace ensures nothing slips.
🔍
+
👤
Scout + Tariq Ali (CMO)
Scout feeds Tariq competitive intelligence, content gap analysis, and SEO research. Tariq makes strategic content decisions while Scout ensures data-backed execution.
📈
+
⚙️
Atlas + Sterling
Atlas identifies revenue opportunities; Sterling operationalizes them. When Atlas spots a high-converting partner, Sterling automates the vetting and onboarding workflow.
💰
+
📈
Ledger + Atlas
Ledger verifies partner payments match what Atlas tracked in the pipeline. Discrepancies get flagged automatically. Revenue leakage drops to zero.
Standard Skills
Out of the box. Day one.
Every agent ships with a proven skill set — live from week one, no setup required. These are the standard capabilities included in every deployment. Custom skills for your specific financial services workflows are scoped and built during onboarding.
- Morning briefings
- Meeting prep + action item capture
- Email triage + draft responses
- Task routing across teams
- Calendar management
- Exception escalation
- Commitment tracking
- Follow-up reminders
- Financial data Q&A
- Report summarization
- Monthly close-out digests
- Variance flagging
- Cash flow snapshots
- Deal profitability analysis
- Read-only access to start
- Lead scoring + qualification
- Pipeline status reports
- Follow-up draft generation
- Stalled deal detection
- Overdue task alerts
- 24/7 availability
- Nothing sends without approval
- Transaction milestone tracking
- Title + closing coordination
- Delay detection + escalation
- Automated status reports
- Inspection scheduling
- Cross-market coordination
- 360 Visibility Audits
- AI platform monitoring
- SEO/AEO task generation
- Competitor tracking
- Content gap analysis
- Citation quality scoring
- Contractor coordination
- Rehab timeline tracking
- Seller inquiry response
- Multi-brand communication
- Agent health monitoring
- Quality gate verification
- Weekly performance summary
GOLD Intelligence
Your agent workforce runs 24/7.
Actions, not just alerts.
The Intelligence Layer is your always-on agent workforce. Trained skills, agentic workflows, and automation that leverage your World Model to take action on tasks, surface proposals, and coordinate across your entire operation. VOX Engine orchestrates everything, running every 5 minutes. DISC profiling and Rocks alignment keep every agent calibrated to your team and your goals.
⚡
AI Workforce — Custom Agent Swarms
Specialized agents available 24/7/365. Each agent has trained skills, a defined role, and the autonomy to execute. Your swarm coordinates through Mission Control, leverages your World Model, and compounds intelligence every day it runs.
24/7365
🔮
VOX Engine
Runs every 5 minutes, 24/7. Synthesizes data across every connected tool and surfaces what matters before you have to ask. The signal without the noise.
Live Intelligence Examples
"Deal #47 — Seller lead in multi-state has gone dark for 6 days"
"3 seller leads in TX mentioned timeline urgency this week"
"Q3 Rock 1 (nationwide market expansion) is 8 days behind pace"
"Atlas flagged 4 high-intent seller leads in WA market"
🧬
DISC Communication Profiling
Your agents adapt to how you — and your clients — communicate. Not the other way around. A driver-style CEO gets direct, data-first briefings. A relationship-focused AM gets context before conclusions. Every communication is calibrated.
DISC profiles are set during onboarding and updated automatically as your agents learn your patterns. New team members are profiled within their first week.
🏔
Rocks Alignment
Every agent action maps to a company goal. Your quarterly Rocks are loaded at the start of each quarter — and every task, every deliverable, and every agent action is evaluated against whether it moves the mission forward.
Nothing gets worked on that doesn't move a Rock. Off-track Rocks surface in your daily briefing with a recovery path, not just a status update.
🔮
Digital Twin (Month 6)
After 6 months, GOLD has mapped every relationship, decision pattern, and business dynamic in Solvable. The Digital Twin lets you run scenarios before they cost you anything — with real institutional knowledge behind every projection.
Scenario examples: New service line ROI. Pricing change impact. Headcount hire timing. New market entry risk. All modeled against your actual data.
Command Center
Complete visibility. Every agent. Every task. Real time.
Mission Control is your agency's operating system. Every agent, every task, every deliverable — visible, tracked, and QA-gated before it reaches a client.
📋
Agentic Org Chart
Every agent shown with their current role, active task, and progress status. Know exactly what your AI workforce is doing at any moment — and what each human needs to approve or redirect.
✅
Task Board
Full inbox-to-done tracking with subtask breakdowns and acceptance criteria. Nothing ships without a human sign-off at the gate. Your team approves — the agents execute the volume.
🔍
QA Gate
Nothing reaches a client without Observer sign-off. Quality drift is flagged in real time. Every deliverable carries a QA timestamp — so you always know what passed review and when.
📊
Performance Metrics
Task velocity, QA pass rates, cost-per-output, and agent efficiency — tracked weekly and surfaced in your Friday briefing. You always know your ROI to the dollar.
⚡
Jarvis — Integrator
Generating Monday morning briefing · 3 items queued
Active
📈
Revenue Agent
Scanning deal pipeline · flagging stalled deals >5 days
Running
🤝
CS Agent
Client health review complete · 1 at-risk account flagged
QA Review
🔍
QA Observer
Reviewing 4 deliverables · 3 passed · 1 pending revision
Active
AI Workforce Intelligence — The Competitive Moat
Gets smarter every month.
That gap is impossible to close.
GOLD isn't a tool your competitors can copy by signing up for the same subscription. Every month of deployment trains models on your specific business patterns — relationships, decisions, delivery rhythms, client preferences. That institutional intelligence belongs to you.
D1
Day 1
Frontier Models Active
Agent team live. Salesforce, CMS, and accounting systems connected. Your first morning briefing arrives within the first week. Full agent team operational by Day 30.
M3
Month 3
Local Model Handles 30% of Tasks
Trained on your agency's patterns — client communication styles, delivery workflows, pipeline behavior. API costs declining as local model handles routine tasks. ROI accelerating.
M6
Month 6
50% Local Model Usage
ROI inflection point. Digital Twin enabled. Your agency can model pricing changes, new service lines, and headcount decisions against real institutional data — before committing a dollar.
M12
Month 12
Superintelligence — Fully Yours
AI-defensible moat. The GOLD Ontology has mapped every relationship, decision pattern, and operational dynamic in Solvable. Combined with the industry hive, your intelligence compounds faster than any competitor building alone. 12 months of ontology depth is irreplaceable.
Hive Intelligence
You're building the industry-standard ontology. Competitors are starting from scratch.
Every AWI deployment contributes anonymized pattern data to the Financial Services Investment ontology. Deal structures, seller behaviors, seasonal patterns, market signals. This isn't a feature. It's an industry knowledge graph that no single company could build alone, and no competitor can replicate.
GOLD Platform
✓ Industry hive learning
✓ Compounding local model
✓ Your data stays yours
✓ Smarter every week
Legacy Tools
✗ Trains on your data
✗ Generic intelligence
✗ Resets on churn
✗ Same tool competitors use
After 6 months, GOLD has mapped every partner relationship, consumer matching pattern, and conversion signal across all six verticals. You own it forever. If you cancel, you take your institutional intelligence with you. NerdWallet and Credit Karma have more engineers, but they don't have your proprietary matching data compounded by AI. That's the moat.
Security Architecture
Your data stays yours. Always.
Every enterprise using ChatGPT is quietly training OpenAI's models with their proprietary client data, their pricing strategy, their internal processes. GOLD is architected to prevent this from day one.
🔒
Local Model Deployment
Your local model runs in your infrastructure — not ours, not OpenAI's. After Month 3, 30% of tasks are handled entirely locally. Your proprietary data never touches an external model for those tasks.
🛡️
Zero Data Leakage
Your client lists, pricing models, campaign strategies, and business intelligence never train any external AI model. What you build in GOLD stays in GOLD — owned by Solvable, not licensed to anyone else.
🌐
Anonymized Hive Learning
You benefit from collective intelligence across the Financial Services hive. The hive learns from anonymized patterns — never from your raw data. You get smarter from the network without exposing anything proprietary.
⚠️
The uncomfortable truth about your current stack: Every time your team uses ChatGPT, Gemini, or Copilot with real client data, that data contributes to training models your competitors also use. Your best strategies, your client conversations, your pricing models — quietly becoming training data. GOLD's architecture makes this impossible by design. Your intelligence stays proprietary, compounds locally, and becomes your competitive advantage instead of your competition's.
🏆
SOC 2 Compliant
Enterprise tier
🔐
End-to-End Encryption
All data in transit and at rest
📋
Data Ownership Contract
Legally yours, always
Investment
Founding member pricing. Locked for life.
No long-term contracts. No per-seat fees. No surprise invoices. One monthly rate that replaces the coordination overhead of 4–6 employees — and compounds value every week you're deployed.
Enterprise Founders Package — Solvable
Enterprise — Financial Services Marketplace
$10,000/mo
Founders rate — locked for life at signup. $15,000 one-time setup.
- ✓ Up to 10 specialized AI agents with dedicated dev support
- ✓ All six verticals covered under one deployment (tax, insurance, debt, loans, student loans, home services)
- ✓ Developer hours for SEO/AEO implementation — hands-on help with content velocity, competitive visibility, and AI engine optimization
- ✓ CTO + dedicated developer support — VeloXP is your AI development partner. We architect the infrastructure, build the use cases, and iterate with you to stay ahead of NerdWallet, Credit Karma, and LendingTree
- ✓ Founding Financial Services Marketplace spot — pricing locked for life at signup; one founding member per vertical
- ✓ 4-pillar GOLD platform + Financial Services Marketplace vertical access
- ✓ Mission Control dashboard — complete task and QA visibility
- ✓ AEO (AI Engine Optimization) — visibility audits across ChatGPT, Perplexity, Gemini
- ✓ WordPress CMS + partner system integration — connected from day one
- ✓ Nationwide market intelligence across all six verticals
- ✓ VOX Engine — proactive intelligence, 5-min intervals
- ✓ DISC profiling for entire team
- ✓ Rocks alignment and weekly performance briefings
- ✓ Additional agents: $500/mo each — any agent can be cloned up to 3x for vertical-specific deployments
- ✓ No long-term contracts — cancel anytime
- ✓ Founding member pricing locked for life
💰 Replaces the coordination overhead of 3–4 FTEs — at $10,000/mo
💰 Pay Setup Fee — $15,000 (One-Time) →
Start Enterprise — $10,000/mo →
Questions? Talk to Max →
What's Included
Founders Exclusive
Everything you need + dedicated resources + territory protection
- ✓ Up to 10 agents with custom workflows
- ✓ Additional agents $500/mo each (clone up to 3x)
- ✓ Dev hours for SEO/AEO implementation included
- ✓ CTO + dedicated development team (architecture, use cases, iteration)
- ✓ All brands and entities under one roof
- ✓ Financial Services Marketplace territory carveout (nationwide)
- ✓ Priority SLA + direct access to Max
- ✓ SOC 2 compliant infrastructure
- ✓ AEO agent (Scout) with ongoing visibility monitoring
- ⚡ 25% equity stake in VeloXP Financial Services Investment Vertical sub-entity
- ⚡ Industry Advisory Council member — seat at the table shaping how this technology evolves in financial services investment
- ⚡ Help shape the Financial Services Investment industry ontology — your domain expertise becomes the foundation of the vertical gold standard
- ⚡ Early access to custom-trained industry models — first in line as VeloXP trains vertical-specific AI on financial services investment data
Questions? Talk to Max →
ROI Calculation — Why This Pays Back
Content velocity at a fraction of the cost of scaling headcount. Solvable's lean team gets NerdWallet-class pacing without the NerdWallet-class overhead — agents run partner vetting, compliance monitoring, and editorial acceleration in parallel across all six verticals. Strategic bandwidth that used to be consumed by manual coordination now goes to platform innovation and partnership growth. The compounding effect: every month the agents deepen their understanding of your matching patterns, partner performance, and competitive signals. Payback measured in freed strategic capacity, not line-item savings.
No contracts. Cancel anytime. 30-day deployment guarantee. — Your agents are live and delivering value within 30 days or we make it right.
Deployment Timeline
Approve Monday. Onboarding starts immediately. Fully operational Day 30.
1
Step 1 — 2 minutes
Sign up and select your industry
Choose Enterprise Package. Lock in founding member pricing. Your deployment slot is reserved immediately.
2
Step 2 — 15 minutes
Connect your existing tools
Salesforce, CMS, and accounting systems connected in minutes. No new software. No IT project. Your team keeps working exactly as they do today.
3
Step 3 — Week 1
Onboarding + Tool Connection
Tools connected. AI Readiness Interview complete. Agent team configured for your business. Your 30-day deployment timeline starts here.
4
Step 4 — 1 click
Deploy your agent team
10 agents go live, pre-configured for financial services acquisition workflows across all Solvable brands. First morning briefing arrives the next day. Your AI workforce is working before your team has their first coffee.
∞
Step 5 — Forever
Your instance gets smarter every day
Every task, every decision, every pattern trains your local model. By Month 6, Solvable has an AI system no competitor can replicate from scratch.
Enterprise Founding Member — Financial Services Investment
1 founding member per vertical. This is your spot.
Who's Behind This
Built by operators who've done it.
VeloXP isn't a software company that added an AI layer. We're operators who built and scaled companies using the same systems we now deploy for clients — and we understand the difference between a demo and a deployment that actually works.
5 Spots Left
10 founding deployment slots open in Q2. 5 are already taken. Founding pricing locks in permanently on close.
40 hrs/wk
Average coordination hours saved per client per week in the first 30 days of deployment
CTO Built In
Every GOLD deployment includes fractional CTO-level oversight. No AI hire needed.
Max Koby
Founder & CEO, VeloXP
Serial entrepreneur for 22+ years. Created, scaled, and exited multiple companies across SaaS, service, manufacturing, and technology. As Founder/CEO, led his last company to Inc. 5000 #632 and has won multiple awards for best workplaces, marketing, and innovation. VeloXP exists because he saw small and mid-sized businesses getting left behind in the AI shift — and decided to give them the same intelligence infrastructure Fortune 500 companies are spending millions to build.
"AI industry leaders will be existing market leaders, who have unique first party data, own the customer experience, and develop something that wasn't possible before. GOLD is how an 8-person agency builds that moat — before their larger competitors realize what's happening."
— Max Koby, Founder & CEO, VeloXP
Gypsy Rogers
Co-Founder & CTO, VeloXP
40+ years in software development and technology strategy. Gypsy spent four years as Senior DevOps Engineer at NVIDIA during the AI revolution, building infrastructure that powered GPU-accelerated computing at scale. Before and after NVIDIA, he led technology strategy across Homeland Security, ABC, Disney, OpenGov, and dozens of startups and Fortune 500 companies. Proficient in 28+ programming languages and a specialist in M&A technology due diligence, Gypsy brings the deep infrastructure expertise that makes AI Workforce Intelligence deployments production-grade from day one. He has served as fractional CTO for companies ranging from early-stage startups to enterprise-scale operations across SaaS, AI, entertainment, and government sectors.
Next Step
Your Enterprise spot is reserved.
Enterprise deployment for Solvable. Up to 10 agents with custom workflows. All verticals. Dedicated dev support. Weekly optimization cycles. $10,000/mo.
One founding member per vertical. This is the Financial Services Investment spot. Pricing locks at signup, territory exclusivity for the Financial Services Marketplace (nationwide) included. Your AI workforce is fully operational within 30 days of signing up.
Configure Your Workforce
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