THE PROBLEM
Enterprise AI Fails in the CFO Office
84%
of companies haven't
redesigned a single
job around AI
Deloitte 2026
36%
of executives have
scaled AI internally
Accenture
13%
see significant
business impact
from AI
Accenture
The root cause: finance teams don't trust tools built by people who've never closed a quarter.
THE SOLUTION
Services + Products. One Practice.
IMPACT QUADRANT
The Services Company
-
AI implementation SME for consulting firms
-
Forward-deployed at PE portfolio companies
-
Embedded finance AI transformation lead
-
CFO-buyer credibility in client rooms
-
Discovery → scoping → build → deploy → handoff
-
Fractional CFO + AI builder in one seat
CUBICZAN
The Product Company
-
DeltaFin Chat — LLM variance analysis
-
Mineral Watch Agent — commodity intelligence
-
Compliance Gate — automated controls scanning
-
FinanceOS — ERP-to-AI orchestration
-
CHP — consensus governance protocol
-
29 open-source repos: codeberg.org/cubiczan
THE TEAM
The CFO Who Builds
SAM DESIGAN
15+ years CFO/CIO
Healthcare • Cleantech • Energy Storage • SaaS • Critical Minerals
$200M+ raised across public & private markets
$50M+ in turnaround cost savings
60+ quarters closed
Current roles:
Managing Partner, Impact Quadrant & Cubiczan
THE DIFFERENTIATOR
Most AI consultants:
Advise on AI → hand off to engineers → leave
Impact Quadrant:
Diagnose the workflow → build the agent → deploy in production → measure ROI → hand over working system
One person doing the work of three:
Strategy (CFO domain expertise)
Engineering (29 production repos)
Change management (CFO selling to CFOs)
"Not a pitch deck. Code."
CUBICZAN PRODUCTS
Production Finance AI — What We Deploy
DeltaFin Chat
LLM-based CFO variance analysis. Replaces monthly close narrative cycle. Board-ready in minutes.
80% automated
Multi-Agent CFO OS
Cognitive mesh with consensus governance for board-level outputs.
CHP governed
FinanceOS
ERP-to-AI orchestration. Sage, NetSuite, SAP to agent-driven reporting.
3 ERPs
SEC Earnings Workbench
CHP-hardened multi-agent research. AlphaVantage + FRED macro.
SEC grades
Compliance Gate
Automated financial controls scanning. Continuous, not quarterly.
10x faster
CUBICZAN PRODUCTS
Critical Minerals & Defense Supply Chain AI
INTELLIGENCE
Mineral Watch Agent
Multi-agent commodity intel. Li, Ni, Co. Pricing, regulatory, disruption detection.
INTELLIGENCE
MineScope Signal
Mining intelligence. Microsoft Fabric + AI Foundry. Production metrics.
INTELLIGENCE
CritMin Oracle
Critical minerals forecasting. Demand signals, supply constraints.
COMPLIANCE
Solana Traceability
Blockchain domestic content attestation. NDAA, Section 45X.
COMPLIANCE
Stellar Tokenization
Mineral traceability + fractional ownership on Stellar.
OPERATIONS
Battery ERP
Purpose-built ERP for battery recycling. ERPNext + Carbon + Xero.
Pentagon Oct 2027 ban | $7.5B+ defense demand | NDAA compliance | Section 45X | DOE Genesis / CM²US
CUBICZAN PRODUCTS
CHP — Consensus Hardening Protocol
Open-source decision governance for multi-agent AI | codeberg.org/cubiczan/consensus-hardening-protocol
EXPLORING
ADVISORY
LOCK
PROVISIONAL
LOCK
LOCKED
Foundation Disclosure
Agents commit reasoning before seeing others. Prevents anchoring.
R0 Gate Scoring
Detects premature convergence. Flags sycophantic agreement.
Adversarial Validation
Structurally enforced contrarian with logical proof. Not optional.
Auditable Payloads
Cross-model envelopes for compliance inspection. SOX / EU AI Act ready.
IMPACT QUADRANT DELIVERS
Measurable Outcomes From Day One
80%
of monthly close
narrative automated
BEFORE
3-5 days
AFTER
30 minutes
10x
faster compliance
scanning
BEFORE
Quarterly manual
AFTER
Continuous automated
24/7
commodity intelligence
monitoring
BEFORE
1 analyst-week/month
AFTER
Real-time agents
29
production repos
open-sourced
BEFORE
Zero auditability
AFTER
Full code transparency
TRACTION & ECOSYSTEM
Active Across the Enterprise AI Landscape
120+
Practice leaders
engaged
50+
Firms across
Big 4, MBB, IT
29
Open-source
repos shipped
12+
C-suite calls
scheduled
BIG 4 & MBB
Deloitte • KPMG • EY • PwC • Accenture • BCG • Bain • McKinsey
IT SERVICES
IBM • Cognizant • Infosys • TCS • HCLTech • Wipro • Capgemini • EPAM • Globant
ANALYTICS
Fractal • Tredence • Genpact • EXL • Tiger Analytics • Mu Sigma • C5i • Quantiphi
AI PLATFORMS
H2O.ai • Writer • Dataiku • Sema4.ai • Palantir • Exiger • Kepler • realfast.ai • Nilus
DEFENSE/GOV
Accenture Federal (CM²US) • Deltek GovWin • Deep Core • Exiger-Palantir
HOW WE ENGAGE
Impact Quadrant Engagement Models
SME Partner
For consulting firms
Finance AI domain expertise
alongside your team
CFO-buyer credibility in
client rooms
Scoped deliverables, clean handoff
$150–300/hr
Forward Deployed
For PE portcos & enterprises
Embed at client site
Discovery → build → deploy
Cubiczan products
Measure impact, iterate, hand over
Project-based
Platform Integration
For AI platform companies
CHP as governance layer in
your agent catalog
Cubiczan finance agents as
vertical modules
Open-source, extensible
Partnership
ACTIVE OPPORTUNITIES
Where Impact Quadrant + Cubiczan Deploy
0
1
BM watsonx Orchestrate
CHP as governance agent in Agent Catalog
ACTIVE
0
2
Deloitte Google Cloud Agentic
CHP + Swarm for 1,000+ agent deployments
ACTIVE
0
3
SAP Autonomous Finance
Finance agents complementing Joule
Targeting
0
4
PE Portfolio Deployment
Finance AI across 20+ portcos
ACTIVE
0
5
DOE CM²US / Defense
Critical minerals AI for Genesis Mission
Active
0
6
Consulting Firm SME
Fractional finance AI expertise at client sites
50+ firms
IMPACT QUADRANT
Let's Build Together.
AI implementation services powered by production-grade, open-source, governed agentic AI.
Sam Desigan (Shyam)
Impact Quadrant — Services
Cubiczan — Products