At Urban Oak AI, our initial and core offerings are the AIPEX Tiers, powerful external perspective advisory services designed to give founders and executives clarity on how their company is perceived, valued and positioned in the market.

We combine deep Big 4-level rigor with hands-on operator experience and modern AI agents to deliver fast, accurate, and actionable insights that traditionally required large teams and months of work.

Choose the level of support that best fits your current needs:

AIPEX Snapshot

$2,900

6–8 page professional external analysis covering Identity, Perception, Valuation Drivers, Compliance, Growth Opportunities, Risks & Threats, and high-level recommendations.

Best for: Quick external mirror and fast insights.

AIPEX Strategy

AIPEX Snapshot

$6,500

Full detailed report + 90-minute strategy session with prioritized action plan

AIPEX Accelerator

Enterprise Retainer

$14,900

Full report + 3-month light advisory support (weekly calls + light ongoing help)

Best for: Companies wanting sustained momentum

Enterprise Retainer

$4,500-$8,500/month

Custom AIPEX reports + ongoing strategic advisory and AI agent deployment.

Best for: Larger companies or portfolios.

Our AIPEX Reports

Core AIPEX Snapshot – $2,900

Length: 6–8 pages Focus: High-level external perspective and analysis.

What’s Included:

Section 1: Identity (Core Facts + Strategic Markers)
Section 2: External Perception
Section 3: Valuation Drivers
Section 4: Compliance & Assurance Posture
Section 5: Growth Opportunities
Section 6: Risks & Threats
Section 7: High-level Strategic Recommendations (general)

Best For:

Companies wanting a fast, professional outside view
Quick decision-making or internal discussion
Budget-conscious first engagement

Delivery Time: 5–7 business days

Full AIPEX Strategy – $6,500

Length: 10–14 pages + 90-minute live session Focus: Deep analysis + actionable strategy.

What’s Included (in addition to the Core Snapshot):

Deeper dive into each section with specific company data
Customized benchmarking against peers
Prioritized Risk & Opportunity Matrix
Detailed 90-Day Action Plan with owners and timelines
90-minute Strategy Call with you (review findings + prioritization)

Best For:

Companies serious about next steps
Those preparing for fundraising, audit, or major strategic shift
Highest conversion rate

Delivery Time: 7–9 business days + scheduled call

AIPEX Snapshot

AIPEX Snapshot

AIPEX Snapshot

AIPEX Strategy

AIPEX Snapshot

AIPEX Snapshot

AIPEX Accelerator

Enterprise Retainer

Enterprise Retainer

Enterprise Retainer

Enterprise Retainer

Enterprise Retainer

Our AIPEX Reports

Core AIPEX Snapshot – $2,900

Full AIPEX Strategy – $6,500

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