
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​