Co-Founder in Action – A Discussion with Jeff Klaumann

Collective 54’s new tier model introduced Co-Founder, an AI-enabled firm transformation partner built specifically for boutique professional services firms. But what exactly does Co-Founder do that generic AI doesn’t? And how does it integrate into your firm’s real operating decisions?

In this live session, Jeff Klaumann will demo a new Co-Founder use case and walk through a side-by-side comparison with ChatGPT. You’ll see how the model adapts to your firm’s Stage–Era Compass, connects decisions to outcomes, and improves continuously over time.

What you’ll get from this session:

• A real example of how Co-Founder supports firm-specific growth and transformation
• Insight into how Co-Founder evolves with you, driven by your data, goals, and results

Why it matters:

• General-purpose AI can answer questions, but it can’t build a boutique
• Co-Founder is not a chatbot. It’s a strategy engine, built for firm-level execution
• If you’re in or considering Era 2 or 3, understanding Co-Founder is foundational

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