LionsHead Analytics GroupLionsHead Analytics Group

Engagements

6 practices. 1 front door.

Your first metasystem, live in 2 weeks for $6K flat, 1 proven system from the LionsHead library, ported to your practice. Above it, the custom builds for firms ready for net new architecture. Below, the retainer that keeps the engine compounding. Pick the tier that matches your moment.

The engine is already built. Every engagement points a proven system at your book, and the part specific to you sits on top of it, a field, an endpoint, a column keyed to your source. Days, not a rebuild. It is why a new tenant is a config file instead of a project.

Start Here · The Front Door

Your first metasystem, live in 2 weeks.

  • Fitted to your practice

    Config deployed to your world, not generic software.

  • Hours back in week one

    The team's manual work disappears immediately.

  • Already ran in production

    Battle tested infrastructure, redeployed to your practice.

  • Your data stays yours

    Everything the system produces is yours permanently, on your infrastructure. The system itself runs under active coverage.

1 proven system from the LionsHead library (Cadence, Voicemail Priority Pipeline, or EnrollmentTraQ), config deployed to your vertical. Bought directly off a 30 minute scoping call. No Blueprint required.

01 · The Fitted Build

Fitted System

The engine pointed at your book, plus the specific things your operation needs on top of it. Most firms are not buying a system that does not exist yet, they are buying a proven one with 3 or 4 additions. That is days of work on a finished base, so it is priced like an addition rather than a build.

Engine plus your extensions

Fitted System

Configured Deployment

Duration

2 to 4 weeks from data access

Investment

From $15,000

50% on signing · 50% on delivery

A proven system configured to your book, with up to 3 bounded extensions on top. The field that does not exist yet, the endpoint, the column keyed to your source. Delivered headless and operated by LionsHead, so what you receive is the output rather than another screen to staff.

Includes

  • 1 proven system from the LionsHead library, configured to your book
  • Up to 3 bounded extensions, a field, an endpoint, or a column keyed to a new source
  • Headless delivery, LionsHead operated, output delivered to where you already work
  • Live in 2 to 4 weeks from data access, the clock starts when credentials work
  • Further extensions after launch run under Governance, not a new engagement
  • A client owned interface is a different tier, that is the custom build

Where it stops, and what comes next. More extensions after launch are what the Governance retainer is for, priced by throughput rather than as a fresh project. If you want to own and operate the interface yourself rather than receive the output, that is the custom build, and it is the exception rather than the path most firms take.

02 · Commission Integrity

Producer Advance Audit

Find out what your book is carrying. Producers are paid before the money is confirmed. A policy is written, the advance goes out that week, and whether it survives is settled months later by someone else. Almost nobody checks, because checking means opening records one at a time, at a volume no one has the hours for. The first pass clears the backlog. Assurance keeps it from refilling. Data delivery is priced separately below, if you can export your own book there is no collection fee.

Gold

Multi Counterparty Audit

Duration

2 to 3 weeks

Investment

From $15,000

+ 20% of recovered

50% signing · 50% delivery on fixed · contingency on recovery

For books past 35,000 policies or split across multiple counterparties. Every advance reconciled across each statement source, including the omissions a single statement can never show.

Includes

  • Sized for books of 35,000+ policies, or a book split across multiple counterparties
  • Every advance paid over a defined window, verified against actual policy status
  • Chargeback exposure quantified line by line
  • Your CRM reconciled against carrier book of business exports, what's missing, what's unpaid, what should never have been paid
  • Omission detection across counterparties, the policies that appear on no statement at all
  • A dated flag list you can act on or hand to your counterparty
  • 2 to 3 weeks from data access, the clock starts when the agreed export set is received, not the first file
  • Fixed fee credits toward Managed Systems Governance or a Build within 60 days
Under 10,000 policies

Bronze

Focused Book Audit

Duration

2 to 3 weeks

Investment

From $3,500

+ 20% of recovered

50% signing · 50% delivery on fixed · contingency on recovery

For a single book under 10,000 policies. Every advance verified against actual policy status, chargeback and omission exposure flagged line by line.

Includes

  • Sized for a single book under 10,000 policies
  • Every advance paid over a defined window, verified against actual policy status
  • Chargeback exposure quantified line by line
  • Your CRM reconciled against carrier book of business exports, what's missing, what's unpaid, what should never have been paid
  • A dated flag list you can act on or hand to your counterparty
  • 2 to 3 weeks from data access, the clock starts when the agreed export set is received, not the first file
  • Fixed fee credits toward Managed Systems Governance or a Build within 60 days

Silver

Full Book Audit

Duration

2 to 3 weeks

Investment

From $7,500

+ 20% of recovered

50% signing · 50% delivery on fixed · contingency on recovery

For a book of 10,000 to 35,000 policies. The full verification pass across the book, delivered as a dated flag list you can act on or hand to your counterparty.

Includes

  • Sized for a book of 10,000 to 35,000 policies
  • Every advance paid over a defined window, verified against actual policy status
  • Chargeback exposure quantified line by line
  • Your CRM reconciled against carrier book of business exports, what's missing, what's unpaid, what should never have been paid
  • A dated flag list you can act on or hand to your counterparty
  • 2 to 3 weeks from data access, the clock starts when the agreed export set is received, not the first file
  • Fixed fee credits toward Managed Systems Governance or a Build within 60 days
Bronze

Data delivery

The audit fee prices the analysis. Collection is a different job with a different cost, so it sits on its own line, the client who can export their own book never subsidizes the one who can't.

PathWhat happensFee
ABulk exportYou have an admin or agency level portal and deliver the book directlyNo collection fee
BDistributed intakeWe provide the upload workflow, each producer submits their own exportFrom $750 flat, any book size
CLionsHead collectsWe retrieve exports portal by portal on your behalfFrom $100 per producer

Distributed intake is the path we steer toward. No admin logs into 30 portals, no credentials change hands, and it scales to any producer count without changing the price. You keep the access, we keep the accuracy.

  • Export freshness, every export in a set must be dated within 14 days of the others. A reconciliation assembled from books pulled months apart compares a moving target.
  • The clock starts when the agreed export set is received, not the first file. With distributed intake the first upload can arrive weeks before the last.
  • Path C requires that you are entitled to grant the access and grant it in writing. Where credentials cannot be delegated cleanly, the engagement runs on Path B.

2 questions tell us what your book is likely holding, how long has it been since anyone independently reconciled your statements, and what is your monthly submission volume. Years unwatched multiplied by volume estimates the backlog. Volume alone estimates the ongoing leak.

29,435 policies verified and 10,291 chargebacks identified across 2 agencies running different payment models. $1,777,715 flagged as owed and unpaid in 1 of them, year to date. See the work

03 · The Gatekeeper

The Discovery & Architecture Blueprint

The gatekeeper for custom builds. A fixed fee architectural audit, the deliverable is yours regardless of whether you continue with us. If you proceed to a Build within 60 days, the Blueprint fee credits forward against the engagement.

Bronze

Single Domain Audit

Duration

1 week

Investment

From $10K

50% on signing · 50% on delivery

Focused diagnostic on a single operational domain, usually the one bleeding the most hours. We map the entropy points and deliver a scoped architecture brief.

Includes

  • Stakeholder interviews on the target domain
  • Entropy point map for that domain
  • Architecture brief with prioritized intervention
  • 60 minute findings session
  • Fee credits forward against a Build within 60 days
Most chosen tier

Silver

Full Blueprint

Duration

2 weeks

Investment

From $15K

50% on signing · 50% on delivery

The standard engagement entry point for custom builds. Whole firm topology, full Digital Twin, and a phased implementation roadmap.

Includes

  • Stakeholder interviews across all operational domains
  • Whole firm entropy point map
  • Digital Twin model at full autonomy
  • Phased roadmap with risk weighted scoping
  • Working session with leadership team
  • Fee credits forward against a Build within 60 days

Gold

Strategic Blueprint

Duration

3 weeks

Investment

From $28K

40% on signing · 60% on delivery

For complex multi entity firms. Adds executable architecture spec, vendor comparison analysis, and a signed implementation plan ready to put in front of the board.

Includes

  • Everything in the Full Blueprint
  • Multi entity and cross business unit topology
  • Executable architecture spec, engineering ready
  • Vendor and build/buy comparison analysis
  • Board ready implementation plan with capital schedule
  • Fee credits forward against a Build within 60 days
Silver

04 · The Heart

Autonomous Operational Metasystems

The exception, not the entry point. Where a proven system already does the job you buy that instead and pay a fraction of this. These tiers are for the connective tissue that does not exist yet, built from nothing because nothing reusable fits. Scope follows directly from the Blueprint.

Bronze

Single Channel Integration

Duration

4 to 6 weeks

Investment

From $60K

50% on signing · 50% on delivery

1 critical integration done properly, typically the highest volume manual handoff. Event driven, instrumented, with documentation.

Includes

  • 1 end to end pipeline (e.g. CRM ↔ Finance, Ops ↔ Reporting)
  • Canonical entity model for the involved systems
  • Eval harness + observability on the pipeline
  • Runbooks and engineering handoff
Most chosen tier

Silver

Cross System Backbone

Duration

10 to 14 weeks

Investment

From $115K

30% on signing · Remainder paid monthly across engagement

The standard metasystem build. 3 to 5 core integrations, full canonical entity model, and the workflow contracts that make the firm coherent.

Includes

  • 3 to 5 production grade integrations across the stack
  • Full canonical entity model and semantic layer
  • Workflow engine for autonomous handoffs
  • Observability dashboards across the data fabric
  • Documentation, runbooks, and capability transfer

Gold

Full Metasystem

Duration

16 to 20 weeks

Investment

Quoted on architecture

20% on signing · Remainder paid monthly across engagement + 12 month embedded governance

Whole firm metasystem. Every load bearing handoff, the agent ready substrate, and the governance layer required to keep it compounding.

Includes

  • Firm wide topology coverage of every load bearing handoff
  • Agent ready substrate (eval harness + structured event log)
  • Compliance and audit substrate where domain requires it
  • Embedded build alongside your internal engineering team
  • Quarter 1 of Managed Systems Governance included
Silver

05 · The Retainer

Managed Systems Governance

2 things, on 1 retainer. Coverage, because these systems read data that belongs to somebody else and that somebody changes it without telling anyone, so a carrier statement format or a deprecated endpoint does not become your problem. And the small additions, a field that does not exist yet, an endpoint, a column keyed to a new source, each days of work on a proven base rather than a rebuild. Monthly or quarterly, pick the cadence that matches how often you need one.

Bronze

Quarterly Review

Duration

Per month, billed quarterly

Investment

From $3,000 / mo

Billed quarterly in advance

Quarterly review, plus the bounded additions your operation asks for in between. Right sized for a system that is running and needs the occasional new field or feed.

Includes

  • Quarterly working session with leadership
  • Architectural review of the metasystem
  • Tuning recommendations and roadmap update
  • Async advisory on roadmap relevant questions
Most chosen tier

Silver

Active Governance

Duration

Per month

Investment

From $7.5K / mo

Billed monthly in advance

Monthly cadence. On call for the additions your operation asks for, plus drift monitoring and standing integrity checks on the data substrate.

Includes

  • Monthly architectural review session
  • On call advisory for new builds and integrations
  • Drift / decay monitoring on the data fabric
  • Quarterly leadership working session

Gold

Embedded Architect

Duration

Per month

Investment

From $22K / mo

Billed monthly in advance

Principal level engagement. The Architect operates inside your firm with full ownership of metasystem integrity, and the additions your operation needs delivered as they come up.

Includes

  • Embedded weekly cadence with your team
  • Full ownership of metasystem integrity
  • On call for any architectural question
  • Capability transfer programme for internal staff
  • Strategic advisory at the leadership table
Silver

06 · The Wealth Layer

Quantitative Investment Infrastructure

Securities grade signal infrastructure for funds, family offices, and quantitative operations. Available by arrangement for engagements that require it.

Scoped to the mandate

By Arrangement

Quantitative Engagement

Duration

Scoped to engagement

Investment

By arrangement

Securities grade signal infrastructure, market and alternative data ingestion, algorithmic sentiment, backtesting harness, position dashboards. Scoped to the firm, never to a template.

Includes

  • Real time market and alternative data ingestion and normalization
  • Algorithmic sentiment pipelines running natural language processing (NLP) on unstructured sources
  • Backtesting harness with reproducible signal evaluations
  • Portfolio and position dashboards calibrated to your decision cadence
  • Compliance grade audit trail and data lineage

At a Glance

Every tier, side by side.

PracticeTierDurationInvestment

First System

Focused Deployment

First System

~2 weeks$6,000 flat+ $500/mo coverage

Fitted System

Configured Deployment

Fitted System

2 to 4 weeks from data accessFrom $15,000

Producer Advance Audit

Focused Book Audit

Bronze

2 to 3 weeksFrom $3,500+ 20% of recovered

Producer Advance Audit

Full Book Audit

Silver

2 to 3 weeksFrom $7,500+ 20% of recovered

Producer Advance Audit

Multi Counterparty Audit

Gold

2 to 3 weeksFrom $15,000+ 20% of recovered

Discovery & Architecture Blueprint

Single Domain Audit

Bronze

1 weekFrom $10K

Discovery & Architecture Blueprint

Full Blueprint

Silver

2 weeksFrom $15K

Discovery & Architecture Blueprint

Strategic Blueprint

Gold

3 weeksFrom $28K

Autonomous Operational Metasystems

Single Channel Integration

Bronze

4 to 6 weeksFrom $60K

Autonomous Operational Metasystems

Cross System Backbone

Silver

10 to 14 weeksFrom $115K

Autonomous Operational Metasystems

Full Metasystem

Gold

16 to 20 weeksQuoted on architecture

Managed Systems Governance

Quarterly Review

Bronze

Per month, billed quarterlyFrom $3,000 / mo

Managed Systems Governance

Active Governance

Silver

Per monthFrom $7.5K / mo

Managed Systems Governance

Embedded Architect

Gold

Per monthFrom $22K / mo

Quantitative Investment Infrastructure

Quantitative Engagement

By Arrangement

Scoped to engagementBy arrangement

Investment floors are directional. Real engagements are scoped after the Blueprint and tied to outcome value, typically 15 to 25% of first year cost savings or realized alpha.

FAQ

The questions we actually get asked.

Do I need a Blueprint to start?

Not for First System deployments. Those skip the Blueprint because the architecture is already shipped and sound, the engagement is the port, not the design. You can buy one directly off a 30 minute scoping call. Custom builds (Metasystems, Quantitative Infrastructure) do require a Blueprint first. The Blueprint is the gatekeeper for net new architecture, not for proven systems being redeployed.

Why does every custom build engagement begin with the Blueprint?

Because design errors compound. We have seen too many firms commit capital to a build phase before the architecture was sound, and pay for it for years. The Blueprint is the gatekeeper. The deliverable is yours regardless of whether you continue with us. If you proceed to a Build within 60 days, the audit fee credits forward against the engagement, so it never feels like a toll.

How is pricing structured?

First System is flat priced, $6K plus $500/mo coverage. Custom build tiers have fixed fee floors ("From $X"), real engagements are scoped after the Blueprint and tied to outcome value, typically 15 to 25% of first year cost savings or realized alpha. The Quantitative practice is arranged engagement by engagement. We never bill hourly, an Architect doesn't sell labor.

How are payments structured?

First System is 50/50 (half on signing, half on delivery), with the run and maintain retainer billed monthly thereafter. Blueprint engagements are billed 50/50 (40/60 for the Gold Strategic Blueprint). Build engagements scale to fit. Smaller builds run 50/50, larger builds (Silver, Gold) take 30% on signing with the remainder paid monthly across the engagement. Gold builds include a 12 month embedded governance retainer in the contract, so the Architect stays through year 1. Standalone retainers are billed in advance on the chosen cadence. Invoices are issued via Stripe, ACH and card both work.

Who actually does the work?

Huey Louis, Metasystems Architect, leads every engagement personally. Specialist contractors join for component specific builds (data engineering, devops, quantitative validation) when scope warrants. The Architect of record never changes.

What if my situation doesn't fit a tier?

Most don't, exactly. Pick the closest fit and tell us where you diverge during the scoping call (or the Blueprint, for custom work). The tiers are productized starting points, not boxes, every engagement is rescoped against your actual context.

Do you take work outside insurance?

Yes. Insurance is where these systems were built and proved, and it is still the home vertical, but the architecture is the part that travels. The same metasystem rigor applies to any breakout founder operation where data integrity isn't optional. Medical, legal, advisory, dental, securities desks, agencies handling regulated workflows, and capital intensive media are all live target verticals.

Engage

Not sure which tier fits?

Most aren't, exactly, and that's fine. The Blueprint is the qualifying engagement. Book a 30 minute working session to scope which tier of which practice maps to your situation. The Architect reads every inquiry personally.