Funds & Family Offices
Counsel on data, AI, and technology, in a few well-placed hours.
Many small funds and family offices run on spreadsheets, inboxes, and the one person who knows where everything lives, with no one whose job is technology. That works until it doesn't. I help principals get ahead of it.
Where I can help
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Getting the data in order
Where your information lives, what the source of truth is, and what can stop being copy-paste.
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AI, sensibly
Where it earns a place in day-to-day operations, and where it needs guardrails.
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The right technical help
An advisor, a contractor, a vendor, or a first hire. Defining the role and choosing well.
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A view of what's coming
A sounding board on where data and AI are headed, for your operations and for the companies you back.
How we'd work
Each engagement is shaped around what you need. Sometimes that's a single working session and a written point of view. Sometimes it's ongoing counsel, or a second opinion at a key moment: a hire, a vendor, a new tool.
About
I'm C.J. Jameson, Head of Engineering at Parabola, which helps operations and finance teams automate their spreadsheet-heavy work. Before that I led engineering teams at Monte Carlo and Tableau. I'm based in Menlo Park.
I take on a small number of engagements, usually by introduction.
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