Special situations don't wait for traditional analysis.

Cowboi AI doesn't either.

Hours

from data intake to initial prioritized assessment

4 Modules

covering liquidity, forensics, scenarios, and plans

99.99%

uptime SLA on dedicated private cloud infrastructure

SOC 2

Type 2 aligned, built for sensitive financial data

Multi-Tier Agentic AI: Proprietary Core, LLM-Agnostic Layer

Cowboi AI is not a wrapper around a generic large language model. It is a purpose-built, multi-tier agentic AI platform with a proprietary core trained on Cowboi’s turnaround methodologies, wrapped in an intelligent orchestration layer that can route tasks across multiple AI providers.

1

Cowboi Core | Privately Hosted SLM

  • Small language model hosted on Cowboi’s private infrastructure
  • Trained on industry data, turnaround methodologies, and Cowboi’s proprietary IP
  • Core data layer never leaves Cowboi’s controlled environment
  • Supports domain-specific reasoning unavailable in generic AI tools
2

Domain Data Packs

  • Vertical-specific operating benchmarks and restructuring patterns
  • Lender reporting requirements and special-situation playbooks
  • Industry workflows and regulatory logic
  • Proprietary datasets built from Cowboi’s engagement history
3

LLM-Agnostic Orchestration Layer

  • Routes tasks across OpenAI, Claude, Mistral, and other providers
  • Intelligent dispatch based on task type, latency, cost, and quality targets
  • Dynamic token budgeting, minimizes inference cost at scale
  • Swap model providers without rewriting core workflows
4

Multi-Model Agentic Pipelines

  • Chains specialized models for complex, multi-step engagement workflows
  • RAG-enabled knowledge retrieval, connects AI output to source documents
  • Agent framework with event streaming and real-time orchestration
  • Patented AI algorithms and prediction engines
5

Secure Cloud Infrastructure

  • LLMs and core models hosted on dedicated Virtual Private Cloud
  • Private subnets, no shared public infrastructure
  • 1,500+ CloudWatch alert thresholds for real-time anomaly detection
6

SOC 2 Type 2 Alignment

  • Security: protection against unauthorized access
  • Availability: 99.99% uptime SLA via multi-AZ deployment
  • Processing Integrity: accurate, authorized, timely processing
  • Confidentiality & Privacy: protection of sensitive financial data

Four Modules. One Integrated Platform.

COMMAND CENTER
ASSESSMENT & PLANNING
OBLIGATION MANAGEMENT
STAKEHOLDER COMMUNICATION

Real-Time Stabilization Dashboard

Tracks the live Stabilization Readiness Score, liquidity runway, cash burn, and open critical actions in one executive view.

Gives operators, management, lenders, and the board a single, current version of the truth.

Updates continuously as the situation moves, no waiting for the next status deck.

Risk & Severity Mapping

Distributes every issue across critical, high, medium, and low severity, with domain-level health scoring.

Shows where the situation is deteriorating, and where progress is being made, at a glance.

Turns a sprawling risk picture into a focused set of priorities.

Document & Evidence Vault

Centralizes financials, contracts, agreements, policies, and source documents as a single source of truth.

Ties every item to its source, timestamp, and review status for full traceability.

Keeps the engagement audit-ready from day one.

Board & Lender Reporting

Generates decision-grade board, lender, and partner reporting in one click.

Routes every output through partner review before it is released.

Maintains an immutable record of what was shared, with whom, and when.

Liquidity Assessment Engine

Evaluates near-term cash position, runway, and working capital pressure in hours.

Surfaces 13-week cash flow assumptions, debt service gaps, and liquidity concentration risk.

Identifies the highest-urgency cash control actions for immediate stabilization.

Forensic Signal Review

Scans financial and operational data for anomalies, inconsistencies, and risk indicators.

Detects unusual cash movements, margin erosion, revenue leakage, vendor irregularities, payroll.

Accelerates issue identification so Cowboi professionals can focus expert judgment where it matters.

Scenario & Turnaround Analysis

Models base case, downside, and recovery paths across liquidity, operations, and value.

Supports cost reduction scenarios, asset sale considerations, vendor stabilization, working capital improvement, receivership action planning, and stakeholder sequencing.

Helps clients understand tradeoffs faster and decide with better information.

Plan Generator & Execution Roadmap

Converts analysis into structured, stakeholder-ready action plans.

Generates first-10-day stabilization actions, 30/60/90-day roadmaps, cash control frameworks, stakeholder communication plans, monitoring requirements, and accountability structures.

Output is designed to drive execution, not just inform it.

Action & Obligation Tracking

Captures every required action, deadline, owner, and source document in a single register.

Flags what is overdue, due in 7 days, and due in 30, before deadlines are missed.

Prioritizes by urgency and impact so the team works the right items first.

Workstream Organization

Groups obligations into clear workstreams: lender deliverables, board actions, court and receiver actions, vendors, tax, payroll, and contracts.

Keeps complex, multi-front engagements organized and legible.

Let’s each stakeholder see exactly the slice that matters to them.

Ownership & Accountability

Assigns every action to a named owner with a target resolution time.

Tracks status and time-to-resolution and escalates when items stall.

Replaces ambiguity with clear, individual accountability.

Evidence & Completion Audit

Links each completed action to its supporting evidence and approval.

Builds an immutable audit trail for boards, lenders, courts, and creditors.

Proves not just what was planned, but what was actually done.

Stakeholder Engagement Hub

Manages communication with lenders, creditors, the board, counsel, vendors, employees, and buyers in one place.

Tracks total reach, active communications, pending responses, and escalations.

Ensures no relationship goes dark, alignment matters most.

Communications & Notices

Generates stakeholder-ready formats: lender updates, vendor standstill requests, creditor notices, board packages, and court or receiver updates.

Builds each communication from current engagement data, not stale templates.

Keeps messaging consistent across every audience.

Consent, Approvals & Commitments

Tracks lender consents, waivers, forbearances, and standstill agreements through their full lifecycle, active, withdrawn, and expired.

Surfaces approvals expiring in the next 7 and 30 days so deadlines are never missed.

Turns scattered commitments into a managed, monitored pipeline.

Communication Logs & Audit Trail

Records every notice sent, response received, and meeting held.

Maintains a complete, time-stamped history for board, court, and creditor scrutiny.

Keeps a defensible record of how stakeholders were engaged throughout.

From Scattered Data to Prioritized Action

Cowboi AI moves through a structured six-stage workflow: from initial data intake to ongoing execution support, without losing the human judgment that distressed situations demand.

1

Intake

Cowboi AI ingests available financial, operational, legal, and stakeholder data; reports, spreadsheets, contracts, lender materials, 13-week cash flows, management updates; and organizes it into a structured working dataset.

2

Assessment

The platform evaluates the company’s current state across liquidity, operations, reporting reliability, debt service, stakeholder complexity, and control environment to establish a rapid, structured baseline.

3

Forensic Review

AI-assisted workflows surface anomalies, inconsistencies, cash leakage, reporting gaps, vendor irregularities, and operational breakdowns; accelerating the identification of where expert attention is needed most.

4

Prioritization

Issues are ranked by urgency, liquidity impact, value impact, stakeholder sensitivity, and execution complexity, so clients move past long issue lists and focus on the few actions most likely to change the outcome.

5

Recommendations

Cowboi AI generates structured turnaround recommendations, scenario analyses, workstreams, milestones, and execution plans for review by Cowboi professionals and client stakeholders.

6

Execution Support

The platform supports ongoing plan tracking, stakeholder reporting & Communication, metric monitoring, and plan refinement as the situation evolves, keeping teams aligned and focused on what’s moving.

Purpose-Built. Not Adapted.

Generic AI tools can summarize documents. Cowboi AI is engineered for the workflow, judgment structure, and urgency of distressed situations. Every capability, every model, and every data pack is built around one use case: preserving value when time is running out.

1

Domain-Trained

Built on Cowboi’s proprietary turnaround methodologies, restructuring intelligence, and special situations workflows, not retrained from a general-purpose model.

2

Secure by Design

Purpose-built for sensitive financial, lender, investor, and receivership data. Dedicated private cloud. 100% audit logging. SOC 2 aligned.

3

Human-Led, AI-Accelerated

Cowboi professionals guide every engagement. AI accelerates intake, analysis, and plan generation. Experts drive strategy and judgment.

4

Faster Time to Clarity

Move from scattered information to a prioritized, structured view of the situation in hours, not the weeks traditional analysis requires.

5

Execution-Oriented Output

Every output is designed to become an action plan, not a static report. Workstreams, owners, milestones, and stakeholder-ready formats.

6

No Vendor Lock-In

LLM-agnostic orchestration layer lets Cowboi route tasks across multiple AI providers while preserving its proprietary core IP, workflows, and data packs.

Bring Clarity to Your Most Time-Sensitive Situation.

Whether you're facing liquidity pressure, operational distress, lender scrutiny, or receivership complexity Cowboi combines AI-powered intelligence with hands-on turnaround expertise.
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