We identify the proprietary expertise that makes your company valuable, codify it into defensible technical systems, protect the IP, and implement AI that compounds your competitive advantage instead of eroding it.
The outcome: a higher multiple at exit, a moat that survives AI disruption, and infrastructure that transfers cleanly to an acquirer. We bring together three disciplines that are rarely found in one place.
Trusted by teams in clinical AI, legal AI, logistics, wealth management, and asset valuation.
A JD in intellectual property law and a track record of patented inventions on the team. We identify what's proprietary and worth protecting.
CTO-level technical leadership across regulated industries. We build the systems that turn expertise into defensible software.
Hands-on AI/ML engineering, with patent-pending algorithms in production. We deploy AI that amplifies the moat instead of eroding it.
Almost nobody has all three in one house.
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Rubix Underwriting
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Rubix Underwriting
Our four workstreams are designed to compose into a single engagement. You can start with any one of them, but they're strongest together.
We inventory the proprietary expertise, data, processes, and technical assets that make your company valuable. We identify what's protectable, what's leaking, and what to codify first.
$15K–$25K standalone, or Phase 0 of a full engagement.
Learn more →An embedded CTO plus a dedicated engineering team. We build the systems that turn proprietary expertise into defensible software.
$20K–$30K/month retainer. Month-to-month. 30-day notice.
Schedule a call →LLM pipelines, agentic workflows, and knowledge systems anchored in your proprietary data. AI that amplifies the moat rather than eroding it.
Fixed-fee or retainer.
Schedule a call →Replace a vendor or offshore team. We stabilize production, own the roadmap, and execute.
Fixed-fee Phase 1, then ongoing retainer.
Schedule a call →Firm-voiced summaries of completed engagements. Active retainer clients are not listed.
Method Data Science operates at the intersection of IP strategy, technical leadership, and applied AI. Our team has spent fifteen-plus years building proprietary data and AI systems in regulated industries — including work as CTO-level technical leaders, as principals in a dedicated computer-vision IP venture with patent-pending image similarity technology, as senior data scientists at mortality-based PE investment platforms, and as consultants on federal healthcare programs. That history produces a firm that can identify what's proprietary in your business, codify it into defensible software, and deploy AI that compounds the moat instead of eroding it.
Defensible tech, protectable IP, AI that compounds the moat before diligence.
Interim CTO leadership plus an IP and AI roadmap for the next chapter.
Companies that have outgrown the founding technical team and are building AI-powered features.
Healthcare, legal tech, logistics, fintech, wealth management.
Tell us what you're trying to protect, codify, or build. We'll tell you whether we can help.