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Ocean Crest Ventures × CBIA
One expert AI team for every CBIA member — a diagnostic to see where they stand, an integration to put AI to work, and a plan for their people.
Ride the crest of the wave.
For discussion purposes
×CBIAOcean Crest Ventures — CBIA's go-to AI partner.
One expert team for every CBIA member's AI question — from first diagnostic to owned results.
Members are already asking for AI. Let's make Ocean Crest the answer.
CBIA members are already asking for AI, with no single place to send them. This partnership makes Ocean Crest that place — one expert team, and one destination for every AI question.
Sample member score
AI Readiness Assessment
Every member starts with a free, 3-minute diagnostic that returns a 0–100 AI-readiness score and prioritized next steps — a genuinely useful takeaway and a no-pressure on-ramp.
- 0–100 readiness score
- Strengths & gaps
- Prioritized next steps
Problem-Solving AI Solutions
Our Audit Agent reads a member's actual systems and produces the blueprint. From there we build — strategy to deployment — on infrastructure they own outright. No rent-forever SaaS.
- Audit Agent blueprint
- Strategy → build → deploy
- Owned, not rented
Culture & Human Capital
AI changes how teams work — and culture, not tech, is where most rollouts fail. We pair every build with change management, training, and a people plan led by our Cultural AI Strategy Lead.
- Change management
- Team training
- Responsible-use guardrails
Backed by our advisory board and a founder featured on 60 Minutes, CNN, FOX & NBC.
110-user CRM onboarding + document creation
$150 / user / mo × 110 users
$16,500 / mo
≈ $198,000 / year
×CBIAWhat working together looks like.
A simple operating rhythm: we educate your members, route their AI questions to one expert team, and turn interest into owned results — with value flowing back to CBIA.
Webinars & education
Recurring AI webinars and lunch-and-learns for members — practical, jargon-free, and co-branded with CBIA.
Active lead routing
Every member AI question CBIA receives comes straight to us — we take the discovery call and the follow-through.
Member assessments
A free AI Readiness Assessment for every member — the shared, no-pressure entry point.
Events, workshops & content
We speak at CBIA events, run hands-on workshops, and produce co-branded guides and office hours.
From first webinar to owned results.
Educate
A co-branded AI webinar or workshop for your members.
Assess
Every attendee gets a free AI-readiness diagnostic.
Engage
Interested members book a discovery call with our team.
Build
We design, build, and document a custom AI solution they own.
Grow
We stay on as their fractional AI team — value flows back to CBIA.
Aligned incentives — value flows both ways.
Trusted member access, the events platform, and endorsement — the door we can't open alone.
The AI expert team, diagnostics, custom builds, and ongoing support — the delivery.
A referral / revenue share on engagements CBIA sources — structure defined together.