Fractional AI Officer for minerals, royalties and NonOp teams
Summer AI puts AI agents to work inside your firm: organizing operator statements and deal files, tracking investor follow-ups, reading documents and preparing you for meetings.
One experienced engineer builds it, oversees it and answers for it.
Built for minerals, royalties and NonOp teams of 5 to 20.
The problem
Deals run on relationships. But the work around every deal keeps growing: operator statements, data rooms, investor follow-ups, meeting notes and spreadsheets.
On a five-person team, that work usually lands on the same people who should be evaluating opportunities, talking to investors and finding the next deal.
Where the week disappears
The assessment finds your real list.
The recurring work your team shouldn’t have to keep doing manually.
AI agents handle the repetitive work on a steady rhythm. One engineer oversees the system, checks the results and keeps it working as your firm changes.
Operator statements, spreadsheets, PDFs, emails and deal files become information your team can actually find and use.
Know who you spoke to, what was promised and who needs a call next.
Agents work through statements, agreements and data rooms before you do, surfacing what deserves your attention.
Get a short brief before the call or dinner: previous conversations, open items, relevant documents and public information.
No new team to hire. One engagement in two parts.
Step 1
We sit with your team and map where the hours actually go.
Then we hand you a written plan: what AI agents can take over, what should stay with people and where AI isn’t worth using.
Step 2
We build and run the agents from the plan.
Your engineer checks their work, fixes what drifts and improves the system as your firm changes.
Always
AI agents do the work. One experienced engineer is accountable for the system behind them.
You don’t have to manage prompts, models, integrations or AI tools yourself. You have one person to call.
“Our data ends up somewhere it shouldn’t.”
Your data stays in accounts you own wherever possible, and each agent gets access only to what it needs to do its job.
“An agent gets something wrong.”
Nothing an agent writes reaches an investor or counterparty without human approval.
Agents can prepare the work. People make the decisions.
“We get locked in.”
Your data and accounts remain yours.
Anything built specifically for your firm is documented so your operation doesn’t depend on a black box only we understand.
Some problems are better solved with dedicated software. When we see them often enough, we build them.
by Summer AI
Your investor presentation as an interactive page.
Investors move through it at their own pace, hear you explain the important slides and ask questions along the way.
You see what they viewed, what they spent time on and what they asked.
by Summer AI
A private second brain for your firm.
Your notes, meetings, documents and relationships become searchable by simply asking a question.
One conversation to understand how your team works and identify where AI can take work off their plate.
We’ll tell you where AI fits, where it doesn’t and what we’d build first.