What selected partners receive
A bounded pilot with clear institutional value.
The programme is designed to test OpenStrategy against an actual decision workflow. Partners receive the agreed institutional deliverables. The underlying OpenStrategy platform, evidence infrastructure and reusable workflow system are not transferred.
Configure one institutional workflow
Translate the partner's mandate, evidence requirements, review process and output needs into a defined workflow operated through OpenStrategy's research and intelligence system.
Complete one bounded piece of work
Deliver one preliminary Strategy Passport or one comparison covering no more than two strategies, or an agreed mandate-fit, evidence, risk or Implementation Readiness assessment.
Receive context relevant to the workflow
Access a monthly OSIQ 30 briefing, relevant underwriting notes, selected early Research and direct discussion of implications for the agreed use case.
Test usable workflows as they become available
Receive priority access to applicable Platform and Agent Intelligence prototypes, plus one structured workflow-feedback session each month.
Fit and independence
A commercial programme for real institutional problems.
Paying for the programme supports a defined workflow pilot. It never purchases favourable research, Index inclusion or an assessment outcome.
- Funds, allocators and trading teams with an active strategy-review workflow
- Organisations with a named internal owner and a concrete decision problem
- Teams willing to attend onboarding and one feedback session per month
- Applicants with serious potential to become a continuing customer
- Individuals seeking trading signals or strategies seeking favourable coverage
- Applicants attempting to buy OSIQ 30 inclusion or pay for a favourable assessment
- Vendors seeking a promotional partnership
- Applicants without an actual institutional workflow or programme readiness
- Evidence requirements and workflow design
- Decision criteria and reporting format
- Monitoring, procurement and compliance requirements
- Priorities for usable Platform and Agent Intelligence workflows
Payment or participation cannot influence OSIQ 30 inclusion, methodology, O.P.E.N. Profile analysis, Strategy Passport assessment statuses, monitoring states or editorial conclusions.
- OSIQ 30 membership, weighting or methodology
- O.P.E.N. Profile analysis or Strategy Passport assessment statuses
- Monitoring states or Research findings
- Custody, execution, autonomous allocation or investment decisions
Programme process
Defined scope, 90-day delivery, clear next step.
When production applications open, they will be reviewed for institutional fit and current capacity before any confidential information is exchanged.
- 01
Register interest
Describe the organisation, internal owner, decision workflow, pilot focus and programme readiness.
- 02
Application, fit and scope
Once applications open, OpenStrategy confirms the evidence boundary, bounded deliverable, meeting rhythm, confidentiality and payment schedule.
- 03
Run the pilot
Test the configured workflow through one underwriting pilot, private briefings and structured monthly feedback.
- 04
Choose the next path
At completion, consider an annual intelligence relationship, separately scoped diligence or a research-only relationship.
- One configured OpenStrategy-powered workflow
- One bounded deliverable
- One Strategy Passport or one comparison covering no more than two strategies
- One scheduled partner session per month
- One final findings and next-step review
- Additional or repeated strategy reviews
- Bespoke integrations, custom API work or live trading support
- Continuous Monitoring or repeated Passport production
- Open-ended consulting or work beyond the agreed evidence boundary
Have one defined institutional workflow and a named internal owner?
Register interest for the founding cohortThe programme fee may be credited toward an eligible 12-month OpenStrategy intelligence, research or early-access engagement of US$12,000 or more, entered into under a separate agreement within 30 days of programme completion. Do not submit sensitive strategy data through this form. Confidential evidence is accepted only after separate controls are agreed and remains isolated from public Index and Research decisions.
Founding cohort opening soon
Bring the underwriting use case you need to solve.
Production applications are not yet open. Register interest now and OpenStrategy will contact suitable institutions when the application and contracting process is ready.
Planned programme fee: US$3,000 for 90 days. Payment may be made upfront or through three committed US$1,000 monthly instalments. Registering interest does not guarantee acceptance or product access.
For a direct question, email [email protected].