The architecture fails before the model.
Bad data plumbing, missing process discipline and unclear decision rights stop AI from compounding. Fix the operating layer first.
ABOUT SOPHIZO · SEATTLE
Most AI advisors will sell you a tool. We rebuild the system underneath.
About Sophizo: a governed AI operating layer, built around the way your business actually works.
Book a 30-minute callOperator receipts
68% 97%Forecast accuracy at IBM and HCL Software
78 41 daysSales cycle at IBM
$12MARR turnaround at IBM
3IPO exits · employee #6, #11 and #19
AI since 2016Built into production work
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John Utley · FounderTHE OPERATOR BEHIND THE SYSTEM
Built from the inside, not the sidelines.
John Utley spent more than eleven years in financial services and held roles at IBM, a CRM software company as AVP of Sales, and HCL Software.
He helped build three IPO exits as employee #6, #11 and #19, including a fintech SaaS company that grew from $3M to $75M ARR.
He co-founded a BTC and ETH algorithmic hedge fund in 2018 and has been building with AI since 2016.
THE ROAD HERE
01 / 05Risk has to survive scrutiny.
Eleven-plus years in financial services made accountability concrete. Numbers get tested by people with everything on the line.
THEN: Risk and governanceHOW WE OPERATE · SEATTLE HQ
Sales
5 agents- Pipeline researcher
- Account brief
- Meeting prep
- CRM steward
- Follow-up drafter
Client Success
4 agents- Onboarding guide
- Health monitor
- Knowledge finder
- Renewal brief
Finance
3 agents- Invoice assistant
- Spend classifier
- Close checklist
Governance
4 agents- Policy watcher
- Access reviewer
- Risk assessor
- Exception tracker
Audit
3 agents- Evidence collector
- Action recorder
- Control tester
01Chief of staffCoordinates priorities and escalations
JohnOwner
19 agents · Five departments · One accountable owner
WHAT JOHN BELIEVES
Build the system around the work.
If your team cannot run it, we built the wrong thing.
Capability transfer is the deliverable. The exit ramp belongs in the work from day one.
Every agent needs a manager.
A named human owner, written approval rules and a monthly audit keep real work accountable.
COMPANIES IN THE WORK
CRM
Wipro a cloud technology company LinkedInTHE NEXT STEP
Start with the system you have.
Bring one real operating problem. Leave with a clearer next move.
Book a 30-minute call