About F3 Insights

Adaptive systems and architecture are critical to executive advantage.

F3 Insights is an AI and finance advisory firm. We train executive teams to use AI well and build the automations and systems they run on, for companies with $10M to $70M in revenue.

The mission

Build the systems that define the future.

AI can now do a large share of the digital work inside a company, from drafting and scheduling to reconciling accounts and building forecasts. Most companies have bought the licenses without seeing the numbers move. We close that gap. We train your leadership team and its people to use AI on their real work, build automations with a person reviewing the output, and measure the result in hours returned, margin, and cash. The partners doing the work have led finance functions, built AI platforms, and run an investment fund, so what we build holds up in front of a board, and your data and IP stay yours.

The current environment

What Today's Executives Are Up Against

You need support from experts who have both been in your shoes and kept up with how fast this is changing.

Growth companies need upskilling

When companies outgrow their systems and capabilities, they need to bring in expertise quickly and effectively.

An expectation to embrace AI

Your leadership team, board, and investors expect teams to use AI. The details of how are less clear: proving the impact, understanding the costs, and keeping data secure.

Claude for Teams or Copilot with unclear return

You may have bought the licenses, but are you seeing improvement in your bottom line? What is the best way to actually use them?

Employees are concerned that AI will take their jobs

Today, AI is able to do a significant number of digital tasks. Employees need to be upskilled to take advantage of the technology.

Data is the core to success

Siloed data from Salesforce, SAP, and spreadsheets that needs to be aligned. No AI agent can be trusted with data nobody trusts, and data needs to be utilized securely.

Technical skill acceleration

There are people racing ahead today with tools that seem to change day-to-day. Which approaches keep working as the tools change?

The sweet spot

Who You Are Working With

Multiple disciplines, one operating posture. Strategy that survives contact with reality, engineering that holds up under load, and finance leadership that has to answer to a board.

Finance

CFO-grade accountability

The numbers have to be trustworthy on demand. We have closed the books, defended the forecast, and owned the controls.

Strategy

Deep problem solving

Structured decomposition, hypothesis-driven analysis, and the discipline to lead with the outcome rather than the tool.

Engineering

Big-tech grade systems thinking

Deterministic, auditable architecture. Agentic workflows designed like production systems, with guardrails and human-in-the-loop by default.

Operations

Understanding the big picture

Systems underlie every company's success. Dataflow, interpersonal communication, and critical decision points.

Leadership

A New Generation of Advisors

We are trusted leaders who are equally comfortable with the strategic big picture as well as the nitty-gritty detail.

Gregory Fisher
LinkedIn

Gregory Fisher

Partner

Greg Fisher founded F3 Insights to bring senior financial leadership to growth-stage companies. He is a 'full-stack' business executive and transformation consultant who drives business optimization and financial health. Across roughly 20 years in finance leadership, he has helped companies in healthcare, biotech, manufacturing, consumer electronics, and professional services improve profitability, build reporting and data infrastructure, and scale operations. Greg holds CPA (inactive), MBA credentials from UCSD, and has had multiple overseas expat tenures in complex international businesses.

His speciality is to lead business transformation at the critical intersection of operations, finance, and technology.

James Christopher
LinkedIn

James Christopher

Partner

James Christopher was building with machine learning before the current wave, and holds patents in the field. His career crosses lines most people pick one of: senior roles in marketing, research, and engineering.

As a seasoned Chief Experience Officer he owns how the work feels to the people who live with it: the client's experience of the engagement, and the end user's experience of every system we ship. He has advised companies across technology and go-to-market as both a builder and an operator, turning hard AI capability into adoption people trust.

His specialty is human-in-the-loop. For years he has built human-in-the-loop systems inside advanced AI platforms, designing the review gates, controls, and handoffs that keep a person between the model and the consequence. That discipline is the spine of how F3i governs AI, and the reason a board can trust what we put in front of them.

Bryce Gilleland
LinkedIn

Bryce Gilleland

Partner

Bryce Gilleland has spent more than 20 years leading teams and backing builders across energy, policy, blockchain, and finance. He has operated as a CEO, investor, and advisor, and today serves as Co-GP of the Cal Innovation Fund, where he works daily with founders taking new technology to market.

He has a habit of arriving early to what matters next: he moved early on blockchain, and now runs his fund's operations on a fleet of AI agents he designed himself. Bryce holds an MBA from Berkeley Haas.

At F3 Insights his focus is automation for venture funds and other fundraising organizations, building for them the kind of agent-run operations he uses at his own fund.

His specialty is strategy: reading where things are headed, positioning ahead of the trend, and optimizing steadily toward long-term goals.

The vision

Every executive and employee sits on top of an architected, governed system.

We are building toward a near future where team members each run a command center, not a backlog. Where AI adoption is measured in margin increased and risk removed, and team members can focus on decision-making and human-in-the-loop oversight.

Contact

Let's Talk

Ready to explore how F3 Insights can help your business? Start with a conversation. We typically respond within one business day.

Get in touch

Whether it is AI training for your team, automation that gives you time back, or finance systems you can run on, we'd love to learn about your business and talk through how we can help.

Emailinfo@f3insights.com
StudioSan Diego, CA
ResponseWithin one business day