AI Distribution & Agentic Commerce Advisory

From search & app,
to AI & agent.

Helping organizations navigate the transition from web and app distribution to AI-mediated discovery, transactions, and customer relationships.

The platform layer is being rewritten. As consumers shift from search-based discovery to AI-assisted decision-making, companies must rethink how their products, content, and transactions are surfaced, prioritized, and monetized.

The Market Shift

AI assistants increasingly sit above traditional interfaces — at the point where consumers discover, compare, evaluate, decide, and transact.

Indexed share of discovery & transaction surfaces

2022 → 2027 (modeled)
120 60 0 2022 2023 2024 2025 2026E 2027E
Web search Apps / direct AI assistants & agents
Web and apps aren't dying.

Their share of consumer discovery moments is. The surface is moving, not disappearing.

A new intermediary layer.

AI sits between brands and consumers across discovery, recommendation, transactions, interaction, and data.

This is a platform transition.

When intermediaries shape the flow, leverage, attribution, monetization, and customer ownership all shift.

Market Evidence

This is already happening.

55%→25%

Google's share of Condé Nast web traffic, 2023 to 2025.

Financial Times, Feb 2026
81%

of retail executives believe gen AI will weaken brand loyalty by 2027.

Deloitte, 2026
$750B

in U.S. revenue projected through AI-powered search by 2028.

McKinsey, 2026
−58%

CTR decline on top-ranked pages when AI Overviews are present.

Ahrefs, Dec 2025
We assume very dramatic continued declines in search traffic, to the point where in a couple of years it's just not a meaningful driver of our traffic.
Roger Lynch, CEO — Condé Nast · Financial Times, February 2026
Three consecutive years Condé Nast forecast the decline. Three consecutive years the actual drop came in worse. Now they're planning for zero. What are you planning for?
How We Help

Four practice areas. One coherent view of the shift.

Most engagements span two or three.

01

AI Discovery, Distribution & Experience Strategy

We help organizations understand how AI changes customer discovery and interaction — and identify how to remain visible, relevant, and differentiated as those journeys evolve.

Example outputs
  • AI Discovery & Visibility Assessment
  • AI Distribution Strategy
  • Conversational Journey Evaluation
  • Platform Prioritization Framework
02

Commercial Strategy, Partnership & Platform Economics

We help organizations understand where value may shift as AI intermediates transactions, recommendations, and customer relationships — and develop strategies to preserve leverage and monetization.

Example outputs
  • Partnership Strategy Roadmap
  • AI Licensing Framework
  • Platform Dependency Assessment
  • Customer Ownership Analysis
  • Monetization & Value Capture Strategy
  • Build vs. Partner Assessment
03

AI Platform & Ecosystem Advisory

We help leadership teams navigate uncertainty by providing strategic guidance on platform evolution, ecosystem dynamics, competitive developments, and emerging opportunities.

Example outputs
  • AI Ecosystem Landscape Assessment
  • Competitive Platform Briefing
  • Executive Education Workshop
  • Strategic Opportunity Map
04

AI Readiness, Governance & Transformation

We help organizations prepare the infrastructure, governance, and operational foundations required to participate effectively in emerging AI ecosystems.

Example outputs
  • AI Readiness Assessment
  • Governance, Provenance & Rights Framework
  • Retrieval & Knowledge Architecture Review
  • API & Integration Strategy Roadmap
What's Changing

Five questions every consumer-facing business must now answer.

01

How are we discovered?

AI assistants are increasingly becoming the primary research, recommendation, and decision-making interface for consumers.

02

Who owns the customer relationship?

As AI systems intermediate discovery and transactions, brands risk losing direct engagement, data ownership, and customer continuity.

03

Who captures value inside AI ecosystems?

As platforms shape recommendation and transaction flow, commercial leverage, monetization, and margin ownership may shift materially.

04

Should we build, partner, or license?

Organizations must determine where proprietary capabilities create advantage, where partnerships accelerate growth, and where licensing is the most efficient path to participation.

05

What infrastructure do we need to compete?

Organizations must rethink their data, governance, interoperability, and commerce infrastructure for AI-mediated discovery and transaction environments.

AI is becoming a new intermediary layer between brands and consumers. When it shapes the flow, everything downstream shifts.

Our Philosophy

AI is not replacing the digital ecosystem.
It is reorganizing the interface layer.

Websites, apps, and platforms remain foundational. But AI increasingly influences how consumers discover, evaluate, and transact. The companies that succeed won't simply adopt AI tools — they'll strategically position themselves within the ecosystem AI creates.

Engagement Models

Four shapes. Each anchored to a defined executive outcome.

Common entry point

Workshop

1–2 days

Half- or full-day working session with an executive team, leadership group, or board on the strategic implications of AI-mediated discovery, commerce, and ecosystem transformation.

AI Distribution & Ecosystem Assessment

6–8 weeks

Strategic diagnostic across AI-mediated discovery, attribution, commerce flows, platform dependency, and customer ownership. Delivers a prioritized roadmap for ecosystem participation.

Strategic Advisory

6–12 months

Ongoing advisory support for executive teams navigating AI ecosystem transformation, commercialization strategy, platform evolution, and ecosystem partnerships.

Pilot Programs

8–16 weeks

Design and execution of focused pilot initiatives to test emerging AI-mediated workflows, recommendation environments, commerce experiences, or ecosystem integrations.

Who We Work With

Enterprise organizations navigating AI ecosystem transformation.

Organizations most exposed to shifts in discovery, customer ownership, monetization, and platform leverage.

Media & Entertainment

  • Studios
  • Publishers
  • Sports leagues
  • Streaming platforms
  • Ticketing & live events
  • IP owners

Commerce & Consumer Platforms

  • Retailers
  • Marketplaces
  • Consumer brands
  • Travel & hospitality
  • Subscription businesses
  • Reservation & booking platforms

Technology & Platform Ecosystems

  • Consumer apps
  • SaaS platforms
  • Data providers
  • Creator economy platforms
  • Enterprise software
  • Platform operators

The common thread isn't industry vertical — it's exposure to shifting distribution models, transaction flows, and platform leverage.

Founding Team

Where strategy, commerce & infrastructure converge.

Erin Razov

Erin Razov

Co-Founder · Business, Platform & Commercial Strategy

Erin serves as the strategic lead for CMOs, business development leaders, and executive teams navigating AI ecosystem transformation.

Deep experience in strategic partnerships, platform economics, licensing, monetization, and distribution across consumer platforms, media ecosystems, and commerce infrastructure.

Former VP / Head of Business Development & Strategic Partnerships at Fandango | NBCUniversal, where she led platform partnerships, ecosystem expansion, and commercial growth initiatives across media, commerce, and consumer technology.
Ben Havey

Ben Havey

Co-Founder · Product, Technology & Infrastructure Strategy

Ben serves as the strategic lead for technology, product, and innovation leaders navigating AI infrastructure, interoperability, and ecosystem transformation.

Deep expertise across AI infrastructure, interoperability, retrieval systems, semantic architecture, API ecosystems, and enterprise integration — translating where platforms are heading into concrete product and infrastructure decisions.

Former VP of Technology Innovation at Disney StudioLAB and VP of Digital Product at NBCUniversal, leading emerging-technology and digital product initiatives across major media and entertainment platforms.
Why Agent Layer

We understand both sides of the shift.

Commercial

  • Distribution & licensing
  • Platform partnerships
  • Monetization strategy
  • Commercial & value-capture economics
  • Attribution & measurement

Technical

  • AI infrastructure & retrieval
  • Interoperability & API ecosystems
  • Governance & rights frameworks
  • Enterprise integration
  • Semantic architecture & data strategy
Mobile Streaming Marketplaces Platform Ecosystems Now AI.

We've operated through platform transitions before. Most advisors understand one side — we bridge both.

The Agent Layer

Position deliberately inside what comes next.

Let's discuss how AI-mediated ecosystems may reshape your category, customer journeys, and commercial infrastructure.