AI product strategy and delivery for B2B SaaS

Turn vague AI ambition into shipped product.

Peak3 specialises in 0-1 data-heavy & AI products and features. We help B2B & SaaS teams work out what to build, what to avoid, and how to ship quickly and securely.

Peak3 workflow
v1.0

Example: AI product scope & delivery

  1. 01

    Map user workflows

    Identify where AI can remove friction or create leverage.

  2. 02

    Pick the wedge

    Prioritise by value, feasibility, risk, and data readiness.

  3. 03

    Design the system

    UX, data flows, evals, guardrails, fallbacks, launch plan.

  4. 04

    Ship the product

    We can ship the product e2e securely and correctly, or work alongside engineering.

DiscoveryRoadmapPrototypeEvalsLaunch

Specialised in LLM and agentic products, B2B SaaS, fintech, HR-tech and Sustainability

9fin logo
PricewaterhouseCoopers logo
Spotted Zebra logo
CA2 logo

The problem

Most AI roadmaps fail before engineering starts.

Today, anyone can build with AI. The skill is in understanding the user, finding the right wedge, designing the product experience, and knowing how to evaluate whether the system is actually useful.

Too many vague ideas

Teams know they should be using AI, but the roadmap turns into a list of generic copilots, chatbots, and automation ideas with no clear commercial priority.

Too many prototypes

AI demos are easy. Useful AI products are harder. Most prototypes break when they meet real customer workflows, messy data, edge cases, and trust requirements.

Not enough product ownership

Engineering can build the system, but someone still needs to define the use case, user experience, success metrics, evaluation approach, rollout plan, and trade-offs.

What Peak3 does

Peak3 sits between strategy, product, and build.

We work with founders, product leaders, and engineering teams to move from unclear AI and product opportunities to focused product decisions, MVPs, AI features, and production-ready products.

  1. 01

    Discover

    A fast and precise discovery sprint where we map customer workflows, business goals, user pain points, and existing product constraints.

    Outputs

    • Workflow map
    • User pain points
    • Business goals
    • Product constraints
  2. 02

    Prioritise

    We prioritise the product roadmap autonomously or through internal workshops based on customer value, feasibility, commercial impact, data readiness, and risk.

    Outputs

    • Prioritised roadmap
    • Feasibility score
    • Risk notes
    • Recommended wedge
  3. 03

    Design

    We turn the chosen opportunity into a clear product spec, including UX, system behaviour, aha moments, states, fallbacks, and human-in-the-loop moments.

    Outputs

    • Product spec
    • User flows
    • System behaviour
    • Guardrail notes
  4. 04

    Build

    We ship the MVP or AI feature e2e securely and correctly, or work alongside engineering to keep delivery fast without losing product clarity.

    Outputs

    • Working product
    • Technical handover
    • Launch checklist
    • Feedback loop
  5. 05

    Evaluate

    We test output quality, usefulness, adoption, and failure modes, then set up lightweight evals, quality checks, risk controls, and feedback loops before the next roadmap decision.

    Outputs

    • Evals
    • Quality checks
    • Success metrics
    • Next roadmap decision

Offers

Three ways to work together

Start with a focused strategy sprint, move into an MVP build sprint, or bring in senior AI product leadership for a few days a week.

Feasibility & Roadmap

1–2 weeks·From £5k

A focused sprint to identify the highest-value AI opportunities in your product, assess feasibility, and leave with a practical 90-day roadmap.

  • Product and workflow audit
  • AI opportunity map
  • Use case prioritisation
  • Data and feasibility review
  • Risk and guardrail notes
  • 90-day roadmap
  • Build vs buy recommendation

Outcome

A clear decision on what to build first, what to avoid, and how to sequence the work.

Discuss roadmap sprint
Most useful for Series A/B teams

Build Sprint

4–6 weeks·From £15k

Turn a feature, product or AI use case into a clear product spec and first shipped MVP with or without your engineering team.

  • Product spec
  • UX and workflow design
  • MVP or full product build
  • Engineering collaboration
  • Evals and quality checks
  • Launch plan
  • Customer feedback loop

Outcome

A working AI feature, prototype, or MVP that can be tested with real users.

Discuss build sprint

Senior AI Product Lead

1-5 days a week·From £3k/m

Senior AI product leadership for teams that need product direction, discovery, specs, prioritisation, and delivery support without hiring full-time.

  • AI product roadmap
  • Discovery and customer calls
  • Product specs and PRDs
  • Engineering prioritisation
  • Stakeholder management
  • Launch and iteration
  • Team coaching

Outcome

Senior product ownership across AI strategy, delivery, and commercial trade-offs.

Discuss retainer

Indicative pricing. Scope depends on complexity, delivery model, and whether technical build support is required.

Selected work

Case studies

Selected examples across AI product strategy, B2B SaaS, automation workflows, and data-heavy products.

9fin logo

Financial Intelligence · B2B SaaS · 0-to-1

9fin's ESG platform from zero to scale

Designed, built and commercialised a new product line at 9fin, combining data ingestion and analytics with LLM document analysis. Scaled it into a category-defining product used across the top tier of global capital markets.

Relevant capabilities

  • 0-to-1 product strategy
  • AI-powered document analysis
  • Vector search
  • Enterprise customer discovery
  • Commercial prioritisation
  • GTM and sales support
  • Hiring and team leadership

Outcome

9 of top 10 global investment banks adopted.

Visit9fin.com
Spotted Zebra logo

HR-tech · Series A · B2B SaaS

Spotted Zebra's first AI agent and a faster delivery model

Product strategy and delivery for a new AI agent inside Spotted Zebra's hiring platform, from discovery through production. Co-designed an AI-Augmented Delivery model with the engineering lead: modern tooling and squad workflow redesign.

Relevant capabilities

  • AI agent product strategy
  • Conversational and voice design
  • AI-Augmented Delivery methodology
  • MCP and modern tooling workflows
  • Product requirements and scoping
  • Engineering and squad collaboration

Outcome

~80% reduction in development cycle time.

Visitspottedzebra.co.uk
CA2 logo

Climate · Carbon Markets · Sales Intelligence

CA2's buyer-intelligence platform for carbon markets

Designed and built CA2, a sales intelligence product for carbon project developers, combining registry data, entity resolution, structured buyer profiles and LLM matching logic to surface likely corporate buyers in a fragmented market.

Relevant capabilities

  • Data ingestion and cleaning
  • Carbon registry and market data
  • Entity resolution
  • Buyer profiling and matching
  • Sales intelligence design
  • 0-to-1 product strategy

Outcome

11k+ buyer records resolved and matched.

Visitca2-ai.com

Testimonials

What clients say

Jack came in to lead product on our AI interview agent and quickly reshaped how the team delivered. He's strategic but hands-on, and he worked with us on AI-augmented ways of working that cut our delivery time dramatically. Rare combination of someone who can set the direction and actually build.

Emma Sahil, Head of Product

Spotted Zebra

We worked with Jack and Peak3 on Ca2 on matching projects to the right buyers. He clearly understands product strategy and can deliver the software in production. The tool cuts a lot of the manual guesswork out of finding the right fit, and Jack was responsive and easy to work with throughout. Would definitely recommend them.

Marty Seymour, CEO

Nature's Ledger

Why Peak3

Led by a Series A-C product leader, 0-1 entrepreneur and hands-on builder

Peak3 is led by Jack David, an AI-native product leader with 12 years of experience across 0-1 entrepreneurship, B2B SaaS and Big 4 consulting including at one of Europe's fastest-growing unicorns.

  • Led the ESG AI platform from 0 to scale at 9fin
  • Worked across AI product and B2B SaaS delivery
  • Built AI products and prototypes using LLMs, RAG, data pipelines, evals, and automation workflows
  • Works with existing engineering, design, and commercial teams
  • Strong at turning messy ideas into product direction, specs, and shipped workflows
  • Comfortable with commercial trade-offs, customer discovery, pricing, and GTM

10 yrs

Product, consulting, and B2B SaaS

$1m ARR

0 to 1 product build

AI-native

LLM workflows, evals, RAG, automation

B2B SaaS

Fintech, HR-tech, carbon markets

Best fit

Who Peak3 works best with

Peak3 is best suited to B2B SaaS teams that have real product complexity, real customers, and a serious reason to explore AI.

Good fit

  • Pre-Seed to Series C B2B SaaS companies
  • Founder-led teams exploring AI product opportunities
  • Product teams with too many AI ideas and no clear sequence
  • Companies with workflow, data, or document-heavy products
  • Teams that need senior product leadership but not a full-time hire
  • Businesses that want to ship something useful within 6–10 weeks

Not a fit

  • Traditional "hands-off" PM work. I enable engineering to build quickly with AI
  • Consumer, D2C, or hardware-led products
  • Pure ML research, model training, or internal infra projects
  • Teams expecting an outsourced full-stack engineering team rather than product leadership + AI builds

FAQ

Common questions

If something isn't covered here, email Jack and ask.

  • Do you build the product or only advise?
    Both, depending on the engagement. Peak3 offers product strategy, discovery, specs, workflows, and delivery. For build sprints, Peak3 can build the directly using Claude Code & Codex or work with your engineering team where that is the better route.
  • Are you a developer?
    No. Peak3 does not offer full-stack engineer services. We work closely with engineers, can build with modern AI coding tools, and make good product and architecture trade-offs, but the core value is product leadership.
  • What types of AI products do you work on?
    We build B2B SaaS products, features and workflows, specialising in LLM and agentic builds like workflow automation, voice agents, RAG systems, heavy data pipelines and AI research & analysis tools.
  • What stage companies are the best fit?
    Usually Pre-Seed to Series C B2B SaaS companies with existing customers and a technical team. But we can also support founders at the ideation stage and with MVP builds before they make their first product or technical hire.
  • Can you work with our existing engineering team?
    Yes. That can be the best setup. We help define the product direction, user experience, trade-offs, and delivery priorities so engineering can move faster with less ambiguity.
  • Do you work internationally?
    Yes. Peak3 works remotely with UK, European, Canandian and US teams. CET-friendly hours are preferred.
  • Can you sign an NDA?
    Yes. Most work can be covered by a standard NDA and services agreement. We also use IP carve-outs for reusable frameworks, playbooks, and pre-existing tools.

Have a product or AI idea but no clear path to shipping it?

Book a short call to discuss where AI could create value in your product, what is worth building first, and whether Peak3 is the right fit.