Size 1 · ●○○○
Prompt
Use it when it's a one-off, or something only you do.
Delivery: just words, reused in the AI tool
Cost to run: none
Owner: the person using it
Examples
- Summarizing a single earnings call or a long PDF you're reading today
- Drafting the first pass of a memo, then editing it yourself
- Reformatting a messy spreadsheet or cleaning up your own meeting notes
- A one-time "pull the key terms out of this contract" ask
Size 2 · ●●○○
Shared tool
Use it when a team keeps doing the same thing the same way.
Delivery: a saved, versioned, shared recipe
Cost to run: low, no hosting
Owner: the team that uses it
Examples
- A standard "summarize a diligence document our way" recipe the whole team reuses, so every summary comes out consistent
- A saved competitor-scan the research team runs every week
- A house-style helper that turns rough notes into the firm's memo format
- A shared checklist prompt that reviews a draft before it goes out
Size 3 · ●●●○
Lightweight app
Use it when it needs a screen or a memory, but the data isn't sensitive.
Delivery: a small hosted app, basic sign-on
Cost to run: medium, watched
Owner: named owner + light support
Examples
- An internal lookup over public filings or press, with a simple search box
- A small dashboard the ops team checks each morning
- A form-driven helper that several people use but that only touches public or low-risk information
- An intake form that routes requests and remembers what came in
Size 4 · ●●●●
Production app
Use it when it touches sensitive data, or a lot of people rely on it.
Delivery: full path, all the controls
Cost to run: full, budgeted & supported
Owner: owner, supporter, sign-off, failure plan
Examples
- A question-and-answer tool over confidential financials, where people must only see what they're entitled to
- Anything that touches investor, client, or deal information
- A tool the investment or finance teams depend on to do their actual work
- Anything external-facing, or anything a regulator or auditor might ask about