Before You Begin
Coming June 2026
This book is for finance professionals — CFOs, FP&A teams, and finance analysts — who need to understand what has changed with agentic investments and ask the right questions in the room. It is also useful to anyone whose work depends on finance being in the room. Financial stewardship belongs to finance. The execution, risk, and reward belong to everyone.
Agentic systems have changed three things for finance: costs are harder to predict, financial exposure is greater, and customer profitability varies by account. Financial stewardship must start earlier and go deeper. Governance — the policies, guardrails, and controls built into the system — is how.
The book moves in three stages. Agentic Foundations establishes what agentic systems are and why finance must be in the room. Costs examines what these systems cost: total cost of ownership, how costs compound, where finance can’t see them, and how to optimize them. Governance covers the decisions finance must own: where the organization sits on the AI Maturity Spectrum™, what governance infrastructure to build, how to govern costs in practice, and what risks the board needs to understand.
Organizations range from AI-Assisted, where AI is a productivity tool, through AI-Enhanced, where AI is built into products and workflows, to AI-Native, where AI is the business itself. The maturity level determines which controls are necessary and which are premature. Divisions within the same company may sit at different levels. The enterprise may not need full governance yet, but a division running AI-Native operations needs the full infrastructure: policies, guardrails, audit trails, and escalation protocols.
Every chapter ends with a Finance Takeaway that stands on its own. A reader pressed for time can read only the Takeaways and still walk away with a working grasp of what has changed and what to do about it.
Agentic Investments: What Finance Needs to Know publishes June 2026.
© 2026 Agentic Investments, LLC. All rights reserved.