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Shane Burns

The institutional AI build-out is the largest capital reorganization since the leveraged buyout. I work on the side of it that has not happened yet.

shane@shaneburns.us · San Francisco · 2026

01. What I Believe

The first decade of institutional AI was research. The next decade is organization. The firms that win put the model, the capital, and the distribution onto one decision surface. Almost none are set up for this. The legacy stack — research siloed from execution, allocation siloed from product, distribution outsourced to platforms — was built for an environment that no longer exists.

The mismatch is the opportunity.

02. What I Do About It

I advise the principals doing the work — operators, founders, and leadership teams building inside the institutional AI buildout.

If your firm has already proven the thing it is doing works, we should talk. If it is still promising, we should not.

03. What the Engagements Do

I sit with the principal until the question is the right question, and then I stay until the decision is made. The work is the deletion of false optionality.

I do not produce decks. I do not run process. I do not source. I make the calls the principal cannot delegate.

04. What's Next

New products under Shane Burns LLC are in development. Announced at launch.

05. Engagement

Limited engagements with sitting principals and leadership teams. Decision-makers only.

Reply to shane@shaneburns.us with the engagement and a sentence about why now. I read everything sent here. I reply when there is something to discuss.

Shane Burns LLC is a California limited liability company providing strategic advisory services. Nothing on this site constitutes investment, legal, or tax advice, an offer to sell, or a solicitation of an offer to buy any security or service in any jurisdiction where such offer or solicitation would be unlawful. Information is provided for general purposes only.

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