Case Studies

Real examples of AI systems we have built and the results they produced.

Full Internal Operating System for a 50-Person Agency
Agencies & Media

Full Internal Operating System for a 50-Person Agency

15 integrated modules built in 105 days. 32 daily users across campaigns, creative, meetings, and AI tools.

Performance Marketing Agency
32 active users·10,638 assets·105 days
Bulk Campaign Management Across 500+ Accounts
Agencies & Media

Bulk Campaign Management Across 500+ Accounts

Launch time cut by 85%. Reporting across 500+ accounts in a single dashboard. 10+ hours saved per week on manual work.

Digital Advertising Firm
85% faster·500+ accounts·10+ hrs saved/wk
Cut Investment Memo Prep Time 70%
Private Equity

Cut Investment Memo Prep Time 70%

A deal screening and memo engine that reads CIMs, models, and memos together. 70% less memo prep time and 3x fewer underwriting inconsistencies.

Private Equity & Credit GP
70% less prep·3x fewer errors·< 4 weeks
Tripled Investment Committee Prep Depth
Private Equity

Tripled Investment Committee Prep Depth

Senior MD judgment encoded into AI personas, benchmarked against 1,000+ past deals. 5x more analytical angles surfaced on every deal.

Mid-Market PE Firm
5x more angles·6 MD personas·1,000+ deals
A Sell-Side Deal Operating System
Financial Services

A Sell-Side Deal Operating System

From messy financials to buyer outreach. CIM drafting, buyer-list building, and a deal dashboard, with a human checkpoint on every output.

Boutique M&A Advisory
~65% faster CIM·~80% less/target·human-checked
A QoE Production Engine for Boutique Diligence
Financial Services

A QoE Production Engine for Boutique Diligence

From a messy data room to a checked first-draft QoE report. Data extraction, human-verified tie-outs, and source-traceable figures.

Transaction Advisory Firm
~70% less cleanup·100% traceable·first draft

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