overview
your ai operating system is bespoke, tailored to your requirements, runs on your infrastructure, and leverages your data. to achieve that, we:
• audit the existing stack and structure the data layer
• identify the highest leverage areas for automation
• expand those systems without sacrificing performance
no.
service
description
foundation
0
discovery audit
seven-day read of your tools, data and workflows. output is a build list ranked by projected dollar savings, an integration map, and an absorb, keep, kill decision for each item.
1
data foundation
ingest, clean and catalog your documents, email and CRM records into Postgres so every downstream answer cites its source.
operations
2
business operating system
a firm-wide or single-executive knowledge base on an open-source agent brain over Postgres. staff ask questions in your messaging system and get cited answers: what was decided, when, and by whom.
3
document filing and reorganization
an agent files, dedupes and restructures your document store by a filing standard you sign off. duplicates skipped, divergent versions flagged, nothing deleted.
4
CRM integration and enrichment
connect your CRM to Postgres with one identity per lead across LinkedIn, email and your sending tools. ICP fit and readiness scored on a schedule, with a suggested next action on each account.
5
process automation
automate finance, operations and onboarding inside the tools you already run, from signed proposal to working client. a human checks each client-facing message before it goes out.
6
agent stack review and hardening
review an existing agent build, name what is missing and specify what to plug in. where you want us hands-on, move it onto open-source runtimes on your own server.
7
build sprint
thirty days to one named agent live in your own chat tool against your data, with exit criteria signed at kickoff. you own every artifact at acceptance.
8
managed operations retainer
live dashboard, weekly written update, monthly decision-maker review and daily health brief. you can pause ingestion, revoke any source or disable any agent without us. three tiers.
9
partner delivery
we build under your brand for your client base: managed service providers, agencies, other AI shops. referral fee on the first contract only, 12-month ceiling.
10
deal screening
first-pass screening for funds and developers. a 50-state market, workforce and housing data feed joined to your investment criteria and prior deal decisions, each score citing its source.
11
deal memory and assumption watch
every deal the team passed on, with the reason, and the assumptions behind each live investment tracked against new evidence. when one drifts, the agent prepares a revisit.
12
investor and partner reporting
approved underwriting and operating results reused in draft LP (limited partner) updates, partner reviews and meeting briefs. every figure traces to a report version.
13
development project knowledge
actual costs, delays and change orders from completed projects feed the next budget and schedule. conflicting plans and specifications flagged before they reach purchasing or a buyer.
14
firm shared brain
a cited, queryable context layer over the firm's agreements and matters. client profiles, key contacts, precedent and key dates in one view; ask in plain language, get an answer that traces to the source.
15
document intelligence
on-demand extraction of commercial and legal terms across matter types, precedent-aware answers across the full client roster, and first-pass deal memos in client-friendly form.
16
drafting and redline assistance
new matters pre-populated from known client context. first-pass redlines built from the firm's prior markups; nothing is sent, every draft goes to attorney review.
17
clearance and matter workflow
routine, low-complexity clearance tasks handled conversationally, with pre-fill and phase tracking per matter. firm-wide rollout with role-based access after the pilot is accepted.
growth
18
growth infrastructure and governance
one owned database for every company, contact, partner, signal and touch, linked as a graph. sending infrastructure on a separate domain with a slow ramp and hard stops; human approval before any send.
19
signal ingestion pipelines
daily capture of hiring posts, fundraise announcements, regulatory filings, product launches and liquidity events, each stamped to the company it belongs to. sources chosen per industry.
20
target list and decision-maker sourcing
ICP defined in one sentence, then every match ranked by count of fresh signals rather than size, re-ranked weekly, campaigns held under 200 companies. we find and verify who signs and who forwards.
21
multi-channel outreach
email and LinkedIn sequences that open with the signal, stay under 80 words, make one ask and stop on reply. one weekly batch capped at what you can read; nothing sends until approved.
22
capacity-aware pacing
outbound volume gated against delivery workload in your practice tools, so a good week never produces more leads than the team can serve. a pacing view flags when it's time to recruit.
23
client expansion and event alerts
whitespace analysis across CRM, practice management and proposal tools finds clients buying one service who should buy three. alerts when a client's activity drops or their situation changes.
24
partner network management
a relationship map of every client's investors, law firms and advisors, since one warm relationship at a fund unlocks its whole portfolio. partners scored on volume, close rate and reciprocity.
25
founder content engine
the system interviews the client, drafts in their voice, and they approve. posts rotate three pillars, and everyone who engages joins a warm list that email, posts and a small ad budget hit the same week.
26
competitor and AI-answer watch
crawl named competitors for pricing changes, new hires, review complaints and forum sentiment, digested into a weekly note with a next action. quarterly check of what ChatGPT, Claude and Perplexity answer for your category.
27
growth measurement
closed revenue is the score; every stage above it has a threshold so a broken step shows up. one monthly table of pipeline by source, and CRM is the truth: every deal logged within a day.
advisory
28
offer, pricing and proof
a low-friction front door such as a diagnostic, plus a guarantee that costs little when refunds are near zero. a quoting model built from past deals so anyone can quote in minutes.
29
security and diligence package
written answers for your vendor review: architecture diagrams, due diligence questionnaire (DDQ) responses, data retention terms, and zero data retention (ZDR) routing where a workload requires it.