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Case Studies

Real results, real impact.

Production systems, data foundations, and embedded teams, shipped for real clients.

Proven results across industries

Strategic implementations delivering measurable business outcomes.

Data and AI

Data infrastructure, custom AI agents, and analytics systems shipped to production.

From Zero Infrastructure to an AI-Ready Analytics Platform

Unlocking a new $0.8M revenue stream and advancing from Level 0 to Level 3 data maturity.

Self-Storage

Automating Caregiver Referral Bonuses at Scale

Transforming a manual, error-prone bonus program into a fully automated, auditable pipeline on Snowflake and Workato.

Home Care

From Data Chaos to AI-Ready in Under 6 Months

Unifying customer data across three systems, cutting duplicates by 62%, and standing up an expert to run it.

Consumer Brands
Consumer Brands

From Manual Close to Automated Finance Operations

Cutting month-end close from 3 weeks to 6 days with a custom finance automation platform.

High-Growth Tech
High-Growth Tech

Scaling Support with AI: 60% More Capacity, 70% Less Cost

Smart routing, agent assist, and auto-fix that boosted capacity 60% and lifted CSAT from 87% to 94%.

B2B Software
B2B Software

Centers of Excellence

Embedded global teams that build with us, operate what we ship, and scale capability over time.

Operating at 2x Capacity: Maximizing Productivity & Lean Operations

Integrating directly into the internal engine to tighten workflows and double operational output.

Technology

Scaling Financial Operations for a $400M Revenue Target

Delivering CFO-level leadership and audit-ready consolidation across 22+ strategic acquisitions.

Commercial HVAC

Accelerating Deal Velocity: Proprietary M&A Sourcing & Diligence

Embedded talent in team who analyzed 150+ CIMs, book 45+ qualified meetings, and sign 5 LOIs.

Private Equity

Always-On Student Success Support

Staffing and managing a dedicated team of 10+ Student Success Associates for around-the-clock student support.

Education

From Data Chaos to AI-Ready in Under 6 Months

Unifying customer data across three systems, cutting duplicates by 62%, and standing up an expert to run it.

Consumer Brands
Consumer Brands

Scaling Support with AI: 60% More Capacity, 70% Less Cost

Smart routing, agent assist, and auto-fix that boosted capacity 60% and lifted CSAT from 87% to 94%.

B2B Software
B2B Software

Private Equity & Search Funds

Deal sourcing, diligence, and post-close operations support for searchers and PE firms.

Accelerating Deal Velocity: Proprietary M&A Sourcing & Diligence

Embedded talent in team who analyzed 150+ CIMs, book 45+ qualified meetings, and sign 5 LOIs.

Private Equity

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Outpost

Custom AI workflows and data infrastructure for the modern enterprise.

NYC-headquartered, globally delivered.

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Functional Areas

  • Data and AI
  • Centers of Excellence
  • Private Equity and Search Funds

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