Our Services
We help organizations automate intelligently—not recklessly. Our work focuses on high-impact, practical solutions that work within your existing technology stack.
AI-Enabled Change Management
The Problem
Your change management methodology works. But scaling it across regions, business units, and continuous M&A activity requires headcount you can't justify—or can't find.
Our Solution
- Automated stakeholder communications across the ADKAR lifecycle
- AI-powered surveys and sentiment analysis to identify resistance hot spots
- Intelligent scheduling and coordination across time zones
- Copilot-enabled playbooks trained on your historical integrations
- Real-time dashboards for leadership visibility
The Outcome
4 people doing what used to take 8—with better consistency and faster execution.
Deal Flow & Investment Operations
The Problem
Your team spends more time on deal tracking, meeting notes, and portfolio updates than on actual investment decisions.
Our Solution
- Automated deal flow capture and CRM integration
- Meeting intelligence—transcription, summaries, action items, follow-ups
- Portfolio company reporting automation
- Grant writing optimization and compliance tracking
- LP communication workflows
The Outcome
More time for sourcing, diligence, and portfolio support. Less time on data entry.
Process Automation & Workflow Optimization
The Problem
Your team is stuck in approval chains, status update cycles, and manual handoffs that consume hours every week.
Our Solution
- Approval routing and escalation automation
- Status reporting and dashboard generation
- Document processing and intelligent data extraction
- Cross-system integrations (no more copy-paste between tools)
- Scheduled workflows and triggered actions
The Outcome
Hours returned to your team every week. Fewer errors. Faster throughput.
Custom Copilot & AI Development
The Problem
Off-the-shelf AI tools are too generic. You need something trained on your data, your processes, your institutional knowledge.
Our Solution
- Microsoft Copilot customization and prompt engineering
- RAG (Retrieval-Augmented Generation) systems using your proprietary data
- Custom agents for specific workflows
- SharePoint and Teams integrations
- Security-first architecture that keeps your data inside your environment
The Outcome
AI that knows your business—not just the internet.
Training & Enablement
The Problem
You bought the licenses. Nobody's using them. Or worse—they're using them wrong.
Our Solution
- Microsoft Copilot training for executives and teams
- Prompt engineering workshops
- AI governance and responsible use frameworks
- Train-the-trainer programs for internal champions
- Ongoing office hours and support
The Outcome
Tools that get used. ROI that gets realized.
Not sure which service you need?
Most engagements begin with a conversation. Tell us what you're working on, and we'll help identify where automation adds real value.
Start a ConversationReady to unburden your team?
Most engagements begin with a conversation—no pitch deck, no pressure. Tell us what you're working on. We'll tell you honestly whether we can help.