Audit
A three-week assessment of your data, systems, and workflows. You walk away with a readiness scorecard and a prioritized 30/90/180 day roadmap, whether or not you continue with us.
Step 01Three-week sprint
Our team has built data & AI systems for organizations including
The problemYou're paying for AI tools
You're paying for AI tools
They're running at half capacity
The bottleneck isn't the model. It's the data underneath: fragmented across systems, inconsistent, impossible for AI to reason over.
Scattered
Deal data lives across CRMs, spreadsheets, email, and Notion. The same company appears under five different names.
Stale
Half the portfolio metrics are out of date. Answering a simple LP question takes three days of manual stitching.
Unusable
Feed broken data to AI and it returns confident, polished answers built on the wrong inputs. Worse than no answer.
Exposed
Sensitive deal data has no access controls. A deal in flight reaches the wrong person, the rumor spreads, and nothing on record shows how it leaked.
We get your data ready, then build the AI layer on top
Every engagement starts with a three-week audit. From there, you choose how far to take it.
Implementation
We clean and structure your data, then build the AI infrastructure underneath. Keep your existing tools, or let us build a custom platform around your workflows.
Step 02Build phase
Autonomous operations
Reporting that assembles itself. Anomaly detection. Plain-English queries across your full history. Your team moves from data wrangling to actual analysis.
Step 03Ongoing
Case studyA top-20 venture capital firm
Proven at production scale
We turned five fragmented systems into one AI-native platform that answers questions in plain English.
Read the full case study →275K+
Data rows extracted from unstructured sources
94%+
Entity match rate across the full deal history
0
Human touches needed for monthly reporting
The team
The people behind the work
A focused team that has built and shipped systems like this before.
William Vallier
Head of Engineering
- CIO / CTO and Data & AI strategist for AI-native ventures
- 3× co-founder · 1 exit with CarLotz, where he then led technology through an $827M SPAC
- Former Amazon, AWS, EY, Accenture
- Patented inventor · 5× NVIDIA Certified · 5× Databricks Certified
Mathieu Delisee
Head of Product
- Former CPO at OnPlan (Seed FinTech)
- Head of Product & Services at Clarasight (Series A ClimateTech)
- 6 years at Vena Solutions, contributed to growth past $100M ARR
- Led rollouts across 100+ US Fortune 500 finance teams
Alex Zhovtaliuk
Founder & Head of Design
- Head of Design for Bessemer Venture Partners Portfolio Management Product project
- Helped tech startups raise $150M+, go public on NASDAQ, get acquired by Notion, Fiverr, and Salesforce
- Works with founders backed by Google Ventures, Redpoint, Village Global, D.E. Shaw, Team8
- Founder of TITL, a product design agency for seed to Series A startups across the US, Canada and Israel
Find out what your data is hiding
A 3-week audit shows what deals and signals you're missing, plus a roadmap to fix it.
Book a free intro call →