From raw files to autonomous intelligence
A proven, phased methodology. You see compounding value at every stage, not at the end of a year-long project.
Every engagement starts with an audit
A focused three-week assessment of your data, systems, and workflows. We map what you have, surface the deals and signals you're missing, and chart the fastest path to fix it.
Data-readiness scorecard
A clear-eyed read on your data, systems, and workflows — what is solid, what is fragile, and where the leverage hides.
Prioritized 30/90/180-day roadmap
The artifact you keep. A sequenced plan that ties every move to an outcome, so you know exactly what to build first and what it unlocks next.
Three ways to keep going
No automatic conversion. You see the roadmap first, then choose how far to take it.
Implementation only
You already love your tools. They just need to work better together.
We clean and structure your data, then build the AI layer underneath your existing stack.
Implementation + custom platform
No off-the-shelf platform fits how your fund actually works.
Everything in option 01, plus a custom AI-native portfolio platform you own end-to-end.
Implementation + product
The leverage you want, without growing your tech team.
Everything in option 01, wrapped into an ongoing service we build, host, and maintain.
What changes, and when
Concrete outcomes to the build at 30, 90, and 180 days.
One source of truth
All your data in one place, reconciled. Your team stops hunting for files and starts asking questions of the full history in plain English.
Reporting on autopilot
Monthly reviews assemble themselves. LP requests turn around in hours. Pattern recognition surfaces signals that used to take weeks.
A unified intelligence layer
AI agents handle the rote work. Predictive signals on portfolio companies. Your team focuses on judgment, not data wrangling.
Medallion Architecture
Five layers, each building on the last. Battle-tested at fund scale. Each layer is scoped and priced independently, so you validate value at every step.