Novel deal sourcing and financing analytics
Created a relationship and capital markets management platform that revolutionized Wall Street idea generation and financing processes for financial sponsors.
Analytics · Intuitive reportingWe identify the places where it will make a real difference for you, explain them in plain terms, and tailor solutions sized to your situation.
Get the benefits of AI without handing over your most personal data or becoming captive to a vendor.
A capable, always-on assistant running on infrastructure you control (your hardware or your own cloud account), so your conversations, files, and habits stay yours.
Do more without hiring a team to run it.
A structured look at where AI can save your business time or money right now, and where it can't. The result is a ranked list of opportunities, what each would take, and clear next steps.
Agents that handle the repetitive, multi-step work in your business (intake, follow-up, reconciliation, reporting), with the guardrails to keep them trustworthy.
For organizations that want trustworthy data and systems, and less taxing decision-making.
A practical roadmap that describes where and how AI can generate optimal ROIs, and assistance to make them real.
Our framework instills confidence by certifying trustworthy decision-making processes.
A clear-eyed read of your data ecosystem and decision-making processes that identifies where the trust gaps are and what to fix first.
Modern data platforms and pipelines (AWS, Azure, Databricks, and the tooling around them), built by senior practitioners with decades of experience.
AI solutions are only as trustworthy as the data they consume. These selected engagements built the data platforms and governance that let organizations confidently decide at scale. That experience informs how we design AI solutions.
Created a relationship and capital markets management platform that revolutionized Wall Street idea generation and financing processes for financial sponsors.
Analytics · Intuitive reportingStood up governed self-serve environments where research scientists could work with sensitive patient data securely, including lineage and access controls built in.
Governance · Data privacyEnabled optimized audience forecasts used to negotiate rights to content, and improved software development practices by providing Agile coaching.
Analytics · Agile practicesRe-architected domain ownership and governance so that risk and finance teams could rely on the same certified data without a central bottleneck.
Governance · Data meshImplemented a novel data exchange between four vendors and the plan sponsor, enabling market-leading access for plan participants to benefits information.
Data strategy · Web portalDesigned and built a cloud platform using AWS, Snowflake, Matillion, and Tableau that gave executives a single trusted view across portfolio and market data.
Data platform · AnalyticsEngagements are described generically where client names aren't approved for use.
Forty-five minutes to understand your situation and whether we're a fit. You'll gain insights with no obligation.
A short written plan: what we'd do, who'd do it, how long it takes, and what it costs.
Senior people, small team, clear checkpoints. You see the reasoning, not just the deliverable.