Software is no longer a tool.
It is an Employee.
The era of "users" is over. The era of delegation is here.
We help Mid-Market & Private Firms transition to the Agent Economy by building custom, autonomous workforces that handle your Meeting Intelligence, Investment Research, and GTM Operations.
Deploying Services as Software For
Software used to be a tool.
Now, it's an employee.
For the last decade, you bought SaaS (Software as a Service) to help your people work faster. But you still had to hire the people to manage the software.
We are building the future: Services as Software.
We build AI Agents that don't just "help" with the work—they do the work. They join meetings, source deals, draft contracts, and enrich data, autonomously.
The Old Way
- • Hire more analysts
- • Train on software
- • Manage overhead
- • Scale with headcount
The Agent Way
- ✓ Deploy agents
- ✓ Work 24/7
- ✓ Zero overhead
- ✓ Scale with outcomes
Too complex for a Chatbot.
Too niche for Big Tech.
You've tried the generic AI tools. They hallucinate, they don't know your business, and they can't handle complex workflows. But you can't afford a $2M consulting contract to build a custom solution.
We bridge the gap.
Enterprise engineering. Mid-Market pricing.
We bring Enterprise-grade engineering to the Mid-Market. We build custom agents trained on your specific workflows, data, and domain expertise—at a fraction of the cost.
Three Engines of Growth.
We deploy specialized agents across the three most critical functions of your business: Intelligence, Investment, and Revenue.
Meeting Intelligence & Workflow
The Foundation: Turning conversation into structured data
Meetings are usually where data goes to die. We turn them into your competitive advantage.
The Problem:
Your team spends hours on follow-ups, CRM entry, and synthesizing notes. Critical details are lost in the ether.
The Agent Solution:
- Automated Capture: Joins calls, transcribes with human-level accuracy, and distinguishes between speakers.
- Workflow Triggering: Populates your CRM, drafts follow-up emails based on context, and updates project boards instantly.
The Unlock:
Your team moves from "admin mode" to "deal mode." 100% data retention, zero friction.
Investment Research & Signal Processing
The Alpha: Automated Sourcing and Due Diligence
The private markets are noisy. We build agents that find the signal and match it to your thesis.
The Problem:
You are missing deals because you can't monitor every data point, or wasting hours manually screening opportunities that don't fit your buy box.
The Agent Solution:
- Signal Monitoring: Automatically scrapes and monitors regulatory filings (like SEC Form D), news feeds, and private market databases.
- Thesis Matching: Filters thousands of data points against your specific investment criteria to surface only high-probability targets.
- Automated DD: Instantly aggregates preliminary research, competitive landscape, and key risks before a human ever looks at the deal.
GTM & Revenue Automation
The Growth: Self-healing CRMs and Autonomous Outbound
Stop paying expensive humans to clean data and send cold emails.
The Problem:
Lead lists decay, CRMs get messy, and sales reps hate prospecting.
The Agent Solution:
- Live Enrichment: Continuously refreshes your lead lists and enriches contact details so your data is never stale.
- Autonomous Outbound: Crafts hyper-personalized outreach, handles initial replies, and books meetings.
- CRM Hygiene: An "always-on" agent that dedupes, categorizes, and updates records—clean fuel for your revenue engine.
The Complete Feedback Loop
Our agents work together to cover the entire lifecycle
We Map the Workflow
We dissect your process to find the "60%"—the repetitive, low-leverage tasks slowing you down.
We Build the Brain
We combine your proprietary data with frontier models to create an agent that "thinks" like your best partner.
We Deploy for Speed
No multi-year roadmaps. We deploy functional agents in weeks, not quarters.
Domain Expertise
meets Engineering.
An AI agent is only as smart as the person teaching it.
Most dev shops know code, but they don't know business. We are Builders and Operators.
We've spent years in the trenches of PE, VC, and M&A—we understand the workflows because we've lived them.
The Agent Economy is here.
Don't get left behind.
Your competitors are still hiring based on headcount. You have the opportunity to scale based on outcome. Let's find the low-hanging fruit in your business today.
Book a 15-Minute Workflow Audit