Financial services
Onboarding, reconciliation, wire releases, and advisor operations, built for compliance review from day one: every action logged, each tool limited to its own data.
AI for sales. More meetings from the same leads.
Every lead researched and answered before a rep opens the inbox. Every open deal followed up on time.
An example lead brief: contact, fit, signal, opener, sources, and a approve and send step.
Three industries, one playbook.
One firm, three industries. Each gets a priced plan, a working system, and a log of everything it did.
Private equity
Put AI to work across portfolio companies without adding headcount: an assessment for each company, ranked by what each workflow is worth, and one team that builds and runs it.
Digital assets
Deposits explained from on-chain activity, partner research with the sources attached, and payment review notes prepared before the decision.
In your industry.
Financial services
An RIA's inbound prospects answered from the advisor's notes, with every email held for approval.
Private equity
Every teaser screened against the thesis, and every active deal given a dated next step and owner.
Watch the private equity demoDigital assets
Partner candidates screened for product fit and CRM history before business development spends an hour.
Watch the digital assets demo
The jobs it takes off your plate.
- 01
Research every lead before the first call
A brief waits in the CRM with the contact, the fit evidence, and the sources.
Today: A rep spends 20 minutes per account pulling facts from three tools (example). - 02
Answer inbound while the buyer is still looking
A draft reply answers the question from your records within minutes. A person approves it.
Today: Web forms and shared-inbox replies wait a day or more while the team is in meetings. - 03
Follow up on every open deal
Every open deal gets a dated next step and a drafted follow-up, routed to its owner.
Today: A proposal sits nine days with no owner (example).
What it looks like in a week.
- Mon
40 inbound accounts screened against your fit criteria
Done - Tue
Reply to Ridgeline Wealth's advisor-platform inquiry drafted
Waiting - Wed
Follow-ups on 12 open deals approved by Dana and sent
Sent - Thu
Northwind Treasury asked for pricing outside the rule: flagged
Flagged - Fri
Two stalled proposals given a next step and an owner
Drafted - Fri
Pipeline note: 6 meetings booked, 2 deals moved stage
Done
Your AI team for sales.
Finding new leads
Screens each account against your rules and writes a one-page brief with the evidence and sources.
Result · A ready list of good-fit leads, with the evidence attachedFollow-up and booking
Drafts each reply, sets a next step on every deal, and books the meeting once a person approves.
Result · No lead left waiting, no deal without a next step
A sales brief built from one company record
Prepare a contact brief and a relevant introduction from the company record.
Actions stay in the demo.
Plugs into the tools you already use.
Customer list (CRM)
HubSpot, Salesforce, a spreadsheet
Email and calendar
Gmail, Outlook
Phone and texting
Calls, voicemail, SMS
Files and documents
Google Drive, Dropbox
How to start.
A one-week Assessment on the sales job that leaks most, credited in full toward a Build Sprint within 30 days.
- 01 · Find it
AI Assessment
$1,500one week - 02 · Build it
AI Build Sprint
$5,000two weeks · flat
Not sure which step? Get a free opportunity report first.
Before you book a call.
01What does it need access to?
Read access to your CRM, the sales inbox, and the proposal folders. Sending stays behind a person until you decide otherwise.
02Does a person approve what goes out?
Yes. A rep approves, edits, or skips each draft from the CRM or inbox, and every send is logged with its approver.
03How long until it runs?
One week for the Assessment and two weeks for the Build Sprint. About three weeks from the first call to a rep approving real follow-ups.
04What happens when it gets a lead wrong?
The brief shows where every fact came from, so a wrong call is visible before anyone emails. Nothing is sent without a person.
05What does it cost?
Prices are published: a $1,500 Assessment, a $5,000 Build Sprint, and AI Operations at $999 a month. The numbers in the examples above are not a quote.
Start with one function. Grow into the organization.
Begin with the job that costs the most each week.
- Free first call
- Start with the job that costs the most
- Every build plugs into the same playbook
Ground track · wherever our clients operate