AI for Growth Companies
Systematic AI adoption for mid-market, family-owned, and PE-backed companies. Improving EBITDA, reducing costs, and scaling operations.
Built for companies with 50-500 employees, whether family-owned, independent, or PE-backed
Schedule Consultation15-30%
Cost Reduction
2-5x
Faster Processing
90 days
Clear ROI Visibility
$20K-$70K
Engagement Range
What to Expect
Systematic approach that de-risks AI investments and delivers measurable ROI
Systematic Assessment
Deep workflow discovery and stakeholder interviews to identify high-ROI opportunities. No generic playbooks.
Typical engagement: 15-20 stakeholder interviews, 3-5 workflow deep-dives
Measured Pilots
Validate impact with focused pilots before scaling. Track time savings, cost reduction, and error rates.
Clear before/after metrics. Average pilot shows 15-30% cost reduction within 90 days.
Scalable Playbooks
Clear roadmaps and documentation so your team can expand successful pilots across the organization.
Documentation your team can execute independently. Designed for rollout across portfolio companies.
Built for Operators
Practical AI implementations designed for leadership teams who need measurable outcomes, not theoretical frameworks.
For CFOs & COOs
- • Quantified ROI estimates before any build
- • Clear cost-benefit analysis per workflow
- • Measured pilots that prove value before scaling
- • Budget visibility and spend tracking throughout
For CTOs & VPs of Eng
- • Architecture reviews with specific vendor recommendations
- • Integration roadmaps with your existing stack
- • Technical debt assessment and migration planning
- • AI/ML pipeline design and best practices
For CEOs & Founders
- • Strategic AI roadmap tied to your growth plan
- • Priority ranking: which initiatives move the needle first
- • Board-ready progress reporting
- • Competitive landscape analysis for AI adoption
For Operating Partners
- • Repeatable playbooks across portfolio companies
- • Standardized KPIs for measuring AI impact
- • Vendor consolidation and cost optimization
- • Due diligence support for AI-related acquisitions
Service Packages
Click any package to view full details, deliverables, and process
Built for Scale, Grounded in Practice
We've led AI and data platform initiatives inside organizations like JPMorgan, Bridgewater, and CVS Health — environments where operational rigor, compliance, and measurable ROI are non-negotiable. That experience shapes every engagement.
Recent work includes AI infrastructure for a $1.6B social commerce platform scaling through hypergrowth, and compliance AI architecture for a funded govtech startup navigating complex regulatory requirements.
Ready to Scale AI Adoption?
Schedule a 30-minute consultation to discuss your operational challenges and growth goals. We will walk through where AI can have the highest impact on your business.