Private equity, insurance, and businesses like them, where manual effort is the bottleneck.
Deal teams re-reading data rooms. Operating partners assembling board packs by hand. Carriers keying ACORD forms into systems older than their underwriters. If manual effort is your bottleneck, we should talk.
Where we go deepest.
We go deep where the work is document-heavy, judgment-heavy, and still assembled by hand.
Private Equity
Customer and deal intelligence for the firm, value creation workstreams for the companies it owns, and a playbook that connects the two.
Insurance
Modernizing policy administration and agent management systems off the mainframe and off the vendor's roadmap, then automating the underwriting, claims, and servicing work that runs on top. Proof: a custom agent management system built inside a carrier's platform in six weeks.
Explore the Insurance practice →Asset management, beyond private equity
Private equity sits inside a broader asset management practice: family offices, hedge funds, private credit, and venture firms with the same operational drag around research production, post-trade processing, and investor reporting.
AI for asset managersIf this sounds like your business, we should talk.
Reporting takes days, not hours
Monthly KPI packs, board decks, LP reports, or client reports require 2+ days of manual data assembly from multiple systems. Your finance or ops team dreads the monthly close.
You have 3+ disconnected systems
CRM, ERP, email, spreadsheets, and specialized tools that don't talk to each other. Data lives everywhere and nowhere.
You've tried AI tools but nothing stuck
Pilots that never made it to production. Tools that got adopted by one team but ignored by everyone else. Governance and adoption are the missing pieces.
Key processes depend on key people
Critical operations stall when specific individuals are unavailable. Institutional knowledge lives in people's heads, not systems.
Leadership is asking questions you can't answer yet
Your board, investors, LPs, or executive team is asking what AI means for your cost structure, competitive positioning, or headcount economics, and you don't have a credible plan yet.
If any of these resonate, book an intro call. We'll tell you honestly whether AI is the right investment right now.
We also work in
Investment banking (deal execution and pitch production), professional services (realization and partner leverage), and fiber, broadband, and ICT (estimating, permitting, and operations reporting). The sectors above are where we go deepest, not a boundary: if the checklist sounds familiar, the playbook applies.
Proof, not promises: a ~60% cut in annual software spend at a private equity firm, a month of RFP review compressed to minutes, and a carrier’s agent management system shipped in six weeks. Read the case studies →
Not sure where to start? That's exactly what the intro call is for.
Tell us about your business, your operational pain points, and what you have tried so far. We'll tell you whether we can help and where AI creates the most leverage.
Intro call
30 to 45 minutes. You describe the bottleneck; we tell you honestly whether AI is the right lever and what discovery would cover. No deck, no pitch.
Discovery
Two to four weeks. We map the workflows, data, and controls, baseline the value, and return a scoped plan with timeline and pricing. Starts at $5K, credited in full toward project work that begins within 60 days.
Project work
Argus360 for the core customer and deal intelligence, custom builds by our AI Factory for what a module does not cover. Structured the way you and we agree is best: a fixed-scope sprint, a multi-phase build, an ongoing operations partnership, or fractional AI leadership.
Most engagements follow this pattern. See how we work.