AI Deal Document Intake & Data Room
One of Europe's largest independent real estate fund managers (10bn+ euros AUM) was buried in emailed deal documents scattered across dozens of projects. We built an AI data room that reads every file from a single inbox, assigns it to the right project, tracks completeness in real time, and auto-generates investment summaries and debt term sheets, turning a chaotic inbox into a structured, always-ready workspace.
50-70%
less manual document sorting
Read full story →
M&A / Private Markets
AI Deal Screening & Transaction Data QA
Axial's deal team was spending hours each week on manual screening and messy transaction records. We built two internal platforms: an AI deal screener that generates rationales and syncs to Salesforce, Slack, and Google Slides in a single click, and a QA engine that catches duplicates and validates every field across their deal database.
70-80%
faster rationales, summaries & decks
Read full story →
Higher Education
AI-Powered Admissions Knowledge Assistant
NYU's undergraduate admissions team handles thousands of questions across campus tours, webinars, and day-to-day operations. Inconsistent answers were creating friction at every touchpoint. We built an internal AI assistant trained on approved admissions knowledge, deployed across four environments, that gives staff and ambassadors instant, on-brand responses and cut counselor escalations by an estimated 70-80%.
70-80%
fewer questions escalated to counselors
Read full story →
Hospitality Technology
AI Guest Concierge & Communication Platform
A 24/7 AI guest concierge for hotels and short-term rentals, handling questions across SMS, WhatsApp, and web chat in both Greek and English, with a real-time staff dashboard to review, approve, or override any response.
90%
of guest requests automated
Read full story →
Recruitment Technology
AI Resume Intelligence & Candidate Prep
An AI resume intelligence pipeline for the helloResume platform that parses and rewrites candidate resumes, matches them against specific job descriptions, and generates fit scores and role-specific interview prep, built to scale to 3,500 requests per minute.
20x
higher hire rates supported
Read full story →
Private Equity
AI Sales Coaching & Customer Health
Across multiple Bregal Investments portfolio companies, we built AI that scores recorded sales calls against custom coaching rubrics and monitors CRM, support, and product data to surface churn risk and expansion opportunities before they show up in the numbers.
60-80%
less manual call review
Read full story →
Coaching & Education
AI Enrollment, CRM & Program Automation
A full lead-to-enrollment engine for a youth mentorship program, running from Facebook Ads through AI chatbot qualification, automated CRM pipelines, payment and scholarship workflows, all the way to automatic Skool community placement by tier.
300+
students managed with a small team
Read full story →
Oil, Gas & Minerals
MineralStrike OS
A custom AI operating system for mineral rights acquisition that reads plat maps and ownership documents, calculates acreage and ownership positions, and generates contracts and proposals in batch across four previously separate systems.
60-80%
faster contract & proposal creation
Read full story →
Financial ServicesAI Market Briefing & Content Intelligence
Two automation phases for a financial professional: phase one turns a daily news email into a private audio podcast. Phase two built a full research engine that reads source articles and produces a branded PDF newsletter and a two-voice conversational podcast on any topic. No manual work required.
80-90%
less manual briefing prep
Read full story →
Real Estate & MortgageTriple Threat AI Operating Platform
A single operating platform unifying three business lines (brokerage, mortgage, and investment) with Riley, an AI voice agent that qualifies and routes callers across all three, seven core automations, and a full attribution dashboard tracking every lead from source to close.
60-80%
faster lead qualification & routing
Read full story →
Education Services
AI RPL Document Automation
An AI document engine that converts competency-conversation transcripts into completed, compliance-aligned qualification files, cutting 5-6 hours of prep per student and expanding from one document template to four.
5-6 hrs
saved per student file
Read full story →
Creative ProductionMaharishi Creative Production OS
A two-phase production system for a New York content studio: a client portal where AI converts vague feedback into specific retouching instructions, plus an intake gate that scores job quality and blocks incomplete briefs before a single frame is worked on.
50-70%
less feedback interpretation work
Read full story →
Accounting / CPAWebsite, CRM & AI Lead Automation
A complete lead-to-booking engine for a CPA advisory brand: website, CRM, funnels, and automated follow-up sequences with AI-assisted reply handling and human-escalation rules built in across multiple offers.
60-80%
faster speed-to-lead
Read full story →