Our Systems

The technology our own supervisors run on.

We built these agents for our own supervisors first. Each one holds the record, cites its sources, and flags when something is stale, so people spend their time on decisions, not assembly.

01

Hopper

The living deal record

A system that keeps a company's operating record current instead of rebuilt from scratch every time someone needs it: for a raise, a sale, a board pack, or a buyer's diligence request.

Every fact traces back to its source document, page, and date.
When something's stale or missing, it says so instead of guessing.
Every agent call is logged, costed and checked against policy in real time, so nothing runs unwatched, over budget or outside its guardrails.
Built first for private equity portfolio companies; the same spine works for any org that keeps getting asked to prove what it claims.
02

Financial Diligence

Buy-side diligence, done by a system that shows its work

Reads a target company's materials the way a skeptical buyer does: separates what's backed by a source document from what's just asserted.

Every finding carries a citation back to the page it came from.
Nothing gets marked “verified” without one.
A named person reviews and signs off before anything goes to a deal team.
03

Readiness

Maximize valuation before a buyer sees the business

Before you go to market, we run the buyer's own question set against your business and tell you what a buyer will find, question and discount, before they find it themselves.

Every gap is ranked by what it will cost you at the table, so you know what to fix first.
Fixed-fee, fast, and it stands on its own as a deliverable even if you never hire us for anything else.
The point isn't to help you hide problems. It's to fix or disclose them on your terms, not the buyer's.
04

Sales and meeting assistants

Sits in your sales calls and internal meetings, keeps a clean record of what was said and decided, and drafts the follow-up so it doesn't fall on whoever was taking notes.

Produces a clear record of commitments and follow-up, ready for your team to put into the right system.
Your team still makes the calls. This handles the paperwork around them.
05

Contract systems design

For work that doesn't fit a fractional seat at all. We study how your organization actually works before building anything: where decisions bottleneck, where knowledge lives in one person's inbox, where the workarounds are.

Fixed or milestone-priced, not hourly. You're buying a designed system, not billed time.
Once it's built, we can keep operating and improving it. Most engagements don't end at delivery.

Don't see the system you need?

Most of what we build starts as a problem a client described to us first. Tell us where the work keeps getting redone by hand and we will scope a custom system for it.

Enterprise

For sponsors, portfolios and multi-entity groups.

Deployed across a portfolio, hosted in your environment, mapped to your reporting calendar and controls. We scope with your deal, finance and IT leads together, and name the partner who owns delivery before you sign anything.

DeploymentSingle company, portfolio-wide, or your own tenancy.
DataYour documents stay yours; nothing trains anything outside your account.
OversightSupervised by named reviewers, with an audit trail per finding.
CommercialsFixed or milestone pricing. No hourly billing.