Portfolio

Current Advisory
Engagements

A curated view of active and recent client engagements across finance, healthcare, enterprise software, and government technology.

Finance
Active

AI-Powered Risk Modeling for Regional Bank

Deploying machine learning models for credit risk, fraud detection, and regulatory compliance reporting across a $12B asset portfolio.

38%
Fraud Reduction
$2.1M
Annual Savings
Healthcare
Active

Clinical Decision Support System

Building AI-assisted diagnostic tools that surface evidence-based recommendations for emergency department physicians at a regional health network.

22%
Faster Diagnosis
4 sites
Deployed
Enterprise
Completed

Enterprise AI Transformation, Global SaaS Co.

Led a 14-month AI transformation covering product intelligence, customer success automation, and internal knowledge management for a 3,000-person organization.

$8M
Value Created
47%
Efficiency Gain
GovTech
Active

Public Infrastructure AI Strategy

Advising a municipal authority on deploying AI for permitting, code enforcement, and citizen service automation while maintaining public trust and compliance.

60%
Faster Permits
220K
Citizens Served
Finance
Completed

Generative AI for Investment Research

Implemented LLM-powered research synthesis tools for an asset manager, reducing analyst report preparation time and improving signal quality.

70%
Time Saved
$500B
AUM Supported
Enterprise
Active

AI Supply Chain Optimization

Forecasting demand, reducing inventory waste, and automating supplier negotiations for a global manufacturing company across 12 countries.

31%
Waste Reduction
12
Countries

Our Engagement Model

Embedded Partnership

We don't just advise from the sidelines. Our team embeds with yours to drive outcomes — from strategy through execution.

Outcome-Oriented Pricing

Engagements are structured around measurable business outcomes, not billable hours — aligning our success with yours.

Cross-Sector Intelligence

Our advisors bring pattern recognition from hundreds of AI deployments across industries — applied directly to your context.

Transparent Reporting

Every engagement includes regular progress reports, KPI dashboards, and executive briefings so leadership stays informed.

Become a Client

We take on a limited number of new engagements each quarter to ensure exceptional focus and results.

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