What we have built, and what we have run
Two kinds of evidence: the systems we engineered ourselves, and the businesses we were accountable for before we started advising anyone. Client names are withheld where we are still bound by an agreement. The numbers are untouched.
- Of client revenue upsold with AI extensions
- 1/3+
- FTE carrying the same surface area
- 12 → 2.5
- Customer retention lift
- +20%
- Revenue grown in a PE-style portfolio
- $10M → $180M
Systems we designed, built, and shipped
These are ours: architected and written by us, not someone else’s work reprinted with our logo on it.
- AI transformation · B2B information services
An AI product line for a company that had none
No AI products, no roadmap. Within a year, AI extensions were upsold onto accounts representing over a third of total client revenue.
1/3+Of client revenue upsold with AI extensions+20%Improvement in customer retentionSameHeadcount carrying the new product lineRead the case - Cost and capacity · B2B SaaS
A twelve-person marketing team, rebuilt around AI
Twelve people across LinkedIn, email, blog, SEO, and outreach became 2.5 FTE, at roughly $33 a month in model spend.
12 → 2.5FTE carrying the same surface area~$33/moTotal model spend100%Outbound reviewed by a humanRead the case - Risk and governance · Legal
Taking hallucination risk out of legal filings
A stoplight triage process that keeps a lawyer as the final decision-maker while cutting the volume they have to re-read.
51Citations triaged per filing review3-tierRisk escalation: low, moderate, highHumanFinal decision-maker, by designRead the case - Data at scale · Media analysis
Fifty-four thousand executive interviews, made queryable
A low-cost batch pipeline turning raw executive-interview podcasts into a vector-searchable dataset anyone can query in plain language, and one that keeps growing as new episodes land.
54,457Executive-interview podcasts analyzed316MWords analyzedRead the case
Businesses we have run
Before we advised anyone on transformation, we were accountable for the outcome, in the CEO seat and on the revenue line.
- Operating leadership · Multi-sector · Lower-middle-market portfolio
Growing portfolio revenue from $10M to $180M
Fifteen years as an operations and investment executive running a private-equity-style portfolio, focused on turnarounds and acquisitions in the lower middle market.
$10M → $180MRevenue grown across the portfolio15+ yrsAs an operations and investment executiveUS & int’lBoard seats held as owner representativeRead the case - M&A · Healthcare · Media · B2C · Revenue cycle management
Buying and selling companies, and getting the deal closed
More than $100M in investments led, and enough time on both sides of the table to know what a board and a bank each need before a deal closes.
$100M+Investments ledBoth sidesBought and sold companies4Sectors: healthcare, media, B2C, and RCMRead the case - Turnaround · Out-of-home media
A million a month in losses, taken to break-even
An out-of-home media business losing $1M a month, returned to break-even on less than $4M of additional capital.
$1M/moOperating loss at the startBreak-evenReached during the turnaround<$4MAdditional capital required to get thereRead the case - Turnaround · Multi-state specialty clinical practice
A clinical group that acquired faster than it could absorb
A multi-state specialty practice strained by rapid acquisition. Overhead streamlined, the billing cycle accelerated, and the group returned to profitability and solid cash flow.
Multi-stateSpecialty clinical groupFasterBilling cycle and cash conversionProfitableReturned to profit and solid cash flowRead the case
Revenue motions we have rebuilt
Pipeline, pricing, retention, and the commercial engine underneath a product launch. The half of a value-creation plan most technology firms cannot cover.
- Turnaround · PE-backed services · Global delivery
A business that had never been profitable
Thirteen years from commission-only rep to chief revenue officer, taking the EBITDA margin from −7% to +10% and growing revenue 210%.
210%Revenue growth−7% → +10%EBITDA margin100+Person global team across three countriesRead the case - Retention and pipeline · Healthcare SaaS
Rebuilding the motion ahead of a sale
Outbound and account management rebuilt: new pipeline doubled inside six months, churn cut 81% year over year before the company was sold.
2×New pipeline within six months81%Reduction in churn year over yearPre-exitDelivered ahead of the company’s saleRead the case - Commercial engine · Market research
Taking a new AI line to market
The commercial motion behind the AI vertical: sales up 58% year over year at 123% of budget, renewals up 34%, and $80K a year out of the cost line.
+58%Sales growth year over year123%Of budget attained+34%Renewals$80K/yrRemoved from the cost line by RevOps consolidationRead the case
We will walk you through any of these
Including the parts that did not work, which are usually the more useful half of the conversation.