Selected work
Real problems, measurable results, and capability that stays with the client's team, with AI applied where it pays for itself.
Real estate private equity · Operating model
End-to-End Operating Model for Investor Reporting
Designed and implemented an end-to-end operating model for a real estate private equity firm's multifamily housing funds, enabling compliant investor reporting and asset valuation. We led the firm's finance and accounting team through data gathering, recommendations, and implementation.
$5B+in assets under management across multifamily funds, with compliant reporting and valuation
- Operating model
- Compliant reporting
- Run by client team
Law firm · Finance operations
Automated Cash Reconciliation
Automated a law firm's cash-receipts and bank-reconciliation process, replacing an outsourced accounting workflow. We implemented the solution and enabled the firm's accounting team to run it internally, reducing cost and processing time while giving more timely visibility into cash.
90%lower cost, with the outsourced workflow now run by the firm's own team
- Implemented
- In production
- Run by client team
PE-backed professional services
AI-Powered Invoice & Margin Reconciliation
Built an AI-enabled workflow that matches incoming customer payments to outstanding invoices, including complex payments covering multiple invoices that were hard to reconcile manually. It also tracks PO utilization, remaining balances, and engagement margins in real time, updating financials automatically as payments are processed.
Minutesinstead of hours, with certainty replacing guesswork in payment matching
- Implemented
- In production
- Run by client team
Technology company · Marketing
AI-Powered Content Engine
Built an AI-enabled workflow for a technology company that turns ideas into on-brand posts and marketing content. It cut the cycle from draft to published by 80% and automated work previously handled by an outsourced marketing resource.
80%faster to publish, replacing a $1.5K to $2.5K/month outsourced resource
- Implemented
- In production
- Outsourcing replaced
Commercial enablement
AI-Accelerated Forecasting & Sales Collateral
We trained an AI-enabled delivery workflow on our library of past consulting deliverables, then used it to build forecasting models, pitch decks, and sales collateral templates for a client. Consulting-grade work, delivered directly to the client in a fraction of the usual time, with templates their team keeps reusing.
1 dayor less, for work that traditionally takes a week
- Consulting-grade
- Reusable templates
- Client-owned