What changed, and how we know
Case studies
Each case study is one engagement at an investment firm: the problem as the team had it, what was built and who built it, and the result as a figure with how it was measured. Clients are not named without their written permission, and an engagement with no figure we can source is not written up.
Investor relations · Forward Deployed Engineer
Investor email to a reviewable CRM update in under five minutes.
At one private equity firm, investor-email triage went from as long as four to six days at peak fundraising to under five minutes, with a person approving.
Flagged email to reviewable CRM update
Before: As long as four to six days
Under five minutes
Fund finance · AI Adoption Retainer
The quarterly roll forward, reviewed in hours.
How a private equity fund finance team in New York built its own quarterly roll forward on Claude, and now reviews what moved in hours, not days.
Reviewing what moved each quarter
Before: Days
Hours
Have a process like these?
Tell us what it costs you today and who runs it. If we are the wrong firm for it, we will say so in the reply.