We help set and execute your AI strategy.

Across the lower middle market, the businesses that moved on AI first are compounding a real operating advantage: leaner teams, faster cycle times, more output per employee. Their competitors are still deciding. That gap widens every quarter and eventually shows up where it matters, in growth rate, in margin, and in what the business is worth at exit.

Every investor we speak to has already decided AI matters to their companies. Few feel confident they have both the correct framework for implementing it and the appropriate resources to do so. The high-level plan and conviction exist, but the implementation sits behind a haze of uncertainty or in a queue behind whatever is on fire this quarter.

The best work starts with a bottleneck, not a tool. We measure where the hours actually go, rebuild those workflows with the team that has to live with them, and expand from results we can point at. The tools follow from the diagnosis.

Our roots run in two directions: investment banking and hands-on engineering. That means one view across the strategic, operational and technical sides of the same decision. We are small and agile by design, allowing us to move fast, while maintaining access to technical resources that can scale to the size of the work.