SEE IT RUN
What goes in, what the agent does, and what your team gets back, with every figure linked to its source.
CLIENT RESULTS
Client names withheld.
01
Where to play and how to win, organically and through acquisitions, grounded in how customers actually buy.
Delivered through
Strategy Consulting
Strategy Consulting
PE-backed construction workforce software company
4 of 5
recommendations adopted by the board within 7 months
The challenge: the company needed a clear plan for where to grow across its HR, time tracking and payroll products. What we did: focus on the SMB and mid-market specialty trades (electrical, HVAC and plumbing); lead with time tracking, then bundle payroll, as the market moves to all-in-one; build AI into the product: timecard anomaly detection, an HR assistant and a scheduling assistant; put integrations with the construction accounting and ERP tools customers already use first; ship one mobile-first app combining HR and time tracking. The outcome: strategy delivered in October 2025; by the May 2026 board update four recommendations were adopted and the AI features were on the active roadmap, with the unified mobile app scheduled for June 2026, ahead of the original plan.
Strategy Consulting
PE-backed healthcare and senior living furniture manufacturer
Bottom-up
market size behind the growth plan
The challenge: a PE-backed manufacturer needed a growth plan grounded in how its customers actually buy. What we did: reviewed the competitive landscape in detail, mapped the customer buying journey, built a bottom-up market size and developed growth strategy recommendations. The outcome: a growth plan the management team could act on, built on a bottom-up view of the market.
02
Price benchmarks buyers recognise, willingness-to-pay segments, and a price architecture that protects margin.
Delivered through
Strategy Consulting
Strategy Consulting
Premium fund services provider (PE-backed)
Rebuilt
price architecture to win RFPs and protect margins
The challenge: RFPs were side-by-side price checks, unclear scope drove price-led losses, and benchmarks flagged below-peer pricing in key services, a sign of value given away in bundles. What we did: converted services into clear price-per-unit benchmarks buyers recognise, grouped customers by buying behaviour and willingness to pay, and redesigned the price architecture around a clear base fee with add-ons. The outcome: a pricing structure built to compete in RFPs while protecting premium margins.
03
A weekly brief on each company and counterparty, with what moved, what it touches and what to do next.
Delivered through
AI Deployment
AI Deployment
Global alternative asset manager
150+
names tracked in one portal
The challenge: tracking 150+ names meant switching between Bloomberg, filings and research; news feeds reported events without saying what they meant for the loans held; the team’s tracking workbook was kept up by hand. What we did: grouped every name by sector and flagged the biggest movers, explained each move with the evidence from filings and research, and marked each move as a direct hit or read-across, with a next step. The outcome: the team starts the day knowing what moved, which loans it touches, and what to do next.
04
Where AI can add value inside a portfolio company, and the workflows to build first. Delivered through AI Deployment and Strategy Consulting.
05
AI applied to the sales work of portfolio companies. Delivered through AI Deployment. Case study coming soon.
06
AI applied to the finance work of portfolio companies. Delivered through AI Deployment. Case study coming soon.
