Approach

Senior judgment. AI speed.

Traditional consulting sells hours: large teams working through samples of your data for months. We use AI agents for the volume work and keep an experienced operator on every decision, so you get deeper answers, sooner, for a fixed fee.

The delivery engine

Every engagement runs on the same five steps.

The steps are repeatable, which is why we can fix the scope and the fee. The judgment at the end is what makes the answer worth acting on.

01 · You

Secure intake

Your security team picks the tier and approves the data schedule. We work inside your environment, or you send only the approved extracts.

02 · Agents

Clean & reconcile

Records cleaned, duplicates merged, definitions aligned, and totals tied back to your ledger before any analysis starts.

03 · Agents

Analyse at depth

Our standard analyses run across every customer, product and transaction, not a sample.

04 · Agents

Draft

Charts, tables and first-draft findings assembled into a working report.

05 · Senior operator

Test, decide, present

Each finding challenged against how the business really works. Recommendations written and presented to your team.

Who does what

AI where it is reliable. People where it matters.

Agents do

  • Data cleaning, matching and reconciliation
  • Running the same analysis across thousands of lines
  • Building charts, tables and first drafts
  • Monitoring markets, prices and input costs
  • Repetitive steps in the tools we build for you

People do

  • Scoping the question that matters most
  • Testing every finding against how the business runs
  • Deciding what to recommend, and what not to
  • Presenting to your team and board
  • Approving every quote, price and order in the tools we build
Your data

Your data never has to leave your control.

Your security team chooses how much data leaves, if any, and approves the exact fields before work starts.

Tier A: inside your environment

Our default. We work under your login, your controls and your approved AI service. Your data never leaves.

Tier B: pseudonymized extracts

Names and personal data replaced with codes before anything is shared. You keep the key to the codes.

Tier C: your encryption key

Extracts in a dedicated environment used by no other client, locked with a key you control and can revoke.

In every tier: no AI training on your data, no reuse for any other client, AI agents with no internet access, and deletion with a certificate at close. Trust & security →

Working together

From first conversation to results.

01 · CONVERSATION

30 minutes, no preparation

The business, the question, and the data you have. We tell you which service fits, or that none does.

02 · DIAGNOSTIC

Weeks to a sized opportunity

Fixed scope, fixed fee. You get the numbers, the evidence behind them and a plan you can act on with or without us.

03 · CAPTURE

Build, retain, or run it yourself

Build the tool that keeps the value landing, keep us on a retainer to run the cadence, or take the plan and run it yourself.

Questions

Frequently asked.

Will our data be used to train AI models?

No. We use enterprise AI services under commercial terms that exclude training, our contract with you says the same, and we never train or fine-tune a model on client data. Your data is never used for another client either.

Can you work entirely inside our systems?

Yes, and it is our default. We work on a device or virtual desktop you provide, through your identity provider, using AI you have already approved. Your data never leaves your environment.

How is this different from hiring a consulting firm?

You get senior expertise on every hour of the work, with no junior team in between. AI handles the volume of the analysis, so the scope can be fixed, the timeline is weeks rather than months, and the fee reflects that.

Our data is messy. Is that a problem?

No. Cleaning and reconciling the data is built into every engagement. Most businesses we work with have duplicate customers, inconsistent product codes and costs that need checking. We tell you what we found and fixed.

What systems do you work with?

Any system that can export to a spreadsheet or file, or that we can work in directly inside your environment. No integration is needed for a diagnostic.

Which businesses do you work with?

Manufacturers and industrial distributors in the lower middle market, and the private equity firms, independent sponsors and search funds that own or acquire them. The methods also suit other businesses that quote, make, stock or distribute a wide range of products.

Who owns the outputs?

You do. Reports, models and the tools we build for you are handed over with documentation, so your team can run and change them without us.

What if the diagnostic finds less than expected?

Then you will know that, with the evidence, for a fixed fee, before you commit to anything larger. An honest "this is not your biggest lever" is a useful result.

Do you work on site?

Most of the work is remote. Operations diagnostics include time on site, and readouts can be in person where it helps.

See it on your own numbers.

Start with a 30-minute conversation. No deck required.

Get in touch