Selected engagements from our practice. We focus on complex problems at the intersection of technology, finance, and systems design.
Client names are omitted for confidentiality. The work speaks for itself.
Technology Strategy
Helped a mid-size financial services firm evaluate whether machine learning was appropriate for their fraud detection needs. After analysis, we recommended a rules-based system that outperformed their proposed ML solution at a fraction of the cost.
Outcome: Saved 8 months of development time and $400K in projected costs.
Finance
Built a decision-support model for a Series B startup evaluating expansion into three new markets. The model focused on key assumptions and break-even scenarios rather than false precision.
Outcome: Model directly informed board decision to prioritize one market.
Advisory
Conducted technical assessment for a private equity firm considering acquisition of a SaaS platform. Identified critical technical debt and provided remediation cost estimates.
Outcome: Findings influenced final valuation and deal structure.
AI Implementation
Designed and implemented document processing automation for a legal services firm. Combined OCR, structured extraction, and human-in-the-loop review for high-accuracy results.
Outcome: Reduced document processing time by 70%.
Systems Design
Audited data infrastructure for a fintech company experiencing scaling issues. Identified bottlenecks, recommended targeted improvements, and created implementation roadmap.
Outcome: Query performance improved 10x without major re-architecture.
Every engagement begins with understanding. We spend time mapping the problem before proposing solutions. This often means the final recommendation looks different from what was initially requested — and that is the point.
We work directly with decision-makers. No layers of account managers or junior consultants. The people who scope the work are the people who do the work.
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