Capabilities
Built around the Office of the CFO, COO, and CRO.
Three Capabilities — Finance, Operations, Revenue. Function-fluent operators who design and build the AI transformation. Same delivery shape inside each: Training, Agents, Tools tuned to the vocabulary and blueprints of the function.
Finance
AI Transformation for the Office of the CFO.
For the CEO/CFO/COO at a $25–150M PE-backed services rollup with an FP&A function still 80% manual — close compression, variance commentary writers, FP&A skill libraries, Month-End readiness agents, MSO KPI dashboards.
Month-End Agent
Books close on the 18th and the CEO wants the 5th.
Variance Pack Generator
Monthly variance commentary written by hand.
MSO KPI Dashboard
Per-location P&L visibility, same-store comps, provider productivity.
FP&A Skill Library
Cohort + 1:1 CFO and Controller fluency.
Built by a sitting CFO. $76M GAIN book, 80% AI-driven daily work, 30% cost reduction, 100% revenue growth.
Operations
AI Transformation for the Office of the COO.
For the CEO/COO/PE operating partner at a $25–150M PE-backed services rollup — Revenue Cycle Management, credentialing, ambient clinical documentation, and per-location P&L visibility.
RCM (Revenue Cycle) Agent
Denials triage, claim follow-up, payer-mix anomaly detection.
Ambient Clinical Documentation Agent
Provider note completion drag.
Credentialing Agent
New-provider onboarding takes 90 days; should take 30.
Per-location P&L tools
Same-store comps, per-site margin visibility.
Revenue
AI Transformation for the Office of the CRO.
For the CRO/Head of Sales/BD lead/RevOps owner at a $25–150M PE-backed services rollup — buyer-outreach digests, deal-monthly-update agents, sales agents, CRM hygiene tools, standardized portco update formats.
Buyer-outreach digest
Daily or weekly summary of warm-intro pipeline.
Deal-monthly-update
Standardized portco update format.
Sales agents
Outbound cadence and reply triage.
CRM hygiene tools
Pipeline cleanup, contact dedupe, stage discipline.