For lean teams at investment firms and consumer brands. We wire Claude into the tools you already run on, ship each workflow into your Claude workspace, and hand you the keys: it runs in your accounts, and it's yours to keep.
Start a ConversationMost teams turn Claude on, try a few prompts, and stall. The easy setups produce generic output. The useful version takes more setup than anyone has time for.
A few people use it for one-off questions. Nobody owns it. Every setup lives in one person's account, the Slack bot sees different things than the app, and the output stays generic because Claude never gets your data, your rules, or a schedule.
Every function has workflows built around its real work, with your data wired in and a schedule behind them. Claude drafts and people approve. What one person builds, the whole team can use.
We start with the work your team repeats every week. Typical builds:
An ops agent that answers "where is this SKU, PO, or launch?" in Slack, straight from your tracker and store data, and flags what's slipping before anyone asks.
A weekly digest of reviews and support tickets: what changed, what customers keep saying, and the three things worth acting on.
A second pass on the books before month-end close. Miscategorized transactions, odd swings, and missing items get flagged for your finance lead.
Follow-up tracking for B2B and partner pipelines, with first drafts of outreach written in your voice and queued for approval.
Replies drafted in your voice, to-dos captured from wherever they land, and a Monday brief on what needs you this week.
For investment teams: sourcing screens across a category, diligence prep, and meeting briefs built from your CRM, data subscriptions, and past memos.
The questions every team asks before turning anything on, answered up front.
Every workflow ships into your Claude workspace from a GitHub repository in your name. Once it's paid for, it's yours, code included.
We build and test against sample data. Customer records stay in your systems, and real-data testing happens inside your workspace.
Each person connects their own tools, so Claude only sees what that person can already see.
New workflows draft and wait. Anything that sends, posts, or pays needs a person's approval until you decide otherwise.
Day-to-day use runs on your Claude seats. Scheduled jobs run on your own API account, with a monthly cap set before anything turns on.
We test on our side, pilot with one person, then ship. Every change is versioned and can be rolled back.
Most engagements follow the same arc: a short assessment, a first build, then a monthly plan.
We interview each team, map the workflows worth automating, and sort out who can access what. You leave with a build plan, ranked by value and effort.
We build the first workflows on your data, pilot them with the people who'll use them, and ship each one with a short recorded walkthrough.
A written plan each month: what we'll build next and by when. We keep everything running as your tools and Claude change.
We work across every Claude surface: chat, Projects, Cowork, Claude Code, the API, and Claude in Slack. We know which one fits which job. Most consultants teach prompting. We architect systems.
We come from 15+ years of running marketing and data systems for consumer brands, and we've shipped production AI tools: analytics platforms, research agents, and creative pipelines. This isn't theoretical.
Every scheduled workflow gets a named reader and a heartbeat, so a late or broken run gets noticed by a person, not discovered weeks later.
Every build ships with a short recorded walkthrough, and we run hands-on sessions whenever your team wants one. Not a lecture: a build.
If your team spends its week reading documents, chasing updates, and answering the same questions, there's a workflow in it.
Deal sourcing, diligence prep, portfolio monitoring, IC memo drafts, and meeting briefs for private equity, growth, and venture teams.
Operations and inventory questions, customer voice, month-end close, B2B follow-up, and founder workflows for DTC and wholesale brands.
Hands-on Claude sessions for teams, and plain-English AI 101 talks for communities and conferences.
A 30-minute call to understand your team, your tools, and where a first workflow would pay off fastest.
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