Customers

Real results from real engagements.

How small firms are putting AI to work on the tasks that take their week: fund tax review, deal sourcing, marketplace listings and file migrations.

Under review

4Pines Advisors

Fund tax and valuation services

Several weeks on site mapping partnership return preparation, then a nine-page proposal for an AI layer around the firm's tax engine: deterministic checks first, AI for judgment, a reviewer's sign-off before anything is filed. The firm's website was repaired live the same month.

View case study
Pre-launch

AIA Co-Invest

Co-investment marketplace · Family offices, MFOs and RIAs

An interactive prototype of a reverse co-investment deal marketplace, from the subscription gauge and commitment ladder to a gated data room and an AI demand-intelligence panel, plus a 12-slide deck for allocators.

Case study coming
In build

Silverthread Capital

Commercial real estate acquisitions

A deal-sourcing platform that turns the firm's weekly pipeline workbook into an interactive nationwide map: every deal color-coded as on the sheet, with its details and photographs on click, running on a production server with team accounts.

Case study coming
Coming soon
5engagements since June 2026
1.21 TBof company files recovered and delivered on disk
4,500+Amazon listing cells corrected across three rounds
4industries: fund tax, co-investment, e-commerce and real estate