Strategy and implementation for service businesses

Move your business past
its biggest bottleneck.

We help established service businesses remove the bottlenecks holding back profitable growth.

Find my bottleneck

Start with a free Expert Assessment of one workflow.

Otavio & his team have worked with

Intuit
Cerebral Connections
Novo Nordisk
Adon.ai
Truist
Office Ally
Fenwick & West
M-Square Capital
OmniAb
University of California Merced
Beta Bionics
Foresight Sports
Armistice Capital
Think Investments
Intuit
Edison Smart
Novo Nordisk
Alku Recruiting
Truist
IKEY International
Fenwick & West
Atika Capital
OmniAb
SSTM2
Beta Bionics
Advanced Research Consulting
Armistice Capital
Conquest Trader

Progress starts with focus

Doing more
is easy.

Making progress
takes a choice.

Put your people, time and money behind the changes that matter most.

Experience behind the judgment

$130M+: Measurable ROI
15+: Regulated industries

Deep partnerships
with the frontier.

We work directly with the labs building today's best models - and engineer the systems that make them work at enterprise scale.

Our Partners:

Case studies

What progress
should look like.

Explore by industry

Healthcare & Medical Practices

Healthcare Technology

Added $28M in enterprise value in less than four months

Our diagnosis showed where AI costs were eroding margin. Their team acted, and the company moved from a $32M valuation offer to a round closed at $60M.

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Healthcare & Medical Practices

Added $2.6 million in annual collections.

Routine device work kept returning to the physician. We captured his criteria and built routing his team could run. Patient waits and his workload fell, and the owner attributed the full collections increase to our work.

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Investment & Wealth Management

Private Equity

Sourced over $22M in deal value with a custom AI engine built in 8 weeks

Our engine found the target, and the firm closed the investment. The new pipeline also gave each analyst 4× the evaluation capacity and helped remove ~$665K in operating costs.

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Financial Services

92% increase in ARR and a 318% increase in EBITDA in 3 months

More hires would have faced the same fragmented data. We rebuilt delivery instead, so their partners could take on the full waitlist without adding subject-matter experts.

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Pharmaceuticals & Biotech

Biotech

Shipped in 6 weeks, unblocking a $58M first-year platform launch

The company stood to make $58M in year one, but a $590,000 internal build hadn't shipped and over $200,000 / year in vendors blocked the launch. We diagnosed and removed the constraint, delivering the core AI functionality they needed.

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Medical Devices

Delivered model in 5 weeks, avoiding over $14M in clinical research costs

We delivered the missing insulin model in time for Novo Nordisk's feasibility study. Their team verified it, so a separate study was no longer necessary.

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Insurance

Commercial Insurance

Added $1.96M in recurring profit and $2.4M in commissions in 8 weeks

We connected intake and reporting, cutting monthly report work from 40 to 10 staff-hours per program. Their group gained more recurring profit while underwriters kept control of decisions.

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Legal

Legal · M&A Corporate Practice

Increased AI adoption from 32% to 72% and eliminated $1.7M per year in OpEx in 8 weeks

We brought sensitive AI work in-house and cut rework from 83% to 24%. Their firm dropped its usage mandate, but adoption still rose from 32% to 72%.

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Legal · Deal Drafting

Decreased partner review time by 77% and saved $200K per year in Cloud AI in 12 weeks

We put approved positions into drafting and helped replace their old AI tools. Partner review fell from 90 to 20 minutes per primary deal document, and first-draft acceptance reached 78%.

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Legal · Drafting review and rollout

A business law firm increased profit per equity partner by $111,000, but we missed our rollout commitment.

Our drafting check reduced review work, but we committed to adoption before every group was ready. We worked four extra weeks at no charge and refunded $25,000. The full case explains the gains, the miss, and what we learned.

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Accounting & Auditing

Added $1.5M in recurring profits in 8 weeks

We cut returns sent back from first review from 40% to 11%, so their tax workflow completed 20% more returns each week. Their leaders confirmed the recurring profit increase.

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Architecture & Engineering

Engineering

Operating margin rose from 15.9% to 23.8%.

Scope changes reached managers too late to price consistently, so we connected the requests to decisions and billing. In a 2026 follow-up, their CFO credited a large part of the margin improvement to our work.

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Engineering

Added $1.98M per year in retail margin and a 33% decrease in unpaid rework hours

We caught unpriced changes and repeat drawing issues. Their reported annual gain combines $1.2M in billed changes with $784K estimated from the pilot rework reduction.

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From judgment to a working solution

The right work.
Done well.

01 Decide what matters most.

02 Implement the agreed solution.

03 Build your team’s ability to run it.

How we work ↗

Free Expert Assessment

See what’s standing between you and your goal.

Start with one workflow that’s slowing your business down. We give your team a collection kit, then use the evidence you collect to identify the likely bottleneck and what to test first.

You receive a written assessment and an estimate of what your team would need to act. Two consultations are included: one to define the scope and one to work through the findings. Your report arrives before the findings call.

See the kit and a sample assessment ↗

Find my bottleneck