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.
Read the case studyOur approach
Make the next
project count.
Put your people, time and money behind the changes that matter most. We investigate what’s limiting your goal, compare the options, and implement the agreed solution.
Find my bottleneckOne complete engagement
A clear priority.
A team that can act.
- 01
Decide where to act.
We speak with the people doing the work and examine real work samples, systems, records and handoffs. We test competing explanations and assess your team’s skills and capacity, so the plan fits your goal and resources.
Blueprint: the first 3 to 4 weeks - 02
Prove the solution.
When the work needs a stronger data foundation, we build it first. Then we test the agreed solution against actual work and agreed measures before committing it to production.
Unify when needed, then Initiate - 03
Put it to work.
We launch into your operation, check the result, and train the people who’ll run it. Your team practices operating the solution with the documentation, access and ownership it needs.
Launch, then Transfer
The 8-Week Constraint Sprint
A focused sprint.
A clear finish line.
The complete engagement takes 8 weeks, or 12 when substantial data foundations are needed. Blueprint is the first 3 to 4 weeks within that total, with an option to stop afterward.
Blueprint gives you the goal brief, a baseline for what happens if you stay on the current course, and evidence of the constraint. We compare process changes, existing tools, internal execution, hiring and specialist help against a custom build.
You leave that phase with an agreed value case, a resource decision, what to stop or defer, and an executable playbook: owners, sequence, dependencies, skills and effort. A proof plan sets how we’ll test the recommendation and decide what comes next.
We agree on scope, access, acceptance and transfer before implementation. Your agreement defines the stop option and remedies.
Discuss a funded business-unit goal ↗Case studies
What progress
should look like.
Healthcare & Medical Practices
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.
Read the case studyInvestment & 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.
Read the case studyFinancial 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.
Read the case studyPharmaceuticals & 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.
Read the case studyMedical Devices
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.
Read the case studyInsurance
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.
Read the case studyLegal
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%.
Read the case studyLegal · 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%.
Read the case studyLegal · 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.
Read the case studyAccounting & Auditing
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.
Read the case studyArchitecture & 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.
Read the case studyEngineering
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.
Read the case studyExperience across 15+ regulated industries
Built for the realities
of your industry.
Otavio and his team have spent more than 17,000 hours building production AI. We’ve worked in retail engineering design, tax review, corporate and M&A legal workflows, and MGA underwriting, alongside the industries below.
Those engagements help us recognize patterns such as expert-review burden, incomplete intake and slow handoffs. But a pattern isn’t proof that the same solution will fit your business. We examine your requirements, incentives, data and work, then adapt and test the approach before production. For a commercial brokerage, our MGA underwriting experience is adjacent proof; renewal and service workflows still need their own fit assessment.
- Legal
- Healthcare & Medical Practices
- Insurance
- Investment & Wealth Management
- Accounting & Auditing
- Pharmaceuticals
- Medical Devices
- Energy
- Architecture
- Civil Engineering
- Construction
- Transportation
- Education
- Defense
- Agriculture
Before you start
A few useful answers.
Who’s the free Expert Assessment for?
It’s for leaders of established service businesses with an important workflow that isn’t working well. You’ll need an internal owner who can collect evidence and act on the findings. We assess the problem, authority and access, not a fixed revenue cutoff.
Do I have to know what the bottleneck is?
No. Start with a symptom: engineering revisions delaying billing, tax returns stuck in review, legal drafts coming back for correction, or brokerage renewals slowing at handoffs. At intake, we narrow that concern to one workflow your team can measure.
What if AI isn’t the answer?
Then we recommend a different route. A process change, an existing tool, internal execution, a hire or a specialist referral may serve the goal better. Blueprint’s playbook should help you act even if we don’t build the solution. Managed delivery with a partner is selective and agreed separately.
What do we get from the free assessment?
The free assessment covers one workflow using evidence your team collects. You receive a summary of that evidence, the likely local bottleneck, alternatives and open questions, a first test with an owner and measure, and an estimate of the skills, effort, cost and dependencies for internal delivery.
We send the report before your findings consultation. You can act on it with your team. If the goal calls for broader investigation and implementation, we can discuss the paid engagement.
What if we already have an AI team?
That’s welcome. We assess your existing skills, capacity and tools before deciding where help is useful. Your team may carry out the playbook, work alongside us, or own the solution after transfer. Explore work for a funded business unit.
How much time does the free assessment take?
It includes two consultations: intake to define the workflow and findings to work through the report. Between them, your team collects evidence using our kit, with instructions, a completed example, definitions and a template. We agree on the scope and schedule at intake. Timing depends on the evidence available; useful existing records can reduce the collection work.
Do we have to start with the free assessment?
No. If you have a funded goal, a sponsor and access to the work, we can discuss the complete paid engagement directly. Blueprint establishes the priority, the resources required and the implementation route.
Start with the right question
See what’s standing
between you and your goal.
Find my bottleneckStart with a free Expert Assessment of one workflow.