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Portfolio

Real Problems. Real Solutions.
Real Results.

Every project starts with a business problem worth solving. Here's how we've helped companies across manufacturing, finance, construction, and property management transform their operations with AI.

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Industries Served
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Client Satisfaction
ManufacturingFeatured

AI-Powered Quote Automation System

National Waterworks Manufacturer3 months

From hours to minutes — AI that understands what customers are asking for.

The Challenge

Estimators spent 40–60% of their time manually parsing customer emails, looking up products across 6+ spreadsheets, and assembling quotes in Word documents. A single quote took hours; complex ones took days. The company had zero visibility into quote volume, win rates, or bottlenecks.

Our Solution

Built QuoteApp — an end-to-end AI quote automation system on the Microsoft Power Platform. Azure OpenAI parses inbound emails, semantically matches products against a 5,000+ item catalog, applies four-layer discount logic (customer, volume, special, discretionary), and generates branded PDF quotes — all routed through an estimator review step in Power Apps.

\u26A1 How It Works
01

Email Intake

Azure OpenAI parses customer emails, extracting products, quantities, and delivery requirements

Azure OpenAI
02

Product Match

Semantic search matches extracted items against 5,000+ products with confidence scoring

Vector Search
03

Quote Assembly

Four-layer discount matrix + regional pricing applied automatically to generate line items

Dataverse
04

Review & Send

Teams notification → Power Apps review → one-click PDF delivery to customer

Power Apps
< 5 min
Quote turnaround
was: Hours to days
95%
AI match accuracy
was: Manual lookup
4 layers
Automated discounts
was: 6+ spreadsheets
100%
Pipeline visibility
was: Zero tracking

QuoteApp cut our turnaround from hours to minutes. The AI actually understands what customers are asking for — even when they use shorthand we've never formally documented.

VP of Sales Operations
Technology
Azure OpenAIMicrosoft FoundryPower AutomateDataversePower AppsCopilot StudioExchange Online
Services
AI IntegrationWorkflow AutomationDocument IntelligenceEnterprise Deployment
🏦
Finance & Investment BankingFeatured

AI-Powered Deep Research & Media Monitoring Platform

Mid-Market Investment Bank4 months

From reactive monitoring to proactive intelligence.

The Challenge

Research analysts were spending 6+ hours daily manually monitoring media coverage, SEC filings, and market data across 200+ portfolio companies. The fragmented workflow involved 8+ tools, creating inconsistent coverage and missed signals.

Our Solution

Built a private LLM-powered research platform that aggregates real-time data from news APIs, SEC EDGAR, social media, and proprietary databases. Multi-LLM synthesis generates automated morning briefings, sentiment analysis, and real-time alerts. Deployed on private infrastructure for regulatory compliance.

\u26A1 How It Works
01

Data Ingestion

Real-time aggregation from 100+ news, filing, and social sources

Python/FastAPI
02

AI Analysis

Multi-LLM synthesis with sentiment scoring and entity extraction

Claude API
03

Intelligence

Automated briefings, alerts, and trend reports with citations

PostgreSQL
04

Delivery

Dashboard, Microsoft email briefings, and scheduled intelligence reports

Redis/WebSocket
80%
Reduction in effort
was: 6+ hours daily
6h → 45m
Daily research time
was: Manual monitoring
Companies per analyst
was: ~70 companies
< 5 min
Alert-to-briefing
was: Next-day reports

This platform fundamentally changed how our research team operates. We went from reactive monitoring to proactive intelligence.

Managing Director, Research Division
Technology
Claude APIPrivate LLMPythonFastAPIPostgreSQLRedisDocker
Services
Private LLM DeploymentDeep Research PlatformReal-time Data PipelineCustom AI Agents
🏗️
Construction & InfrastructureFeatured

Intelligent Bid Automation & Cost Estimation System

Regional General Contractor3 months

From 4 bids a month to 12 — with better accuracy.

The Challenge

Bid preparation required 3–4 full working days per project. An estimator manually reviewed 200+ page RFP documents, extracted requirements, cross-referenced 10+ years of historical data, and assembled proposal documents. The company could only bid on 15–20% of available projects.

Our Solution

Developed an AI document intelligence system that extracts scope, specifications, and requirements from RFP/ITB documents. The platform cross-references extracted data against historical project costs to generate accurate estimates, then produces first-draft bid documents with project-specific language and compliance checkpoints.

\u26A1 How It Works
01

RFP Intake

AI extracts scope, specs, deadlines, and compliance requirements from 200+ page documents

Claude API
02

Cost Model

Historical data analysis generates estimates with confidence intervals

Vector DB
03

Proposal Draft

AI generates first-draft bid with project-specific language

Document AI
04

Review & Submit

Estimator review, compliance verification, and submission packaging

React/Node.js
75%
Faster bid prep
was: 3–4 days per bid
More bids per quarter
was: 4 bids/month
12%
Win rate improvement
was: Baseline win rate
$2.1M
Revenue captured (Yr 1)
was: Missed opportunities

We went from bidding 4 projects a month to 12. The accuracy of the AI estimates surprised even our most experienced estimators.

VP of Preconstruction
Technology
Claude APIDocument AIReactNode.jsSupabaseVector DB
Services
Document IntelligenceAI-Powered EstimationWorkflow AutomationCustom Integrations
🏠
Property ManagementFeatured

Complete AI-Native Property Management Ecosystem

Internal Product Suite6 months (ongoing)

Three integrated products for the underserved mid-market.

The Challenge

Property managers with 10–500 units were trapped between enterprise platforms requiring 500+ units and basic tools that couldn't scale. They juggled 5+ disconnected systems for leasing, screening, billing, and maintenance.

Our Solution

Designed and built three integrated products: Leazbee (AI-native property management with concierge), Leazpass (AI-powered tenant screening with configurable risk scoring), and QuickSplit (automated RUBS utility billing with OCR). All share a common design system and data layer.

\u26A1 How It Works
01

Leazbee

AI concierge, leasing automation, maintenance tracking, resident experience

React/Supabase
02

Leazpass

Instant screening and background check, intelligent decision with configurable policy engine

Plaid/TransUnion
03

QuickSplit

RUBS utility billing, OCR bill scanning, tenant payment portal

Claude/Stripe
04

Integration

Shared data layer, unified design system, cross-product workflows

TypeScript
3
Products launched
was: 0 products
95%
Billing time saved
was: 4+ hours/month
< 2 min
Screening decisions
was: Hours of manual review
4 apps
Integrated suite
was: 5+ disconnected tools

Finally, a solution built for landlords our size. The AI concierge alone saves us 10+ hours a week.

Property Manager, 85 units
Technology
Claude APIReactTypeScriptSupabaseStripePlaidTransUnionVercel
Services
Full-Stack DevelopmentAI IntegrationPayment ProcessingMulti-product Architecture
🛡️
Finance & Investment Banking

Automated Compliance Document Review Engine

Boutique Investment Advisory2 months

Zero missed clauses. 70% faster reviews.

The Challenge

Compliance officers manually reviewed 50+ regulatory documents weekly, cross-referencing against firm policies. Reviews averaged 4 hours each, with high risk of missed clauses or contradictory terms.

Our Solution

Built an AI-powered compliance review engine that ingests regulatory documents, firm policies, and client agreements. The system identifies conflicts, flags version changes, and generates compliance summary reports. Natural language search lets officers query their entire document corpus instantly.

70%
Faster review
was: 4 hours each
0
Missed clauses
was: 3–4 per month
4h → 45m
Per-doc review time
was: Manual review
100%
Policy coverage
was: Partial updates

Our compliance team finally sleeps at night. The system catches things human reviewers consistently missed.

Chief Compliance Officer
Technology
Claude APIVector SearchPythonFastAPIDocument Parsing
Services
Document IntelligenceAI SearchCompliance AutomationCustom AI Agents
🎾
Sports & Recreation

Unified Racket Sports Facility Management Platform

Internal Product4 months

One platform for 6 racket sports plus fitness.

The Challenge

Racket sports facilities relied on fragmented booking systems that couldn't handle multi-sport scheduling. Operators needed separate tools for each sport, losing revenue from underutilized courts.

Our Solution

Built Sportango — a unified facility OS supporting 6 racket sports plus fitness. Features intelligent scheduling, program management, member portals, and white-label deployment. AI-powered demand forecasting helps operators price dynamically.

6
Sports supported
was: Fragmented tools
1
Unified platform
was: 3+ separate tools
Q1 2026
Launch date
was: In development
White-label
Per-facility
was: One-size-fits-all

No other platform handles pickleball, tennis, and padel under one roof with integrated fitness.

Facility Director
Technology
VueTypeScriptNode.jsPostgreSQLStripeAI Scheduling
Services
Full-Stack DevelopmentAI SchedulingWhite-label PlatformPayment Integration
How We Work

From Problem to Production

Our proven process takes your toughest challenges and turns them into shipping software.

🔍
Step 01

Discovery

We dig deep into your problem — not your wishlist. Interviews, data review, and process mapping to find the highest-impact opportunity.

📐
Step 02

Architecture

Design the solution architecture, data flows, and AI model strategy. You see wireframes and a technical plan before we write code.

Step 03

Build & Iterate

Rapid 2-week sprints with working demos. You test real software, not mockups. We ship fast and adjust based on real feedback.

🚀
Step 04

Launch & Scale

Production deployment with monitoring, documentation, and training. We stick around to optimize and ensure adoption.

Ready to Solve a Business Problem?

Tell us about your challenge. We'll tell you honestly whether AI is the right approach — and what it would take to build it.

Get in Touch