AI Transformation

You built something great.
Now let AI take it further.

We help established businesses become AI native — faster operations, less busywork, real results.

Who we work with

HALO Businesses

High Asset, Low Obsolescence. Established companies with real revenue, real customers, and decades of domain expertise — the kind of businesses that are already winning.

AI is the next edge. We help these companies through their AI Transformation, so the lead they've built only gets bigger.

What we do

AI Readiness

Find where AI creates the most leverage in your business.

Workflow Automation

Automate the repetitive work that slows your team down.

Custom Tooling

Purpose-built AI tools designed for how you actually operate.

Team Enablement

Train your people until AI is just part of how things run.

Case Studies

01 / 03

Confidential

AI-Native Investor Accreditation Verification Tool

Reg D 506(c) Private Credit Fund

Automates the accredited-investor checks 506(c) funds normally pay big-law thousands per investor to run.

A verification app that automates the accredited-investor checks 506(c) funds normally pay big-law thousands per investor to run. Self-serve flows for net-worth, income, and professional-letter — human review only on edge cases.

Next.js + TypeScriptAI-orchestrated buildOpenAI doc reviewPlaid income/asset pullsAsync S3/SQS pipelines

Operations modernization & sale prep

Boston Tree Preservation

Took a 45-year-old tree care company off paper — CRM, digitized field ops, team trained. Achieved higher multiple on exit.

Took a 45-year-old tree care company off paper. Built out the CRM, digitized customer records and field operations, and trained the team on the new stack — leaving the business cleaner, more sellable, and ready for the acquisition that followed.

Paper → DigitalSalesforce CRMField ops digitizationAcquisition-ready

Confidential

AI-native ops for a multi-tenant portfolio

Commercial Real Estate Owner

Replaced the spreadsheet-and-PDF stack with AI-native ops — automated billing, lease intelligence, AI-drafted tenant comms.

Replaced the spreadsheet-and-PDF stack with AI-native ops across a multi-tenant commercial portfolio — automated rent billing and NNN reconciliation, lease intelligence on renewal and assignment terms, and AI-drafted tenant comms. The owner now runs the building with a fraction of the usual ops overhead.

Automated billingLease intelligenceTenant commsNNN reconciliation

The team

Pete Wild

Managing Partner

Drives AI model training quality at Meta. Quant fund co-founder. Helps established businesses make AI actually work.

Dejan Cabrilo

Technical Partner

Former CTO of Theme Analytics. Over two decades building and scaling technology companies. Extensive AI & Crypto experience.

Let's talk.

We take on a small number of clients at a time.

You built something great.Now let AI take it further.