Systems and AI for established firms
We help your firm use AI well and keep your sovereignty: your know-how, your client history, your data and your decisions stay yours.
Illustrative
Client review, ready for sign-off
Clients
Platforms
Microsoft Cloud Solution Provider (CSP) partner
We build on Microsoft, Google Cloud, Anthropic Claude and OpenAI. The choice stays yours.
See it at work
Pick your kind of firm. Each example runs inside your own Microsoft or Google accounts, and your people approve what matters.
An adviser gets ready for a client review.
Illustration: an adviser asks what has changed with a client household; the answer lists two changes, each with its source, and flags that the household’s plan is out of date.
More for wealth managersIllustration: a family office asks why a house was kept in a company years ago; the answer gives the reason, links the three records it came from and names who recorded the decision.
More for family officesIllustration: a 100-day plan lists three risks found in diligence, each linked to its source document and given an owner and a date.
More for private-equity firmsIllustration: a store manager asks what to reorder this week; the answer lists two products with their sales and stock, and flags a sofa whose returns mention the same fault.
More for retailersIllustration: an operator asks for a bolt torque and gets the value from the approved work instruction, with its revision and approver, and a warning that the station’s printed copy is out of date.
More for manufacturersIllustration: a re-issued drawing lists its three changes with their locations, and flags that one crew is still working from the old revision.
More for construction firmsIllustration: a handover compares what sales promised in emails with the signed contract, and flags the one promise that is not in the contract.
More for technology companiesIllustration: a lawyer searches past agreements for a liability clause and gets two matches from their own matters, with a note that one more match is in a matter they are not on.
More for professional services firmsIllustration. Names and details are invented.
Industries
Choose your field to see what slows firms like yours down, the numbers behind it, and where we would start.
All industriesWealth managers, family offices, private equity and investment banks.
35 in 100 US financial advisers plan to retire within ten years. They look after 40% of the industry’s assets.
Source: Cerulli Associates, 2026
Each square is $1 of $100, rounded to whole squares.
A clear weekly view of sales, stock and returns.
About $17 of every $100 of US retail sales was expected to come back as returns in 2024 (16.9%).
Source: NRF and Happy Returns, 2024
Hours lost a month at a large plant
Down from 39 hours in 2019, still about 27 a month.
Survey data from April 2019 to March 2023, published in 2024.
Keep production running, and keep your people’s know-how on record.
27 hours a month lost to unplanned downtime at a large plant, down from 39 in 2019.
Contractors with projects delayed by worker shortages
Down from 66% in 2022, still nearly half in 2025.
Help crews find the right drawings and information faster.
45% of US contractors surveyed had projects delayed by worker shortages in 2025, down from 66% in 2022.
Source: AGC and NCCER, 2025
A developer’s 40-hour week
Grow without losing what your company knows.
69% of developers say they lose 8 hours or more a week to inefficiencies.
The scale starts at 60%.
More of the day on client work.
68.9% billable utilization at professional services firms in 2024, down from 73.2% in 2021.
Source: SPI Research, 2025
What we do
We start with the tools you already have. When the work is done, we hand it over to your team.
See what we doReview
We look at your systems, data and suppliers with you. Then we agree the few changes that matter most.
Build
We connect the tools you already use and build what is missing. Your people help shape it as we go.
Hand over
We test it with your people and show that it works before we call it done. Then we hand it over to your team.
Clients and work
From a food company’s own AI platform to the Microsoft security behind an investment adviser’s AI.
Platforms we build on
Cloud Solution Provider (CSP) partner
Client-owned cloud platforms
ClaudeClaude workspaces, skills and connections
OpenAIModels, and independent review of our buildsSelected work
What we are building for clients today, across six industries.
See our workIllustration: a team workspace, on a company-owned cloud, reading live stock
In four months: a Claude workspace for the whole team, a Google Cloud platform Floura owns, and live, read-only answers from its Cin7 inventory and production system on real data. Google Workspace is next.
Illustration: a firm’s files, AI tools and staff inside one secured boundary
We set up the firm’s Microsoft security so its staff can use AI safely, with Copilot configured around the firm’s own knowledge.
Illustration: a company’s technology, looked at from every side
We are helping TNG judge whether a portfolio company’s technology is ready to grow.
Insights
Plain thinking on AI for leaders of established firms.
All insightsNext step
Tell us what slows your people down and what you need to decide. Our team will get back to you. Please leave out client and account details.
Start a conversation