Selected Work

The patterns are real.
The names are not.

Most of our work moves capital, restructures organizations, or repositions brands — situations that demand discretion. The case studies below are anonymized; the outcomes are not.

Financial TechnologyFinancial Advisory

From a fragmented finance stack to a board-ready operating model in nine weeks.

A vertical-fintech company preparing for a $40M Series B inherited a finance function built piecemeal across three leadership transitions. The numbers told different stories depending on which deck you opened.

<0.4%Reconciliation variance
5 daysTime to monthly close
62%Diligence cycle compressed

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HealthcareHealthcare Consulting

Recovering seven figures of revenue that had quietly aged off the books.

A regional specialty group running eight locations was hitting volume targets but missing collections. Leadership suspected denials were the issue; the data lived across a clearinghouse, an EMR, and a billing portal that didn't speak to each other.

$1.4MRecovered revenue
−38%Denial rate reduction
61 → 44Days in A/R

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DTC / ConsumerWeb Design & Digital Products

A category-defining brand surface — and the agentic concierge embedded inside it.

A founder with deep category expertise and a six-figure pre-launch waitlist needed the digital surface to match the seriousness of the offering. The legacy site read like a side project. The opportunity was a flagship.

4.7%Conversion rate
~62%Support volume deflected
98Lighthouse performance

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