Selected engagements
Selected case studies
A small number of engagements that show how senior leaders turn AI ambition into aligned decisions and working systems.
$174B AUM · Executive Offsite
Fourteen Brown Advisory leaders, two days, one ranked AI roadmap
Brown Advisory wanted every senior leader to understand AI and agree on where to start. Fourteen office heads and operating officers came into a two-day offsite with fourteen different opinions. They left with a ranked pilot list, an owner and a success metric on every item, and a shared conviction about what AI means for a firm built on judgment.
Multi-Entity Holding
How a venture studio rebuilt its operating system to be AI-native, knowledge-base first
Most AI advisors ship agents on day one. The reason this venture studio principal hired us was that he had already done that, with another consultant, and it had failed. The fix was structural: a knowledge graph before the agents, an orchestrator role for the principal, and a staged rollout that resisted the pressure to demo something flashy on the first call.
Venture Firm
Ultranative’s AI operating stack, built for trust before speed
Ultranative, an Austin venture firm running multiple entities, wanted AI in the middle of its daily operations: the founder’s inbox, the meeting flow, the books. The engagement shipped a working stack in under three months. What made it work was a rule applied everywhere: AI drafts and ranks, a human approves. Nothing runs on autopilot.
75+ Campuses · Network-Wide Rollout
Guidepost Montessori found its growth hiding in the funnel
Guidepost Montessori, a network of roughly 75 campuses, was admitting families at well below its target rate, and the instinct from the top was to buy more leads. The data said the opposite: a meaningful share of the pipeline had never been contacted at all, and families who received sustained follow-up converted at a multiple of the network average. The engagement rebuilt the follow-up machine instead of the media plan, proved it on a four-school pilot, and rolled it out to every campus.
Private Members Club
How Arena Hall scales intimacy to 3,000 members
Arena Hall recruited 3,000 founding members and ran more than 150 events a year before its South Congress flagship even opened. A private club sells the feeling that someone in the room knows you, and that feeling does not scale by hiring. This engagement built the systems that delivered it anyway, qualified thousands of prospective members for pennies on the dollar, and pre-sold millions in memberships from a building that existed only as blueprints. One rule ran through it all: AI does the prep, humans do the performance.