Understanding the business
“Working with an operator that knows how a business actually runs has been a huge advantage in getting up to speed and speeding up development timelines.”
Business owner
We accept 4 new clients per month. Spaces are limited.
How fast can your
business answer you?
We build Company Second Brains that connect your business information so your team can find trusted answers faster.
We connect the information that matters, build your first useful system, and train your team to use it.
I’m ready to apply →100% client success rate
THE EXPERIENCE OF WORKING TOGETHER
What owners are telling us.
In their own words.
Answers that come to us
“It's incredible how we don't need to actually go to the software to get the data. The data can come to us. The Second Brain is incredibly user-friendly.”
Business owner
A team that can build
“We never thought that our team would be able to not only use AI tools, but build and code software. Even our technicians are able to design solutions which help the business. And they're enjoying it. It feels like the whole team can now code.”
Business owner
IN REAL BUSINESSES
This is what it looks like when the information starts working.
RESULT 01
$28M Manufacturing Distributor
47
spreadsheets replaced
- 47 spreadsheets replaced.
- $816,516.75 in receivables reconciled across 89 open invoices.
- $1.9M in quiet deals surfaced from the existing book of business.
RESULT 02
Multi-Brand Distributor
$5.21M
receivables book reconciled
- $5.21M receivables book reconciled within $63,817 after a $7.66M reporting error was found and fixed.
RESULT 03
$18M Real Estate Company
3–4 hours
recovered per person, per day
- 3 to 4 hours recovered per person, per day after the team stopped re-keying reports across properties.
RESULT 04
$28M Manufacturing Distributor
$35K / yr
market data vendor replaced
- An in-house market-pricing system replaced a $35,000-per-year data vendor.
- The sales lead checked it against the incumbent and found a 15-cent difference.
RESULT 05
Multi-Brand Distributor
20 days
from signature to live platform
- A live platform connected 897 accounts, 15 months of revenue history, and 35 states.
- One place to see the business, live 20 days after signature.
RESULT 06
$28M Manufacturing Distributor
7 days
to a live customer support agent
- A customer-facing AI support agent went live with knowledge of 215 products and 97 retail locations across two states.
- Customers could get product answers and open a support ticket from the packaging.
Six outcomes from the businesses shown above. Repeated business labels refer to the same client. Individual results are not a promise of your results. Images illustrate business settings.
CLOSE THE ANSWER GAP
Less chasing. Clearer answers.
When a simple question turns into an afternoon of chasing, the problem is how the information comes together.
BEFORE · You assemble the answerAFTER · The team can work from it
Margin & operations
Before“Why did margin drop?” You chase sales, purchasing, and operations for the pieces.
AfterSee the relevant sales, cost, and operations records together. Check what changed at the source.
Conflicting reports
BeforeTwo reports. Two totals. The meeting stalls while someone works out which one to trust.
AfterTrace the numbers to their sources. Flag missing or conflicting data before the decision.
Manual reporting
BeforeAnother Monday spent exporting files, copying cells, and asking for the latest update.
AfterConnect the recurring inputs once, then review the update instead of rebuilding it from scratch.
Owner bottlenecks
Before“Can you check this?” Every exception waits in your inbox, even when the team could handle it.
AfterGive people the context and agreed next steps. Keep your approval for decisions that need it.
Builds start at $15,000 per month.
We collect your contact details, business information, and answers to assess fit, arrange your call, and follow up. Privacy notice · Do Not Sell or Share My Personal Information
Under $3M? Start with the Business Owner AI Accelerator.
Before you apply.
Is this right for my business?
We primarily work with owner-operated businesses doing $5M+ with real operating complexity. Businesses doing $3M to $5M are also welcome to apply. The strongest fit is usually $6M to $40M in annual revenue, 25 to 150 employees, and multiple departments, locations, or systems.
Think inventory, production, projects, or five or more people who need the same reliable numbers.
Who is this not for?
This is not designed for businesses under $3M, single-location local services, agencies, freelancers, pure software companies, or companies with a full in-house engineering team. It is also not a program for generic AI tips or prompt collections.
What is a Company Second Brain?
A connected view of the information your business already has across its systems, files, and people. Your team can use it to find answers about sales, customers, cash, inventory, operations, and open decisions, with sources they can check.
What should I expect from the call?
Bring one business question your team struggles to answer. We will look at the systems, people, and delays involved, then discuss what to fix first and whether a build makes sense.
The owner, CEO, president, partner, or family CFO who can make the decision should be involved.
Do we have to replace our existing software?
We start with the systems and information you already use. The first build connects what matters around a useful workflow. Any software changes depend on what the business actually needs.
Who owns the systems, and how does the work happen?
Everything runs on your infrastructure. You own what we build. The work happens in phases, based on your systems, people, data, and priorities. We test the first useful system with real information and train your team to use it.