KW Capital

An M&A advisory team came to us mid-quarter with a challenge familiar to anyone in deal flow: junior analysts were spending 60+ hours per deal manually combing through pitch decks, building comparison spreadsheets, and flagging inconsistencies that senior bankers would need to investigate. The first pass alone—just extracting financials and positioning—took two full days. And because every deck arrived in a different format, there was no reliable way to accelerate the work without risking errors.

Great methodology. Proven results. But 40+ daily emails were burying the coach who created it all. Her answers existed across courses, PDFs, and recordings—just not where students and leads could find them when they needed help.

The content was performing. The clients were happy. But scaling meant hiring more coordinators to do the same repetitive work: chasing submissions, reviewing footage, clipping videos, ensuring brand voice consistency, and managing approval workflows across multiple stakeholders. A single campaign involved 15-30 creators, each submitting raw content that needed to be reviewed, edited, captioned, reformatted for different platforms, and routed through client approvals. Every step required human hands.

A consumer products brand reached out mid-peak season with a problem that felt impossible to untangle: their tech stack had grown to 12 different tools, and nobody could find anything fast enough to matter. Support tickets sat for 6+ hours because agents had to check three systems just to answer "Where's my order?" Inventory levels lived in one place, order status in another, customer history in a third. Every question required tab-switching, copy-pasting, and prayers that the data matched.