Specialized AI talent, working on your team
Talented brokers, analysts, and advisors spend a large part of the week on research, data entry, abstracts, and client materials. We come in, find the workflows where that time is going, and build the systems that give it back, so your people spend it with clients and on deals.
We embed with your team
Our engineer works inside your environment, on your real documents and your real deals, alongside the people who own the work.
We build working systems
You receive tools your people use every day, and the senior person who scopes the work is the one who builds it.
Your team reviews
AI does most of the work and a person reviews the part that counts. That review step is designed into every workflow.
You own everything
Every workflow, skill, and document is yours. There is no lock-in and no platform fee, and your data stays in your environment.
What clients say
Past work
What we do
AI enablement runs through all of this. We train people inside the build, on their own work, so that by the time a workflow is finished the person who owns it is already using it.
A repeatable piece of your team's work, rebuilt so AI does most of it and a person reviews what matters.
Proposal generation, deal underwriting, document data extraction, custom prospecting
Packaged instructions and tools that let your AI workspace do a specific job the way your team does it.
Polished reports, detailed Excel models, call prep
Purpose-built applications for the cases where a workflow is not enough.
Internal platforms and tools built around one team's process
The tools you already run, sharing data with each other.
Deal file pipelines feeding the spreadsheets and CRM that need them
Notifications, approvals, and handoffs that used to depend on someone remembering.
Notices, approvals, and follow-ups queued for one-click review
A King & Company engineer working inside your team by the hour or by the week.
Agent governance, internal tooling, team training
Results our clients see
- more polished, client-ready reports, models, and proposals from the same team
- 3x
- less time spent searching files and systems for the data a deliverable needs
- 70%
- more clients handled by each person, with no added headcount
- 30%
- to prepare for a client call that used to take an hour
- 10 min
What it is like to work with us
Most of the effort happens on our side between sessions. Everything is documented, so you can run it yourselves or keep us on to extend it.
We get into your environment
You give us access to where the work lives, and we do the reading before the first working session.
We build with you, one hour a week
Each week we bring a working draft of one of your workflows, built against your own documents. You correct it, we tune it, and the person who owns that work leaves the session using it.
You own it, and we keep going if you want us to
Over eight to twelve weeks that adds up to a named set of working systems, a trained team, and a clear plan for what comes next.
Brokers spend more time on relationships and deals. Accountants and advisors spend more time on client work. The grind around that work gets handled.
King & Company
Where we have done the work
Your brokers and analysts lose a large part of the week to research, data entry, lease abstracts, and client materials. We work with brokerage, tenant rep, and property management teams to take that work off the desk. We start with the documents and templates your firm already uses, then build around them. A lease comes in and its terms are extracted into your Excel abstract and your CRM. A BOV or survey workbook has a first draft before an analyst opens a blank file. Each broker gets a prospecting list and call prep built from their own book, and property management notices are drafted and queued so a manager approves them with one click. We set up a firm-wide AI hub and train your people on their own deals, so the hours they get back go to the phone and to clients.
Where we help
- Lease abstracts and deal documents extracted into your Excel templates and CRM
- BOV first drafts and survey workbooks
- Prospecting lists and call prep for each broker's book
- Client stories, pitch materials, and weekly market reports
- Property management notices queued for one-click approval
- A firm-wide AI hub, with training on your own deals
We go into a portfolio company and build the skills and systems that raise the productivity of its team. An engineer works inside the company, by the hour or by the week, alongside the people who do the work and on the systems the company already runs. That can mean tooling for the customer success and sales teams, integrations between systems that do not talk to each other today, or the rules for which AI agents get rolled out, to whom, and with what access. We train the team on its own real work, so the tools are still in use after we leave. What works at one company is written up as a playbook, so the next engagement in the portfolio starts from a pattern you have already seen work.
Where we help
- An embedded engineer inside the company, by the hour or by the week
- AI agent governance and rollout
- Customer success and sales tooling
- Integrations between the systems the company already runs
- Team training built on the company's real work
- Playbooks you can repeat at the next portfolio company
Accounting, insurance, advisory, site selection, and nonprofit legal firms run on documents. We work with these firms on the drafting and assembly around the client work, starting from what the firm has already written. A contract or proposal is drafted from your own precedent library, and a grant application from your past submissions. Client documents are read and keyed into the systems you already run, and financial models and decision packages are assembled for a senior person to review. Along the way we capture how your best people do the work, so that know-how stays with the firm when people move on, and we train the whole team on your own client files. Your senior people spend their hours where their expertise counts.
Where we help
- Contracts and proposals drafted from your own precedent library
- Grant applications written from your past submissions
- Financial models and decision packages
- Client documents read and keyed into the systems you already run
- Team know-how captured so it stays when people move on
- Firm-wide training on your own client work