And we provide the resources and support to help it scale.
Executive search, board construction, organizational design, and equity and incentive structures that reach deeper into the organization.
Commercial strategy, coverage and compensation models, pricing, and account growth inside the client base the firm has earned.
Workflow mapping, process engineering and automation with experts reviewing instead of processing, so capacity grows ahead of headcount.
Astira AI CortexIn-house origination, diligence, financing and integration, building an acquisition capability the company keeps.
Numera delivers outsourced accounting, tax and CFO advisory to more than 4,000 business clients with over 500 professionals. The work is accuracy-critical and was delivered by hand, so expert time went to data entry and repeatable month-end close tasks instead of the advice clients value.
Working with management, we shaped Numera's AI strategy, identifying automation opportunities, optimizing pricing and defining where expert review stays in the loop on accuracy-critical work. We then built the organization to deliver it and funded the roadmap. We added an independent director, embedded a dedicated AI advisor and stood up an in-house AI and engineering team led by a CTO. To support the technical buildout, we established a cross-functional leadership council connecting the technical team to the firm's operating leaders across bookkeeping, tax, advisory and CFO services. Together, the team built a bookkeeping engine to automatically execute bookkeeping entries and month-end close tasks while accountants review the output instead of producing it. Every correction an accountant makes is captured in a proprietary record of decisions, so the system improves with every client and every close. The twelve-month roadmap extends the model from bookkeeping to close automation, client onboarding and quality assurance on client deliverables.
Human override has been reduced to just 16% of transactions, shifting accountant time from posting transactions to review and advisory. BookWise.AI is live, and the roadmap is approved and in execution.
Altus provides commercial receivables management to more than 7,000 clients placing overdue receivables each year. Growth depended on a go-to-market function in which the same people focused on new client development and account management, with little segmentation and limited marketing or channel support behind them.
Together with management and an independent director focused on go-to-market, we rebuilt Altus's commercial organization. The company added dedicated leaders across sales, marketing, partnerships, and commercial operations. Sales moved to a hunter–farmer coverage model, phased over six months so no client relationship was put at risk. Segments are now anchored on receivable type and client size. Segment-specific marketing and an expanded association and partnership channel now feed a dedicated new-business team, and conversation intelligence and activity dashboards make the pipeline visible every week.
Pipeline activity has increased after migrating to a hunter-farmer model.
Altus's results depended on collector judgment and manual work, limiting how many accounts each collector could carry. As a division of its former parent, the business had no dedicated technology leadership.
Together with management, we added a Chief Technology Officer and brought in technology advisors to build an AI and technology strategy on four pillars: agentic workflow automation, intelligent recovery automation, client intelligence, and a unified data platform. The first products are live on Altus Connect, the company's proprietary automation platform: CODA for collector performance management and coaching, and BRIDGE for automated collector-client communication.
Collectors now work with tools built for them: automated performance management, coaching, and client communication, freeing up valuable collector capacity and improving client outcomes.
CallRevu is the automotive industry's leading call intelligence platform, with a large installed base of dealerships, deep workflow integrations, and trusted relationships across automotive retail. Focused primarily on automotive dealerships in North America, CallRevu was rich in insight, but missed leads were still left on the table.
Shortly after close, we pursued an M&A strategy with management to align with a clear thesis of developing CallRevu into a platform that coordinates customer engagement across channels, starting with real-time lead response. These efforts culminated in the acquisition of Calldrip, whose speed-to-lead offering ensures inbound leads are engaged as they arrive.
CallRevu gained:
Business processes come first, and AI serves them. We start from workflows and the P&L, not models. Our focus is reimagining the process.
Workflow mapping, an approved roadmap and initial builds, tailored to each of our platforms.
AI strengthens the work of auditors, collectors and accountants. Expert judgment remains central to complex cases.
We focus on successful change management from the inception of every AI initiative.
Solution design, data architecture and reliable models (predictive & deterministic) provide the foundation for automation using language models and AI agents.
AI tools become part of daily operations, with performance reviewed weekly and reported to the board.
A first conversation is about your business, not our process. Tell us what makes the firm exceptional and where the next stage is hard.