Case Studies

Type: AI Enablement & Implementation

The Challenge:A legal and financial services company needed to build an AI-powered platform for real-time verification, validation, scoring, and compliance across complex alternative asset portfolios. The technology didn't exist — it needed to be built from scratch.

What We Did:We led product and engineering end-to-end, architecting a multi-agent AI platform from concept through production deployment. Built autonomous agents for KYC verification, document signing, and multi-channel communications (voice, SMS, email) with a unified context and data architecture. Implemented custom RAG pipelines that dramatically reduced hallucinations. Designed dynamic prompt injection systems that cut token usage by 50%. Architected retrieval systems that unlocked an entirely new compliance product line.

Results:

• Grew from concept to seven-figure ARR
• 300K+ live user sessions on the platform
• Custom RAG architecture reduced hallucination rates and enabled production-grade accuracy
• Token optimization saved 50% on inference costs
• New data presentation architecture created an additional revenue-generating product line

Type: Digital Transformation & Operations

The Challenge:A fast-growing digital agency needed to scale from a 12-person team to a full-service operation capable of managing tens of millions in annual media spend — while maintaining the operational discipline and margins attractive to a holding company acquirer.

What We Did:We embedded as an operating executive, scaling the team from 12 to 30 and building the infrastructure to support rapid growth. Built an in-house ML-powered bid optimization engine and automation tools (UTM builders, QA suites, multivariate testing scripts) that dramatically improved campaign efficiency and reduced manual trafficking time. Managed platform partnerships across major ad platforms. Maintained a consistently high new business win rate while preparing the company for acquisition.

Results:

• Scaled team from 12 to 30 and media spend from early-stage to tens of millions annually
• ML bid optimizer dramatically improved campaign efficiency
• Automation tools reduced manual trafficking time significantly
• Agency was acquired by a global holding company in a nine-figure transaction
• Work featured in Forbes, AdWeek, Inc., and Fast Company

Type: Operational Transformation & Business Line Expansion

The Challenge:A social media agency needed to diversify revenue, improve margins, and professionalize operations ahead of a potential sale. The business had strong creative capabilities but lacked a performance media offering and operational rigor.

What We Did:We embedded as a fractional Managing Director to build and launch a performance media unit from scratch. Simultaneously restructured operations — significantly improving billable utilization and reducing payroll-to-revenue ratio, freeing meaningful OPEX. Created an AI-powered audience-clustering engine that improved targeting and margins. Led a major client's global paid social scale-up, delivering strong ROAS at significant spend levels.

Results:

• Performance media unit became the agency's most profitable service line
• Significantly improved billable utilization
• Reduced payroll-to-revenue ratio, freeing meaningful operating budget
• AI audience-clustering engine improved targeting and margin
• Agency was successfully acquired in 2024

Type: AI Enablement & Innovation

The Challenge:A healthcare-focused innovation lab wanted to develop new digital products that could be commercialized and demonstrate technical leadership to global pharmaceutical clients. The team needed someone to take concepts from idea through prototype to market.

What We Did:We led the innovation pipeline — proposing, prototyping, and selling new digital products into global pharma clients. Conceived and led development of an IoT/ML device that translates environmental sound into visual and haptic feedback for hearing-impaired patients. Secured $1M in corporate LP funding to commercialize agency IP and expand the innovation lab. Also launched chatbot and interactive video products that tripled patient dwell time in global drug campaigns.

Results:

• IoT/ML device won the Cannes Lions Innovation Grand Prix — one of the industry's highest honors
• Secured $1M in corporate venture funding for commercialization
• Chatbot and interactive video products tripled patient dwell time
• Innovation lab expanded based on demonstrated commercial viability

Type: Fractional Executive Services & AI Enablement

The Challenge:A multi-entity performance media holding company needed operational transformation across two agencies and an international subsidiary. The business had scaling bottlenecks, high vendor costs, and no AI capabilities despite operating in a data-rich media buying environment.

What We Did:We embedded as Fractional COO, owning the P&L, vendor management, and digital infrastructure across the holding company. Led an operational transformation that dramatically scaled intake operations and improved profitability. Negotiated vendor agreements that meaningfully reduced platform and inferencing costs. Developed scalable processes to prepare the business for future M&A activity. Built and deployed AI-powered tools across the business, including a GenAI ad-creative engine that improved campaign performance.

Results:

• Dramatically scaled intake operations across the holding company
• Vendor renegotiations meaningfully reduced platform costs
• GenAI ad-creative engine improved campaign performance
• Scalable processes built to support future M&A activity
• Ongoing fractional COO engagement across all entities