Case Studies

Real-world examples of how we've helped organizations achieve their AI goals while navigating complex regulatory requirements.

All Workstreams AI Architecture & Build AI Strategy & Advisory Commercialization & Regulatory Due Diligence Evaluation & Benchmarking ML & Data Infrastructure
All Industries Benefits & HR Technology Healthcare Legal Multi-Industry Professional Services
Professional Services AI Architecture & Build Due Diligence

Automating First-Pass Diligence Research

Configuring an intelligence and authoring platform to a corporate investigations firm's subject-check workflow, automating retrieval, triage, translation, and drafting while keeping every claim traceable to its source.

Challenge

Analysts spent the bulk of a subject check on mechanical work: running the same searches across registries, litigation records, and news archives, translating non-English results, triaging what was relevant, and reformatting findings into the house report template.

Solution

A configured deployment that automates retrieval, screening, and drafting beneath the researcher, built on three design commitments established in discovery: every claim traceable to source, comprehensive coverage with a clean fallback to manual work, and the researcher in control of all final output.

Key Results

  • Automated link collection, relevance pre-screening, and cited-fact extraction across scoped web sources
  • Built registry table generation that outputs directly into the firm's existing report template
  • Delivered prose composition that drafts in the firm's house style from extracted facts
Phased Build

Engagement

Every Claim Cited

Design Standard

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Healthcare Due Diligence AI Strategy & Advisory

Healthcare AI Due Diligence

Technical due diligence for a private equity investment in an AI-powered healthcare technology company, assessing engineering capability, product strategy, and how much of the AI story held up under examination.

Challenge

Assess whether an AI-powered healthcare technology company's technical capability, product roadmap, and organization justified a significant investment, and whether its AI claims reflected genuine capability or repackaged third-party tooling.

Solution

Independent technical assessment covering AI and ML capability, platform architecture and scalability, security posture, acquisition integration, data maturity, and the strength of the product and engineering organization.

Key Results

  • Established which AI claims reflected proprietary capability and which rested on third-party tooling
  • Assessed platform scalability against the growth assumptions in the investment thesis
  • Identified technical debt, security exposure, and unresolved integration risk from prior acquisitions
Technical DD

Engagement

AI/ML Capability

Focus

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