Business partners
Bring source-backed workflow systems to your clients
For agencies, consultants, and operators who already have client trust and want a technical partner behind the scenes
What we’ll map
You bring the client context and relationship.
We help understand the workflow and build the technical layer.
Agree on a white-label, co-sell, or referral structure.
Give the client a maintained workflow with clear approval points.
AI agents that move the needle.
Foundation
Company Brain
A searchable memory layer across the tools your firm already runs on. Ask in Slack or Claude, and get an answer with the full context behind any deal, client, or project.
Connects the tools you already run on, from Drive and Gmail to HubSpot, Salesforce, and Notion.
Custom connectors for internal systems: SQL databases, data warehouses, and your own APIs.
Answers in Slack with full context, cited back to the source.
Tags people, deals, and clients automatically, so every conversation links to who it involves.
Best for
Agencies, real estate, and PE firms where what you know is scattered across meetings, documents, and CRM records.
Bring one workflow that keeps getting rebuilt.
In 20 minutes, we’ll map its sources, repeated coordination, and approval points.
Book a consultationNotes from the work
Get the partner notes.
Join the list for practical notes, office-hours invites, and examples from the work we are doing.
We will send notes on partner offers, workflow examples, and how to package this for clients.