Team training
Train your team to use AI in the work they already do.
Practical upskilling for teams that need to write better prompts, use the right tools, build repeatable workflows, and understand when agents or automation should enter the picture.
what we would look at
Hands-on sessions around the workflows your team actually runs.
Prompting, research, writing, reporting, analysis, and operational workflows.
Team standards for quality, security, review, and source-backed work.
Follow-up materials your team can reuse after the session.
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.
newsletter, office hours, community
Join the team training office-hours list.
Join the list for practical notes, office-hours invites, and examples from the work we are doing.
We will send training examples, AI workflow notes, and office-hours invites for teams adopting AI.