Consultant As A Software · Operating Model Intelligence
Meet Cassie, your Consultant As A Software
Cassie will partner with you to analyze, map, and continuously improve your workflows, teams, and processes. The strategic insights of a management engagement — delivered in minutes, at a fraction of the cost.
Then Cassie goes one step further — recommending the precise AI agents your organization should build, complete with the prompts required to deploy them.
See Cassie in action
Traditional Consultant
✕Costly day rates and engagement fees
✕Hours of discovery interviews and workshops
✕Weeks before you see a deliverable
Cassie
✓A fraction of the cost of a traditional engagement
✓Describe your workflows in minutes
✓Insights delivered near-instantaneously
Product overview
MC
Meridian Capital
Investment Firm
Depts
3
Readiness
78%
Departments
+
Investment Research 5/5
Operations 4/5
Client Relations 2/5
3
Departments
8
Workflows
18
Team members
Agent Readiness
78% — Almost ready
✓Investment Research — complete
○Client Relations — headcount missing
Investment Research
3 workflows 6 analysts ✦ AI workspace
Identify high-conviction opportunities through rigorous fundamental analysis.
Operations
2 workflows 4 staff
Manage trade settlements, reporting, and fund administration.
Build your operating model
Map departments, workflows, and teams. Cassie tracks readiness and tells you exactly what's needed before generating insights.
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Deal Flow Review
Investment Research
Analysis: Manual aggregation and approval bottlenecks cut deal velocity. Three automation opportunities identified.
Inefficiencies
Manual data aggregation
⬆ High Impact
No IC approval SLA
⬆ Medium Impact
Opportunities
Automate data feeds
⚡ Quick Win
Define 48hr IC SLA
⚡ Quick Win
AI Capabilities
Research Synthesizer Agent
Deploy Now
IC Memo Drafter
Near-Term
Technologies
Bloomberg Terminal API
DATA INTEGRATION
Dealcloud CRM
DEAL MANAGEMENT
Instant workflow intelligence
Cassie scores your workflows for efficiency, surfaces ranked opportunities, and recommends the AI capabilities with the clearest ROI.
Agent Pipeline
Your AI Agents
Analysis: 3 high-priority agents identified for Investment Research and Operations.
High priority
Deal Flow Monitor
Tracks pipeline status and flags stalled deals
Investment Research → Deal Flow Review
🟡 medium complexity ⏱ 2–3 days Monitoring
High priority
IC Memo Drafter
Auto-drafts investment committee memos
Investment Research → IC Preparation
🟢 low complexity ⏱ 1–2 days Generation
AI agents, ready to deploy
Cassie recommends the precise agents your organization should build — with full build prompts ready to take into any AI assistant.
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Identify high-impact opportunities
Streamline and strengthen operations across every function with AI that understands your actual workflows.
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Precision efficiency analysis
Reveal exactly where time, resource, and cost can be better invested — scored and ranked for you.
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Your personalized workspace
A workspace built around your organization's structure, workflows, and technology stack — not a generic template.
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AI agents, ready to deploy
Cassie generates the precise AI agents your organization should build, complete with the prompts required to put them to work immediately.
Ready to meet your consultant?
Join forward-thinking business leaders already using Cassie to optimize their operating models.
Beta Disclosure. Cassie is in beta. Do not submit sensitive or regulated data. Security infrastructure will be strengthened ahead of production release.