Consultant As A Software (CAAS) · 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.
No credit card required · Your data is stored securely and never shared
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
See Cassie in action
MC
Meridian Capital
Investment Firm
Depts
3
Readiness
78%
Departments
+
Investment Research 5/5
Operations 4/5
Client Relations 2/5
Agent Readiness
Setup Intelligence
78% — Almost ready
✓Organization name
✓Mission statement / North Star
✓Investment Research — all fields complete
○Client Relations — headcount data missing
Investment Research
3 workflows 6 analysts ✦ AI workspace
Identify and recommend high-conviction investment opportunities through rigorous fundamental analysis.
Build your operating model
Map your organization's departments, workflows, and teams. Cassie tracks readiness and surfaces exactly what's needed to generate insights.
📈
Deal Flow Review
Investment Research
Deal Flow Review · Manual aggregation and approval bottlenecks reduce deal velocity. Three automation opportunities identified.
Inefficiencies
Manual data aggregation
›
⬆ High Impact
No IC approval SLA
›
⬆ Medium Impact
Opportunities
Automate data feeds
›
⚡ Quick Win⬆ High Impact
Define 48hr SLA
›
⚡ Quick Win⬆ Medium Impact
AI Capabilities
Research Synthesizer Agent
›
Deploy Now
IC Memo Drafter
›
Near-Term
Technologies
Bloomberg Terminal API
›
DATA INTEGRATION
Dealcloud CRM
›
DEAL MANAGEMENT
Get instant AI-powered insights
Upload a process document or describe a workflow and Cassie delivers a scored efficiency analysis with prioritized recommendations in seconds.
✦
Identify high-impact opportunities
Streamline and strengthen operations across every function with AI that understands your actual workflows.
⚙
Precision efficiency analysis
Reveal exactly where time, resource, and cost can be better invested — scored and ranked for you.
📊
Your personalized workspace
A workspace built around your organization's structure, workflows, and technology stack — not a generic template.
Ready to meet your consultant?
Join forward-thinking business leaders already using Cassie to optimize their operating models.
Beta Disclosure & Information Security Notice. Cassie is currently in beta. While we take reasonable steps to protect the information you provide, this platform has not yet undergone a full enterprise-grade cybersecurity assessment and should not be used to store or transmit sensitive, confidential, or regulated data at this time. We recommend keeping all workflow descriptions and process information at a general level. As we mature the platform, security infrastructure will be strengthened in line with industry best practices. By using Cassie, you acknowledge that this product is in active development and features, availability, and security posture may change. We appreciate your participation and feedback as we build towards a production-ready release.