What does it cost to start?

The 10-Day AI Build Sprint is $2,500 fixed for one agreed outcome. The ten-business-day clock starts after scope approval, required access and kickoff. Half is paid upfront and half when the Definition of Done is met, subject to the Ship Guarantee. Larger implementations are scoped separately.

Which reports work best first?

The recurring ones with a fixed shape: monthly client reports, QBR decks, board packs. The implementation roadmap helps identify where the time goes.

How do you work with our current systems?

We keep what works, connect the tools that should work together, and build custom software where it creates meaningful value.

Home/Who we help/Private equity/Reports that write themselves

Workflow 04 of 6 · Private equity · AI agents and tooling

Assembled from live data. Reviewed by a human, then sent.

Status updates, QBRs, and monthly reports assembled by hand from systems that don't talk. We make the recurring reports build themselves from live data.

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[ 01 ] · Where work breaks down

A day a month, per manager. Copying numbers between systems.

IT SERVICES AND MSPS · PROFESSIONAL SERVICES · PE-BACKED PLATFORMS

What we hearWhat's actually happeningWhere

The assembly day

The monthly report is a day of exporting, pasting, and formatting, every month.

Assembly

The stale QBR

The deck describes last quarter as of two weeks ago. The meeting argues about the numbers instead of the plan.

Qbrs

The systems that don't talk

Each number lives somewhere else, so the report is a manual join.

Manual join

[ 02 ] · What we build

Built by the system, signed by a person

The system · Reduces manual work

Recurring reports and review decks assembled by the system from live data, reviewed by a human before they go out.

10-Day AI Build Sprint · $2,500 fixedLive in your systems · Day 10You own what we build

Review and approval steps match the report's risk and audience. The system reduces assembly work so the meeting can focus on decisions instead of collecting inputs.

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[ 03 ] · FAQ

Straight answers.

Anything not here, bring to the call. A no from us costs you thirty minutes.

Review and approval steps match the report's risk, audience, and business impact. The system can assemble the report while a person approves the parts that require judgment.

[ 04 ] · Related workflows

Problems often found alongside this one. Common in the same operation.

All six Private equity workflows

AI agents and tooling

Document processing

Documents drafted, classified, and filed by agents built for the one process they serve, running inside your systems.

See the workflow 

AI agents and tooling

Follow-up that never forgets

Open supplements, quotes, renewals, and deadlines tracked against your cadence and stop rules.

See the workflow 

AI agents and tooling

Triage and routing

Calls and tickets classified, enriched with context, routed by real rules, deduplicated.

See the workflow 

One call · One real problem

Ready to get it built?

Bring this workflow to the call. We'll tell you whether a Sprint fits, what we'd connect to, and when it goes live.

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