AI integration for business workflows
AI systems that streamline how your business works.
I integrate AI into the workflows your team already runs, so reports, reviews and chasing get done without the manual work. I start with independent advice firms.
The demos run on invented sample data.
Nothing reaches a client until a person has checked it.
Two thirds of an adviser's week isn't advice.
of a UK adviser's time is spent with clients. The rest goes on admin, compliance and running the firm.
Fidelity International, IFA DNA 2025 (209 UK advisers)of UK advisers say less admin would do the most to improve their working day.
Fidelity International, IFA DNA 2025 (209 UK advisers)- The write-up after every meetingFile notes, suitability reports and follow-up emails get done in the evening, or wait in a queue.
- Preparing for every annual reviewHoldings, changes and last year's notes get pulled together by hand, client by client.
- Chasing onboarding paperworkID, fact-finds and questionnaires arrive in pieces, and someone has to keep asking.
The meeting ends.
Your notes go in, whether typed, dictated or taken from a call transcript.
The facts come out.
Goals, figures and dates are found and checked against what the fact-find says.
A draft appears.
In your house style, with anything missing or inconsistent flagged.
A person signs it off.
Nothing reaches a client until someone at your firm has read it.
Try the tools. See what they save.
Pick an industry, set up a pretend business, then use working tools on invented data. Every tool shows the time and money it would free at your size. After a couple of minutes hands-on I will ask for your email, so I can follow up.
Your business
Move these to match you. Everything below recalculates.
Pick a sample meeting, or type your own notes. Press Draft, clear each open item, then sign off, just as an adviser would.
Choose a client and move the sliders. The pack redraws the projection, so you can walk them through what-ifs in the meeting. Save up to three scenarios to compare.
Holdings, a year ago against now
Projected pot (in today's money)
Agenda for the meeting (tick as you go)
Five new clients are partway through onboarding. Run the days forward and watch the tool chase, escalate and finish files without anyone lifting a finger. Click a document to mark it received yourself.
The email going out
Activity log
A live view of a deal pipeline. Move deals along with the arrows, add your own, then run a week forward to see what goes stale and what the tool writes to unstick it.
Paste messy pipeline text, the kind that arrives in a bank's email or PDF. The tool turns each line into a structured record, flags what needs a person's check, and catches duplicates before they reach your system.
Pick a prospect and the one thing you noticed about them. The tool drafts a short, specific email and checks it against the rules that stop cold email sounding like cold email. Edit the draft and the checks update live.
Twelve prospects are in a four-step sequence. Run the days forward and watch the system send each follow-up with a new angle, stop the moment someone replies, and count what turns into pipeline.
Activity log
Eight messages have arrived. The tool sorts each one, files the noise, escalates anything urgent, and drafts replies for you to approve. Change the rules and watch the inbox re-sort, or paste an email of your own.
Fill in a request and the tool decides who has to approve it, using your rules. Change the thresholds to match how your business works, and submit a few to build the log.
Route for this request
That was your free preview. Enter your email to keep trying the demos.
First, a working session.
Two hours with you, then a one-page list of the three best time-savers in your firm, with the hours each would save. No commitment to build anything.
Then, a fixed-price build.
A written scope and a fixed price agreed before any work starts, and you only pay the final part once it works on your own files.
If you want it, ongoing care.
A monthly plan for small changes, fixes and checking that everything keeps working. Optional, and you can stop any time. I take on one build at a time, so each gets my full attention.
I build the tools deal teams run on.
I am Gautam. I own the deal-intelligence system at a global private-markets platform, used by reporters and deal teams in London, New York, Germany and the Netherlands. Before that I worked on the investor side of venture capital deals. Now I build the same kind of AI systems for businesses that run on documents, data and careful checking.
Day to day
I work at a private-markets intelligence platform used by over $1 trillion of private capital, McKinsey, Bain, BCG and the Big 4, and most of the top M&A houses. The live deal intelligence those clients read passes through the system I own, so my tools sit behind what they see.
What I built, and what it did:
- A branded deal list that reporters hand to private equity and bank contacts. It was in use at IPEM within three days, and one private equity source began meeting the team three times as often.
- A watchlist tool for source calls. After seeing it, one bank shared the 15 companies it was tracking.
- An AI tool that turns a bank's pipeline deck into finished deal records, cutting the time to read it by about two thirds.
- A trail that ties every reported figure, such as a company's earnings, to its source and the analyst who approved it.
- A market-intelligence view that a head of the origination team called "my secret weapon".
*October 2026 against the May to July average before I joined. The reporters produced these results. I built and ran the platform they work in.
Before that
At Brand Capital, the investment arm of The Times of India, I supported a team managing about $4 billion across more than 800 portfolio companies, including Flipkart, Zomato and Myntra. I worked on at least eight deals worth over ₹120 crore (about $12 million), wrote the investment memos, and built the financial models and comparable valuations behind them.
So I have seen deals from both sides: what an investor asks for before it commits, and what a deal team needs in front of it to move fast.
For advice firms
Most firms have the same shape of problem: messy documents go in, and a record comes out that a person has to stand behind. So every tool I build keeps a source for each fact and a human sign-off before anything leaves the building. I am not an adviser. Your firm keeps the advice and the sign-off.
- A person checks everythingNothing reaches a client until someone at your firm has read and approved it.
- Plain English, fixed priceNo jargon and no hourly billing. You know the cost before we start.
- Your data, your codeYou own what I build. Before any build we agree in writing where your data is processed and who can see it.
- Small on purposeOne build at a time, with the person you spoke to.
Book a 20‑minute call.
Tell me where your advisers' week goes. If there is a fit, I will suggest a review. If there is not, I will say so.
Book a callOr write to gautambharadwaj10@gmail.com