Projects

Selected investments and partnerships where we've helped businesses grow and succeed.

Fusion Software LLC

Operator

Fusion is LIHTC (Low-Income Housing Tax Credit) asset management software designed by asset managers for asset managers. It streamlines operations, compliance, reporting, tax credit management, property oversight, and billing with a single source of truth.

Teams use it to scale portfolios without proportionally increasing headcount, automate repetitive work, and improve visibility from building to fund level.

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Our work

Current project

Legacy Modernization: Directing the complete re-architecture of a 20-year-old .NET application into a modern SaaS platform for Affordable Housing GPs and Syndicators.
Rapid GTM: Compressed the development lifecycle by leveraging AI-assisted coding, achieving a "concept-to-paid-pilot" timeline of just 3 months.
Market Penetration: Validated product-market fit immediately, securing early adoption within the US housing investment market.

Succession Mfg

Advisor

Succession Mfg is a platform that helps North American metal parts manufacturers streamline commercial operations and compete globally using AI, ML, and computer vision.

It provides automated document ingestion (2D and 3D print processing), quote approval workflows, centralized quote management, and business intelligence dashboards—supporting manufacturers of any size and tech stack.

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Our work

Advisory engagement

Product Discovery: Worked with key customers to identify product needs.
AI-Led Development: Helped build a plan and provided key hires to deliver on the AI-led development initiative.
Strategic Advisory: Continue to provide strategic advice on fundraising, GTM, and other activities.

Rumi.ai

Advisor

Rumi.ai is an AI meeting intelligence platform for distributed and remote teams. It offers Meeting Memory (capture, summarization, and searchable knowledge base), X-Ray (role-based digests so people stay informed without attending every call), and structured notes and action items.

It integrates with Zoom, Google Meet, and Microsoft Teams and emphasizes privacy (e.g. "Off the Record") and compliance (SOC 2, GDPR).

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Our work

Advisory engagement

Business Case Development: Identifying and prioritizing new market opportunities (market research, tech platforms, academia and public sector) with opportunity analysis, partner profiles, and GTM recommendations.
Execution & Validation: Tactical GTM plans, partner and customer engagement, coordination with Rumi's teams, and KPI tracking for approved opportunities.

MD Physio

Advisor

MD Physio delivers physiotherapy and allied health services to support patient recovery and wellness.

We provide ongoing advisory support to help the business optimize performance and operations.

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Our work

Advisory engagement

Margin Improvement: Ongoing consulting and business optimization to improve margins and profitability.
IT Expense Reduction: Reducing IT expenses and optimizing technology spend.
Operations: Optimizing operations to streamline processes and improve efficiency.

Have a business to discuss?

We help leadership teams modernize legacy technology, accelerate product and go-to-market execution, and scale through strategic advisory—from product discovery and AI-led development to fundraising, new market expansion, and execution. Get in touch for a confidential conversation.