Core

Workflow Execution + Orchestration

CRM updates, vendor dispatch, document processing, deal tracking, and reporting. Built around how your team actually works.

What it does

Built for your operations

Core is not out-of-the-box software. It is built and operated alongside your team.

Track every deal from sourcing through close with stage gates and ownership.

Capital calls, allocations, and portfolio views in a single operational system.

Auto-organize documents and search across your full corpus with audit trails.

Operational dashboards that reflect how your team works, not a generic template.

In production

Core becomes the operational record your team uses every day.

Core in production

60%

faster deal processing

Read impact study →

AI where it matters

We apply AI to reduce manual work and improve decisioning, while keeping audit logs, escalation paths, and accountability.

Extraction and normalization from messy inputs (email, PDFs, notes).

Classification and routing with guardrails and escalation paths.

Audit logs and replayable decisions for accountability.

Human-in-the-loop for edge cases.

How we deploy

Step 1

We map workflows, data, approvals, and reporting requirements end-to-end.

Step 2

We implement the system of record and integrate it into the tools you already use.

Step 3

We monitor, improve automation coverage, and evolve the system alongside your team.

Tell us how your operational workflow runs today. We'll map the system and propose a build-and-operate plan.