AI Strategy & Implementation for the Mid-Market

Stop Doing AI.
Start Driving EBITDA Impact.

We help PE-backed leaders in Manufacturing, CPG, and Healthcare turn stalled pilots into production-grade workflows with built-in governance and measurable P&L returns.

See the 90-Minute Executive AI Briefing Agenda

30-min Executive Diagnostic → 90-min AI Executive Briefing → Board-ready pack in 48 hours

If your team is stuck in “pilot purgatory,” we compress months of debate into a decision sprint with owners, metrics, and guardrails.
The Industry Problem

The Real Reason 70% of AI Initiatives Stall in “Pilot Purgatory”

AI doesn’t stall because the technology is impossible. It stalls because of a capital allocation gap: leadership avoids forcing tradeoffs on what to fund, what to pause, and what data infrastructure must be ready before scaling.

We compress months of debate into one aligned session that moves your team from proof-of-concept to production.

  • × Endless pilots with no funding gate to production.
  • × Misaligned executives delaying investment decisions.
  • × Data readiness and security risk discovered too late.
  • × Competitors moving while your AI roadmap stays theoretical.
We document what not to fund, so your portfolio of ideas doesn’t become a portfolio of waste.

For Private Equity & Portfolio Companies

Standardize AI governance, prevent duplicated pilots, and apply portfolio-wide funding gates across PortCos to protect exit multiples.

Explore the Portfolio Decision Sprint

For Growth & CX Leaders

Prioritize measurable customer value plays: conversion rate optimization, churn reduction, and sales efficiency without pilot sprawl.

Explore Growth & CX plays

How We Turn Executive Debate into
90-Day ROI

A structured AI implementation framework. Each stage ends with a go/no-go decision, not a deck.

Stage 1

Identify Where AI Can Deliver ROI

AI Readiness Assessment & Data Audit

Diagnose systems and data maturity to uncover the fastest, lowest-risk path to measurable ROI.

Check Your AI Readiness

Stage 2

Build Executive AI Alignment

Strategic Planning & Governance Definition

Align leadership on a single, high-ROI strategy grounded in real data, feasibility, and business impact.

See the Executive AI Briefing Agenda

Stage 3

Prove Value Fast With a Focused Pilot

Workflow Automation & ROI Validation

Deliver measurable ROI in 8 weeks with a production-grade workflow built inside your existing systems.

See How the Pilot Works

Stage 4

Scale AI Across Teams and Workflows

Operational Scaling & Change Management

Implement governance and connect 2–5 workflows to achieve enterprise-level consistency.

Explore the Compass™ Program

Built for CEOs, CFOs, and innovative leaders who measure results in quarters, not years.

Deep Domain Expertise in Mid-Market Sectors

We don't apply generic templates. We implement workflow-driven AI systems that solve specific industry pains.

AI for Manufacturing

The Pain

Manual data scraping and reactive firefighting are killing your OEE. Hidden operational drag from unstructured data (PLC logs, QC notes) is stalling throughput and inflating scrap rates.

Where we typically find ROI
  • Unified Data & Workflow Automation
  • Quality yield + scrap reduction
  • Planning + inventory optimization

Explore Manufacturing AI

AI for Healthcare

The Pain

Value is trapped in manual revenue cycle bottlenecks and slow clinical data operations. Compliance overhead is raising risk and inflating SG&A costs across the portfolio.

Where we typically find ROI
  • RCM automation & denial prevention
  • Clinical & RCM Workflow Automation
  • Compliance workflows

Explore Healthcare AI

AI for CPG

The Pain

Growth is constrained by rising CAC and inventory drift. Fragmented channel data makes it impossible to accurately forecast demand or optimize trade spend efficiency.

Where we typically find ROI
  • Demand Forecasting & Planning
  • Trade Spend Optimization
  • Customer LTV & Retention Modeling

Explore CPG AI   

Trusted by PE-Backed Leaders Who Measure in Quarters

ROI Achieved in 8 Weeks

We had measurable ROI in 8 weeks. Something we couldn’t achieve with a Big 4 firm after a full year.

VP of Ops
Global Manufacturing
Board-Approved Investment

“They delivered the clarity and business case our board needed. P&L-driven from day one, not a science project.”

Chief Strategy Officer
Regional Healthcare System
90 Days to Measurable Impact

“They understand velocity is strategy. The AI Compass delivered more value than our previous 18-month transformation.”

CEO
CPG Brand

Execution, Not Theater. Pragmatic Is Built for C-Suites That Need Results

Our framework marries rapid iteration with SKU-level accuracy, so you capture lifts while competitors debate roadmaps.

Execution, Not Theater

No endless decks. You leave with signed commitments and a pilot plan, not another workshop.

Velocity & Focus

We concentrate on the 20% of workflows driving 80% of your business impact.

Technical Assurance

Every sprint is production-grade, built with your IT and data teams.

Capability, Not Dependency

We enable your internal team to scale AI long after we’re gone.

We don’t greenlight pilots until data access, security/privacy, and integration feasibility clear the gate.

Escape "Pilot Purgatory"

We compress months of circular debate into a structured decision sprint. Leave with clear owners, defined metrics, and the governance guardrails needed to scale safely.

Explore the AI Executive Briefing
Trusted by Fortune 1000 and Mid-Market Innovators | $1.5M+ Avg. Avoided Loss per Client | 95% Actionable Outcomes

Ready to Turn AI Ambition Into Action?

If your leadership team is still debating direction, start with a quick conversation. The Executive Diagnostic Call confirms fit, identifies the highest-ROI next step, and determines whether the AI Executive Briefing is the right move.

Start With an Executive Diagnostic Call

30 minutes • Fit + blockers • Clear next step

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